Creating and Customizing Priorities


Priorities give importance to your projects, tasks, or issues in Workfront.

As the system administrator, you can control the priorities for projects, tasks, and issues in the Setup area of Workfront.

Customizing Existing Priorities

As a system administrator, you can make the following modifications to the default priorities provided in Workfront:

  • Rename priorities.
  • Reorder the priorities.
    For more information on how to reorder priorities, see "Creating New Priorities." 
  • Change the default priority.
    For more information on the functionality of changing the default priority, see "Creating New Priorities." 
  • Edit the description for the priorities. 
  • Set a color for each priority.
    The color of the priority is used in chart reports, when you group your results by Priority.
    For more information on chart reports, see "Adding a Chart to a Report."
  • Delete priorities.
    When you delete an existing priority, you must select a replacement one. 
  • Hide priorities.
    For more information on the functionality of hiding priorities, see "Creating New Priorities." 

NOTE You must have at least one priority in your Workfront account for each object. 

The priorities provided by default for each object (project, task, or issue) are identical:

  • None
  • Low
  • Normal
  • High
  • Urgent 

Creating New Priorities

In addition to the default priorities provided in Workfront, you can add your own priorities to reflect the needs of your organization.

To create new priorities:

  1. Navigate to the Setup area in your Global Navigation Bar.
  2. Click Project Preferences.
  3. Click Priorities
  4. Choose an object (project, task or issue) by clicking the appropriate tab.
    NOTE Editing priorities for any of these objects is identical. 
  5. Click Add a New Priority.
  6. Specify the following information for the new priority:
    • Priority Name: Choose a name for your priority.
    • Importance: When adding a new priority, a number is assigned to it by default. Edit this number, if it does not match your needs. 
      The Importance number for each priority must be unique for the object you selected. 
      The number of the priority reflects the importance of the project, task or issue: the highest number corresponds to the highest priority. 
      NOTE You cannot edit the Importance number, after you save the priority. 
    • Color: Choose a color for your priority.
      The color of the priority is used in chart reports and Agile Team Settings. For more information on chart reports, see "Adding a Chart to a Report."
      For more information on Agile Team Settings, see "Categorizing Stories by Color" in "Using the Agile Story Board." Update with the Kanban link when the article is ready.
    • Default Priority: Decide whether this should be a default priority or not, by selecting the radio button. 
      If a priority is designated as the Default Priority, it is automatically picked for all the projects, tasks, or issues in Workfront. Normal is the default priority for all objects in Workfront.
    • Description: Add a description for your priority to explain its function.
    • Hide: Select this box if you want to hide the priority. 
      When you select the Hide option, the priority does not display anywhere in Workfront and users are not able to choose it for their projects, tasks, and issues. 
      IMPORTANT We recommend that you hide the priorities that you no longer want to use, rather than deleting them. By hiding them, you still keep all your historic data, of objects that have been completed with this priority, while preventing people from choosing this priority in the future. 
  7. (Optional) You can change the listing order of your priorities by dragging and dropping them in your desired order. This changes the order in which they display for projects, tasks, and issues. This does not change the Importance number. 
  8. Click Save

To understand how you can apply priorities to projects, tasks and issues, see "Understanding Priority on Projects", "Understanding Priority on Tasks" and "Understanding Priority on Issues."

 Audited 6/13/2018


This article last updated on 2018-10-17 18:53:33 UTC