Skip to main content

I have multiple activities assigned to me and I've created multiple cards per activity to break down the tasks required to complete the activity. How can I assign a priority to each activity and to each card to ensure I'm always working on the highest priority tasks at any given time? 
Example: 
- Activity: Proof-of-Concept Server Build (Priority: LOW)
    + Card: Gather specs for server (Pri: 1)
    + Card: Deploy PoC Server, IP Address, Hostname, Domain Join (Pri: 2)
    + Card: Configure User/Group access, Network/FW rules (Pri: 3)
    + Card: Install software, tools, copy files/folders (Pri: 3)
- Activity: Disaster Recovery Exercise (Priority: MED)
    + Card: Determine apps in scope, timeframe, assets required, budget, testing needed (Pri: 1)
    + Card: Assign team contacts, tasks for each team, deadlines & milestones (Pri: 2)
    + Card: Build exercise platform, server/network deployments, backup/replication jobs (Pri: 3)
    + Card: Testing procedures, expected results, measurement criteria, required vendor support (Pri: 3)
    + Card: Verify all tasks completed, verify go/no-go, schedule work and support (Pri: 4)
    + Card: Conduct DR Exercise, open conference bridge, collect results, verify completion (Pri: 4)
- Activity: PCI 3rd Party Audit (Priority: HIGH)
    + Card: Discuss scope, purpose, timeline, deliverables, central repository, reporting procedure (Pri: 1)
    + Card: Assign team contacts, team deliverables, milestones/deadlines, scheduled meetings (Pri: 2)
    + Card: Verify deliverables complete, resolve missing artifacts, update documentation, close project (Pri: 3)
 

Some activities are assigned by the project management team, others are created internally from ticket requests or internal team projects. None are currently assigned any priority or rating. Is there a way to assign a priority to my activities and to my cards to ensure I’m always working on the most important tasks throughout my day/week? 

 

Thanks. 

We leverage tags that have been added with PRIORITY_HIGH, PRIORITY_MEDIUM, PRIORITY_LOW.  This has helped our team to focus on the High priority cards.  Hope this suggestion helps.

​@swalter1 Several things here so please see if any of these can work for you. 

  1. In the Plan, drag and drop actitivies in the order that is most critical. Most important at the top and less lower moved down in WBS structure. That order will be reflected on the board. And telling the team that activities at the top should be started before the other activities. 
  2. In case you only wish the team to only view the activities that are critical you could also of course consider hiding the activities from the board so the team until works on the cards available there and once they are completed you can make the other activities visible on the board.

  3. If you wish priorities to be more visible in the plan you can create custom fields for the activities and select the Drop-down list and add which options that should be made available to select from. https://success.planview.com/Planview_ProjectPlace/Workspace_setup_and_administration/Manage_custom_fields

    If you wish to view the activities in plan based on highest priorities you can then use the filter view in plan to quickly identify them or if you wish to see the values in the WBS list you can make sure to view the custom field as columns by using the “Customize list view” feature.
    https://success.planview.com/Planview_ProjectPlace/Planning/Customize_List_View

Hope some of these can be of any help. 

Best regards

Silvija

Thanks TammyB for that great response. It’s simple and should provide the functionality I need. 

Shaun.

Thanks Silvija. These are great suggestions. I’ll likely use the last option as it seems to be the closest to a built-in priority field. TammyB also suggested this option but you included the ability to filter and using the custom field as a column. Much appreciated. 

Shaun. 

Happy to hear! 
Yes, and the custom fields can of course also be applied to cards. 

 

Have a great day! 

/Silvija

Reply


Terms of UseCookie settings
All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here

Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com