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Task priorities

Define your priority levels​

In CausewayOne Asset Management, priorities are defined by the Task Priorities design. Create items of this design to define the available priority levels for tasks within your organisation, e.g. High, Medium, Low.

When someone creates/edits an inspection or job, they can set its Priority attribute by choosing one of these items from a list.

Create a task priority​

To create a new task priority item:

  1. Open the Designer dashboard card and select Create item to start the item creation process.

  2. For the 1 Select design step, choose the Task Priorities design and the Live collection.

  3. For the 2 Enter item details step, populate the following attributes:

    • Priority - a distinct name that describes the level of urgency, e.g. Critical, P0.

    • Description - a longer explanation of the priority, e.g. example scenarios, target time frames.

  4. Select Create to finish.

The completed steps of the item creation process

Edit a task priority​

To edit an existing task priority item:

  1. Select Search in the right panel menu to open the Search panel.

  2. If necessary, select to clear the previous search. Start typing task priorities and select the design when it appears.

    The search box displaying designs that match the typed keyword

  3. Select the desired item in the results to view its details.

    Search results listing items of the Task Priorities design

  4. To edit the priority's text, select Edit beneath the General tab. Edit its attributes as needed and then select Save.

    Editing the General tab of a Task Priorities item

  5. To edit the priority's appearance, use the tab bar to switch to the Settings tab and select Edit at the bottom. Edit the following properties as needed and then select Save:

    • Icon - use the icon picker to change the priority's icon.

    • Colour - use the colour picker to change the priority's colour.