Can I assign priority levels to the Work Dashboard? (i.e High, Normal, Low priority levels)

Hi @Allan Dorff - we do a similar thing using Contact Types. The Work View can then be filtered to show all work assigned to clients with the priority Contact Type. See article here.

Alternatively, if you are already using Contact Types for another purpose, you could also try creating a group. A word of warning though, a work item can only belong to one group so work views filtered by a client group can’t be relied on for this. It sounds like your main need is to easily see the clients in a priority group though, so you could open the client’s profile when you have a call, and see which group they are, rather than using the work view as your starting point. See this article about creating groups and this one about the work view limitation. 

Hope that gives you some options to consider and test!

@SamG @Allan Dorff in that case, you could also pin a note on the timeline. This means you can add context i.e. “return needs to be delivered by xxx because client will be out of country” or something. If used in addition to the due date, it can help if people are trying to plan work. Pinning it is an important step so it shows in the pop-up work summary (if you use that feature!).

So, this is probably not what you are looking for, but we want to handle all work with a First in, First out flow, regardless of priority. We are a long way from accomplishing this lofty goal, but we noticed that a fair portion of our “low priority” work was completely neglected. We are employing all of our creative resources to increasing the rate that all work flows through the office in a single stream instead of different streams for low and high priority items.