Priorities and Deadlines

Priorities and deadlines help you focus on what matters most and ensure tasks are completed on time. This guide explains how to use them effectively.

Priority Levels

Each Action can be assigned one of three priority levels:

Priority levels affect how Actions are displayed in your list. Urgent Actions are visually prominent and float to the top of the list, making them easy to spot when scanning your tasks.

Setting Deadlines

Deadlines set a target completion date for an action. When you create or edit an action, you can pick a date from the date picker. Choose a date that is realistic given the scope of the task.

Not every action needs a deadline. Some tasks are ongoing or have no natural end date. In those cases, it is fine to leave the deadline blank and use priority alone to manage urgency.

Overdue Actions

When an action passes its deadline without being completed, it is marked as overdue. Overdue actions appear prominently on your dashboard in the overdue actions widget, so you can see at a glance what needs attention.

If you have many overdue actions, it usually means one of two things: deadlines are being set too aggressively, or tasks are not being prioritised properly. Either way, it is worth reviewing your list and either completing, rescheduling, or removing items that are no longer relevant.

Sorting and Filtering

The Actions list sorts itself automatically: Urgent first, then Normal, then Low Urgency. Within each priority bucket the soonest deadline floats to the top, with Actions that have no deadline sitting at the bottom of their bucket. The most recently created Actions break ties so newer work does not get buried under older work at the same priority and deadline.

You can filter the list by status, priority, team, team member, or source type. Filters refine the visible Actions; the sort order stays consistent so what you focus on first never depends on which filter is active.

A useful weekly workflow is to leave filters off, scan the Urgent column for anything coming due in the next seven days, and clear or reschedule the ones that have slipped.