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Knowledge Based Article

How to Setup Priority?

In this section, user can set the priority. It is helpful to differentiate the importance of the tasks and projects. To create a new priority follow the below given steps.

For an instructional demonstration video click here.

1. Go to Full Menu > Configuration > Company Setup > Priority
2. Click the 'Add' icon.
3. Fill in the required information.

4. Click ‘Save’ to create it.

To edit: Click on the Priority in listing and make the required changes.
To delete: 'Tick'mark the Status in Priority and remove it by clicking on 'Delete' icon.
To enable and disable Priority: In 'status' column, click on the 'Cross' icon to enable or 'Check' icon to disable the Priority.
To search the Priority: Type the name of the Priority in the search bar and click on 'Search' icon.