Help

Trying to come up with a task priority system - has anyone accomplished this?

Topic Labels: feature request Formulas
702 1
cancel
Showing results for 
Search instead for 
Did you mean: 
Timafey
4 - Data Explorer
4 - Data Explorer

Hi all, I’m building a client portal, where tasks would be executed according to their priority.

The client will assign priorities to their tasks to designate the execution queue.

The task priority should be unique and shouldn’t overlap (doubling).

Example:

Priority values are: “1st in queue”, “2nd in queue”, “3rd in queue”, and “4th in queue”

Three tasks in the pipeline:

Task_X has priority “1st in queue”
Task_Y has priority “2nd in queue”
Task_Z has priority “3rd in queue”

A client created Task_AAA and prioritized it to “2nd in queue”

The new tasks order would look following:

Task_X has priority “1st in queue”
Task_AAA has priority “2nd in queue”
Task_Y has priority “3rd in queue”
Task_Z has priority “4th in queue”

Any thoughts on how I can achieve this?

1 Reply 1

Typically, when you're updating one record and find others then need to be updated - this is a task for Automations.

Assuming Tasks are nested in projects, and two tasks can't have the same priority - you'll have to have a script that triggers upon a task priority being set - that then scans all associated project tasks and then aligns/cascades their priorities into the correct sequential order.

It's definitely possible - but a tricky Automation script to write if you've never done it before.