How to Prioritize Entities

Prioritization is a common task for a Project Manager, Product Owner or Program Manager. It establishes an execution order in which the team should implement stories and fix bugs.

To prioritize entities, managers reorder them using the drag and drop functionality on Board and List Views. The order of the entities on other Views across the project prioritization software follows these changes.

Not all Views in the system follow these changes. Cross-view prioritization affects only views that display entities sorted by Rank. Open Actions > Set up view > Setup tab to check current sorting order configured.

By default, you can press the Shift key to drag a card(s) and move it into the desired position.

You can also easily drag and drop in the List View to move items to both expanded and collapsed nodes. Hover over collapsed nodes to expand.

In v.3.13.10  we've made it possible to easily move cards in bulk in Lists. Select multiple rows holding the Ctrl/Cmd key and then drag and drop to raise or lower them in one go. Drag-and-drop ranking immediately affects the relative priority order of work items on all views in the application.

Batch prioritization is also possible on Board Views. Select several cards, hold the Shift key and move them to the desired position.

In order to do so, drag them by holding colored area on the left side of the card.

Tool for Changing Prioritization Settings

Administrators and View Owners can change settings for Views and enable or disable prioritization functionality. Open the Actions > Set Up View menu to begin.

Enable prioritization on the Setup tab by setting the Sort order for displayed cards to Rank.

The software also allows you to switch sorting direction via the arrow icon.

	Default order. The cards with low priority and maximal Numeric Priority numbers are shown first.
	Reverse order. The cards with top priority and minimal Numeric Priority numbers are shown first.

On the Prioritize tab, select the desired prioritization method. Three options are available:

• Prioritization on
• Prioritization off
• Prioritize only if the Shift key is pressed (default option)

We recommend Shift + mouse action to prevent accidental re-prioritization

Troubleshooting

In some cases, the project prioritization tool might not allow you to prioritize. For example, if you sort cards by any other property (not Rank), either in View setup or in a List View column header, drag and drop prioritization is disabled. More information can be found in the dedicated article.

The project prioritization tool in Targetprocess lets you reorder various entities using a simple drag and drop interface. Prioritization software allows teams to smoothly execute tasks and deliver results faster. With Targetprocess, your project and portfolio management department can accelerate internal processes, define and organize issues based on their priority and optimize the overall productivity of your teams.