Set Up Task and Event Priorities

Priorities label tasks and events as High, Medium or Low — or whatever your team calls them — so everyone can see at a glance what needs attention first.

Before you start: Account Admin permissions are required to change the priority list. Any user can apply a priority to a task or event.

Customize the Priority List

1. In the lower-left corner, click Settings.
2. Click the Activities tab.
3. Click Priorities.
4. Add, rename, recolor or delete priorities as needed.
5. Drag your most-used priority to the top of the list. The top priority is the default for new tasks and events.

Add a Priority to a Task or Event

1. Create a task or event, or open an existing one.
2. Choose a Priority.
3. Click Save.

The priority's name and color appear next to the item in Agenda and Calendar.

Need help? Contact support at customercare@pipelinecrm.com.