New Task Priority Feature in Nexus CRM
We’re excited to announce a new enhancement to Nexus CRM that will help you manage your tasks more effectively: the ability to set priority levels for your tasks. This feature is designed to provide you with greater control over task management, ensuring that the most important and urgent tasks receive the attention they deserve.
Key Features
1. Set task priority: You can now assign a priority level to each task you create or edit within the CRM. The available priority levels are:
- Urgent
- High
- Medium
- Low
- Very Low
- No Priority (default)
By default, all tasks are set to "No Priority." However, you can easily select a priority that reflects the task’s importance and urgency.
2. Visual indicators: Each task’s priority is visually represented by a coloured label, making it easy to identify the urgency of tasks at a glance. For example, "Urgent" tasks are highlighted in red, while "Medium" tasks appear in green.
3. Sort and filter by priority: The task list within each opportunity now includes a “Priority” column, allowing you to sort tasks based on their priority level. You can also filter tasks based on priority levels, making it easier to focus on what matters most.
4. Flexible: The “Priority” column is displayed by default but can be customized or hidden according to your preferences. You can also rearrange the column order to suit your workflow needs.
5. Dashboard integration: On the CRM dashboard, tasks will now display a priority label next to their names. If a task has no assigned priority, this label will not be shown, keeping your dashboard clean and focused.
How This Benefits You
The new task priority feature is designed to help you:
- Prioritise effectively: Easily identify and focus on the most critical tasks, ensuring that important activities are not overlooked.
- Lead your team: Assign and manage tasks with clear priorities, guiding your team to focus on tasks with the highest importance and urgency.
- Improve workflow efficiency: Sort and filter tasks by priority to streamline your workflow and manage your time more effectively.
We encourage you to start using this new feature to enhance your task management.
If you have any scenarios, ideas, or suggestions, feel free to reach out to us via the Idea Portal.
Thank you for your continued support and feedback.
Nexus Product Team