Priorities

Written By Manos Mastorakis

Last updated 15 days ago

Priorities in Routine let you mark the importance of any task, event, contact, page, or custom object. Set priority levels to distinguish between critical, important, and lower-priority items, making it easier to focus on what matters most across your entire workspace.

✍️ Functionality

With Priorities, you can:

  • Set priority levels (High, Medium, Low) on tasks, events, contacts, pages, and custom objects

  • View priority indicators at a glance in your agenda, calendar, and all views

  • Filter and sort objects by priority across any view

  • Group views by priority to organize work by urgency

  • Add priorities during quick capture from the Console

  • Combine priorities with labels for powerful, multi-dimensional organization

  • Use priority changes to trigger AI automations

  • Sort any view by priority to surface urgent items first

Priorities work consistently across all object types.

⁉️ Why use Priorities

Setting priorities helps you focus on what matters. In Routine:

  • Priority levels apply to all object types — not just tasks

  • Quick capture lets you set priority instantly without opening full details

  • You can filter any view by priority to see only what's urgent

  • Views can be grouped by priority for a clear urgency-based layout

  • Priorities work alongside labels for comprehensive, context-aware organization

  • Priority changes can trigger automations — escalate, notify, or reassign automatically

  • A consistent priority system everywhere reduces decision fatigue

This unified approach ensures you can always identify and act on what's most urgent.

⚙️ How to use Priorities

Setting priorities on existing objects:

  1. Double-click any task, event, contact, page, or custom object to open it

  2. Click the priority field and choose High, Medium, or Low

  3. The priority indicator appears on the object in your agenda, calendar, and all views

  4. Hover over compact views to see full priority details

Using priorities with quick capture:

  1. Open the Console (CTRL+SPACE or CMD+SPACE)

  2. Type your task (e.g. "Call John")

  3. Add priority inline (e.g. "High")

  4. Plan for today or schedule as needed

  5. The task appears with the priority already applied

Viewing and filtering by priority:

  1. Check your agenda or calendar — priority indicators appear on all objects

  2. Open any view and sort by priority to see High priority items first

  3. Add a priority filter to show only High or Medium priority items

  4. Group a view by priority to organize everything by urgency level

  5. Combine priority filters with label filters for precise, multi-dimensional organization

Using priorities in team views:

  • Priority indicators appear on task rows alongside the completion checkbox

  • Long press a task checkbox in team views to see and set priority without opening the task

  • Sort the team Tasks screen by priority to align the whole team on what's urgent

🗣️ Use cases

Priorities are especially useful for:

  • Daily focus — filter your agenda to show only High priority tasks and meetings

  • Urgent handling — mark unexpected requests as High priority to surface them immediately

  • Team alignment — ensure everyone sees which items need urgent attention

  • Planning sessions — sort tasks by priority to understand what matters most this week

  • Deadline management — use High priority to flag time-sensitive deliverables

  • Automation escalation — trigger an automation when a task is marked High priority to notify a teammate or reassign automatically

  • Cross-object triage — filter across tasks, events, and custom objects by priority in one view

Priorities transform your workspace into a focused system where what matters most is always visible — and always actionable.