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CRM Daily Work

Task priorities

What priorities are for, how many you need, and why they stop working when everything is urgent.

Last updated September 2, 2026

Priority sorts a task list that is too long to do in one day. It is a small feature that decides what actually gets done.

Keep the list short

Three levels is usually right — something like high, normal and low. Five is the most anyone can apply consistently, and a list with seven means the middle four are never chosen.

IF EVERYTHING IS HIGH, NOTHING IS

The most common failure is a team that marks every task high because it feels important. The list then sorts by nothing. Priority only helps if most tasks sit on normal.

Priority or due date?

The due date decides when, priority decides what first within a day. If you find yourself reaching for high priority to make something happen sooner, change the date instead — that is the field that actually moves work.

Managing the list

Priorities are set up once for the organisation in CRM Settings, so every tribe sorts the same way.

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