Assigning a Priority
Set the priority via the dropdown in either the web or Slack experience.

Configuring Follow-up Priorities
Navigate to the Settings → Follow-ups page to configure:- If follow-ups are required to have a priority
- The amount of options available to choose from
- The name and description of each priority option
- The default priority option

Using Priorities with Policies
Navigate to the Settings → Policies page, and select New Policy and then choose Follow-ups as the Policy type . Within the Follow-up requirements section, you are able to use Follow-up Priority alongside Expressions to determine the SLA that you want to set, allowing you to build a policy that says:- “All high priority follow-ups must be completed within 3 days, medium priority follow-ups within 10 days”.
- Note that in this example, Low priority follow-ups will have no SLA, so won’t trigger a violation.


Using Priorities with Workflows
Navigate to the Workflows configuration page , and select New Workflow and your workflow trigger (e.g. ” When a follow-up is created or changed” ). Click Add condition and choose Follow-up Priority to require that this workflow is conditional on the priority of a follow-up, thus allowing for workflows such as:- “When a follow-up is created or changed, and the priority is set to urgent, then email the tech lead.”
Using Priorities with Reporting
Navigate to the Follow-ups reporting page , and select Follow-up Priority from the Split By dropdown in the top-right of the screen, this will update the At a glance table.
