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Introduction

Welcome to the deeper exploration of the Priority Table feature in Foxly. This documentation will guide you through understanding and utilizing the Priority Table, one of the two main views offered by Foxly, the application integrated with Monday.com.

Views in Foxly

Priority Table:

The Priority Table is a primary view that displays a table of all your items from the Monday.com board to which Foxly was added

The Priority table displays all the items from the monday.com board you associated with Foxly during the initial setup.

  • It includes a dynamically calculated "Score" column.

    • Understanding the Priority Table

  • Score Calculation:

    • The "Score" column is automatically calculated by Foxly.

    • To understand how the score is calculated for the chosen template, click on the score, and an explanation will be provided.

  • Metrics:

    • Metrics are displayed on the side of the table.

    • These metrics are editable and must be assigned for each item to calculate the priority score.

    • If any metric is left unassigned, the priority score won't be calculated.

    • Example metrics include value, effort, time dependency, brand awareness, etc., depending on the chosen template during setup.

  • Customization (Coming Soon):

    • Currently, customization of metrics is not available in the first version of Foxly.

    • The ability to customize metrics will be introduced in the second version, expected in January.

  • Item Grouping:

    • Items are grouped into categories, mirroring the structure of your main board on Monday.com.

    • Search and Filters:

    At the top of the table, you will find search and filter options. These will be discussed separately.

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    Score explanation

    Foxly Project Prioritization automatically calculates the Score column. Click the score to view an explanation of how it was calculated for the template you are using.

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    Editing priority scoring

    1. To edit priority scoring, click the gear ⚙️ and select Settings from the Foxly Project Prioritization tab of your board.

    2. To change the template you’re using, click the gear ⚙️ and select Change template from the Foxly Project Prioritization tab of your board.

    Open settings menuImage Added

    Add a new metric

    1. To add a new metric, click + Add new metric and select from Number, Dropdown, Label, or Rating. Configure the new metric as desired.

    2. After configuring your metrics and scoring formula, click Save changes. A confirmation appears, as updating the scoring or removing metrics will change how the score is calculated.

    Settings page with Add new metric option highlightedImage Added

    Remove a metric

    To remove a metric, expand the metric in the Settings window and click Remove metric. A confirmation appears, as updating the scoring or removing metrics will change how the score is calculated.

    Settings page with remove metric option highlightedImage Added

    Restore a deleted column

    1. If you accidentally delete a column in your board used by Foxly, click the gear ⚙️ and select Settings from the Foxly Project Prioritization tab of your board.

    2. Click Add Score column to the board to restore the deleted column.

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    Understanding metrics

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    1 - Metrics

    A wide variety of Metrics can be used in a Priority table depending on the template selected during setup. Examples of Metrics include Value, Effort, Time-dependency, Brand awareness, and more.

    Note

    Metrics are editable. You must assign each of the metrics in order to calculate the Score.

    2 - Items

    Items are grouped together in a Priority table based on the main table on your main board.

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