Customize prioritization templates

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Customize prioritization templates

Customize prioritization templates (old navigation)

If the selected prioritization template doesn’t work for you, you can select a different one or even create your own.

Prioritization templates are set per box, allowing different teams to work on their templates without conflicts. You can switch templates whenever needed, and all data entered in the previous template is saved.

See the video on how easily you can customize prioritization templates.

Customize prioritization template

Before you begin, see the Priority attributes page to learn more about available metric types and score formulas.

To customize a prioritization template:

  1. In the Priorities module, click the Configuration button.

  2. Choose one of the predefined prioritization templates.

  3. Customize the predefined template if needed.

  4. Alternatively, select the Create a new template option to create a new template from scratch.

You can customize your template in the following ways:

  • Change the template name.

  • Change the score formula.

  • Add new prioritization metrics (Label, Number, Rating, Short text, or Jira field).

  • Remove the predefined metrics.

  • Map Jira custom fields to label metrics.

  • Add Jira fields as columns to the prioritization table.

The video presents how to customize a prioritization template.

Customizing prioritization template in the Priorities module.

Duplicate prioritization templates

Use the Save as new template option to duplicate prioritization templates based on existing ones.

To duplicate a prioritization template:

  1. In the Priorities module, click the Configuration button.

  2. Choose a template you want to duplicate.

  3. Change the Template name.

  4. Add, update, or delete metrics.

  5. Check if the Score formula is correct.

  6. When ready, click Save as new template.

Screenshot of duplicating an existing prioritization template in the Priorities module.

 

Customize prioritization templates (new navigation)

If the selected prioritization template doesn’t work for you, you can select a different one or even create your own.

Prioritization templates are set per box, allowing different teams to work on their templates without conflicts. You can switch templates whenever needed, and all data entered in the previous template is saved.

See the video on how easily you can customize prioritization templates.

Customize prioritization template

Before you begin, see the Priority attributes page to learn more about available metric types and score formulas.

To customize a prioritization template:

  1. In the Priorities module, click Configure from the drop-down menu.

    Screenshot of the Configure button in the Priorities module.
  2. Choose one of the predefined prioritization templates.

    Screenshot of the predefined prioritization templates.
  3. Customize the predefined template if needed.

  4. Alternatively, select the Create a new template option to create a new template from scratch.

You can customize your template in the following ways:

  • Change the template name.

  • Change the score formula.

  • Add new prioritization metrics (Label, Number, Rating, Short text, or Jira field).

  • Remove the predefined metrics.

  • Map Jira custom fields to label metrics.

  • Add Jira fields as columns to the prioritization table.

The video presents how to customize a prioritization template.

Duplicate prioritization templates

Use the Save as new template option to duplicate prioritization templates based on existing ones.

To duplicate a prioritization template:

  1. In the Priorities module, click Configure from the drop-down menu.

  2. Choose a template you want to duplicate.

  3. Change the Template name.

  4. Add, update, or delete metrics.

  5. Check if the Score formula is correct.

  6. When ready, click Save as new template.

Screenshot of duplicating the prioritization template.

 

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