Best Practices for Time Management and Task Prioritization
Decide what to work on next, and make sure nothing important gets buried.
Keeping projects on track comes down to two questions: what phase is the work in, and what should someone pick up next. Project stages answer the first, the Priority board view answers the second, and a weekly review keeps both honest.
One view that answers “what do we do next?”
Keeping projects on track comes down to two questions: what phase is the work in, and what should someone pick up next. Project stages answer the first, the Priority board view answers the second, and a weekly review keeps both honest.
1. Organise Work with Project Stages
Stages break a project into phases, so it’s clear what’s required before the work moves on.
Instructions:


2. Prioritise with the Priority Board View
The board’s Priority view groups tasks by urgency, so the queue is visible rather than something you hold in your head.
| Priority | Use it for |
|---|---|
| Critical | Blocking work, or anything client-facing that’s broken now. |
| High | Due soon, or holding up someone else. |
| Medium | Planned work with room in the schedule. |
| Low | Worth doing, but nothing breaks if it waits. |
The board only reflects reality if priorities are actually set, so this view is only as good as the triage behind it.
Instructions:


3. Break Large Tasks Down
A task that never moves is usually too big rather than blocked.
Instructions:


4. Set Due Dates That Mean Something

5. Automate the Routine Parts

6. Run a Weekly Review
FAQs
How do I change a task’s priority?
Drag it between columns in the Priority board view, or open the task and set the value directly.
What are the priority levels?
Low, Medium, High and Critical.
How do I optimise project stages?
Review them regularly and adjust to match how your team actually works. Stages that don’t reflect reality stop being useful.
Will the team be notified when I change a stage?
No. Stages are for visibility — tell people directly when something meaningful changes.
Should every task have a due date?
No. Dates on tasks that don’t need them make people ignore dates generally.
How do I see one person’s workload?
Filter the board by assignee, optionally combined with priority.
Common issues
- Everything is marked Critical — re-triage. If most things are critical, nothing is, and people stop using the view.
- Work piles up at one stage — that’s a bottleneck. Look at resourcing rather than the tasks themselves.
- A dragged task didn’t move — open the task and set its priority directly instead.
- Nobody knows what to pick up — make sure every task has a priority and an owner.
- Deadlines keep slipping — tasks are probably too large. Break them into smaller pieces so progress is visible earlier.
- A workflow isn’t firing — check the trigger conditions still match how you work.
Conclusion
Prioritisation works when the board reflects reality: stages that match how work actually flows, priorities that are used sparingly enough to mean something, and tasks small enough that progress is visible.
The weekly review is what holds it together. Without it, the board drifts from the truth and people go back to deciding priority in their heads. Discover How To Handle Backlogs And Bottlenecks
Tips & best practices
- Keep the Priority view current — it’s only useful if it’s accurate.
- Reserve Critical for work that genuinely blocks something.
- Check for bottlenecks if tasks aren’t moving through stages.
- Break large tasks into smaller ones so progress shows earlier.
- Use due dates selectively rather than by default.
- Audit workflows so automations match your current process.