How prioritisation works

Where to find it

Prioritisation is under Planning → Prioritisation. It is available on every product. It never changes the Impact score, Backlog rank or quarter plan order.

Choose a list in the collapsible left panel, or create one with the + next to its search box. The panel also lets you edit a list, or delete it after confirming; deleting a list keeps its items and their shared values.

1. Gather candidates

In New list, Start with can be an Empty list or Items planned in a quarter. Picking a quarter is a one-time fill: later changes to that quarter don't update the list. Lists don't stay linked to a quarter.

Add more at any time with Add items:

• Add existing opens the picker (Solutions, Features and Discoveries).
• Items planned in a quarter adds that quarter's items that aren't in the list yet.
• Add new solution and Add discovery show an empty row in the table. Type the name and press Enter: it's created on this product and added to the list. New solutions are filled in automatically in the background, like other quick adds. The row appears at the bottom, or at the top when the list is sorted by Manual order (the new item goes first).

Other new items go to the bottom of the manual order. Clicking an item name opens its hub.

From a Feature, Solution or Discovery hub, open the header’s … menu and choose Add to…. Search and pick a Prioritisation table or an Open quarter in that item's product. Tables already containing the item are marked and cannot be added twice. Adding to a table doesn't change its quarter or Backlog rank. Only destinations your access allows are offered; table additions aren't available on phones.

Sections

Lists don't have phases. To split a list into sections (for example Now, Next, Later), create a Pills field with one pill per section, then choose it in Group by. Each pill becomes a section. While sorted by Manual order, drag an item into another section to change its pill, with Undo. Items with several pills appear in each section.

2. Assess with fields

The + at the table's right edge or Columns → Add new column creates a field. Number, Text and Pills fields are shared product fields: their values reappear in other lists of the same product. Text is descriptive and never scored. Pills count their highest value by default, or Add values up. Click a field cell to assess it. The field editor's Save button becomes available only after a change.

Status cells use the normal item status controls and their confirmation rules; Quarter cells offer open quarters. These edits change the actual item, not just this list. Calculated and linked fields are read-only.

Manage shared fields in Settings → Product dimensions. Archived fields disappear from lists and pickers, and stop counting in their scores, but keep their assessed values and saved weight configuration. Open the archived field in Settings and choose Restore field to make it available again. Admins and Builders can Delete permanently after typing its exact name: this removes all its values and all list/score references, with no recovery. Options already chosen on items can't be deleted until those choices are cleared. Fields can link to an Objective or KPI.

3. Rank

• Score is worked out from the fields you weight. Until a field has a weight, the Score column says No weighted fields yet. Click the Score heading's settings icon to open Score weights.
• Score weights lets you tick fields, including Impact (relative), and give each a weight from 1 to 5; percentages are calculated for you. Arrows show how items would move. Save keeps them for everyone viewing the list; Reset goes back to the saved weights. The field list scrolls while Save and Reset stay visible.
• Sort contains Sort by and Then by, including Score, Name and Manual order.
• Manual order is a sort option. Each list has its own manual order, shared by everyone viewing that list and separate from Backlog rank. Drag rows by the handle, or use the up and down arrow keys, while sorted by Manual order.
• The # column follows the current sort. Items with the same value share a rank.

How Score is worked out

Every input is first turned into a 0–1 value so fields with different scales count fairly: Number fields use their range (for example 0–10, so 5 becomes 0.5), Pills use the highest possible pill value (or the largest possible total with Add values up), and Impact (relative) is divided by 100. The values are then weighted, so Score runs from 0 to 100 and each field's percentage is its real share.

An optional divide by field is turned into 0–1 the same way and the score is divided by it, so a divided score can go above 100. Values outside a Number field's range are refused; older Number fields without a range show Range needed until someone sets one. A blank input, a missing range or dividing by zero leaves the item unassessed, shown as —. Inputs that don't apply to an item are skipped.

The Impact column shows the real Impact score, the same as the item hub. Impact (relative) is used only inside the Score calculation: it ranks features and solutions within their own type in this product, from 0 to 100; ties share a value and a single scored item is 100. Discoveries have no Impact. It only counts in Score if you weight it.

Click a score to open Why: each raw value, its 0–1 value, the points it adds out of 100, and how the divisor was used. Impact also shows the raw hub value and the percentage of assessed same-type items with a lower Impact (for example, “Impact 12 · higher than 30% of this product's features”). This explanation counts items; the existing relative scoring formula is unchanged.

Notes and row actions

The note icon opens a note below the item, shared with its quarter-plan note. The … menu offers Remove from this list, which keeps the item and its values, and Delete item permanently where your item permissions allow it. Permanent deletion asks for confirmation and deletes the item across the product. Features, solutions and discoveries currently have no Recently deleted recovery; notes and files use their existing recovery where supported. AI-builder features cannot be deleted by hand.

Who can do what

Admins, Builders and Contributors can create lists and fields and assess items. Only admins and Builders can rename, archive, restore or permanently delete fields. List editing never grants extra permission to delete underlying items. People with read-only access can only view. Lists are read-only on phones.

Search, hidden fields, grouping and sorting are your own view. The Columns button shows, hides and reorders fields; showing a field not yet in the list adds it for everyone. Export is available.

4. Commit (coming next)

Adding your top items to a quarter or to Backlog rank is coming next. It will ask which quarter to use at that time.