Action types and priorities

Two ways to classify an Action

When you raise an Action, two fields tell everyone what kind of thing it is and how urgent it is:

• Type — what kind of Action this is (Snag, RFI, Defect, Safety Issue, and so on). Types are set up by your company, so the list matches how your team thinks about work
• Priority — how urgent it is. There are four priority levels: Low, Medium, High, and Critical. These are the same across every project and every company

Both fields are required when you create an Action, and both can be used to filter and sort the list later.

Action types

Types are completely configurable by your company. A typical construction setup might include:

• Snag — a cosmetic or finishing issue spotted during a walk-around
• Defect — a more serious issue, often during the defects period after practical completion
• RFI — a Request For Information, usually a question for the design team
• Safety Issue — anything to do with health and safety on site
• Quality Issue — a workmanship problem that needs re-doing
• Site Query — a general question that needs an answer
• Design Change — a requested change to what was originally specified

Your company can add as many types as are useful. If your team doesn't see a type that fits, an admin can add it under Settings > Action Types and it becomes available on every Action form straight away.

See Action Types (settings) for how to manage the list.

Where types show up

Once types are set up, they appear in four places:

• The Type dropdown on the create Action form
• The Type field on the Action detail page
• The Type filter on the table view
• The Type filter on the Kanban view

Adding a new type in settings makes it available everywhere immediately — nobody needs to refresh or log out and back in.

Priorities

Unlike types, priorities are fixed. There are always four levels, and they always mean the same thing:

The coloured dot appears next to the priority label everywhere it's shown — on list rows, Kanban cards, detail pages, and filter dropdowns — so you can scan a long list and spot the urgent items at a glance.

You can't add custom priority levels. Keeping the list short is deliberate: it forces everyone to make a clear call on urgency, and it prevents the "everything is high priority" creep that kills most priority systems.

Filtering by type and priority

Both type and priority appear as multi-select filters in the table view filter bar. You can combine them freely — ticking Snag and RFI under Type and Critical and High under Priority will show Actions matching (Snag OR RFI) AND (Critical OR High).

The Kanban view honours the same filters even though it groups by status, so switching between views keeps your current filter applied.

Sorting by priority

In the table view, clicking the Priority column header sorts from most urgent to least urgent — Critical at the top, then High, Medium, and Low. This is almost always what you want: the most pressing items surface first. Click again to reverse the order.

The Type column sorts alphabetically by type name.

Type and priority in locked Actions

Once an Action reaches one of the locked statuses (Resolved, Closed, or Rejected), both the Type and Priority fields become read-only. You can still read them, but you can't change them without reopening the Action first.

This keeps the historical record honest — nobody can quietly downgrade a Critical Action to Low after the fact.

Real-world examples

• Monday morning triage — filter the table by Open status and sort by priority. The Critical items land at the top, and you can dish them out for the day first
• Cutting through noise — filter by Type Safety Issue and Priority High or Critical to see anything that needs attention today
• Subbie workload — filter by an Assignee and sort by priority to see what your subcontractor lead should tackle first

Next steps

• Settings and permissions — for the wider settings overview.
• Action Types (settings) — for the page where admins manage the list.
• Filtering and sorting Actions in the table — for the filter bar that uses the type and priority options.