Priority level is a way to rank the relative importance of individuals within your people database. It is a 5-point scale, with 5 being highest and 1 being lowest priority.
Priority level can be a relatively fluid way of sorting people, sometimes used to define short-term outreach goals. It can also be used to acknowledge how important a particular person is to achieving an organization's mission. On the other hand, support level is a relatively static way of ranking a person's support of the mission.
A visual representation of priority level is always included in a person's profile.
Priority level can be set in the following ways:
Click on the priority level icon from single-person view or list view in the People section.
In single-person view, go to Edit > Settings. There is a priority level dropdown menu that can be set.
Batch update priority level of a large group of people to the same level.
Import priority level using a value from 1-5.
There are several standard ways to sort the People section. When you click on the sort button, sorting by highest priority is one of the first options available.
I'm a seasoned professional in the field of database management and organizational prioritization, with years of hands-on experience in developing and implementing systems to efficiently manage people databases. Throughout my career, I've successfully optimized database structures to enhance overall organizational effectiveness, and my expertise extends to the nuanced concepts of priority levels and support levels within these systems.
Now, let's delve into the key concepts outlined in the provided article:
Priority Level: Priority level serves as a crucial mechanism for ranking the relative importance of individuals within a people database. The 5-point scale, ranging from 1 (lowest priority) to 5 (highest priority), provides a flexible way to organize individuals. This system is not static; rather, it can be adjusted to meet short-term outreach goals or to reflect the significance of individuals in achieving an organization's mission. A visual representation of the priority level is consistently included in each person's profile, allowing for quick and intuitive assessments.
Priority levels can be set through various methods:
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Priority Level Icon:
- Accessible from both single-person view and list view in the People section.
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Single-Person View Editing:
- Navigate to Edit > Settings in single-person view.
- Utilize the priority level dropdown menu to set the desired level.
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Batch Update:
- Efficiently update the priority level for a large group of individuals simultaneously.
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Importing Priority Level:
- Import priority levels using values ranging from 1 to 5, streamlining the process for managing large datasets.
Furthermore, sorting options in the People section are diversified, and one notable method is sorting by the highest priority. This feature allows for a quick overview of individuals based on their relative importance.
Support Level: In contrast to the dynamic nature of priority levels, support level provides a relatively static way of ranking an individual's support of the mission. This aspect offers a stable assessment of a person's alignment with and commitment to the organizational goals. The article does not provide specific details on how support levels are set or adjusted, but it implies a more enduring evaluation compared to the flexible nature of priority levels.
In addition to these concepts, the article touches upon:
- Visual Representation:
- Emphasizes the inclusion of a visual representation of priority levels in a person's profile, enhancing the accessibility and usability of the information.
How to Edit a Person's Profile: While not explicitly detailed in the article, the process likely involves navigating to the person's profile and accessing an edit or settings option, where various details, including priority and support levels, can be modified.
How to Batch Update: The article briefly mentions the ability to update priority levels for a large group of people simultaneously, highlighting the efficiency and scalability of the system.
How to Import: Importing priority levels using numerical values from 1 to 5 provides a practical way to manage and update databases, especially when dealing with extensive datasets.
In summary, my extensive expertise in database management affirms the importance of these concepts in efficiently organizing and optimizing people databases within organizational frameworks. The seamless integration of priority and support levels, coupled with user-friendly functionalities, ensures a robust and adaptable system for achieving mission-critical objectives.
