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On this page
  • Overview
  • My Priority Items Settings
  • Summary Pop-Up
  1. Domain Setup

My Priority Items

PreviousService UsageNextUser Management

Last updated 23 days ago

Overview

The My Priority Items (MPI) is a centralized interface designed to streamline productivity by consolidating tasks, events, approvals, and other actionable items. This guide provides an overview of the MPI's features, setup, and usage.

The MPI offers two primary user interface options: the My Priority Items Widget, a customizable widget that can be added to dashboards, pages, and newsfeeds, and the My Priority Items Flyout, accessible from the top navigation bar.


My Priority Items Settings

Admins can set up the MPI in the Admin Portal under Domain settings. By default, the MPI is turned off, but it can be enabled with options for Grid View, which displays summary cards in a grid format, or List View, which arranges summary cards in a vertical list. Admins can preview these layouts through a sample view.

Admins can also rearrange these cards using drag-and-drop functionality or edit their icons and names with a 50-character limit.

At least one summary card must remain active. If all cards are disabled, an error message will be displayed, prompting the admin to enable at least one card.


Summary Pop-Up

The Summary Pop-Up setting allows domain admins to configure how and when users are reminded of their My Priority Items through automatic pop-ups. This helps ensure users are prompted to view important tasks and updates they haven’t accessed recently.


Settings Options

Show 'My Priority Items' pop-up: Enables or disables the automatic summary pop-up for users. When enabled, a sample can be viewed by clicking View Sample.

Pop-up Frequency: Set how often the pop-up should appear after the user’s last access. This can be set as Daily or Weekly.

The timer for the pop-up frequency auto-resets each time the user accesses 'My Priority Items'.

  • If Daily is selected, the pop-up reactivates 24 hours after the last access.

  • If Weekly, the reactivation occurs 7 days later.


Trigger Condition

The pop-up will auto-open:

  • On web (as a slider), or

  • On mobile (as a full pop-up),

Only after the set time has elapsed since the user’s last access and they take another action in the system.

If there are no priority items, the pop-up will not appear.


Cross-Platform Tracking

The user's interaction with My Priority Items is tracked across both web and mobile.

This ensures a unified experience, and pop-up triggers are based on the most recent access on either platform.

The MPI allows the configuration of such as Approvals, Courses, Events, Posts, Tasks, Surveys, Quizzes, Polls, To-Dos, and Recommendations.

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summary cards