Getting Started with Prioritization

Follow this 6-step guide to set up your prioritization workflow, then explore advanced features and team roles.

Step-by-step setup

1. Import Backlog to a Board — Add issues from a task tracker, CSV file, or create them manually
2. Set Up Criteria Framework — Configure evaluation criteria for your prioritization model
3. Add Users and Assign Criteria — Invite teammates and assign criteria based on expertise
4. Evaluate Issues — Score backlog items using your criteria
5. View and Analyze Results — Review priorities on the Backlog and Matrix pages
6. Sync Results to Task Tracker — Push priorities back to Jira, Asana, or other trackers

Going further

• Advanced Settings and Features — Total score formula, alignment reports, sprint planning, and more
• Set Up Roles in the Evaluation Process — Define responsibilities for team leaders, facilitators, and estimators