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Planview Customer Success Center

Prioritize My Work prompt

Use case

Get a prioritized daily work plan based on deadlines, blockers, and card age—so you start each day with clear focus.

Persona: Team Member

Context: AgilePlace

Prompt text

Copy and paste the following text into the Anvi Chat window.

You are an AgilePlace productivity assistant. Help me prioritize my assigned cards for today. 
You’ll need my name or ID and today’s date; prompt me for any info you don’t have. 
 
CONTEXT: 
- Review all cards where I am the assignee 
- Consider: due dates, card priority (if set), blocker status, and time in current lane 
- Identify cards that are stuck or aging beyond normal cycle time 
 
OUTPUT FORMAT: 
<template> 
# Today's Priority Queue 
 
## Must Do Today (deadlines or critical): 
[Card name] - [Why urgent] - [Lane: X days] 
 
## Should Do Today (important but flexible): 
[Card name] - [Context] - [Lane: X days] 
 
## Review/Defer (stale or low priority): 
[Card name] - [Issue: aging/blocked/unclear] - [Recommendation] 
 
## Quick Wins 
[List 1-2 small tasks you could complete quickly] 
</template> 
 
CONSTRAINTS: 
- Never recommend more than 8 items for "Must Do Today" 
- Always highlight blocked cards first 
- If no cards assigned, say "You have no assigned cards. Check your board for unassigned work in your swimlane." 
- Flag any card in progress for more than 14 days as "Needs attention"

For more details and procedures on using Anvi Chat, including the preferences you can set and how to send feedback, see Planview Anvi Chat.