How do I add priorities to a project in CCH Axcess™ Workstream?

To add priorities to a Workstream project, do the following:
  1. Go the CCH Axcess Dashboard.
  2. Under the Workstream section, click Projects.
  3. Click the Manage tab.
  4. Click Types.
  5. Double-click the Type ID.
  6. On the left, click Priorities.
  7. At the top, click Firm Priorities.
  8. The Firm Priorities window will open.
    • If the priority appears, select it and click the down arrow.
      • Click OK.
    • If the priority does not appear, at the bottom, click Add Firm Priorities.
      • The Lists window will open.
      • Click New.
      • Enter the name of the new priority.
      • Close the Lists window.
      • Select the new priority and click the down arrow.
      • Click OK.
  9. Click Save & Close.
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