When does the Prioritized Review Chart update data in Relativity Project Management?

Outline at a glance:

• Opening: the Prioritized Review Chart sits at the heart of a smooth workflow, showing what’s hot and what’s not.

• The key trigger: updates happen when documents are coded in the Prioritized Review Queue.

• Why coding changes the chart: coding communicates new designations and priorities, so the chart stays current.

• What doesn’t trigger an update: simply selecting or reviewing documents doesn’t refresh the chart.

• A practical example: follow a few documents through coding to see the real-time shift in priority.

• Practical takeaways: how project managers and teams use this behavior to stay coordinated.

• Quick tips: keep coding consistent, guard against stale data, and align everyone around the same signals.

• Closing thought: the small act of coding is what keeps the whole review train on track.

Let’s start with the big picture

If you’ve ever watched a project dashboard, you know how nice it is to see what’s getting attention now. In Relativity, the Prioritized Review Chart acts like a compass for the review team. It shows which documents deserve attention, which ones can wait, and how the whole pile of data is shifting over time. But here’s the subtle truth: the chart doesn’t shuffle itself. It updates in response to a specific action within the workflow. That action is coding in the Prioritized Review Queue.

What actually moves the chart—and why

Here’s the thing: the chart is designed to reflect current priorities. The moment you code a document—meaning you assign a designated status, category, or other criteria that guides how that document should be treated—it signals that something has changed in the review landscape. Those coded flags are the data points the chart uses to recalibrate which documents sit at the top of the pile and which fall back.

Think of coding as labeling what a document is, not just what it is about. When an analyst tags a file as “high relevance,” or marks it with a “product-review” tag, that change is broadcast to the chart. The chart then updates to show the new priority level for that document and potentially for other related documents that share the same criteria. In other words, coding acts like a switch that tells the system, “Hey, we’ve adjusted our understanding of this document’s importance.” And the chart responds in real time, so the team always has a current view of what matters most.

Why not every action updates the chart?

If you’re wondering why merely selecting or reviewing documents doesn’t refresh the chart, you’re not alone. Those actions are part of the workflow, for sure, but they don’t necessarily alter the underlying priorities. Selecting or even opening a document might be part of the process, but without reclassifying or re-designating its status, there’s no new signal for the chart to reflect. It’s the coding step—the explicit assignment of designations—that communicates a real change in how documents should be treated within the project.

A concrete walkthrough

Let’s walk through a simple scenario to anchor this idea. You’re managing a large data collection in Relativity. You set up a Prioritized Review Queue so team members can focus on the most important files first.

• Step 1: You review a batch of documents and decide that five of them are “high priority” because they contain key terms or critical metadata. You code those five as high-priority.

• Step 2: The Prioritized Review Chart automatically updates. Those five documents jump to the top of the chart, and the queue’s overall prioritization nudges surrounding documents to adjust as well.

• Step 3: A few more documents get coded later in the day, perhaps tagging some for “confidential” or marking others as “dead” or “not relevant.” Each coding action triggers a chart refresh, so the chart’s snapshot stays in step with the team’s evolving understanding.

• Step 4: If you simply skim the list, click a few items, or mark them as reviewed without changing their coded status, the chart doesn’t shift. The story doesn’t change until a coding decision is made.

That small cadence—code, chart updates, code again—creates a dynamic rhythm for the review process. It’s not flashy, but it’s incredibly effective for keeping everyone aligned.

Real-world implications for project teams

• Real-time visibility: with coding driving updates, managers can see at a glance where attention is needed. The chart acts as a live map of priorities rather than a stale outline.

• Faster decisions: when priority shifts are visible, teams can reallocate resources quickly. A newly coded high-priority document might prompt a reviewer to switch lanes and tackle related files sooner.

• Reduced cognitive load: instead of guessing which documents matter most, the team relies on codings to signal importance. That clarity reduces back-and-forth and helps keep momentum.

• Consistent workflow: coding standards become a kind of contract. If everyone codes in a consistent way, the chart’s signals stay reliable, and the project stays on track.

A few practical tips you can use today

• Establish clear coding criteria: define what labels mean, how to name them, and when to apply them. The chart’s clarity depends on consistent coding.

• Use a small set of high-impact codes: too many codes can muddy the signal. Start with essential categories like high-priority, confidential, or review-complete.

• Review the queue regularly: a quick daily alignment helps ensure the coded designations reflect current priorities. A short stand-up or sync can keep everyone in the loop.

• Audit for drift: occasionally check if the same documents keep getting the same tags. If you see drift, it’s time to recalibrate the criteria or the team’s approach.

• Balance speed and accuracy: coding fast is great, but accuracy matters more. Mislabeling can mislead the chart and misdirect effort.

Common questions, clarified

• Does the chart update if I only mark a document as reviewed? Not necessarily. If the review action doesn’t change the document’s coding or priority status, the chart won’t show a refresh.

• Can changes in related documents affect the chart? Yes, if the coding of one document triggers a cascading effect—say, a cluster of related items all receive a similar designation—the chart can reflect that broader shift.

• Is there a risk of the chart becoming chaotic? It can feel that way if codes proliferate. The antidote is disciplined coding: keep a lean set of designations and ensure everyone applies them the same way.

• How does this tie into overall project goals? The chart’s updates help ensure that what gets done first aligns with the project’s risk, urgency, and business value, which keeps everyone focused on the outcomes that matter.

Relativity tools and the bigger picture

In practice, many teams rely on the interplay between the Prioritized Review Queue and the Prioritized Review Chart to stay coordinated. The queue is the work lane—where tasks are organized and assigned—while the chart is the dashboard that communicates where that work is heading. Coding acts as the bridge: it translates qualitative judgments into quantitative signals that the chart can display. That bridge is essential for teams working with large data sets, complex review requirements, or tight timelines.

A final thought to keep in mind

The beauty of this design is its quiet efficiency. You don’t need dramatic dashboards or constant manual updates to stay on top of things. A simple, well-structured coding process does the heavy lifting, feeding the Prioritized Review Chart with fresh signals as soon as they’re created. It’s a practical system that respects both speed and accuracy, and it scales with the size of the project without becoming noisy.

If you’re building a workflow around Relativity, think of coding as the heartbeat. The chart keeps its finger on that pulse, reflecting changes as they happen. When you code, you’re not just tagging a file—you’re signaling a shift in priority that the whole team can sense and act on. And that, in turn, keeps the project moving in a coherent, intentional direction.

In short: the Prioritized Review Chart updates data when documents are coded in the Prioritized Review Queue. That’s the trigger that makes the whole prioritization dance possible. It’s a small step with big consequences, and when you follow it, you’ll notice how much smoother the review process actually feels.

If you want, we can tailor this into a quick-reference guide for your team—concise bullets, examples, and a few checklist prompts to keep coding consistent. Just say the word, and I’ll shape it into a lightweight, ready-to-use resource.