Priority Matrix offers robust email integration through our Outlook add-in and other email platforms. Understanding how emails are stored and accessed is crucial for effective task management.

Attaching Emails to Tasks

Using Priority Matrix for Outlook

  1. Install the Priority Matrix for Outlook add-in
  2. Open your email in Outlook
  3. Look for the Priority Matrix panel on the right
  4. Find your target item in “Recent Items” or “Similar Items”
  5. Click the upload icon to attach the email

Storage Options and Implications

You have two ways to link emails to Priority Matrix tasks:

1. Full Email Attachment (Recommended)

  • Pros:
    • Guaranteed access to email content
    • Independent of original email location
    • Preserves all attachments
  • Cons:
    • Requires downloading to view or reply
    • Takes more storage space

2. Email Link to OWA

  • Pros:
    • Saves storage space
    • Direct access to live email thread
  • Cons:
    • Link breaks if email is moved or deleted
    • Requires active Outlook access

Working with Email Attachments

When you need to reply to an email attached to a Priority Matrix task:

  1. Open the task containing the email
  2. Download the attached email file
  3. Open in your email client to reply

Best Practices:

  • We recommend fully attaching emails rather than just linking
  • Use the Outlook add-in’s thread detection to keep related emails together
  • Consider storage implications when deciding what to attach

Email Threading

The Priority Matrix Outlook add-in automatically manages email threads:

  • Detects related emails in the same thread
  • Shows links to existing PM items for thread messages
  • Helps maintain context and organization