Mac, Windows, & Web

Getting Started with Priority Matrix for Mac

Welcome to Priority Matrix! We are so glad you’re here! Over the next three minutes or so, I’m going to walk you through the process of signing up for a free, 14-day trial all the way until you open it up on your computer. This is just for Mac, so if you’re a Windows user, […]

Getting Started with Priority Matrix on Windows

Getting Started with Priority Matrix on Windows Welcome to Priority Matrix, we are happy to have you  here!  Below is a tutorial to help you get started with your Windows Priority Matrix.   We would love to connect with you personally through a complimentary training session, book it here! This is just for Windows, so if […]

How Can I Create A New Item From A Screenshot on Mac?

While collaborating with team members, it is often helpful to quickly share a screenshot within Priority Matrix for Mac. This is a simple action that will go far to ensure that you and your colleagues are all on the same page. Follow the steps below to learn how to use this feature!  1. Once you are […]

How to Use the Priority Matrix Gmail extension

When you download the Priority Matrix plugin and then log into your gmail account, you’ll likely see something new: there’s a button from Priority Matrix!   This extension will allow you to do a couple of things directly from your gmail: Send the email to your Priority Matrix inbox or a project Scan your recently created […]

How to Use the PM Extension with Gmail on Mac

When you download the Priority Matrix plugin and then log into your gmail account, you’ll likely see something new: there’s a button from Priority Matrix! Just click on an email you’d like to send to your Inbox (or assign to a Collaborator!) and hit the button. It’ll fly right into the appropriate Inbox. Here’s what it […]

Pairing Google Docs with the PM Chrome Extension

Google Chrome and Google Docs are basically seamless. It makes sense… They’re the same system! So when you use the Priority Matrix for Chrome (or Firefox, or Microsoft Edge), it will also seamlessly pair with Google Docs. Imagine creating a spreadsheet and needing to share it with your coworker. Instead of having to download it […]

How to Use Priority Matrix for Chrome to Save Documents and Web Pages

When using the Priority Matrix for Chrome extension (or Firefox, or Microsoft Edge), you can quickly and easily save or send anything you find online. This could be a picture, an article, or even a sales confirmation! To use the button, simply click on the Priority Matrix logo in your extension bar, which is probably […]

How do I use Audit Trails?

When you make a change to a task or item, we record its history. That way, you can ‘go back in time’ and revert your items to a previous version. We call this wonderful feature ‘The Audit Trail.’ It saves the history of all your notes, names, icons, dates, etc. and allows you to revert to […]

How do I Reinstall on Windows?

You had to delete the program before –either for an update or for some other reason– and now you’re stuck. Go to the Downloads page and click on the Windows logo. This will bring you to the Windows download page. It will automatically start the download, but you can also click the link (here) to download the file. […]

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