Mac, Windows, & Web

In some situations, you may want to share a screenshot with your team in Priority Matrix for Windows. This is a simple three-step process. 1. Right-click in the project and quadrant where you would like to create the item. Select “New Item from Screenshot” 2. You will then be shown whatever screen is opened behind […]

Priority Matrix is the most tightly integrated solution for project management in Outlook. In fact, you have few options when you choose to integrate your Outlook Mail with your Priority Matrix on Windows. To learn about the ways to use Outlook mail integration on Windows, keep reading. Sending Outlook Emails to your Priority Matrix Inbox […]

Absolutely! Not only can you see your items but also items of any of your team mates. To do it: Open Master List and click on Quadrant 1 icon Select the person you would like to filter by and the period of time  in the Showing menu at the bottom As you can see in this […]

Create a List of Items I’ve Completed in a Project?   Using our Master List and advanced filtering features, you can create a list of the items that you have completed in a project, and tailor this list to a specific period of time. You can then email or print this list. Let’s say you work […]

On a Windows, you can add a team member to a project by selecting the project and then entering the person’s email address in the ‘Project Details’ Panel (click the image to enlarge): By adding a collaborator to this project, you are granting full read and write capabilities. In other words, the project becomes a […]

1. To add a follower to a task, simply select the task that you would like to invite them to. 2. Then, navigate to the details panel on the right. You will see a small box that says “Add”. Clicking on this box reveals a drop-down menu of email addresses, from which you can select […]

Priority Matrix for Windows has a built-in tool for filtering tasks by assigning them a tag. Adding a tag is done by right clicking on the task, choosing “add item tag,” and typing in a new tag or by moving over to the “add item tag” selector on the upper left side of the item […]

If you find yourself with a customized template that you would like to recreate, you can save it and re-use it at any time. Simply right-click on the template you have created, and select “save as custom template”. When you want to re-use it, create a new project, and select “new project from template”. Choose […]

With Priority Matrix, you can sort tasks within project in a variety of manners, allowing you to keep what’s most important at the top of the list in each quadrant. Sort by due date, completion level, and more. Go to the top right hand corner and click on the search bar, then sorted by.   […]

Priority Matrix allows you to filter items shown within a project, based on their completion status. By using the completion filter, you can ensure that your view helps, rather than hinders, your productivity. In this article you will learn how to filter your items, by completion, on both Windows and Mac. Using Your Completion Filter on Windows 1. […]