Increase visibility and accountability, today! Get started with your Priority Matrix repots by starting your free business trial here. Productivity Insight Reports Find your reports here: How to use productivity insight reports? Sort by completed, overdue, and created tasks Dive into the pie charts and graphs to have total visibility! Interactive reports allow you to […]
Mac, Windows, & Web
Import and Export a CSV File
Sometimes it’s necessary to interchange data from and to Priority Matrix. To enable that, we support exporting and importing CSV files. The CSV format is understood by multitude of applications, including your favorite spreadsheet applications, such as Microsoft Excel or Google Sheets. How to export a Priority Matrix project into a CSV file The steps […]
5 Steps to Make Your Team Use Priority Matrix
You are a manager and you’ve been using Priority Matrix for a while. You understand the value behind it and you wish your team would, too. You also realize that without compliance from your team to use the system, Priority Matrix can become ‘just another tool’. So, what can you do to avoid that and […]
How does Priority Matrix register and reflect effort time?
If you would like to learn how to set Effort level, please refer to this article. If you know that already, and you tried it but have questions on how exactly Priority Matrix registers the effort time, then this is the right page for you. Most likely, you tried to set Effort to a certain number […]
How to Integrate OneDrive with Priority Matrix
Priority Matrix can now store all your team’s files directly in your organization’s OneDrive account, instead of using Priority Matrix’s default storage system. About the Integration When enabled, this integration: Stores all Priority Matrix files in your organization’s OneDrive account Creates a dedicated folder in the admin’s OneDrive root directory Maintains your team’s existing file […]
How Do I Add, Change, and Remove Due Dates?
Add Due Dates To add due dates, simply click on the circular “Dates” button (“Due” on the Mac), make sure the “set date” box is checked, and select your due date from the drop down calendar. Change a Due Date There are several ways you can change a due date in Priority Matrix. You can […]
How to Add, Remove or Delete a Team Member
Priority Matrix was built for collaboration. Here we’ll explain how to add and remove team members, reassign their data, add them to projects, assign/delegate tasks to them, and make them follow specific items so they get timely notifications. Step One: Adding People to Your Team To use Priority Matrix with your team, you first need […]
How to Set Effort Level Less Than an Hour
Having a task that will take less than an hour is a dream come true, isn’t it? If you find this being the case, you can set the effort bar for less than an hour! This is possible through conversation box commands. Assigning Effort Level to a Specific Duration Select the task you would like […]
How Do I Duplicate A Project?
If you wish to duplicate a project, all you need to do is right-click on the project and look for the two options that begin with “Duplicate Project”: Duplicate Project with Items: This options creates an exact duplicate of the current project. Duplicate Project without Items: This option will duplicate the project name, project tags, […]
How Can I Link an Item to a Webpage, Web App, or Local File?
Web Page or Web App In Priority Matrix, all of your items can be linked to webpages so that you can just double click on the item to be taken to the webpage. To set up the link, simply copy the link and then paste it into the URL section of the task. Click to […]