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, […]
Mac, Windows, & Web
How Do I Export a Project as a File?
If you wish to save one of your projects as a file so that you can back it up locally or share it using a flash-drive, Dropbox, or other file sharing system, simply right-click on the project and select “Export Project”. Click to enlarge
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 […]
How to Set a Reminder
Setting reminders can be key in order to stay on top of various tasks. It’s only human to forget things here and there, which is why Priority Matrix offers the option to set reminders for your tasks. Not only are you able to set a reminder for yourself, but you can also remind other members as […]
How to Use Team Collaboration Features using a Mac
Using Priority Matrix with a team can take your productivity to new levels. The following video explains how to use the variety of available team features. Looking for Windows? Click here! Team Collaboration Features on a Mac: Team collaboration is a vital aspect of Priority Matrix. Once your team is added to the account and […]
How to Set Outlook as Default Mail Provider
If you want to use Outlook as the default email app on your computer, so that when you click on an email address like helpdesk@appfluence.com, it opens Outlook automatically, you need to configure it first. Additionally, you may want to make Outlook the default app to open email files, which normally end in an .eml […]
How to Share a Project Using Mac or Windows
Sharing a project is a critical step in order to work with your team. Priority Matrix encourages teamwork on a number of levels, and project sharing is a great way to get started. Share a Project Using a Mac: Select the project you would like to share Go to the right side panel called “project details” […]
How to Sync Data Between Desktop and Mobile App
Priority Matrix is available for multiple platforms, allowing you to work from wherever, whenever you want. Whether it is your iPad, iPhone, Mac, or Windows, you can sync all your data in one Priority Matrix account. If you love traveling and find yourself working off-line, do not worry because when you connect to a wi-fi […]
How To Integrate OneNote with Priority Matrix on Mac
Integrating OneNote with Priority Matrix will make organization one step easier. Organization made easy through Priority Matrix: Integrate OneNote on Mac: 1. Go to your Priority Matrix inbox and select “Configure” 2. Hover over Email and select “Copy Secret Inbox Account 3. Go to OneNote and select File, scroll down and select Share 4.Select send […]
Integrating Outlook Tasks into Priority Matrix on Windows
Outlook is most known for being one of the most popular email clients in the business setting. In addition to that, it also provides a basic task management feature, which lets you quickly capture your tasks and to-dos, to work on them at a later time. When combined with Priority Matrix, the best project management […]