Mac

Manually Back-Up Data in Priority Matrix

Your data is very important, and we understand that 🙂  Automatically , your data is backed-up and can be restored.  If  you would like to manually back-up your data for whatever reason be it updating to the latest and greatest version of Priority Matrix or signing out, you can manually back-up data in Priority Matrix to be […]

How to Integrate OneDrive with Priority Matrix

Team collaboration is made easy with Priority Matrix and OneDrive integration. Not only can you quickly link items from OneDrive to an item in your Priority Matrix, but when you upload a real-time document in OneDrive and link it you your Priority Matrix, the link in your Priority Matrix will open up the more up-to-date […]

How to Save a Priority Matrix File

There are two different ways to save a Priority Matrix file at a specific time.   The following steps will address these two various ways of saving a Priority Matrix file 🙂 Export as PMatrix file: Go to the file tab at the top of the screen Select “Export Project to PMatrix” This will export the project […]

Remove Collaborators from List

Typos happen to the best of us, and being able to remove a mistake is always helpful! If somebody is added as a collaborator and you do not want them on the list anymore, follow these steps 🙂 The steps will be the same for Mac and Windows! Remove Collaborators from List: Open your Priority […]

What Is Master View and How Can I Use It?

  What Is Master View? Priority Matrix’s Master View is a great feature that helps you step back and take a big picture look at all your items. Because of the many ways that you can customize it, The Master View can be used when preparing for the day, setting goals in team meetings, reassessing priorities, or […]

Restore Backup Data on Mac

When something has an incorrect sync it can be confusing and even frustrating.   No need to worry because  you are in good hands with Priority Matrix 🙂 Every time you open the app, we automatically generate a backup copy of your data ,so if something goes wrong, you can restore an older version of your […]

Filter Gantt Chart

The Gantt Chart is an awesome feature, but, just like any other thing, can be overwhelming!  If you are looking for a way to filter Gantt Chart, the following will tell you how to apply a number of filters! Filter Gantt Chart (Windows) Use the “special filter” option Go to the top right corner and […]

How to Remove Yourself from a Project

Removing yourself from a project can be necessary for a few different reasons.  You are able to remove yourself from a project you own, which will open up a few possibilities for project members, or you can simply remove yourself from a project you have been added too. Using a mac: Remove Yourself from Your Project […]

How to Use Attention Needed Red Circle/Icon

Take a glance at the top of your Priority Matrix.  Do you see the red icon next to the project name?  Would you like to know what the purpose of it ?  Keep reading 🙂 Priority Matrix Notifications: The red icon will function for the purpose of bringing important items to your attention, such as: […]

How to Show/Hide Notes in Item Title on Mac or Windows

If you would like to either display, or not display, the item notes within the item title in the quadrant, you will do that with the same procedure! Follow these steps 🙂 Note** On a mac use command key.  On a Windows use Control key. Make Item Notes appear in Item Title: You will need […]

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