Mac

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

Note that this article refers to the backup options in the “classic” version of Priority Matrix. In the latest version of the apps, this backup mechanism is not necessary because all your data is constantly synced against our database. Still, it is possible to export your PM projects as a CSV file as a backup, […]

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 […]

Restore Backup Data on Mac

Note that this article refers to the backup options in the “classic” version of Priority Matrix for Mac. In the latest version of the apps, this backup mechanism is not necessary because all your data is constantly synced against our database. Nothing is more frustrating than losing important data. If you accidentally delete or make […]

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. If you are looking for instructions on how […]

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: Please note on […]

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 […]

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