Team

In any project management scenario, it’s crucial to understand task dependencies – the relationship between different tasks in which a task relies on the output from another task. In Priority Matrix, we’ve developed a system to not only establish these dependencies, but also facilitate that tasks are completed in their correct order. This article will […]

Sharing a link to a project or item in Priority Matrix can help improve collaboration and communication among team members. This document will guide you through the steps to generate and share these links. Sharing a link to an item Open the Priority Matrix application and navigate to the item you want to share. Click […]

In Priority Matrix, your data is organized as a series of projects. Each project is a matrix, and a matrix contains 4 quadrants full of items. Additionally, multiple people can access a given project. Those people are called project members. A project member has access to every item in that quadrant. Note that, if you […]

When you create “User groups” in Priority Matrix, you are able to categorize users from your account into smaller groups. This allows you to filter your view to a specific group, compare workloads, and invite an entire subgroup to a project at once. Note that user groups are a premium feature that requires a business-class […]

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 […]

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 of […]

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 […]

Although it’s not as seamless as having everyone under one account, team members can come from any Priority Matrix account. The main benefit of having one main account is that you can create and send custom templates across team members. If you’re on different accounts, you can’t do that. If you don’t specifically need to […]

There are a lot of different roles in Priority Matrix. Each one is similar, though, so there’s overlap, which can create confusion. Let’s break them down: Account Level Roles Account Administrator – this is the person who can make changes to the team by adding or removing members. This is indicated by going to “Account” […]

If you are planning on using Priority Matrix with a team, we’ll be happy to give you a personal coaching session where we will help you find the best way of using the system. Book a time slot using the button below and one of our knowledgeable specialists will give you a call.   Book […]