Team

How Do I Filter by User on iPhone?

1) Click the “User” icon alongside the “+” at the bottom of your screen. 2) Select which user(s) you would like to filter by. 3) To display the project with the new filters, simply click back into the project. To clear the filter, click the “User” icon again and deselect all users.

How Do I Add/Remove a New Team Member on Mac?

Go to Account menu and click on Manage Account Add the new team members’ email addresses into the Team Members box and click on Save Changes If you would like to remove members, just delete the email address and save changes Please note that you can add team members only if you are an account admin.

How Do I Add/Remove A Team Member On Windows?

Scrambling around to add a new team member?  Maybe you wish to delete an old one.  Here are the steps to Add/Remove a new team member on Windows.  Note** In order to add or remove a team member you must be the admin of the account** How Do I Add/Remove A Team Member On Windows […]

How Do I Remove a Team Member on Windows?

Click on  “Manage User Groups”  Remove the email address in the “Team Members” box and click on “Update Collaborators” Feel free to add another user’s email instead. Please note that only account managers can add or remove team members.

What is Priority Matrix?

Get Started with Priority Matrix Today Full-featured project management tool Integrates with your Office 365 applications Supports more effective 1:1 and team meetings     Interested in learning more how Priority Matrix can help you? Let’s work together. Get started with Priority Matrix apps today.  

How Do I Assign/Delegate Tasks to a Team Member?

Just click on the icon that is located on the right side of the task and pick the user you would like it to be assigned to –  You can only have one final responsible person for the task (task assignee) but you can add multiple people as followers for this task. They will be […]

How Do I Email a Project to Someone on Windows?

Go to Projects -> Email Project – Select which items you would like to send and your email is ready.   You also can just right click on the Matrix view and select Email/Email Project

How Do I Add a New Collaborator on Windows?

1. Please make sure that the Team menu is opened –  2. Enter the email of the user that you would like to invite. Your collaborator will receive an email notifying him about your invitation with instructions on how to proceed.

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