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Click here for Windows The best part about using Priority Matrix to share files is that once it’s created, anyone on the team can see and access the file immediately. This is a great tool for ensuring that everyone is on the same page and using the same documents.  See below to learn how you […]

Your inbox is used for: Tasks that aren’t assigned yet. When a task appears in the inbox, it can be dragged and dropped into any project quadrant. If it doesn’t fit in a project, it can stay there and operates like any other task — you can set a due date, reminders, or even reassign […]

Drag and Drop Emails: This feature will be beneficial for you if you have a lot of emails coming your way and if you would like to handle them in a more efficient manner.  Just select an email in your Apple mail and drag it into the appropriate quadrant in Priority Matrix. The body of […]

Priority Matrix is the most tightly integrated solution for project management in Outlook. In fact, you have few options when you choose to integrate your Outlook Mail with your Priority Matrix on Windows. To learn about the ways to use Outlook mail integration on Windows, keep reading. Sending Outlook Emails to your Priority Matrix Inbox […]

If you find yourself with a customized template that you would like to recreate, you can save it and re-use it at any time. Simply right-click on the template you have created, and select “save as custom template”. When you want to re-use it, create a new project, and select “new project from template”. Choose […]

In order to move an item across projects in Priority Matrix for Mac, drag the item over to the list of projects, select the destination project, and then drag the item itself into a specific quadrant. See the video below for a visual explanation.

Click here for Mac Why Tags? On Priority Matrix for Windows, there is a built-in tool called tags to organize your projects and tasks. For more information on tagging your tasks, see the article here. Tags are extremely useful because they help categorize projects across multiple domains. For example, projects for work that involve the […]

If you are not able to use the Gmail and Priority Matrix integration, you have another way to prioritize your emails.  In this article you will learn how to forward your email into Priority Matrix using your secret project address, or secret inbox address. In a couple of seconds the email will arrive in your […]

If you create a template for a project you plan to repeat in the future, you can save this project as a template to use again. All tasks will re-populate, along with time sensitive due dates, and any other personalization you have done. This is a great way to prepare for repetitive tasks, such as […]