Video

How Can I Share a Google Drive Doc. in Priority Matrix with the Chrome Extension?

Priority Matrix can now sync with Google Drive using our Chrome Extension. First, you will need to download the Priority Matrix Chrome Extension form the Chrome web store. Then you will now be able to  share your Google Drive Docs. You want to make sure you change the shareable like from “can view” to “can edit” before […]

How Do I Share and Upload Files into Priority Matrix on Mac?

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. There are several ways to upload […]

How to Use the Priority Matrix Inbox on Mac

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 […]

How Can I Create Subprojects or “Nest” Projects Within Each Other on Mac?

Start by creating each project independently. Then, follow these simple steps: 1) Choose which project you would like to use as a subproject. 2) Right-click the project and select “Get Link to this Project”. 3) Navigate to the project and quadrant that you would like this subproject categorized under. 4) Right-click in the quadrant and […]

How Can I Sync Priority Matrix with Apple Mail on Mac?

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 the email will show […]

Outlook Mail Integration on Windows

Outlook Mail Integration on Windows 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 🙂 Send Outlook Email to your Priority Matrix Inbox: Drag and drop emails straight from your Outlook inbox […]

Training for using Priority Matrix for Mac

Get started with Priority Matrix for Mac with this indepth training video lead by our Customer Success Specialist Erica! Interested in learning more how Priority Matrix can help you? Let’s work together.   Get started with Priority Matrix apps today.  

How Do I Set Up My Team in Priority Matrix on Mac?

With the Priority Matrix for Mac, its very easy to communicate with your team and make sure everyone is up to date. You can start by adding them to the team by going to the top and clicking on your avatar, then select Team Account. Next, you can add any team member to a project […]

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