Web

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 Sync Data Between Desktop and Mobile App

Priority Matrix is available for multiple platforms, allowing you to work from wherever, whenever you want.  Whether it is your iPad, iPhone, Mac, or Windows, you can sync all your data in one Priority Matrix account.  If you love traveling and find yourself working off-line, do not worry because when you connect to a wi-fi […]

How to Pair Google Docs with the PM Chrome Extension

Google Chrome and Google Docs are basically seamless. It makes sense… They’re the same system! So when you use the Chrome PM extension, it will also seamlessly pair with Docs. Imagine creating a spreadsheet and needing to share it with your coworker. Instead of having to download it to your computer and upload it to […]

How to Use the Chrome Extension to Save Documents/Web Pages/etc

When using Google Chrome and the Priority Matrix extension, you can quickly and easily save or send anything you find online. This could be a picture, an article, or even a sales confirmation! To use the button, simply click on the Priority Matrix logo in your extension bar, which is on the left of the […]

Does PM Sync Across All the Platforms?

The short answer is yes. The long answer is still yes, but let’s go over the different platforms. There are three general types of platforms: the non-download web app, the ones for Windows or Android products, and the ones for Apple products. The web app is accessible from the homepage after logging in.  Because it isn’t […]

How Do I Set Up Automatic Email Forwarding with Outlook 2016?

Note: If you create a rule in Outlook Web App, the rule will also transfer to the desktop version. It may be quicker to do that, but this is the most thorough, customizable method. You have a whole Inbox just waiting to be explored. One of the best uses of your Inbox is as a […]

How Can I Use Project Details and Notes on Mac?

When you need to relay important information, like details of the project or the start and end date, you can use the project detail view. Just like the item detail view, this is the space on the left side of the screen. In order to access it, click on the project in the list on […]

How Can I Add or Remove Account Seats on the Web App?

Click on your avatar on your upper left hand corner and click on Account Settings – 2. Add/remove the new team member’s email address into the Team Members box and click Save changes –  * Please mind that only account admin can add or remove the account members.

How Can I Set Commands Using the Chat Bar?

What are Chat Commands? The chat bar is a tool that’s one-of-a-kind. Not only does it enable teams to communicate about a specific task (saving countless one-line emails back and forth!), but it’s also built to be smart. Instead of spending time playing around with changing the details on the task, you can just type […]

Ready to try Priority Matrix? Click here for a free trial!
Learn More!