Windows

How Can I Use Priority Matrix Inbox on Windows?

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 Use the Gantt Chart for Mac And Windows?

Gantt chart for Mac and Windows The Gantt chart for Mac and Windows is another way for managers to see priorities for tasks based on their due date and completion percentage. To access the chart, go to the left hand side where is says Gantt Chart. From here, you can see all of your projects […]

How to share a Google Doc with Chrome

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 Can I Create a Recurring Task on Windows?

By using our “Dates” section in the details panel, you can quickly set up a recurring task. Simply select the task that you would like to recur and click “Dates” in the Details Panel on the right. Check “set date”. Select the first due date for this task, for example, next Monday. Then, use the […]

How Can I Create a New Item from a Screenshot?

In some situations, you may want to share a screenshot with your team in Priority Matrix for Windows. This is a simple three-step process. 1. Right-click in the project and quadrant where you would like to create the item. Select “New Item from Screenshot” 2. You will then be shown whatever screen is opened behind […]

Outlook Mail Integration on Windows

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 […]

Create a List of Items I’ve Completed in a Project

Create a List of Items I’ve Completed in a Project?   Using our Master List and advanced filtering features, you can create a list of the items that you have completed in a project, and tailor this list to a specific period of time. You can then email or print this list. Let’s say you work […]

How Do I Add a Team Member to a Project on Windows?

On a Windows, you can add a team member to a project by selecting the project and then entering the person’s email address in the ‘Project Details’ Panel (click the image to enlarge): By adding a collaborator to this project, you are granting full read and write capabilities. In other words, the project becomes a […]

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