Windows

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 Can I Recover a Lost Project?

1) Make sure that hidden folders are shown.  2) Find a folder with backup files, make a copy of all the files and save it elsewhere (Go to Disk C -> Users -> Your username (e.g. Natalia) -> AppData -> Roaming -> Priority Matrix -> Select backup files, copy them and save in a different […]

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.

How Can I Prioritize Tasks Within a Quadrant?

There are 2 ways of how you could prioritize your tasks: 1) By choosing the sorting: “Due Sooner”. 2) By adding numerical icons to your tasks. This way prioritization of tasks will be visually clear.  

How Can I View Completed Tasks/Items?

To see items or tasks that have been finished and marked as complete on Priority Matrix, just select either “Showing: All Items” or “Showing: Finished Items” at the bottom left of your screen – 

How do I Prioritize My Emails Using Outlook on Windows?

Absolutely! Just open your Outlook and select the email that you want to prioritize. Drag it from Outlook to any quadrants in your Priority Matrix. The subject line of the email will become the name of the task, and the body of the email will appear in the Notes section. If the email has any attachments, they will be […]

Is There a Way to Make Hierarchical Projects?

Yes, there is! If you right click on the project, you’ll see the option “Get link to this project”. Please get this link and feel free to add it to any project as an item. When you double click on this item, it will open the entire project.

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