Did your manager just add you to their Priority Matrix account? Congratulations! If you’re excited but not sure where to go from here, don’t worry – we’re here to help. While you can head directly to prioritymatrix.com and sign in, here’s how to get the app installed on your computer. Install and Setup Your Priority […]
Windows
Priority Matrix Productivity Insight Reports
Increase visibility and accountability, today! Get started with your Priority Matrix repots by starting your free business trial here. Productivity Insight Reports Find your reports here: How to use productivity insight reports? Sort by completed, overdue, and created tasks Dive into the pie charts and graphs to have total visibility! Interactive reports allow you to […]
How does Priority Matrix register and reflect effort time?
If you would like to learn how to set Effort level, please refer to this article. If you know that already, and you tried it but have questions on how exactly Priority Matrix registers the effort time, then this is the right page for you. Most likely, you tried to set Effort to a certain number […]
How to Integrate OneDrive with Priority Matrix
Priority Matrix can now store all your team’s files directly in your organization’s OneDrive account, instead of using Priority Matrix’s default storage system. About the Integration When enabled, this integration: Stores all Priority Matrix files in your organization’s OneDrive account Creates a dedicated folder in the admin’s OneDrive root directory Maintains your team’s existing file […]
How Do I Add, Change, and Remove Due Dates?
Add Due Dates To add due dates, simply click on the circular “Dates” button (“Due” on the Mac), make sure the “set date” box is checked, and select your due date from the drop down calendar. Change a Due Date There are several ways you can change a due date in Priority Matrix. You can […]
How to Add, Remove or Delete a Team Member
Priority Matrix was built for collaboration. Here we’ll explain how to add and remove team members, reassign their data, add them to projects, assign/delegate tasks to them, and make them follow specific items so they get timely notifications. Step One: Adding People to Your Team To use Priority Matrix with your team, you first need […]
How Can I Link an Item to a Webpage, Web App, or Local File?
Web Page or Web App In Priority Matrix, all of your items can be linked to webpages so that you can just double click on the item to be taken to the webpage. To set up the link, simply copy the link and then paste it into the URL section of the task. Click to […]
How to Set a Reminder
Setting reminders can be key in order to stay on top of various tasks. It’s only human to forget things here and there, which is why Priority Matrix offers the option to set reminders for your tasks. Not only are you able to set a reminder for yourself, but you can also remind other members as […]
Integrating Outlook Tasks into Priority Matrix on Windows
Outlook is most known for being one of the most popular email clients in the business setting. In addition to that, it also provides a basic task management feature, which lets you quickly capture your tasks and to-dos, to work on them at a later time. When combined with Priority Matrix, the best project management […]
Assigning Tasks in Priority Matrix
Priority Matrix lets you assign tasks to anyone in your organization, even if they’re not members of the project containing the task. This flexibility allows for seamless collaboration across teams and projects, with assigned tasks appearing in each user’s inbox and external projects view. How Task Assignment Works Project Members: See the task in its […]