Windows

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 of […]

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 […]

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 […]

Note that this article refers to the backup options in the “classic” version of Priority Matrix. In the latest version of the apps, this backup mechanism is not necessary because all your data is constantly synced against our database. Still, it is possible to export your PM projects as a CSV file as a backup, […]

Note that this article refers to the backup options in the “classic” version of Priority Matrix for Windows. In the latest version of the apps, this backup mechanism is not necessary because all your data is constantly synced against our database. Life is not perfect, and sometimes things break down. When that happens, it is […]

For security reasons, it is common in corporate computing environments to have a proxy server separating the internal network from the Internet. In those cases, it might be necessary to configure Priority Matrix to use that proxy server, or else it won’t be able to authenticate and sync with our server. The first step is to […]

Updating Priority Matrix is always a great decision, but sometimes it will take a manual entry in order to fully complete this update!  The last step in completing this update is to reset the connection. Reset Connection Priority Matrix: Open your Priority Matrix Go to the top of the page where it says “Sync” Select “reset […]

Typos happen to the best of us, and being able to remove a mistake is always helpful! If somebody is added as a collaborator and you do not want them on the list anymore, follow these steps 🙂 The steps will be the same for Mac and Windows! Remove Collaborators from List: Open your Priority […]

The Gantt Chart is an awesome feature, but, just like any other thing, can be overwhelming!  If you are looking for a way to filter Gantt Chart, the following will tell you how to apply a number of filters! Filter Gantt Chart (Windows) Use the “special filter” option Go to the top right corner and […]

Removing yourself from a project can be necessary for a few different reasons.  You are able to remove yourself from a project you own, which will open up a few possibilities for project members, or you can simply remove yourself from a project you have been added too. If you are looking for instructions on how […]