Windows

How to Remove Yourself from a Project

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 […]

How to Use Attention Needed Red Circle/Icon

Take a glance at the top of your Priority Matrix.  Do you see the red icon next to the project name?  Would you like to know what the purpose of it ?  Keep reading 🙂 Priority Matrix Notifications: The red icon will function for the purpose of bringing important items to your attention, such as: […]

How to Show/Hide Notes in Item Title on Mac or Windows

If you would like to either display, or not display, the item notes within the item title in the quadrant, you will do that with the same procedure! Follow these steps 🙂 Note** On a mac use command key.  On a Windows use Control key. Make Item Notes appear in Item Title: Please note on […]

How do I Stop Priority Matrix from Opening on Startup on Windows

Having an automatic launch can be great, but there are plenty of times when it is not needed.  If you would like to stop your Priority Matrix from launching on startup on a Windows 7, follow these steps 🙂  We have found that there are two alternate ways in order to perform this action, so […]

How to Add a Team Member

Priority Matrix was designed with collaboration in mind. Using the embedded tools, such as sharing projects and the chat box, your team will have an increased understanding of what needs to be done, by when, and by whom. Let’s get the ball rolling! Step One: Adding People to Your Team To use Priority Matrix with […]

How to use Team Collaboration Features using Windows

Looking for Mac? Click here! Priority Matrix is a project management software that allows teams to increase visibility and accountability. There are a variety of team features, and the following video will explain how to succeed with team collaboration features using windows. Team Collaboration Features Using Windows:   Team collaboration is a vital aspect of Priority Matrix. […]

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 […]

How to Share a Project Using Mac or Windows

Sharing a project is a critical step in order to work with your team.  Priority Matrix encourages teamwork on a number of levels, and project sharing is a great way to get started. Share a Project Using a Mac: Select the project you would like to share Go to the right side panel called “project details” […]

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 […]

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