Do you ever have calls or conversations with a coworker, whether it’s your manager or direct report, and wondered what are the open-action items you have with them? What are the issues you agreed to do for each other? What are the status of key tasks? What are upcoming meetings, shared files, email exchanges? And it so happens that your data is spread across Office 365, Planner, Outlook, One-Drive, Priority Matrix and so on?
Priority Matrix offers a simple and super intuitive solution with our innovative “One on One” view that helps you see everything you have open with your coworker. You can also create intelligent shared tasks directly from the view, saving you time for follow ups and ensuring nothing falls through the crack.
In this article, we’ll show you how to set it up inside Microsoft Teams. Check out the video below.
Add the Priority Matrix One on One view to Teams:
You have a few options here. You can either add the One on One view to to chat or a channel in Teams, whatever works best for you. ** We suggest you add the One on One view to individual chats, and you can add this to several chats for a unique view of all shared data with another user.**
- Open a chat in Teams.
- Choose the “+” option in the top right corner.
- Search for Priority Matrix.
- Add the “One on One view” option –> save.
- See all of your Office365 data and shared priorities with the user of your choice.
- Repeat steps 1-5 for each chat with a user who you need a shared priority list and Office365 data overview.
Watch this short use case video to learn how the One on One view can be used on a daily basis with your team.