Priority Matrix is a powerful task and project management system designed to help you stay organized and focused on your priorities. We understand that data portability is a major concern for many users, as they fear that their data may be trapped in the platform, making it difficult to migrate out. To address this concern, we have introduced a data exporting tool that allows you to easily save all your Priority Matrix projects as a CSV file with just one click. This exported CSV file can then be loaded into Excel, or any other task management platform that supports open data importing.
First, if you’d like to simply export one project at a time, you can do so by following these instructions to export a Priority Matrix project (as .csv or .pmatrix file). This is often the preferred approach.
If what you need is exporting your entire Priority Matrix account, read on. In this help article, we will guide you through the simple process of exporting your Priority Matrix projects as a CSV file, ensuring that your data remains portable and accessible.
Step-by-Step Guide to Exporting Your Priority Matrix Projects as a CSV File:
- First point your browser to https://prioritymatrix.com/accounts/user and log in.
- Locate the “Export as .csv file” link and click on it.
- Wait a moment while your data is being processed. Your Priority Matrix projects will be converted into a CSV file, which is compatible with various task management platforms and spreadsheet software. This may take a minute depending on how much data is there to export.
- Save the CSV file and then open it in Excel or another spreadsheet tool.
With the data exporting tool provided by Priority Matrix, you no longer need to worry about your data being trapped in the platform. The CSV export feature allows you to maintain control over your data and easily migrate to another task management system if needed. If you have any questions or need further assistance, please don’t hesitate to contact our support team.