Desktop Apps
70 articles
- 5 Steps to Make Your Team Use Priority Matrix
If you're having problems getting your team to use Priority Matrix, here are some contrasted tips we recommend to incentivize its use.
- Archiving, Unarchiving, and Deleting Projects in Priority Matrix
If you want to hide the current project on Priority Matrix, you can simply archive it for later convenience. Click here to learn how!
- 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...
- Automatic Email Forwarding to PM with Apple Mail
Mail rules are quick and easy ways to distinguish between your action items and your chain emailed funny cat pictures.
- Automatic Email Forwarding to PM with Outlook 2016
Your Inbox lets you hold important emails. You can create a rule to selectively, automatically forward emails into Priority Matrix. Here's how
- Automatic Email Forwarding to Priority Matrix with Gmail?
Step by step instructions: how to set up automatic email forwarding into Priority Matrix with Gmail. Priority Matrix support.
- Automatic Icons in Priority Matrix Items
Priority Matrix uses icons and colors to convey information about the urgency and importance of each item. Learn what this means here.
- Can I Restore Deleted Projects in Priority Matrix?
How to Undelete Projects in Priority Matrix Hello dear Priority Matrix user! You are most likely reading this article because you have deleted a project...
- Capture Important Text from Web Pages
Let us show you how to properly use our Priority Matrix extension for Chrome to grab parts of web pages and add them to your project.
- Changing the Language in Priority Matrix
Priority Matrix adapts to global teams by offering multiple language options. Whether you're using the app on different platforms or versions, you can...
- Create a guest access link for an item
If you work with people who don't use Priority Matrix, with the guest access web link you can give them access to the item, here's how!
- Do You Have User Manuals for Priority Matrix?
In this article, you can view, download and print the Priority Matrix user manuals for both our Mac and Windows desktop applications!
- Does Priority Matrix Have The Eisenhower Method Template?
Absolutely! Just click on the "+" icon to add a new project. Then select the "Eisenhower matrix." The Eisenhower Matrix is based off of Criticality and...
- Editing Multiple Items at the Same Time
Priority Matrix enhances your productivity by allowing you to manage and edit multiple items simultaneously. This feature is particularly useful for...
- Enabling Item Counters in Priority Matrix
Priority Matrix offers a convenient feature for users to quickly assess the distribution of their tasks within the app through an item counter. This...
- Everything you need to know about Priority Matrix
Trying to find a new project management tool? Here's a 3 minute video of everything you need to know about Priority Matrix!
- Getting Started
If you just downloaded the software, we recommend getting started by watching one of our training videos on this article!
- Global project views vs individual project views
Does your team focus on a project driven workflow, and need to see each project separately on a calendar, gantt, and reports view? Look no further! Below...
- Google Docs and Priority Matrix for Chrome
Whenever you have to share a document with a coworker, pair Google Docs with Priority Matrix's extension and send it right into their Inbox.
- How Can I Add a Link to an Email in Priority Matrix?
Yes you can! 1) Check these guidelines if you are using Mac. 2) Go here for Windows. 3) For mobile apps, please check out this page .
- How Can I Add My Picture as an Avatar?
Are you looking to personalize your Priority Matrix a bit? You can do so by adding a picture as the avatar!
- How Can I Add Subtasks?
In Priority Matrix, breaking down complex tasks into manageable subtasks ensures you stay organized and on track. Here's a guide on creating and managing...
- How Can I Categorize Projects by Using Tags?
Using tags will help you organize your projects by grouping them together. This help article will show you how to do it on your Mac.
- How Can I Import a CSV File into Priority Matrix?
You might need to import some data on a CSV file from other softwares into Priority Matrix - if so, check this guide to learn how to do it!
- How Can I Link an Item to a Webpage, Web App, or Local File?
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, here's the way to do it!
- How Can I Search for an Item?
To search for items across all projects, simply type what you're looking for in the search box, press enter, and the quadrants across all the lists will...
- How Can I Sync Priority Matrix with Apple Mail on Mac?
Syncing Priority Matrix with your mail provider can help you handle them more efficiently when lots of emails are coming your way! Here's how
- How Can I Use Item tags?
This video will show you how to use item tags on Priority Matrix for you to filter items and organize tasks.
- How Can I Use the Gantt Chart for Mac And Windows?
The Gantt chart lets us see priorities for tasks based on their due date and completion percentage. Check out how to take advantage of it!
- How Can I Use the GTD Methodology in Priority Matrix?
Getting Things Done (GTD) is a methodology for high precision time management and prioritization. Learn how to use it with Priority Matrix!
- How Can I Use the Priority Matrix Web App?
To use the web app, visit prioritymatrix.com and sign in to your account, using your credentials from any other Priority Matrix app.
- How Can I View Completed Tasks/Items?
To view completed items or tasks, just select either “Showing: All Items” or “Showing: Finished Items”. Here's a screenshot!
- How Do I Add or Change the Item Icon?
Icons are powerful visual tools that can transform how you organize and navigate your Priority Matrix projects. By adding icons to your tasks, you can:...
- 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...
- How Do I Duplicate A Project?
If you wish to duplicate a project, all you need to do is right-click on the project and look for the two options that begin with "Duplicate Project":...
- How do I Prioritize My Emails Using Outlook?
Transform your email workflow with Priority Matrix for Outlook, our powerful add-in that seamlessly integrates task management into your email experience....
- How Does Priority Matrix Handle Data Conflicts?
Priority Matrix uses a sophisticated system to handle changes made on different devices. Here's how it works: Field-Level Merging When you edit items on...
- How does Priority Matrix register and reflect effort time?
This help article is meant to explain how Priority Matrix keeps track of the effort time that you've set for your team. Click to learn more!
- How Does Sync Work?
Synchronization of your Priority Matrix data on all your different platforms happens automatically. If you're curious, this is how it works.
- 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,...
- How to create a dashboard view with subprojects
A Priority Matrix dashboard project shows a condensed view with updates from other projects, still using the 4-quadrant method.
- How to Integrate OneDrive with Priority Matrix
Team collaboration is made easy with Priority Matrix extensions and our OneDrive integration. This step by step article will help you
- How to Print Your Agenda in Priority Matrix
If you're looking to print your past due tasks and today's agenda from Priority Matrix, here's a simple guide to help you transfer your digital list onto...
- How to Set a Reminder
Setting a reminder can be very useful to stay on track with all tasks and projects. Priority Matrix can help you do this, let us show you how!
- How to Set Effort Level Less Than an Hour
Do you have a task on Priority Matrix that will take less than an hour? You can set the effort level bar for less than an hour, here's how!
- How to Set Outlook as Default Mail Provider
Make Outlook for Mac the default app to compose new emails messages, and to open email messages, including .msg and .eml extensions.
- How to talk to Priority Matrix: Commands in the item chat
This article details how to use the native commands in Priority Matrix for Windows via chat, email, and mobile devices to perform tasks.
- How to Update a User Group
If you need to add or remove a user to an existing User Group on Priority Matrix for Windows or Mac, learn how to do it here!
- How to use Pre-Added Templates
Templates can help you get your work done faster and more efficiently. Use some of our pre-added templates to create all sorts of projects.
- How to Use Priority Matrix for Chrome to Save Documents and Web Pages
Want to learn what you can do with the Priority Matrix Chrome extension? Save documents, send links, and create items to your projects easily
- How to Use the Chrome Extension
The Priority Matrix Chrome Extension is an efficient way to pair Chrome and your Inbox. Here are some of the top ways to use it:
- How to Use the Priority Matrix Gmail extension
Check out this article to learn how to use the Priority Matrix Gmail extension! See how our PM plugin can help you ease your daily tasks
- I Have a New Computer- How Do I Access Priority Matrix?
Do you have a new computer which you would like to use Priority Matrix on? No problem! Follow these few steps
- I Have Different Features Available on my Home and Office Computers. How Come?
The reason for that could be that one of your apps is not updated to the latest version. Can you please quit the app that is older and download the newest...
- Install and set-up your Priority Matrix
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...
- Integrating Outlook Tasks into Priority Matrix on Windows
Integrating tasks into Priority Matrix will make everything much more organized. Learn how to do it through these few simple steps.
- Manage Outlook Extensions
Manage our Outlook extension to customize your experience. Priority Matrix supports email prioritization directly from your Outlook inbox.
- One on One View: See what items you share with a collaborator
One on One view on Priority Matrix allows you to coordinate your work with specific team members and share items and documents. Here's how
- Priority Matrix Curriculum
Welcome to Priority Matrix! If you're new and want to learn about our Project Management tool, here's a full curriculum with videos for you!
- 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...
- Recurring Tasks in Priority Matrix
By using our "Dates" section in the details panel, you can quickly set up a recurring task.
- Set Gmail as your Default Email Provider on Firefox for Mac
Are you using Priority Matrix on your Mac with Safari but you are not an Apple Mail user? Set Gmail on Firefox as your default mail provider!
- Set Gmail as your Default Mail Provider on Chrome for Mac
Are you using Priority Matrix on Mac but you are not an Apple Mail user? We'll tell you how to set Gmail as your default mail provider on Mac
- User Groups in Priority Matrix
User groups in Priority Matrix lets you categorize users from your account into smaller groups. Learn what this feature can do for you!
- Using natural language to set an item due date: just say it in the name
Priority Matrix has made it even easier to stay on top of your deadlines. Set each items due date by adding it to the title of your item, and never miss a...
- Using Priority Matrix as an Individual
Priority Matrix helps teams, but it starts at the individual success. Learn how you can benefit from PM even just for your personal tasks.
- What is a 4-Quadrant Paradigm?
Learn about this method of organizing your tasks to help you do the right tasks at the right time. Check out our blog now!
- What Is Free and What Do I Get with the Paid Version?
Priority Matrix is a sold using a subscription model, with various subscription levels (Pro, Business...) depending on the features you need. In general,...
- Where Do I Download the Priority Matrix Apps?
Priority Matrix is available on multiple platforms, including iPhone, iPad, Mac, Windows, and Android. You can easily download these apps from our...
- Why am I being told I need a business subscription?
Wondering why you "need a business subscription" to view your projects in Priority Matrix if you already have a paid subscription? Read this!