Priority Matrix Help for Managers Template

Priority Matrix Help for Managers in Priority Matrix

This is the perfect project to help you get started with Priority Matrix!

You can start using Priority Matrix Help for Managers or other Architecture Project Templates with Priority Matrix in just a few steps:

1. Click to sign in or create an account in the system
2. Start adding your items to the matrix
3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you

If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.

Proposed Tasks

How Does Priority Matrix Help With:

• Balancing Workload with Multiple Principals
  Click the link above to access a webinar recording about how Priority Matrix helps architecture teams with multiple principals keep communication clear and balance their team workload.
• Examples: How Architecture Teams Use PM
  Click the link above to access a webinar recording about how architecture teams put Priority Matrix to use.
• Increasing Team Accountability
  Click the link above to access a webinar recording about how Priority Matrix helps architecture teams increase accountability.
• Managing Multiple Projects
  Click the link above to access a webinar recording about how Priority Matrix helps architecture teams manage multiple projects.
• Streamlining Team Communication / Collaboration
  Click the link above to access a webinar recording about how Priority Matrix helps architecture teams streamline team communication and collaborate seamlessly.

How To:

• Balance my team workload
  When you want to assign a task to someone, delegate it by clicking on the avatar alongside the task. Type the email address of the person you'd like to delegate it to. Don't forget to add instructions in the notes section or add a due date to put the task …
• Check project status
  In each project, there is a small chart icon in the upper right, above the second quadrant. Use this button to access project reports. You can also use the 'Reports' on the left-hand side of Priority Matrix to see a report across all of your projects. For simple reports, select …
• Share project info from Priority Matrix with clients?
  Since you're managing so much in Priority Matrix, oftentimes, the fastest way to communicate with clients is by sharing whatever you've got in Priority Matrix directly to the client. There are a number of ways to do this! 1. Right click inside of a quadrant to open the menu, select …

Misc. Information

• Do you provide training?
  Yes! Click the link above to book a call with our architecture specialist Kari.
• How can I set up calendar integration?
  Follow the instructions on the link provided to see due dates from Priority Matrix on your calendar of choice :)
• How does email integration work?
  Priority Matrix integrates with Outlook, Gmail, Apple Mail. This works one of three ways: - Drag and drop emails from Outlook or Apple Mail into your Priority Matrix project - Using our Outlook/Gmail plug-ins to send emails right into Priority Matrix - Forward emails to your project's "secret email address". …

Try this!

• Change the name of a quadrant
  
• Send a chat using the 'conversation' feature
  
• Upload a picture using the mobile app
  
• Use a filter to see tasks assigned to a certain person