Introduction to Priority Matrix: How to effectively prioritize tasks and emails

Video presented by Hai Nguyen

Webinar on

Prioritization is hard, Priority Matrix makes it easy. If you or your team struggle with staying aligned on high impact tasks, join us for this introductory webinar to Priority Matrix. Here is a sneak peek at what you can expect to learn from the introductory webinar:

- Understanding the Eisenhower Matrix: This time-tested method helps you prioritize more effectively, enabling clear communication of your priorities.
- Task Management with Priority Matrix: Ensure no crucial tasks fall through the cracks, and navigate through your work with ease.
- Collaborative Project Management: Gain insights on team projects, creating templates, and delegating action items effectively.
- Priority Matrix for Microsoft Teams and Outlook: Manage your projects and emails seamlessly, without switching context, right from your favorite Microsoft tools.

Please share this invitation with your team members, or anyone who might benefit from learning more about Priority Matrix. Hope to see you there!

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Video transcription (50:19.94) Stop scroll

0.54s my name is Hai I'm co-founder of
2.52s affluence a company behind party Matrix
4.56s I've talked to thousands of customers
7.38s over the years and I've seen every
9.60s single type of use case and so forth so
12.18s with that the purpose of this webinar is
14.82s to give you a high level overview of
17.94s party Matrix as well as the fundamental
19.98s backgrounds of the theory behind party
22.26s Matrix and how it helps we cannot be
26.10s comprehensive and address every single
28.26s thing that's that's out there but I
30.18s think it'll give you
31.44s um pretty good Insight on what are the
33.06s things you can do with party Matrix and
35.10s how to get the most out of it
39.66s so one of the things I'd like to start
41.40s with is actually the challenges we see
43.44s all the time uh when customers are
46.32s looking for a solution like party Matrix
48.60s first of all team members have trouble
50.76s understanding what's priority right now
52.74s uh so I don't know if this happens to
54.96s you but if you start your day do you
57.24s know exactly what you need to work on
58.92s which you know do you know what are the
1:1.02 things with the most impact at any point
1:3.36 in time across all your areas of
1:5.82 responsibilities and then the corollary
1:8.10 to that is actually it's really hard to
1:10.02 keep track on the status of work
1:11.94 especially when you have multiple
1:13.68 projects that's going on at any point in
1:15.60 time I think gone are the days where you
1:18.78 know we just have three or five tasks or
1:20.76 something like that that's on our table
1:22.08 and then you know we're working on it
1:24.00 and then you know at the end of the day
1:25.38 we close close the uh the laptop and
1:27.84 we're good to go and instead what
1:29.82 happens is that we're getting
1:31.10 communication from chat messages teams
1:33.90 messages emails and meetings and so
1:36.48 forth and now more than ever before
1:38.34 we're sort of in dated with all this
1:41.04 information that's coming from so many
1:43.20 different
1:44.46 um contexts
1:46.32 so these are the challenges that I see
1:48.06 all the time and it's almost Universal
1:50.76 um you know if you don't experience at
1:52.08 least one of these three you're
1:53.16 definitely a unicorn out there
1:55.34 foreign so what is part of Matrix um
1:58.86 it's a comprehensive email priority and
2:1.44 project management software to help
2:3.30 teams manage emails conduct more
2:4.98 efficient meetings and get real-time
2:6.42 status updates on critical projects and
2:8.34 priorities and there's a reason why it's
2:10.56 called priority matrix it's not just a
2:12.54 task or project management software what
2:14.94 we want to do is we want to help you
2:16.62 focus on what are the things that truly
2:18.90 matters so pretty Matrix is not there to
2:21.12 manage your
2:22.62 a shopping list or you know the things
2:25.26 that you know you're gonna have to do
2:26.58 anyways think of it as a software to
2:29.64 help communicate to yourself as well as
2:32.70 to your teammates what are the
2:34.32 priorities at any point in time across
2:37.08 everything that you have to do
2:40.44 so how does pretty Matrix tackle those
2:42.36 challenges that I mentioned earlier
2:43.80 first we use something called the four
2:45.72 quadrant method as the core methodology
2:48.02 behind pretty Matrix to promote
2:50.94 effective prioritization and I'll go
2:52.50 into that in just a little bit secondly
2:54.48 pretty Matrix provides you many
2:55.86 different views including what we call
2:58.14 the one-on-one the agenda the timeline
3:0.30 in order to help you understand what you
3:2.76 need to work on at any point in time
3:5.94 within the right context
3:8.28 and then finally part of Matrix provide
3:10.08 really deep Integrations into systems
3:11.88 you already use most prominently
3:14.22 Microsoft teams and Outlook so we're
3:16.14 probably the most integrated solution in
3:18.12 that ecosystem to help you prioritize
3:20.70 emails as well as tasks
3:23.46 so what makes permatrix different it's
3:26.22 um the only project email and meeting
3:27.96 management software that is Microsoft
3:29.94 365 security certified across our web
3:32.52 app Outlook at and teams app and then
3:35.76 the second thing that I'm really excited
3:37.56 about is that over the past several
3:39.78 months we've really expanded on some AI
3:41.82 capabilities to help both you as well as
3:44.40 your team achieve your goals so I'll try
3:47.58 to Showcase some of that today and
3:49.08 hopefully you can take advantage of it
3:50.28 because you can actually accelerate your
3:51.84 work tremendously and then thirdly we
3:54.66 provide what we call people-centric
3:56.34 collaboration so you view project
3:58.68 management software I'm sure you've
4:0.00 looked at hundreds and there are
4:1.80 thousands out there a lot of them focus
4:3.72 on projects and the task but what many
4:6.24 many fail to do is identifying what are
4:8.52 the things you need to work on for
4:10.26 somebody such as your manager your
4:11.94 direct reports or your colleague
4:13.26 regardless of the project it belongs in
4:15.72 and then finally party Matrix is
4:17.64 available as a SAS software but also as
4:21.12 a HIPAA compliance and Azure gov cloud
4:23.40 as well as manage private Azure
4:25.08 deployments so if you're interested in
4:27.24 sort of our more Enterprise deployment
4:28.80 be sure to reach out to us
4:33.00 so going back to the fundamental concept
4:35.16 behind pretty Matrix there's a famous
4:36.84 quote attributed to former President
4:38.46 Eisenhower what is important is seldom
4:40.74 urgent and what is urgent is seldom
4:42.18 important so what this really gets at is
4:44.64 that every single day we're being paint
4:47.16 right by emails and so forth just think
4:49.98 about this morning when you woke up and
4:51.90 you look at your what do you what do you
4:53.82 do first and you're probably looking at
4:55.02 your emails and you're seeing all these
4:56.58 emails that are coming in and it's
4:57.90 requiring your attention it's pulling
4:59.46 you away from whatever it is that you
5:1.92 need to work on and that's the things
5:3.72 that are Urgent what happens is
5:6.06 it's just there it's pinging us it's
5:7.98 pulling us
5:9.24 into this um
5:11.40 this mode where we just want to respond
5:13.86 to those emails and whether or not
5:15.30 they're actually fundamentally driving
5:17.22 your performance or fundamentally
5:19.50 driving your goals into for you to
5:21.48 achieve those critical projects the
5:23.34 answer is typically no and that is the
5:26.76 the sort of dichotomy between urgency
5:28.86 and importance which is you were never
5:32.46 actually
5:34.32 ever able to find time to focus on what
5:37.74 truly matters so one thing I'd like to
5:40.26 do is I like to ask the audience and you
5:43.98 as you're thinking about this which is
5:45.60 Imagine take out a piece of paper and
5:47.64 write down all the things you have to do
5:49.56 so what are the things that you have to
5:50.94 work on today
5:52.20 um what are the things that you're
5:52.92 working this week this month and then
5:54.90 the second thing I want you to consider
5:56.64 is as that list is growing where you're
5:59.46 adding your new task do you add at the
6:1.32 bottom or do you got at the top what do
6:2.82 you add in the middle and then when you
6:4.68 work on it what do you work on do you
6:6.72 work on the things at the top or at the
6:8.04 bottom or somewhere random in the middle
6:9.54 and so instead of looking at as a list
6:12.36 I'd like you to take that and then split
6:14.82 it into these four buckets
6:17.52 you can think of the things that are
6:19.38 important and Urgent going back to
6:21.60 Eisenhower philosophy the things that
6:24.48 are important but then also urgent and
6:26.46 put that in quadrant one right these are
6:28.14 the things that you got to do now that's
6:29.64 where you really be focusing your time
6:31.08 the things that are important and not
6:33.36 urgent the thing those are the things in
6:34.86 quadrant two what you should be planning
6:36.42 for and then what are the things you can
6:38.16 delegate to somebody else that could be
6:39.90 your colleagues that could be
6:41.64 an external party where perhaps someone
6:43.92 else can do a better job and then the
6:45.54 rest of it belongs on inbox and so try
6:47.64 your best to actually take this entire
6:49.32 list
6:50.52 um this and then put it into the
6:52.38 Spectrum into these four buckets and
6:54.06 it's gonna be hard it's going to be very
6:56.28 very hard to decide what are the things
6:57.90 in Quadrant One what are the things in
6:59.28 quadrant two and one thing that's not so
7:1.56 obvious is that actually
7:3.36 in the beginning when you first use
7:5.04 pretty Matrix and if you're actually
7:6.42 using our software the way it's meant to
7:8.46 be your quadrant one will be pretty full
7:10.92 because you have all these things that
7:12.00 are important urgent but if you're doing
7:13.38 a great job one thing you'll notice is
7:15.24 actually the Quantic one start going
7:16.62 away in quadrant two is where you're
7:18.54 really spending your time because that
7:20.16 means you're actually planning for the
7:21.84 work that are important and you're not
7:23.10 fighting fires
7:24.96 so keep that in mind so what party
7:27.30 Matrix is is it software that takes all
7:30.42 these tasks and all these action items
7:32.34 that you have to do and we're creating a
7:35.28 structure around it for you and so it's
7:37.26 a communication tool so what that means
7:39.54 is now that you've done this list of
7:41.16 yours walk around the office and start
7:43.14 comparing notes do you agree with your
7:47.04 manager do you agree with your
7:48.96 colleagues do you agree with your direct
7:50.46 reports on all these priorities that
7:52.20 you've listed and if the answer is yes
7:54.96 and it's always a line then it's great
7:57.60 you don't really need a software like
7:59.04 part of Matrix that means you know
8:0.12 exactly what you're working on but where
8:2.10 we add value is the disrepancy and
8:5.04 that's where it gets really interesting
8:7.04 so this four quadrant Eisenhower Matrix
8:9.84 because it forces you into the structure
8:12.36 it actually creates alignment from the
8:14.70 very beginning and then if you ever find
8:17.40 disagreement that's where you should be
8:19.56 focusing your time and effort so if we
8:21.78 can go and help you identify one thing
8:24.12 that you shouldn't be doing
8:26.46 right or that you were going to work on
8:28.26 but now you shouldn't be doing because
8:30.00 we identify that that's not really
8:31.80 priority that we've saved you a ton of
8:34.38 time and effort and you can imagine you
8:36.60 know you might be working on a project
8:37.86 that's
8:38.94 just a few thousand worth value a few
8:40.86 thousand dollars or about millions of
8:42.84 dollars and you're committing to all
8:44.76 these resources and so forth down the
8:46.38 road with all these meetings and so
8:47.70 forth and if you're able to eliminate
8:49.44 that then you can actually spend that
8:51.30 effort elsewhere and that's what success
8:53.52 with part of Matrix really is from
8:56.00 so with that what I'd like to do um is
8:59.22 I'm going to go into the demo itself but
9:1.32 I do want to bring to your attention
9:2.76 that the webinars because they're
9:4.56 recorded we post them on
9:6.24 webinars if you want to go and review
9:7.86 some of the other things that we've done
9:9.18 and of course supported affluence as a
9:11.34 key contact so always reach out to us if
9:13.86 you have any questions concerns Etc
9:16.74 so let's jump to the demo
9:19.02 as I mentioned in the chat section you
9:21.30 can submit questions and then if I see
9:23.22 questions that are relevant and I can
9:25.08 jump in at the appropriate time I'll try
9:26.70 my best to address them
9:30.06 okay and now what I've done is I've
9:32.94 opened up pretty Matrix
9:34.68 um and as you can see this is the web
9:36.12 app version of pretty Matrix and and the
9:38.82 one thing I want to bring your attention
9:40.08 to is the four quadrants and so you see
9:42.54 how I actually have very very similar
9:45.18 quadrant names to what I showed you in
9:49.20 um in that four quadrant uh a picture so
9:52.62 I have the things in quadrant one is do
9:54.24 now do later
9:55.74 and then I did customize this a little
9:57.60 bit but this is the delegate and then
10:0.06 this is that inbox and so this is a
10:2.76 standard Matrix every single project in
10:5.22 pretty Matrix has this view so use that
10:8.58 as a way for you to sort of categorize
10:10.38 all your information and creating a task
10:12.60 is actually very simple
10:14.34 so this is a test task right
10:18.60 and then the way it works with part of
10:20.64 Matrix is we actually use natural
10:21.96 language
10:23.16 to help interpret the task Etc
10:27.06 um as as you're using it actually let me
10:29.28 so book travel for August okay but I'm
10:33.78 going to say do this but then do
10:36.36 um in two days so when I created a task
10:38.94 in part of Matrix what happens is
10:40.52 partometrics goes
10:42.54 and actually interprets the text as I
10:44.82 type it so then book travel for August
10:46.80 do in two days now you can see that the
10:48.54 due date is set for me so now I'm
10:50.82 reminded to actually get this done and
10:52.92 so it belongs in a certain quadrants and
10:55.02 then we because we realize that it's
10:56.70 about travel we use an icon here and you
10:59.04 can change this as needed um and so you
11:0.96 can see that I can add it to any single
11:2.52 Matrix and then if I want to go and
11:3.84 reprioritize this because I want to say
11:6.54 that this is something that's important
11:8.04 urgent everything is just drag and drop
11:9.72 and so that's the basic way to use
11:12.12 protein matrix in terms of adding a task
11:14.04 when you have a task on the right hand
11:16.26 side
11:17.34 this is what's called the item details
11:19.20 and the item details you can think of as
11:21.12 a way to add additional information
11:22.56 related to the task so for example I
11:25.50 might want to start a task which means
11:27.12 this is very important and I want to
11:29.16 raise awareness and then second I can
11:30.96 decide who the owner is let's say I want
11:32.58 to delegate to somebody else I just
11:34.74 click on that and now you see how this
11:36.66 person is a new owner and there can only
11:38.10 be one owner and that's sort of the
11:40.02 point which is it's hard to have
11:41.52 priorities if you have multiple owners
11:43.02 because then someone will say I thought
11:44.76 you were responsible right
11:46.32 you don't want that so pretty Matrix has
11:48.36 one owner and then other people can be
11:50.16 involved but they're called followers
11:52.56 and then you have progress effort
11:54.36 reminders and due dates you saw how I
11:56.52 set the due date but there's a
11:57.54 difference between due date and
11:58.56 reminders that I want to highlight
11:59.70 imagine if you have a critical project
12:1.44 that's due in three months okay you set
12:3.36 the due date due in three months if you
12:5.16 wait until that day to get that to work
12:7.98 on that it's going to be far too late so
12:9.84 you want reminders ahead of time so the
12:12.06 way that I like to set reminders of
12:13.86 course you can click on this UI but I
12:15.54 can also say remind me
12:18.48 daily and so now what's happening is
12:21.12 that party Matrix not only helps you set
12:24.30 the date for a certain task it also will
12:27.12 send you reminders and the nice thing
12:28.98 about this is because I assigned to
12:30.30 somebody else you'll remind that person
12:31.92 as well so now they know that they need
12:33.54 to work on it so you can pause for a
12:36.00 moment and realize that wait a minute
12:37.26 I've just created a task that's very
12:38.82 important and now not only have I set a
12:41.16 date I'm reminding the appropriate
12:43.68 stakeholders that they need to work on
12:45.54 it and so that's how we ensure that
12:47.70 these critical tasks are not slipping
12:50.04 and falling through the cracks
12:52.02 as you look down more we have What's
12:54.12 called the chat section and you can
12:55.38 think of the chat section as a
12:57.24 contextual way for you to communicate
12:59.58 about a task
13:1.44 but only related to that task right so
13:4.62 here's an example of why you need to use
13:6.30 this
13:7.68 how often is it that you maybe you're
13:9.96 inside Microsoft teams and you're
13:11.34 chatting with your manager about all
13:13.14 these different things that you're going
13:14.22 to work on and you're talking about you
13:16.38 know project a project B
13:18.36 Etc so then six months later when you're
13:20.64 reviewing you're gonna realize wait a
13:22.26 minute what did we talk about and it's
13:24.24 hard to go back to a team's conversation
13:26.52 or hard to go back to an email thread or
13:29.10 a meeting refer to a meeting and then
13:31.08 refer to the decisions that were made so
13:34.38 with party Matrix you can have this chat
13:36.06 section as a way to have all that
13:37.86 conversation but only related to this
13:39.96 task and then anyone who actually looks
13:42.36 at this particular action item we can
13:44.88 see exactly everything that's been
13:46.62 talked about and part Matrix provides
13:48.90 you a full history of all the changes
13:52.20 that's happening related to that task
13:54.54 if you think about the things you know
13:56.16 for example this thing right here is due
13:57.96 today right that's pretty trivial you
14:0.18 can think of how this is a very
14:1.62 real-time conversation but where truly
14:4.26 valuable is that in six months and
14:6.72 you're going back to this task we have
14:8.76 that full context available and not only
14:10.50 that you can export this you can print
14:12.18 this out and then if someone leaves the
14:14.82 organization
14:16.20 and someone else has to take over they
14:18.66 can actually look at the task and the
14:21.12 priorities and be able to understand why
14:23.82 decisions were made in what way and so
14:26.04 if you think about priorities it's not
14:28.44 just about at this moment in time it's
14:30.30 about the past it's about the present
14:31.86 and it's about the future right so then
14:33.66 you're really using protein matrix as a
14:35.82 way to ensure that the organization the
14:39.12 team actually has all the knowledge
14:41.52 needed to to ensure that they're working
14:43.32 on the right thing and so keep that in
14:45.24 mind
14:46.20 and the notes section is actually pretty
14:48.00 trivial pretty easy to understand the
14:49.98 note section is where you add the
14:51.12 subtask you can also you know for
14:53.46 example I can do subtask one subtask two
14:58.02 subtask three and so with pretty Matrix
15:0.42 what happens is when you create these
15:1.50 subtasks as you mark them as done it
15:3.12 updates the progress uh and then we have
15:5.52 the resources section and so the
15:7.14 resource section is where you can add
15:8.46 additional metadata such as documents
15:10.86 files emails Etc that's relevant to the
15:13.62 task s hand the whole idea again is to
15:15.84 have one central place to organize
15:17.64 everything that you need for that
15:19.80 particular action item
15:21.84 so that's how a quadrant uh that's how a
15:25.38 task works now let me show you how to
15:27.06 actually create a project so for example
15:29.22 the way to create a project is to go to
15:30.84 here and then you click on
15:33.20 show all your projects and add a project
15:35.82 when I go to add a project when you do
15:38.76 this now if you're first using part of
15:40.62 Matrix for the first time you have this
15:42.36 option to create a blank project but you
15:44.22 also have the option to go to the public
15:45.60 templates so the idea around the public
15:47.40 templates is actually where we've gone
15:49.56 and we've created some templates that
15:51.30 you can use in terms of the Eisenhower
15:53.52 Matrix as being one template but also
15:55.74 maybe there's other terminologies that's
15:57.78 in the quadrants or SWOT analysis or all
16:1.26 the other
16:2.28 things that you know you may have been
16:3.96 exposed to in business school Etc so
16:5.82 those templates are all available for
16:7.38 you for free right here you can just
16:8.82 launch a project from that but I'm going
16:10.62 to go ahead and create a blank project
16:12.06 here
16:13.08 I'm going to call this
16:15.06 um this is okay I'll call this project
16:16.74 increase sales
16:19.80 by 20 okay so imagine this is an
16:22.50 initiative I have and then I can go
16:24.30 ahead and choose sort of the uh a color
16:26.76 and the group a group you can think of
16:28.62 as like a department or something like
16:30.06 that that all the people relevant to
16:32.34 this particular project but I'm go ahead
16:34.32 and add project and that's how easy it
16:36.54 is to add a project and when you add a
16:38.70 project
16:39.78 um right on the right hand side here
16:41.22 this is called the project detail so
16:42.96 it's supposed to item details that we
16:44.22 saw earlier you can also access that by
16:46.32 click on this icon right here
16:48.48 on this right hand side you're able to
16:51.00 again star project which you see how it
16:53.82 actually brings it up to the very top
16:55.20 here so I can always see that have
16:57.30 visibility there and I can see what team
16:59.58 members that I want in here so let's say
17:1.68 if I want to invite a team member
17:3.48 um I can do that and then the other cool
17:5.28 thing is I can actually change the
17:6.60 quadrant names and the reason why we let
17:8.70 you change the quadrant names because
17:10.02 this is where you can build your own
17:13.08 version of the prior to Matrix in using
17:16.62 terminology that makes sense to you we
17:18.90 have customers that actually build out
17:20.46 best practices within their own
17:22.02 organization because they don't want to
17:23.82 use the do now do later delegate and
17:25.44 postpone right maybe postpone should be
17:27.06 named something else sometimes
17:28.56 engineering organization prefer P1
17:31.74 for high priority P2 P3 right and so
17:34.38 with party Matrix you're able to do all
17:35.82 of those the best thing about all of
17:38.04 this is once you've sort of created
17:41.04 um those uh terminologies and the color
17:43.20 coding that you like because you can
17:44.46 click on this to change the color you
17:46.08 can actually go ahead and save it as a
17:47.70 template now that you've said as a
17:49.50 template when you go back to launching
17:51.00 proteomatrix a new project you can
17:52.98 actually choose from the template and
17:54.60 that allows you
17:55.98 that allows you to actually
17:58.20 um use that over and over again without
18:0.60 having to customize that so that is how
18:3.12 a project works and that is how items
18:6.36 work but let me pause for a second
18:8.64 because I you know you see how here I
18:11.04 created a project increase sales by 20
18:13.98 um but
18:15.18 one thing that we're doing with party
18:16.98 Matrix is we're adding a whole new
18:19.02 intelligence layer because if I were to
18:21.66 create a project here called increased
18:23.22 sales by 20 now I have to brainstorm
18:25.68 what are all the things I can do well
18:27.60 why not let our artificial intelligence
18:29.82 help you with that so if you were to go
18:31.98 to our onboarding page here
18:33.96 um and just ask you a simple question
18:35.22 what's my goal
18:36.66 okay and so I can actually literally
18:38.82 type in increase sales by 20 here and
18:42.36 click on build my action plan I've done
18:44.58 that already for the demo and so I can
18:46.62 go ahead and jump to that right here and
18:48.78 now this is was actually generated in
18:52.14 real time by party Matrix and we
18:55.32 actually went and created all these
18:57.18 different action items for you with the
18:59.64 different quadrons on it with all the
19:1.26 ideas already in play
19:3.30 so instead of just typing one simple
19:5.76 project and just have your goal party
19:7.92 Matrix will go and generate
19:10.44 using our generative AI all these
19:13.74 different ideas for you as a starting
19:15.78 point and so we've just saved you hours
19:18.54 if not days of brainstorming and now all
19:21.60 you have to do is take this modify it
19:24.48 update it to the your likings and then
19:27.72 ensuring that it actually works for your
19:30.18 organization it's not going to be
19:31.68 perfect it's not intended to but what it
19:33.96 does is it saves you time and create
19:37.32 um create a starting point so you can
19:39.78 imagine that if you were using party
19:42.72 Matrix and you went in and actually
19:44.94 created Five Ten different goals right
19:47.04 your weekly goals your quarterly goals
19:48.90 or if you are new to your role you can
19:51.42 literally type into pretty Matrix
19:53.94 what should I work on my first 30 days
19:57.00 as a senior project manager and our
20:0.48 system will go and help you with that
20:2.22 and generate all these different action
20:4.02 items for you in each of the quadrants
20:5.82 and so
20:7.50 um use that leverage that it's extremely
20:10.02 powerful and it could save you a lot of
20:12.60 time but you can see that each of these
20:14.64 things is actually at a high level now
20:16.32 what if we want to dig deeper so for
20:18.24 example I want to go and Define target
20:21.72 audience well you can see that in here
20:24.66 you know I actually have some notes here
20:26.88 um that was again generated by our
20:28.38 system but now what if I want to break
20:30.06 it further like into more details what
20:32.40 should I do in terms of defining target
20:33.72 audience I can click on some what's
20:35.88 called fill with AI so what Phil with AI
20:38.34 does actually it's ironically gives me
20:40.08 the same answer here but what filled AI
20:42.18 does is it takes the information that
20:44.16 you have in this task and it actually
20:45.96 generates additional information around
20:48.24 the notes itself
20:50.34 and so when you're creating a task in
20:52.32 part of Matrix imagine if you're
20:54.96 creating a task and would just
20:56.94 generating a new proposal or something
20:58.74 like that
20:59.82 and you don't know what to put in the
21:1.92 notes but you want to assign it to
21:3.36 somebody else and you want them to get
21:4.56 some ideas on how to get started
21:6.50 leverage are fill with AI to actually
21:8.88 generate that information for you so
21:11.10 that's a second layer on the AI side
21:13.92 that you can use to boost your
21:16.20 productivity today
21:18.48 so what you've just seen is you've seen
21:21.54 our project you've seen our our goal
21:24.54 generating system and you've seen our
21:26.28 task one thing I want to show you now is
21:28.62 actually how we tie together into the
21:31.26 Microsoft teams and Outlook ecosystem
21:33.78 so here's here's how it works the way um
21:37.02 if you have Outlook you can go and
21:38.94 install pretty Matrix you go to add and
21:40.68 Store and install pretty Matrix when you
21:42.84 install pretty Matrix you can get access
21:44.76 to this additional add-in so let's say I
21:47.64 have an email open and here's what
21:49.80 happens you get an email that's very
21:51.96 important right from a client from a
21:53.76 customer from your executive uh and then
21:56.04 you're you need to respond to it well if
21:57.78 it's something you can respond to today
21:59.34 that's pretty easy you can just go and
22:1.20 respond or remark you start or something
22:3.18 like that or flag it but what happens if
22:5.22 you have to go and answer it in like
22:6.96 three months or in two weeks when you
22:9.18 have to go and do additional data
22:10.56 collection and then how do you ensure
22:12.60 that you don't forget it
22:14.76 so if you flag it that's great but if
22:17.10 you have 50 flags emails in fact I have
22:19.32 I feel like 150 flag emails you're going
22:22.02 to start losing track of things really
22:23.58 quickly you can even set reminders sort
22:25.92 of on emails but the challenge there is
22:28.74 have you know actually when to work on
22:30.84 it what if you need to pull in a new
22:32.58 people
22:33.48 um and assign to somebody so party
22:35.34 Matrix provide party Matrix for Outlook
22:37.38 provides a really powerful way to take
22:39.96 any emails that comes in
22:42.00 and go to prioritize that email so once
22:44.82 you install pretty Matrix you see here I
22:46.62 actually have this option
22:48.30 on the on the panel here I click on the
22:50.40 Ellipsis this opens here and then you
22:52.38 see that I have the option to prioritize
22:53.94 email so this is how it looks when I
22:56.34 take a task and I prioritize it pretty
22:58.08 Matrix opens this panel on the right
22:59.70 hand side it takes the the subject
23:1.98 create a task name out of it I can
23:3.90 choose what project it belongs in okay
23:5.70 so you see how
23:7.44 um so I see my team priorities here and
23:9.78 I can choose what quadrant it belongs in
23:11.40 so now I can suddenly go and take an
23:13.44 email and say this is an important and
23:15.66 Urgent email right I'm putting a
23:17.28 quadrant one and then I can assign it to
23:19.38 somebody else too and then I can make a
23:21.24 due date
23:22.44 so this is something that you can't do
23:24.86 with Outlook
23:27.36 um as it is yet at the same time emails
23:30.42 is where our main source of
23:31.86 communication comes in and so pretty
23:33.54 Matrix is probably one of the best
23:34.74 Solutions out there to ensure that your
23:37.02 emails are not dropped and that the most
23:39.54 important emails are always tackle and
23:41.34 so whenever you receive an important
23:42.96 email use part of Matrix prioritize it
23:45.72 capture it set due dates and suddenly
23:48.42 you realize that you know you'll get all
23:50.10 these reminders and so forth to ensure
23:51.72 that you go back to that email and and
23:53.46 answer it and so I click capture email
23:56.10 you see how right after I click capture
23:57.84 email it opens this item detail view
24:0.24 almost exactly like what you saw inside
24:2.46 the web application right the project it
24:4.80 belongs in I can move project if needed
24:6.66 I have um the name here I can customize
24:9.90 it says whose it's assigned to and not
24:12.00 only that actually the email itself has
24:13.86 been uploaded as an EML file as a
24:16.08 resource the reason that's actually
24:17.82 really helpful is because Eugenia here
24:20.76 for example doesn't have access to my
24:22.62 email but now she can actually open that
24:24.42 email and be able to respond to it and
24:26.46 that's what makes part of Matrix really
24:28.26 powerful because as you're having a
24:30.54 conversation around this email that
24:32.70 you're doing for a client you can pull
24:34.68 in other folks right
24:36.60 so I can say invite Remy for example if
24:39.96 I can do something like this and I
24:41.40 actually can pull an engineering pull in
24:43.32 marketing pulling your executive Etc
24:45.60 um and so actually Remy isn't part of
24:47.70 this project so now we've got to go and
24:49.38 invite Remy here okay so you see how um
24:54.36 if I go back to this item here
24:57.90 I can actually open it and so you see
25:0.06 how I can go to Party Matrix here open
25:1.68 Party Matrix and because I prioritize
25:4.32 this task already you see how pretty
25:5.94 Matrix logo shot open uh show up right
25:8.16 here I can actually click open item and
25:10.56 so you see how I've added Remy to this
25:13.08 item as well now the nice thing is Remy
25:15.30 can go and take a look at this and be
25:17.22 able to unders get a sense of what are
25:19.50 we talking about Etc and you're doing
25:21.00 all of this without creating another
25:22.56 email thread and that's what's really
25:25.02 helpful because you don't want more
25:26.22 emails you're going to lose track of
25:27.60 more things and you know if you're
25:29.52 working on if you're working on
25:31.92 documents or links etc for in order to
25:35.34 respond to this right imagine if this
25:37.68 was your executive asking for the
25:39.24 quarterly summary well you've taken that
25:41.70 email prioritize it and then you can now
25:43.68 attach documents that's relevant here
25:45.24 and then when you're actually ready to
25:46.56 respond all that information is
25:48.30 available in one central place
25:50.70 the other powerful thing about pretty
25:52.32 Matrix is actually the ability for you
25:54.30 to attach an email to an existing task
25:56.58 so instead of actually just going and
25:59.40 create new tasks all the time we
26:1.68 actually let you hover over an existing
26:3.66 task and actually just attach it and so
26:5.76 you literally just search for the party
26:7.62 Matrix action item and so here we
26:9.36 actually show you some tasks already but
26:11.28 you can search and then attach it
26:12.72 directly here and this is really helpful
26:14.88 again if you're working
26:16.86 let's say with the client you have a
26:19.14 task in separating Matrix that's already
26:21.00 open for them and you get a new email
26:22.50 from them but you want to make sure
26:24.30 everyone else who's who's relevant are
26:27.18 aware of that right and you don't want
26:29.04 to get you don't want to afford that
26:30.12 email if you forward that email it's
26:31.44 just going to go into someone else's
26:32.64 inbox and they may or may not know or
26:35.34 read it or realize that it's all
26:37.02 relevant so instead what you do is you
26:39.00 attach the email to the task that's
26:41.64 ready in place and now when you go back
26:43.32 to that task and you're working on it
26:44.82 over the course of three months or six
26:46.56 months or whatever all that information
26:48.24 is available as a resource
26:50.28 really powerful way to manage your
26:52.92 emails
26:54.00 um this is actually one of the core
26:55.26 reasons why people love party Matrix and
26:58.44 and why we invested so much in the
27:0.06 Microsoft ecosystem is because the email
27:2.10 management side is actually so important
27:4.38 the other thing I want to mention is
27:6.12 that the Microsoft teams Integrations
27:7.92 itself so if you have Microsoft teams um
27:10.80 you can go to the App Store here install
27:12.60 party Matrix and then what happens is
27:14.64 you get pretty Matrix shows up here
27:16.26 right click you pin it and when you pin
27:18.48 it it actually just stays here for you
27:20.22 to see and you see how I open up pretty
27:22.14 Matrix and I see that same view as the
27:24.06 web app everything that I saw that you
27:26.82 saw in the web app is actually available
27:28.20 here for you you know the list of
27:30.18 projects the tasks Etc
27:32.58 but there's several things that we do
27:34.26 inside teams that's really really unique
27:36.66 I mentioned earlier how party Matrix is
27:39.60 a people-centric tool and everything
27:41.34 I've shown you so far is based on
27:43.02 projects but check this out if I go to a
27:45.54 chat imagine if this is a chat with a
27:47.40 teammate
27:48.42 you can click on this plus icon and you
27:50.58 open pretty Matrix and when you do you
27:52.86 have two options you have a full project
27:54.30 view which allows you to attach a
27:56.10 project a party Matrix project to a tab
27:58.44 inside teams but you can also attach a
28:0.90 one-on-one view the one-on-one view is a
28:3.54 way for you to see everything you have
28:5.88 to do for somebody or with somebody so I
28:9.36 already have an install here the PM
28:10.98 one-on-one and when I open this
28:13.74 you can see that it actually you know I
28:15.60 can pop pre-populate this with Eugenia
28:17.52 right here and so I'm going to chat with
28:19.50 her and actually I can open this up and
28:21.84 see all the tasks I have in common with
28:23.82 her regardless of projects so what we've
28:26.88 done is we've flipped the whole thing
28:28.26 around and instead of showing you
28:30.30 instead of you having to click through
28:32.40 each project in part of Matrix instead
28:34.44 of you having to go to part Matrix in
28:36.12 the first place and then searching for
28:37.86 all the things you have to do for her
28:39.18 you can actually see it on one central
28:41.28 place if you're having a conversation
28:43.32 with your manager it is so easy because
28:45.72 you literally just open this up you just
28:48.60 talk through it and instead of talking
28:51.30 about status updates and so forth what
28:53.58 you're really focusing on is priorities
28:55.62 are these the right thing I'm working on
28:57.96 yes no right hey is this due date
29:0.78 correct let's change it you see how all
29:3.48 the things that are overdue are read
29:5.10 very very visual for me to see
29:7.38 and then that email that I created as a
29:10.26 task earlier showed up right here too
29:11.76 right because the reason is Eugenia is
29:13.74 on here and I'm on here and so that's
29:15.90 how part of Matrix facilitates all of
29:18.00 this and makes your meetings a lot more
29:19.68 effective and in fact what's really
29:21.42 interesting is you can actually add
29:22.74 share tasks directly here so when you
29:24.84 have a meeting with your manager or your
29:26.70 direct report and you're brainstorming
29:28.68 you're talking about all these different
29:29.76 things you're going to do you don't have
29:31.62 to go to party Matrix
29:33.42 um you don't even have to leave this
29:34.86 view you just click on ADD share task
29:36.72 and then you can type in the task name
29:38.46 and then you type it you know make sure
29:40.38 that you say do in one week do in two
29:42.84 months do next Tuesday 2 p.m or
29:45.06 something like that and then choose the
29:46.74 appropriate project as you create the
29:48.36 task and so your whole meeting becomes
29:50.64 much more seamless and then that excuse
29:52.56 that says oh yeah I forgot to write that
29:54.18 down has just completely vanished
29:55.80 because you're doing this live as you're
29:58.08 having the meeting
29:59.18 so really take advantage of this this is
30:1.50 one of my favorite capabilities inside
30:3.06 pretty Matrix just because it's so
30:4.68 powerful and so unique and all of that
30:6.36 the other thing that happens inside
30:8.16 Microsoft teams too is the actually we
30:10.14 go and we can take any conversation that
30:12.42 you have with your teammate and convert
30:14.22 to tasks for you so for example let's
30:16.26 say your manager sends you an email or
30:18.18 it sends you a message and team and say
30:19.98 could you send me a report you can just
30:21.60 click on this dot dot dot and create
30:23.34 party Matrix item
30:25.26 I don't even have to go to party Matrix
30:26.88 in fact you know I can create this task
30:28.68 choose the project choose the quadrant
30:30.66 directly here and create it
30:32.88 um so that saves me a ton of time and
30:35.22 not only that I can actually send tasks
30:37.68 inside teams as well like like what you
30:40.20 have here
30:41.64 so that's one of the things that
30:43.92 actually makes our integration with
30:45.24 teams really really powerful but we also
30:48.18 try to provide
30:50.52 a place for you to get additional
30:52.44 contacts right so for example let's say
30:54.48 you have a meeting
30:55.80 okay so I'm going to create a new
30:57.54 meeting here
30:58.68 um and I'm going to meet meet with
31:0.48 manager okay so imagine this is a
31:2.34 meeting that you have with your manager
31:3.48 and you can go ahead and save it okay so
31:5.88 now you have a meeting with your manager
31:8.22 if you click on this and you open up the
31:11.04 Microsoft teams meeting you also have a
31:13.20 tab and in this tab again you can choose
31:15.96 protomatrix what's really powerful about
31:18.96 this view is what this is called the
31:20.70 agenda view so the way the agenda view
31:23.04 works is it actually allows you to
31:24.72 create a tab here inside the meeting and
31:26.82 so as you have a meeting you can
31:28.38 actually take notes and from the notes
31:30.12 you can actually create tasks directly
31:31.92 here additionally what we do is we
31:34.32 provide you
31:36.06 uh some list of part of Matrix action
31:38.58 items that might be relevant to the
31:40.14 meeting so if you have a meeting with
31:41.70 your manager we can go and find out all
31:43.74 the tasks you have in common with your
31:44.88 manager and maybe you can add it into
31:46.74 the meeting and so you can talk about it
31:48.66 during your agenda itself so that's
31:50.94 another new capability that we have
31:52.80 inside the teams ecosystem that is very
31:55.38 unique and pretty much non-existent
31:57.30 anywhere else and so pretty Matrix
31:58.62 provide a single package for all of that
32:0.24 together
32:1.34 so with that I'm actually going to go
32:3.66 back to
32:4.86 um party Matrix here and I want to go
32:8.10 and re-emphasize on the things that you
32:11.28 should do in order
32:13.64 while there's a lot more capabilities
32:15.78 the stuff that I've shown you if you
32:18.36 take advantage of it you would have
32:19.98 captured you know eighty percent of the
32:21.72 bad you in pretty Matrix with 20 of the
32:23.46 work one
32:25.56 make sure that you create a project for
32:28.08 your personal priorities a team
32:30.18 priorities and then also a project for
32:33.18 key initiatives that you're working on
32:34.68 right leverage our goal system if you
32:37.26 have specific goals such as quarterly
32:39.00 goals or annual annual goals or
32:41.52 something like that you see how here you
32:43.86 know we suggest
32:45.42 how do I get a promotion right or um you
32:48.90 know how do I uh increase my team
32:51.18 Effectiveness or how do I improve the
32:52.80 supply chain in in my manufacturing
32:54.90 process things like that and so leverage
32:57.00 party Matrix to create those different
32:58.56 projects
32:59.82 so that's the first thing you got to do
33:1.50 the second is in each of these projects
33:3.72 make sure you create tasks and make sure
33:6.24 that they have due dates this is so
33:8.10 crucial that they have due dates because
33:9.66 when something is due there's a date
33:11.94 attached to it then you can better
33:13.44 understand
33:15.30 um when you should work on them you can
33:16.80 always change the due dates and
33:17.70 protobatrix provides a full record of
33:19.38 that but if you do that and then you're
33:21.54 you're putting the quadrants you're
33:23.34 using the quadrants as a way to
33:25.26 prioritize a different task and so forth
33:27.18 and then you're sharing it with the team
33:28.68 members
33:29.58 you've captured a lot of value because
33:33.36 I can't emphasize this enough party
33:35.10 Matrix is a communication tool right
33:38.16 it's not just a way to track all the
33:40.44 stuff that you have it's a way to
33:42.00 communicate to everyone what the
33:44.94 priorities should be and you should
33:47.22 always be looking for discrepancy always
33:50.22 be looking for discrepancy try to find
33:52.26 that the moment you find one it means
33:54.48 that we've done we've done our job we've
33:56.58 added value to you
33:58.68 um we help you identify what you should
34:1.44 work on should not work on
34:4.14 and now I'm going to go real quick
34:6.00 through a couple of other things that I
34:8.10 think might be relevant but now maybe
34:10.14 more specific to your own use case
34:12.42 um so for example if you go to a
34:13.74 connectors page you're able to pull in
34:16.02 your outlook Calendar your to-do planner
34:18.36 Azure devops and so forth
34:20.70 the other thing you can do is you can
34:22.14 install our Chrome and Edge extension if
34:24.96 you if you use a lot of links and you
34:26.70 want to attach into part of Matrix just
34:28.44 install our extensions that allows you
34:30.06 to convert any web page
34:32.22 or SharePoint page or Google Docs into a
34:37.26 task into inside party Matrix
34:40.02 and so make sure that you install our
34:41.58 Outlook integration and that's separate
34:43.62 from the team's integration and so
34:45.60 that's something that you know sometimes
34:46.92 some organizations require AI oh I'm
34:48.78 sorry requires int to be involved so
34:50.88 that's how you can get it to help you
34:52.56 install that across your organization
34:54.00 and that's with that I'm going to pause
34:56.16 I'm going to check the chat here to see
34:58.08 if there's any questions
34:59.96 and so if you have additional questions
35:3.36 um please feel free to send me a message
35:4.74 there and so I'll take a look at that
35:6.54 and in the meantime I'm actually going
35:7.86 to switch back to the
35:9.36 PowerPoint here
35:13.44 and I want to highlight a couple things
35:15.30 again just to emphasize my point which
35:18.48 is
35:19.32 if you haven't already sign up for party
35:21.06 Matrix and use our apps and teams in
35:22.86 Outlook if applicable you do not need
35:24.78 teams in Outlook to use protomatrix our
35:26.70 application works on web app mobile app
35:30.06 Etc
35:31.08 and again create at least three projects
35:33.18 the personal priorities share team
35:34.92 priorities and key initiative invite the
35:37.32 appropriate team members and Pitch to
35:38.88 them on why it's important to focus on
35:40.44 high impact task that's remember that's
35:42.42 that's really important because you want
35:44.22 to make sure that people are lying on
35:46.02 what's important and also what's not
35:47.64 important and then create action items
35:49.56 in party Matrix with due dates
35:52.14 so what success with part of Matrix
35:54.18 looks like the following one you're
35:55.86 using party Matrix as the central place
35:58.20 to track all priorities right so then if
36:1.32 Amendment priorities does that mean task
36:3.36 you don't want to track you know very
36:5.04 very trivial things and then get
36:6.72 overwhelmed with it instead use part
36:8.64 Matrix to track things that actually
36:10.02 matters and so that's what you want to
36:11.52 make sure you do and then make sure
36:13.14 everyone's online and and success means
36:15.84 that everyone truly goes into a party
36:18.18 Matrix and say okay we're all working on
36:20.04 the right thing right and then whenever
36:21.54 you find disagreements start tackling
36:23.46 them right away
36:24.96 um you saw how I created templates
36:27.18 earlier with part of Matrix you can
36:29.16 actually go and actually even build out
36:30.84 the whole Matrix too so it's not just
36:33.24 the Matrix and the quadrant names but if
36:36.24 you create task inside protein matrix
36:37.92 you can templatize the whole thing you
36:40.32 can think of it as employee onboarding
36:42.00 processes or standard operating
36:43.98 procedures and now when you create those
36:46.44 templates you can launch them and you
36:48.00 save yourself a ton of time
36:50.04 and then make sure that you prioritize
36:51.60 your email so that they're they're never
36:53.22 forgotten so with that
36:55.74 um that's the end of my portion of it so
36:57.54 now what I'm going to do is I'm going to
36:58.68 take a look at the questions that people
37:0.48 have here and try to address them
37:2.10 wherever relevant
37:8.52 um would you use an Eisenhower Matrix to
37:10.56 figure out tasks that need brain power
37:12.12 time or both and would you use tags with
37:14.22 that that's a great question Helen so
37:15.72 essentially what happens is
37:17.46 you can use the you know the important
37:19.86 and urgency as always the core but you
37:24.54 can actually change
37:26.64 um
37:27.60 let me go back to here
37:30.36 um so imagine if you want to think about
37:32.72 time versus effort right you you see how
37:36.96 I can actually let me see if I can open
37:39.84 up open up a different Matrix here so I
37:42.84 also have that increased sales by 20
37:44.64 here but this is effort and impact and
37:48.60 so so I love it whenever you have sort
37:52.20 of multiple Dimensions that you're
37:53.82 thinking about because it's always the
37:56.22 low of something the high of something
37:57.90 and then versus another dimension right
37:59.70 important not important urgent not
38:2.10 urgent low effort High effort low impact
38:4.68 high impact and so um anything that's
38:7.50 sort of like a two by two Matrix fits
38:9.42 really well within the party Matrix
38:11.82 ecosystem so my recommendation if you
38:14.64 want to think about brain power and time
38:16.92 brain power I would almost consider as
38:19.38 effort
38:20.58 um and so here then you can go and
38:22.20 change low brain power High
38:25.62 um high impact or something like that as
38:27.66 as long as you use a create a
38:29.10 terminology
38:30.36 that your teammates when they look at it
38:32.10 they also understand and then as you add
38:35.16 all this information you realize hey
38:36.84 this is where I should be really
38:37.86 focusing my time on and um and I think
38:40.26 that'll be a really good way to
38:41.46 communicate
38:43.56 um do tasks also update from Microsoft
38:45.72 365. so with the connectors we create
38:48.90 what's called a one-way integration so
38:50.46 what that means is that if you use
38:52.20 Microsoft planner or Azure devops Etc
38:54.66 you can pull them into protomatrix and
38:57.18 they exist as independent projects and
38:59.40 then when you update those Azure devs
39:1.20 Ops projects or
39:3.24 or your planner project it actually
39:4.86 updates entire property matrix it's read
39:6.84 only on the print Matrix side when you
39:8.64 update in separate Matrix it does not
39:10.50 update the Microsoft side but over time
39:12.84 what you'll find is that actually all of
39:15.84 these other software solutions that you
39:17.88 use that you can connect to actually
39:20.64 that can fit within the micro within the
39:22.98 micro priority Matrix ecosystem so
39:25.14 hopefully what it does is it provides
39:26.58 you a starting points for you to to get
39:28.86 started but then part of Matrix will
39:30.42 actually be the core solution for you
39:32.04 moving forward
39:34.50 um so do you need them to be an actual
39:36.00 team member or can pretty Matrix be
39:38.94 shared with external party uh party
39:40.98 Matrix can be shared with external
39:42.24 parties so you see here when I had a
39:44.16 team member I can actually choose from
39:46.86 my team right so my team are people
39:48.66 that's on my license but I actually can
39:50.64 also choose others within my
39:52.14 organization or I can actually type in
39:54.36 an email from a totally external party
39:56.40 so what happens is when you do invite
39:58.56 someone from an external party just
39:59.94 remember that if someone's in a project
40:1.56 they can see all the tasks on that
40:2.76 project so you got to make sure you keep
40:4.02 that in mind
40:6.00 uh the second thing is if you want you
40:8.52 can also share a project as read-only
40:11.52 mode so for example here you know I can
40:13.74 take a project and share read-only mode
40:15.48 and then you get a link that you can
40:16.68 send to a third party imagine if it's a
40:18.96 client right where you want them to see
40:21.18 the party Matrix but you don't want them
40:23.04 to edit it so they can they can see the
40:25.56 status of what things are so pretty
40:27.12 Matrix allowed you to actually cross
40:28.62 collaborate and then other organizations
40:30.66 can have their own licenses or
40:31.98 partometrix um however appropriate and
40:34.20 actually you can use one central place
40:35.88 to work together so unlike planner and
40:38.52 so forth which actually creates a lot of
40:40.08 restriction in terms of collaboration
40:41.94 per Matrix provides a way for you to
40:43.86 actually work with external parties um
40:46.62 we also have what's called a consultant
40:48.30 license where you're able to have team
40:50.70 members who are actually not part of
40:52.62 your organization but they don't
40:53.64 actually see each other
40:55.08 because you obviously don't want your
40:57.06 clients to see each other so you might
40:58.80 have a project with multiple clients I'm
41:1.32 sorry you might have multiple projects
41:2.70 each with different clients and they are
41:4.86 able to work in sort of independently
41:6.48 with you being the center so if you have
41:8.04 questions around that reach out to us
41:9.66 supported because that's
41:11.28 actually a special tier of license for
41:14.04 collaborating with external parties and
41:15.60 pretty Matrix
41:18.60 um can you add optional attendees to
41:20.34 tasks that's a really interesting
41:21.42 question in terms of optional attendees
41:23.10 I think if if someone should be
41:25.74 following the task
41:27.54 um I think you should always ask add
41:29.22 them because they can always unfollow
41:31.20 but what happens is when you add someone
41:33.06 as a follower to a task then they get
41:35.46 updates
41:36.48 um it's just like you know someone is
41:38.04 cc'd et cetera but the idea again is you
41:40.20 have one owner but you might have
41:41.70 multiple followers and so if you're an
41:43.74 executive you want to follow a certain
41:45.66 task but you're not necessarily chiming
41:47.64 on it but you want to know that whenever
41:48.96 it's updated you can always add yourself
41:51.32 to the task as a follower the other
41:54.84 component of it is that even if you're
41:57.36 not following a task you can still see
41:59.34 the status of each of those tasks if
42:1.68 you're in the project so the way the
42:3.78 permission control works at a per
42:5.58 project level is that anyone who's in a
42:7.74 project can see all the tasks in that
42:9.18 project now anyone
42:12.36 um so what that means is even if you're
42:13.86 not a follower you can go through and
42:15.54 click on it right but if you're a
42:17.52 follower then when there's changes you
42:19.32 actually get alerted of the changes and
42:21.00 that's really helpful the third is you
42:23.10 can actually assign a task to someone
42:24.66 who's not in a project and what happens
42:27.24 then is they don't get to see the rest
42:29.16 of the project they see it in their
42:31.20 inbox and so part of Matrix has a
42:33.54 concept called inbox and so you can
42:35.04 think of inbox as tasks that do not
42:37.56 belong in a certain project so for
42:40.08 example let's say you and I work
42:41.46 together and then you have a project and
42:43.98 you only want me to access one task
42:45.90 inside the project you add me
42:48.78 but you did decline to invite me to the
42:51.96 project itself so then what happens is I
42:53.82 don't see the rest of the task in the
42:55.14 project
42:55.98 um and but I can see the tasks that you
42:57.36 assign to me and it will show up my
42:59.22 inbox here because it does not belong in
43:1.14 a project for me right it's a project I
43:2.64 don't have access to now if I go and
43:5.16 actually move that task out of that
43:7.08 inbox into my own project then that link
43:9.42 is disconnected and so then the task
43:11.34 gets duplicated and now it's no longer
43:12.96 linked together but if I don't move that
43:14.70 task out of the inbox then I can update
43:16.80 that task in my inbox and it actually
43:18.24 update some of your project
43:20.00 so a task can only be associated with
43:22.68 one project at most it can be associated
43:25.74 with zero project in which case it
43:27.30 belongs to the inbox hopefully that
43:28.62 clarifies
43:31.02 um
43:31.86 can box link be added absolutely so you
43:34.62 can see how you know when in the
43:36.36 resource section uh you can go to
43:38.22 Resource and you can add any links
43:39.78 actually party Matrix is very it's it's
43:42.66 a whole linking system and what what
43:44.76 that means is that every task in part of
43:47.04 Matrix has a link so for example product
43:49.32 positioning targeted
43:51.30 um advertising right I'm going to just
43:52.62 go and say do in two months
43:55.74 um and then actually I probably should
43:57.30 do it here
43:58.68 um new and two mil
44:1.32 oh it did it change the due date for me
44:3.84 there I'm going to say this due in one
44:6.18 month
44:7.08 um and so what I can do is actually I
44:9.00 can copy the link here you can see here
44:10.86 click on share copy the link and then
44:13.20 when I go back to the resource section I
44:15.30 can actually link to the item
44:18.60 itself and actually targeted advertising
44:22.14 let's see here
44:31.56 okay I can link to this targeted
44:33.30 advertising and then I can say that this
44:35.10 is blocked by
44:37.02 um and so now what I've just done is
44:39.12 actually I've created these tasks that
44:40.56 are linking together and then what's
44:42.12 neat about that is that if I were to go
44:44.04 to a different view of party Matrix I
44:45.78 can go to the list View and go to the
44:48.12 calendar view
44:49.50 so here for example I go to calendar
44:51.06 view that task is here I can also go to
44:54.00 the Gantt chart View and it actually
44:55.32 links these tasks together so that's
44:57.54 it's pretty useful way to actually link
44:59.16 all those things together but what I'm
45:1.02 trying to say is that in pretty Matrix
45:2.76 in the resource section you can link to
45:4.56 anything anything that has URL in fact
45:7.02 every message in teams has a URL too so
45:9.90 when I earlier when I show you how you
45:12.18 can create a task from a teamed message
45:15.54 what happens we're actually linking back
45:18.42 to that moment in time when you had that
45:21.00 conversation it's so so helpful because
45:23.88 you're going to talk about so many
45:25.44 different things inside a team's
45:26.58 conversation when you create a task for
45:28.38 a party Matrix it'll link back to that
45:30.18 moment in time and so you can actually
45:31.62 click a button jump back into history
45:34.26 and see what you actually talked about
45:36.18 inside teams um so going back to the Box
45:38.82 link or Dropbox link or SharePoint or
45:41.52 Google Drive you can add all of these
45:43.68 those resources into pretty Matrix and
45:46.74 it actually just continues to to add
45:48.90 here and you can jump to any of those
45:50.88 SDS
45:53.16 um can you automatically pull one
45:54.54 quadrant into another Matrix so there's
45:57.84 actually a couple things that we're
45:59.52 doing there and so part of Matrix has
46:1.26 what's called an API and and for our
46:3.60 Enterprise customers you can program
46:4.74 that but then the second thing that we
46:6.90 have is actually we have something
46:8.04 called um workflows so if you went to
46:11.58 the Prairie Mission teams app store you
46:13.26 can actually install these things called
46:14.70 workflow and we actually have a couple
46:16.32 of workflow out there but for example
46:18.18 when a task is overdue move it to
46:20.34 quadrant one and so you can actually
46:21.90 create all these different rules if this
46:24.18 then that and so pretty Matrix
46:25.92 integrates with powerapps automate
46:28.86 um and so that allows you to uh create
46:32.34 rules that says if this happens and
46:34.08 something else happens and so for
46:35.58 Enterprise customers we can actually do
46:37.20 some of these um pre-programmed stuff
46:39.24 for you and so for example you see here
46:41.52 I have you know Microsoft teams form
46:44.94 um I'm sorry Microsoft form submission
46:47.28 can create a parametrics task that
46:48.96 linked to that form automatically so you
46:50.88 don't have to go and and the use case is
46:53.40 simple right you get a customer you use
46:55.20 Microsoft forms to get customer feedback
46:57.06 or um or whatever feedback and so
47:0.00 whenever someone submits a form create a
47:2.04 tasking part of Matrix so part of Matrix
47:3.66 is able to do all those things
47:4.68 automations for you
47:8.40 um so the um
47:10.80 so in terms of automatically pulling
47:12.72 Quantum quadrant to another Matrix
47:15.12 essentially you can create those
47:16.44 different rules
47:17.46 um in terms of the the AI side what the
47:19.86 cool thing about this AI thing is
47:21.42 actually uh none of your data is fed
47:25.20 into any AI system the second is that um
47:29.22 only it's generative AI so what that
47:31.62 means is only your prompt here take that
47:34.56 prompt and then convert it all the other
47:36.66 tasks are generated for you so it's more
47:38.52 you can think of as more of like a
47:39.72 one-way leverage of AI where we're
47:41.94 taking the general domain Knowledge from
47:44.10 the world and feeding into you I suppose
47:46.08 the other way around we also have
47:47.82 Enterprise solutions that um you have
47:51.30 absolute control over all of that so so
47:54.24 you don't have to leverage any of our AI
47:56.04 capabilities and if you don't leverage
47:57.42 AI capabilities then you know nothing is
48:0.00 fed into into other systems
48:4.92 um and so in terms of accessing per
48:7.32 Matrix so we have the uh if you're able
48:10.38 to install our teams app and you're
48:11.76 going to install our Outlook app and or
48:13.80 access a web app then you can access
48:15.54 part of Matrix so we do have installed
48:18.00 version desktop versions of pretty
48:20.04 Matrix for Windows and Mac and so forth
48:22.02 and some customers experience more quote
48:24.06 firewall issues in terms of connections
48:26.04 but if typically with the web app and
48:28.56 inside the teams have an Outlook app
48:30.06 those issues aren't there in terms of
48:32.64 product
48:33.96 capabilities if you need certain
48:35.82 capabilities turned off for Enterprise
48:37.56 customers again that's something that
48:39.24 that we can do we also have what's
48:40.80 called private deployments so what that
48:42.60 means is all your data is actually siled
48:44.82 and and installed only for that um that
48:48.30 particular tenant so you can see how we
48:50.34 actually have to hit by compliance a
48:52.02 government Cloud solution and so we
48:54.00 actually have for example government
48:55.32 customers that's actually on their own
48:57.36 cloud
49:0.06 um the other question is around whether
49:2.46 or not the customers external customers
49:4.44 have access per Matrix when you do that
49:6.42 read only version that I showed you here
49:8.34 they don't need they don't need part of
49:10.14 Matrix um because when you share this
49:11.58 read-only they can just open that URL
49:13.32 and see the Matrix itself but if you
49:16.20 invite them to the actual task then
49:18.18 they'd be signed up for a pretty Matrix
49:20.64 these are fantastic questions I really
49:22.68 appreciate it I hope I'm addressing all
49:24.54 these questions
49:25.80 um
49:26.94 and answer that so with that
49:30.54 um I'm going to go ahead and and wrap up
49:32.16 here and if there's additional questions
49:33.66 please feel free to message me hi at
49:36.24 and I'd be happy to to
49:38.52 answer them and then if you want to go
49:40.02 into any more specific details
49:42.90 um we'd be uh we'd be happy to look into
49:45.24 it and thank you so much for everyone
49:47.40 that's that's here today I appreciate
49:49.80 these questions these are these are
49:51.48 fantastic again this webinar was
49:53.40 recorded and so we'll be posting this on
49:56.22 our website um and then uh we also will
49:59.58 have some specific webinars that drive
50:1.80 into more specific details so if you do
50:4.56 have any particular requests I'd love to
50:6.66 learn about your use cases and have a
50:8.76 conversation around that and uh be able
50:10.50 to take that and you know provide you a
50:13.26 webinar that will help you achieve those
50:15.00 specific goals
50:16.56 thank you all appreciate it