Introduction to Priority Matrix: How to prioritize tasks and emails

Video presented by Hai Nguyen

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Struggling to align tasks? Look no further – Priority Matrix is here. Join our webinar to unlock enhanced task management and teamwork. Here's a sneak peek of what you'll gain:

- Eisenhower Matrix Unleashed: Bid confusion goodbye. Priority Matrix will transform your priority communication and action. Clarity will be your new norm.

- Task Mastery: Forget tasks slipping through the cracks. With Priority Matrix, you and your team are always aligned. Every task, every time.

- Teamwork Amplified: From project templates to seamless delegation, you'll ace collaborative projects. Leading teams to success will become second nature.

- Microsoft Harmony: Wave goodbye to tool-switching chaos. Priority Matrix syncs seamlessly with Microsoft Teams and Outlook. Managing projects and emails was never this smooth.

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Video transcription (1:04:33.96) Stop scroll

1.36s all right good morning
4.04s everyone um let's go ahead and get
6.68s started I want to let everyone know that
8.60s this webinar is recorded and so we'll be
11.36s sharing the recording with you
13.04s afterwards the second thing is that in
15.40s the chat section here in the teams
17.48s webinar you can send me messages and so
20.28s if you have any questions whatsoever
21.84s during the webinar I'd be happy to
24.08s address them so um please send them
26.36s there and then at the appropriate time
27.88s I'll answer them with that we'll go
30.84s ahead and get
33.64s started my name is hi I'm co-founder of
36.64s affluence uh the company behind pry
38.72s Matrix hopefully you're here today
40.72s because you're new to pry Matrix and
42.28s you're looking for a way to learn about
44.32s the software in order to become more
46.24s effective the goals of the
48.48s webinar are one to help you understand
51.32s the basics of pry Matrix two provide you
54.72s a framework for you to get the most out
56.80s of the software with the least amount of
58.72s work don't we all want want that and
1:0.96 then thirdly help you envision what your
1:2.88 work and life success um may look like
1:5.76 with
1:10.72 petrics one of the things I like to
1:12.60 start with is talk about the challenges
1:14.20 that I've seen very often with our
1:16.96 customers first I've noticed that a lot
1:20.60 of people mention that team members have
1:23.40 trouble understanding what's priority
1:25.20 right now and it's so interesting
1:27.32 because it's not just about the
1:28.40 individuals but across the whole whole
1:30.20 organization or the whole department or
1:32.08 the whole group where people are not
1:34.40 aligned on what it is that they need to
1:36.56 work
1:37.76 on secondly on a person more personal
1:41.28 level individuals are struggling to keep
1:43.68 track on the status of work across so
1:45.72 many areas of responsibilities one of
1:48.12 the things that's really happening is
1:49.36 that no one really owns just one aspect
1:51.88 of a um a a product or work or a project
1:56.88 anymore you're constantly juggling
1:58.92 between many many different things at
2:0.56 the same time and so on a day-to-day
2:2.68 basis what you're really looking at is
2:4.56 what are the status of all the things I
2:6.08 need to work on what it is that um I
2:8.56 need to focus on today and then it's
2:10.44 constantly shifting constantly
2:13.20 changing and then thirdly emails and
2:16.00 meeting cause far too much Contex
2:18.28 switching and this is really interesting
2:20.64 because over the last few years we've
2:23.20 invested so much in so many different
2:25.32 software applications um as many of you
2:27.96 are on Microsoft teams today you know
2:29.88 know that you're using Microsoft teams
2:31.96 more you're using emails more you might
2:34.28 be using slack or all these other chat
2:36.60 software and yet at the same time our
2:40.68 our life has not been any easier and in
2:43.24 fact if anything we're actually just
2:45.40 getting um bombarded with priorities and
2:49.80 and questions and and all that in real
2:52.40 time at any point in time during the day
2:55.08 and I think um more so than anything
2:57.36 everyone is struggling with that and the
2:59.12 context which
3:0.40 is just a Time sync that really pulls
3:2.96 you away from the work you need to
3:7.32 do so what is patrix patrix is a
3:10.44 comprehensive email priority and project
3:12.80 management software to help teams manage
3:15.08 emails conduct efficient meetings and
3:16.68 get real-time status updates on critical
3:18.64 projects and priorities even though I
3:21.16 mentioned teams helping team manage
3:23.36 projects what really I'm talking about
3:25.24 is actually it starts with the
3:26.52 individual it starts with you so pmatrix
3:29.12 started more than a decade ago as a
3:31.32 software to help individuals understand
3:34.08 and and track their priorities so they
3:36.36 can determine what it is they need to
3:37.76 work on over time the software evolved
3:41.04 into not only helping you understand
3:43.40 what you need to work on but also
3:44.76 helping you communicate your priorities
3:47.04 to the rest of the team the rest of the
3:49.76 organization nevertheless at the core of
3:52.16 party Matrix is the individual you and
3:55.24 helping you understand um what it is
3:58.32 that that you should do do at any point
4:0.48 in
4:1.76 time so how does part Matrix help with
4:4.40 these challenges that I mentioned first
4:6.76 we use What's called the for Quadrant
4:8.28 methodology which I'll go into more
4:9.84 detail soon to promote effective
4:12.64 prioritization don't ever forget that PR
4:14.92 Matrix is a prioritization software if
4:17.32 you use PR Matrix for any other purposes
4:19.80 and you're struggling with it go back to
4:21.64 the basics use PR Matrix as a way to
4:25.00 track your work and where it fits within
4:27.48 the bigger
4:28.60 context
4:30.12 secondly pry Matrix provide different
4:31.84 views such as the one-on-one the agenda
4:34.08 and the timeline to help you understand
4:36.36 what you need to work what you need to
4:37.76 work on within the right context and
4:39.88 when I say context here I mean what it
4:41.92 is that you care about at this moment in
4:43.96 time is it the date right do what do you
4:46.80 have to determine what is it that I need
4:48.12 to work on today or is it people what is
4:50.88 it that I need to do for my manager or
4:53.04 for my colleague or is it Priority what
4:55.48 is it that I need to work on within this
4:57.52 particular project and so each of those
4:59.20 have its own own context so party Matrix
5:1.28 provides you different views to help you
5:3.12 understand each of those contexts and
5:4.76 determine what it is that you need to
5:6.60 work on regardless of what context it
5:9.96 is and then thirdly patrix actually
5:12.72 provide really deep Integrations into
5:14.80 software systems you already use um in
5:17.04 particular we're probably the most
5:18.40 integrated solution in the Microsoft
5:20.08 teams and Outlook ecosystem so we can
5:22.96 bring together email task project um and
5:27.08 meeting management into one central
5:29.12 place
5:30.04 again with the whole simple purpose of
5:33.08 helping you understand your priorities
5:34.76 at any point in
5:37.96 time so what makes part Matrix better um
5:41.88 first it's the only project email and
5:43.96 meeting management software that is
5:45.88 Microsoft 365 security certified and is
5:48.72 Microsoft outlooks editor's choice and
5:50.68 it's the only one that's certified
5:51.80 across that teams app Outlook app and
5:54.40 web app we're leveraging AI more and
5:57.44 more to help you achieve your goals it's
5:59.04 one of the are that I'm really excited
6:0.72 about just because I think we can
6:2.44 actually enable use AI um in a very
6:5.20 specific manner to help you with
6:7.44 particular identify what you need to do
6:9.28 in order to achieve your your goals and
6:11.60 then we provide what's called people
6:12.96 Centric collaboration and what I mean by
6:15.00 that is forget projects right because at
6:18.36 the end of the day when you work on a
6:19.76 project you're work technically working
6:21.52 for somebody it could be your client it
6:23.20 could be your manager it could be your
6:24.68 your colleague yourself your family so
6:27.56 people Centric collaboration flips all
6:29.64 of that and helps you identify what are
6:31.36 the things you need to do for this
6:32.72 person regardless of the project it's
6:35.52 in and then finally PR Matrix is
6:37.96 available as a standard software
6:39.32 solution as well as a hipa compliance
6:41.40 solution for healthcare Life Sciences um
6:43.84 or if you have to manage pii and then
6:46.44 Azure government Cloud for state and
6:48.12 local governments so if you're
6:49.76 interested in our Enterprise Solutions
6:52.12 or any of our other manage Solutions
6:53.80 just reach out to us it's pretty
6:55.12 straightforward but the solution Works
6:56.52 across all of our platforms as I
6:58.44 mentioned
7:0.76 and then what makes protom Matrix
7:2.64 effective one reason I want to highlight
7:5.08 this is because what promatrix does best
7:7.56 it helps to determine what I need to
7:9.48 what when I said what it does best for
7:12.20 me is it helps me understand what I need
7:14.60 to work on now what I need to work on
7:16.36 later what I should delegate and then
7:18.72 priorities are constantly shifting um
7:22.32 one of the things that's so fascinating
7:24.28 is that if you go and you look at the
7:27.76 workforce everyone is talking about how
7:29.96 to be more agile more more efficient
7:32.36 more effective by changing and and
7:35.32 adapting yet at the same time everyone's
7:38.08 working on this very fixed schedule or
7:40.64 determination of priorities and never
7:42.52 talk about what it is that you need to
7:44.04 work on party Matrix is a software that
7:46.92 bridges that and it's intended to be the
7:49.40 one place where everyone can go to to
7:52.72 know exactly what needs to be
7:55.16 done so let's talk about the basics
7:57.84 behind Prometric so there's a famous
7:59.64 quote attributed to former President
8:1.48 Eisenhower what is important is seldom
8:3.40 urgent and what is urgent is seldom
8:5.16 important and what I really like about
8:6.92 this quote is it breaks everything we
8:8.96 have to do into two Dimensions the
8:10.88 dimensions of importance and urgency and
8:13.24 secondly it tells you that pretty much
8:16.12 those two Dimensions aren't necessarily
8:18.40 related so what happens is there are
8:20.52 tasks that are important and Urgent and
8:22.56 yet there are tasks that are not
8:24.12 important and not urgent and so when you
8:26.72 are deciding what to work on how do you
8:29.76 put it within this bigger
8:31.44 framework so one of the things I like to
8:33.72 do is I like to ask you know customers
8:37.40 or or U webinar participants like you to
8:40.12 perform this very simple exercise
8:42.12 imagine take out a piece of paper and
8:43.84 start writing down everything you have
8:45.24 to do right you can you can decide on
8:47.88 the scope just keep them on a sort of
8:49.68 similar level right are they goals for
8:51.80 the quarter or are they tasks you have
8:53.48 to do today or things you want to do
8:55.24 this month for any particular project
8:57.28 and so now imagine for a second that you
8:58.84 have this very long list it could be
9:0.40 five items it could be 20 items my next
9:3.00 question is what do you what do you want
9:4.96 what do you work on next what do you how
9:6.44 do you design what to work on you start
9:7.80 at the top of the list or the bottom of
9:9.12 the list and that's the challenge that
9:11.16 we often face which is we like to put
9:13.36 them things in a list because it's so
9:15.04 easy to add but what's not so easy about
9:18.60 it is deciding which one of those tasks
9:21.56 help you um start your day so instead of
9:25.00 putting into a list what you do is you
9:26.88 put into a 2 by two Matrix so to imagine
9:29.76 take that 20 items what are the things
9:32.76 that are actually important and Urgent
9:34.32 and those are the things that goes into
9:35.52 the do now quadrant and then the things
9:37.36 that are important but not urgent those
9:38.76 are the things you to plan for and the
9:40.64 things that are not um not important but
9:42.64 urgent you put them in the delegate box
9:45.28 and then finally everything else you
9:46.68 should just get rid of so the inbox is
9:49.00 just the place the repository where you
9:51.04 have new ideas then you haven't decided
9:53.28 where they should go into and what's
9:55.52 really interesting about this exercise
9:57.76 is that the moment you do something like
9:59.16 like this then when you look at the plan
10:1.72 you look at the The Matrix you know
10:3.40 exactly where you should be focusing
10:4.80 your time if you have things in the do
10:7.04 now quadrants those are fires you need
10:9.12 to fight that right so those are the
10:12.12 things you actually should be working on
10:14.20 all day every day um as opposed to
10:17.04 anything else but instead what we find
10:19.72 often is that we're always constantly
10:21.96 pulled into the delegate box and when I
10:24.72 think about the delegate box um those
10:26.36 are again the not important but urgent
10:28.16 stuff that's emails right I get hundreds
10:30.44 of emails per day and guess what every
10:32.64 time I open my emails I have to go and
10:34.68 respond to somebody is it important not
10:36.48 always but I end up doing it and so that
10:38.76 happens to the best of us it doesn't
10:40.72 matter how how much we practice in terms
10:43.56 of prioritization we have to be in
10:45.68 control of how we spend our time so then
10:48.00 again with prot Matrix the whole idea is
10:51.52 to add the structure to the things you
10:54.72 have to do so you know where you need to
10:56.12 focus your
10:57.20 time now I'm going to admit this
10:59.44 exercise is extremely hard it is not
11:3.08 easy and this is where a lot of users
11:6.36 you included might face significant
11:9.24 challenges because you can't go and
11:11.48 decide how things all fit within this
11:14.48 this framework but that's the point that
11:17.68 is the point of using promatrix because
11:19.72 it puts you in the structure and now
11:21.80 it's very easy for you to see where you
11:23.52 should be spending your effort now the
11:26.00 magic happens in this next step take
11:29.60 that piece of paper that you've put in
11:32.04 into the quadrants and walk around the
11:33.92 office and start comparing notes imagine
11:36.76 if your manager did the same exercise
11:38.76 imagine if your colleagues that you work
11:40.40 with all the time did this exercise or
11:42.04 your clients did this exercise and they
11:44.28 wrote down their priorities um and then
11:46.84 they say these are the things that are
11:48.04 important to me and then everyone else
11:49.64 did the exact same thing and you start
11:51.36 comparing notes and you start to look
11:52.84 for
11:54.20 discrepancy what's really interesting is
11:56.60 that the four quadrant Eisenhower Matrix
11:58.80 as as you use it with patrix creates
12:1.32 alignments because it forces you to
12:3.12 prioritize from the beginning and then
12:5.08 the second part that's not so obvious is
12:7.12 that success from using patrix isn't
12:9.88 about finding what everyone agrees on
12:12.16 it's about discovering the disagreement
12:14.52 on when things should be a priority and
12:16.48 when they aren't shouldn't be a priority
12:18.56 and that's the most nonobvious but most
12:22.32 important takea way that I want you to
12:24.40 have today from um this webinar about
12:27.60 the fundamentals of petric
12:29.40 so patrix is all around discovering that
12:32.60 disagreement when you think about
12:34.52 project management software you're
12:36.00 thinking about the plan you're thinking
12:37.16 about the actions you're thinking about
12:38.44 these are the things we have to get
12:40.68 done the question is should they even be
12:43.88 done right that's the question and so uh
12:47.24 the next the followup the correlator
12:49.24 that is what about the key stakeholders
12:51.72 do they agree that these things need to
12:53.28 be done or what are the things that
12:54.44 shouldn't be done so I want you to take
12:58.12 away from this is that when you use
12:59.80 patrix think of it as a communication
13:2.48 software what it's doing is it's helping
13:4.84 take the take the priorities from inside
13:6.60 your brain put it into a very visual cue
13:10.12 and then from there compare notes with
13:12.24 others to ensure that everyone's the
13:13.80 same page and that's all there is to it
13:15.48 that's what our software does at in a
13:17.92 nutshell as I mentioned the webinars are
13:20.12 recorded and so we'll be posting this
13:21.72 afterwards so I recommend that you can
13:23.80 check out some of the previous webinars
13:25.28 as well um and then feel free to reach
13:27.52 out to us at any point in time you have
13:29.44 questions and again if you have
13:30.84 questions during this webinar send it in
13:32.44 the chat and I'll take a look at it and
13:34.20 so let's go ahead and get into the
13:35.56 product presentation
13:38.96 itself so here I have pry Matrix open um
13:44.04 one of the things that I wanted uh you
13:46.80 to see right away is that when I have
13:49.52 patrix open this is the on the web app
13:51.40 on the left hand side my list of
13:52.80 projects and in the middle is the four
13:54.60 quadrants that's front and center so
13:56.52 every time you use prod Matrix there's
13:57.96 this four quadrants that's in your face
14:0.80 and uh whether you want it or not and
14:2.96 what's interesting is when you create a
14:4.48 task you have to decide what quadrant it
14:6.24 goes in right so let's go ahead and
14:8.20 create a task here I'm going to have
14:9.80 this is in a project called my personal
14:11.72 priorities so um I'm going to go ahead
14:15.28 and and say um a
14:20.56 followup with webinar participants okay
14:24.24 so I'm going to have a task I create for
14:26.16 myself um but instead of actually just
14:28.08 creating that task TK I'm actually going
14:29.68 to say do tomorrow 2 p.m. okay and
14:34.20 that's how it works how I create a task
14:36.16 input Matrix and as you can see after I
14:38.56 create the task on the right hand side
14:40.84 the item details opens and so if you
14:45.24 think about the quadrants as a place for
14:47.00 you to organize the priorities the item
14:49.28 details is a place for you to add um
14:51.56 additional metadata to the task itself
14:53.76 so for example I have the task I might
14:55.92 want to Star it starring it allow me to
14:58.76 go and and signify that this task is
15:0.76 important I can add an icon to it right
15:3.12 so go ahead and I'll add a green icon
15:6.24 here and I really like the the green red
15:8.72 and yellow icon as a way to visualize
15:12.08 the status of task and so maybe green
15:14.36 means it's on on task and then yellow
15:16.40 means it's at risk Etc so I've seen
15:18.52 customers do that um but I like the
15:20.56 icons if you're a visual person the icon
15:23.16 is really helpful for you to see what
15:25.08 are all the Tas are related because you
15:26.56 can go and sort by the the icon and so
15:29.20 forth later and then as you scroll down
15:31.76 you see the ownership so task starts out
15:35.52 um with you being the owner and the idea
15:39.64 behind prot Matrix is there's always an
15:41.92 owner and there's always one owner so
15:45.08 you can't go and say that this
15:46.52 particular task belongs to three
15:47.80 different people right because at the
15:49.36 end of the day if that's the case then
15:50.96 who's going to get it done um and then
15:53.52 who to blame if it doesn't get done so
15:55.56 the idea is you're only one owner and
15:57.56 that's the person the avatar that shows
15:59.08 up here and then they're next to every
16:1.04 single task as well however you can have
16:3.72 followers and so the idea of followers
16:6.24 there are people that's might be
16:7.72 relevant to the task or those that want
16:10.12 to follow the task so here in my
16:12.48 personal priorities project maybe that's
16:14.12 not so important that I have other
16:15.40 followers it's just for me to track my
16:16.96 task so here I'm the only person who
16:19.60 would see this then I have progress Z to
16:23.24 100% very straightforward 100% means
16:25.12 it's done um effort how much time does
16:28.12 it take to get this task done not all
16:31.00 efforts are required actually in fact
16:33.04 most of the time I don't use effort um
16:35.20 but sometimes when you are trying to
16:37.36 delegate tasks to various groups of
16:39.04 people and you want to make sure you
16:40.84 understand how much time they need to
16:43.24 allocate in order to get things done
16:44.56 then you may use the effort level and
16:46.60 then next to that you have due dates as
16:48.40 I as you see as earlier I typed due
16:50.20 tomorrow at 2 pm so our system
16:51.72 automatically interpret that for me set
16:53.56 the due date tomorrow at 2 p.m. my local
16:55.64 time and then there's reminders and I do
16:57.84 want to quickly mention the difference
16:59.36 between dates and reminders let me give
17:0.72 you an example let's say you have
17:3.04 something that's really important that
17:4.08 you need to work on and it's due in two
17:5.76 weeks right but it's going to take you a
17:7.68 few days to get started if you only set
17:9.72 a due date you're going to forget or
17:11.96 rather the due date comes and you're not
17:13.92 going to have enough time to get things
17:15.44 done so the idea of reminders is it
17:17.88 allows you to actually set up a reminder
17:19.56 to remind yourself to get started prior
17:21.84 to that and that's different from start
17:23.36 date as well so start date means when a
17:26.16 task starts and when a task end but
17:28.48 reminders is a way for me to be reminded
17:32.04 that hey this is something that I needs
17:33.76 to be top of mind so I can work on it so
17:37.08 I personally always use due dates and I
17:39.40 always use reminders in fact let me show
17:41.48 you how I usually do it so for for
17:44.08 instance here um I can go again say I
17:46.64 have that task but I'm going to say do
17:48.48 in one week to follow the re webinar
17:50.72 participants so as you can see as I type
17:53.12 this in the chat here due in one week
17:55.28 the um text turned green which means our
17:57.28 system interprets it it changed the due
17:59.28 date for me due in one week now and then
18:1.28 I'm going to set a reminder it says
18:2.84 Remind me daily so what's going to
18:4.68 happen now is this task will be uh
18:7.28 popping up in my reminders in my home
18:9.96 view every single day to ensure that I
18:12.16 get it done I use this all the time when
18:14.44 I need to follow up with customers much
18:16.36 further down the road right it's very
18:18.28 easy to remember tasks that's due
18:19.80 tomorrow or due this week it's very
18:22.12 difficult to remember tasks that it's
18:23.40 due in 3 months or 6 months so when
18:25.60 that's the case you go ahead and set a
18:27.32 due date in 6 months and then you said
18:29.36 remind me in five months or remind me
18:31.32 monthly and so prod Matrix will surface
18:33.56 that up to you and let let me make
18:36.44 another note on when and why you should
18:38.40 use reminders um when we talk about
18:42.16 importance and urgency right when the
18:44.44 task you have to get done if you see a
18:47.32 task one time and you don't actually
18:49.48 work on it and then um there's no system
18:52.68 to actually remind you to work on that
18:55.40 that's going to get dropped so the whole
18:57.40 point of reminder is for you to use
18:59.52 reminders whenever you feel like
19:2.00 something is critical enough that um
19:4.84 that should be brought up to your
19:6.32 attention constantly and the way the
19:8.56 human brain works is the constant
19:10.48 reminder is what's actually really
19:11.96 effective for us to actually ensure that
19:14.28 we get those things done right that's
19:15.92 why those urgency aspect of things
19:18.56 always always come back to bite us um
19:21.40 even when they're not important because
19:22.52 they're just happen to be urgent that
19:23.96 ping the notifications from all these
19:25.40 apps so think of the reminders as your
19:27.52 cheat to get to that same
19:29.88 state now of course when you set
19:31.80 reminders uh and if you click on the UI
19:34.08 here you'll see a lot of other options
19:35.64 you can remind yourself you can remind
19:37.92 everybody who followed this task um and
19:40.44 so if you have multiple people multiple
19:42.60 stakeholders and it's something that's
19:43.96 very important you might want to go and
19:45.12 set a reminders to everybody on a
19:47.40 recurring basis again if we talk about
19:50.60 the 20% of task I'm sorry 20% of
19:53.84 features and PR Matrix that gives you
19:55.24 80% of the value I would say
19:58.96 the due dates the reminders putting
20:1.80 things in the appropriate quadrants and
20:3.72 assign it to the appropriate people if
20:5.76 you only did that today or even the next
20:8.84 three months six months of using
20:10.40 perimetric you will get the most value
20:13.16 of perimetric with almost minimal work
20:16.04 so take put that down as a takeaway uh
20:19.52 from today's webinar in terms of how you
20:21.60 can best leverage Perri all these other
20:23.96 features that I show you are there to
20:26.24 help you get from that 80% to that 95
20:29.12 98% in terms of value but it is optional
20:32.96 um because if you don't do this this 20%
20:36.32 of the features for 80% of the value
20:38.24 you're going to start you know dropping
20:40.56 off other task anyways so keep that in
20:43.36 mind so we'll continue in terms of other
20:46.04 capabilities in side prod Matrix um if
20:48.20 you scroll down a little bit more you'll
20:49.72 see the chat section so as you can see I
20:52.16 typed in messages here in the chat
20:53.84 section you can look at the chat section
20:55.76 as a place to have a conversation with
20:57.68 other people people within the context
20:59.72 of this task it's like an sort of like
21:2.04 an email thread right or it's a it's
21:4.20 like a conversation you have inside
21:5.72 teams where you're talking about things
21:7.64 but within context so if you have one
21:11.32 single chat room that talks about
21:14.08 everything good luck being on top of you
21:16.88 know the good luck going back and
21:18.92 finding what is it that you discuss and
21:20.88 so forth so the whole point of the chat
21:23.40 here in pry Matrix is that you have
21:25.28 contextual conversation only related to
21:27.68 this Tas it is very very helpful if you
21:30.20 have three or four or five people
21:32.80 talking about the same thing and you
21:34.80 have one central place for that
21:35.92 communication and here's why let's say
21:39.04 in six months you've made a bunch of
21:41.12 decisions and then you need to follow up
21:43.20 on the task and then you need to go back
21:45.16 and review what is it that you said or
21:47.28 what is it that has been done or the due
21:48.96 dates that have been set the per Matrix
21:51.20 chat here gives you that full record
21:53.84 it's an audit trail that gives you a
21:56.72 history of every change changes that
21:58.60 you've made for that particular task you
22:1.04 can't do that in teams you can't do that
22:3.12 in Outlook email and so forth so use the
22:6.20 chat to your advantage um always send
22:8.40 messages in here instead of just having
22:10.20 teams conversation and instead of um
22:13.60 instead of just sending emails back and
22:15.28 forth next you have the note section now
22:17.68 part Matrix is not intended to replace
22:21.00 your Google Docs or your Microsoft
22:23.68 Office that's what those software are
22:25.24 for so you know don't go in here looking
22:27.52 to at Rich text and so so forth the note
22:30.56 section is just for you to add a little
22:31.72 bit of details about the task but you
22:33.24 can also create subtasks as well so you
22:35.44 click on this and you can create subtask
22:38.00 one subtask two and so forth and then as
22:40.76 you mark the subtask is done the
22:42.20 progress will get updated um and then
22:44.80 next to that you have the resources so
22:47.00 resources is a place for you to attach
22:49.56 all these documents together so let me
22:52.20 give you an example let's say I have to
22:54.24 respond to an email right um or rather
22:57.60 uh I I have an email that I want to
22:59.24 delegate to somebody else to answer
23:1.80 instead of forwarding to them what I'm
23:3.40 doing is I'm actually creating um a task
23:6.96 attached the email to it assign it to
23:8.80 the pro people and now they can go in
23:11.04 open that email and respond to it but
23:13.16 there's a reason why it's resources
23:15.60 because it's not more it's not just the
23:17.08 email but maybe there's presentation or
23:19.72 documents um or links Etc that you can
23:22.24 attach so the way it works in PR Matrix
23:24.28 is you can attach documents you can
23:26.08 attach emails you can attach web links
23:29.04 and let's say you have SharePoint or
23:30.92 drive or something like that you're
23:32.52 going to attach those to here as well um
23:35.52 and then the other neat thing is that
23:37.24 everything in py Matrix has a link so
23:39.60 every action item in P Matrix has a link
23:41.64 as well so what that allows you to do is
23:43.40 you can actually link prod Matrix to
23:45.72 other items so for example let's just
23:47.60 say if I have a task and it's dependent
23:49.92 on another task well I can go ahead and
23:51.64 choose link to another prod Matrix item
23:54.08 by go and click on that link and then I
23:55.80 can say that this task is blocked by
23:57.56 this Tas task right well clearly these
24:0.00 two tasks aren't actually block by
24:1.28 because they're unrelated but for the
24:2.88 purpose of the demo you see how I
24:5.20 actually create this link this
24:7.44 dependencies between these different
24:9.24 task in patrix and so P Matrix allow you
24:11.36 to build all these dependencies very
24:13.40 very easily directly from here so that's
24:16.88 on the item detail side so now let's go
24:20.44 back and look at the big picture so when
24:22.28 you create a task in PR Matrix again
24:24.64 you've decided what quadrant it goes in
24:26.72 you added all those details but now if
24:28.36 you want to move things around how do
24:30.08 you do that well it's very simple let's
24:31.40 just say this task I should consider to
24:33.24 be extremely important so I'm just going
24:34.92 to drag it over to the do now quadrants
24:37.08 and so now it's very visual for me to
24:39.28 see look at this and see okay this is
24:41.12 something I need to work on and whereas
24:42.92 these other tasks are actually sort of
24:44.68 lower within the totem pole um one thing
24:47.44 and one feature I really like about P
24:48.96 Matrix that's may may not be obvious to
24:50.76 new users is the ability to resize these
24:53.04 quadrants so as you use prot Matrix more
24:55.44 um you might have a lot of task in one
24:57.12 quadrant and so forth and so what you
24:58.84 want to do is you actually want to go
25:0.20 ahead and resize this so then you can
25:1.72 actually Focus all your attention on the
25:3.92 quadrant one and it's funny because uh
25:6.68 this is so critical as part of per
25:8.76 Matrix dysfunctionality rather because
25:11.04 the ability to go and and Visually um
25:13.84 reorganize that I sometimes forget to
25:16.40 talk about it in webinars because it's
25:18.16 so obvious to me that's that's what you
25:20.24 should use it for so I wanted to make
25:21.52 sure that I talk about that explicitly
25:22.96 today so you can go ahead and resize
25:24.76 that and so you know one of the things I
25:26.12 really like is just having 5% of um the
25:30.12 screen dedicated to quadrant one right
25:32.08 so then you know that when you open this
25:33.52 you look at that task always and so you
25:35.44 can see again adding tasks is very very
25:37.28 simple very straightforward now we talk
25:39.84 about the Matrix view but in reality
25:42.28 part Matrix um is just a way to store
25:45.20 information around all these tasks and
25:47.36 so we can take the same data and
25:49.80 actually um show it in different way so
25:52.28 for example I can go to list view what
25:54.32 is the list view well it takes all those
25:55.84 tasks that you have put in a list I can
25:58.24 still see what quadrants I belong in I
26:0.44 can see icons I can see the owner I can
26:2.68 see the name of the task and then the
26:4.80 modified and due date and I can sort by
26:6.84 each of these as well I like this view
26:9.44 for identifying the tasks that are
26:10.72 overdue because you can sort by due date
26:12.52 and just see all the tasks that are red
26:14.36 and so those are the ones that are
26:15.48 overdue that you need to work on and if
26:18.16 you need to actually filter all these
26:20.28 tasks to actually find all the things
26:22.36 that maybe you are responsible for or a
26:25.16 colleague is responsible for you can
26:27.16 click on the filter option here and our
26:28.96 filtering option is extremely powerful
26:31.48 uh it can go and actually create all
26:33.36 sorts of filters across your action
26:35.20 items now it's obvious that I have only
26:36.80 three items here you know I can just
26:38.16 look at it and know exactly what I need
26:39.56 to do but in my real project I have
26:42.52 something like 300 projects um different
26:45.88 PR Matrix projects and so I have
26:47.48 something like maybe 30 or 40,000 task
26:50.32 so when I have that many um I can't just
26:52.68 go and scan a list so the filtering is
26:54.92 very useful for that purpose because I
26:56.44 can go into identify I the task assigned
26:58.72 to me or the task assigned to person A
27:0.72 or B or C or something like that and
27:2.76 then not only that I can go click on
27:4.68 filter by state and say what are all the
27:7.08 items that someone has finished but in a
27:10.04 certain quarter in a certain uh between
27:12.08 a certain times period for a certain
27:14.08 quadrants and so those are all the kind
27:15.68 of reports that you can run on PR Matrix
27:17.72 as in the filter section right here so
27:20.92 now I have the list view I have the
27:22.48 calendar view so obviously any task that
27:24.64 has a due date on the calendar view and
27:26.72 what's neat about this is I can actually
27:28.36 just drag and drop if I want to change a
27:30.44 due date very easily uh and then I have
27:32.92 the timeline view so the timeline view
27:34.60 is the Gant chart right so if you had uh
27:37.76 dependencies like what I created earlier
27:39.64 then suddenly you can see how we have
27:41.16 dependencies here you can say that this
27:42.88 task is really this task the idea here
27:45.16 is we make it simple for project
27:47.72 managers or people who want to see how
27:49.92 all things have all these things tied
27:51.60 together across longer period so for
27:54.68 example when you look at the calendar
27:56.08 it's really good for seeing months but
27:58.08 then if you look at the Gan charts it's
27:59.48 really good for seeing across multiple
28:1.36 months six months or a year or something
28:2.84 like that and then beyond that you have
28:4.68 the feed view which is um the history of
28:7.08 changes as well as the
28:8.68 reports so those are the different basic
28:11.48 views inside one particular project so
28:14.28 let me show you how to create a project
28:15.72 because again that's a core part of prod
28:17.68 Matrix right so here on the leftand side
28:20.88 um I have my project here but what I can
28:23.72 do is I can actually click on the
28:25.92 project here and then choose create
28:28.12 project so when I create a project I
28:30.44 have several options the first is a
28:32.40 blank project if I click on blank
28:33.96 project I can literally just type in the
28:35.56 project name I can add some notes if
28:37.48 needed um and then user group is
28:39.40 essentially you know groups of people
28:40.80 that work together you can think of as
28:42.12 departments and if you don't create user
28:43.52 group that's totally fine too you can
28:45.36 manually control who's in any single
28:47.24 project and then you can choose the
28:48.80 basic part Matrix template which is the
28:50.60 Eisenhower Matrix and then a color um so
28:53.28 the idea of the color scheme is actually
28:54.96 very very simple imagine if you have
28:57.08 different departments or you have
28:58.48 different types of projects maybe
29:0.60 external projects internal projects or
29:2.92 other categorization so I like the
29:5.00 colors just as a way to color code the
29:6.84 different projects so it's very
29:8.40 visual if you haven't gotten the the
29:10.96 hint already part Matrix is a lot about
29:13.32 visualization and helping you see easily
29:15.72 what it is that you need to work on so
29:17.44 that's how you create an empty uh a
29:19.12 basic blame project but what I can also
29:21.40 do is actually I can choose from other
29:23.24 options as well so I can choose from
29:25.52 what's called public templates and these
29:26.96 are essentially other formats of the
29:29.88 four quadrant that we've created that um
29:33.92 you can use and so essentially it's just
29:35.92 some best practice that we've seen in
29:37.24 the past what you can also do is you can
29:39.52 actually create your own templates as
29:41.24 well in PR Matrix and if you do so you
29:43.36 can actually choose from one of your
29:44.96 existing templates instead Let me Give
29:46.84 an example let's just say if you create
29:49.56 a matrix input a matrix that's called
29:51.80 employee onboarding right these are the
29:54.44 30 things a new employee at your
29:56.44 organization will have to to work on
29:58.36 well go ahead and create that per Matrix
30:0.40 create all the priorities and so forth
30:2.96 um then you can save as a template now
30:5.76 when you have a new employee instead of
30:7.40 creating everything from scratch you can
30:9.24 actually just launch a whole new
30:10.64 template choose the start date and
30:12.72 everything else is created for you
30:14.32 extremely good timesaver and I'll show
30:16.20 you how to create that
30:17.96 template and I I see some questions
30:20.32 that's coming in around modifying the
30:21.76 templates and creating templates I'd be
30:23.36 happy to answer and I'll show you um at
30:25.56 the end of the presentation on how to
30:27.36 leverage each of those things to to
30:28.84 become more effective so these are good
30:30.48 questions are coming in I'm actually
30:31.76 really excited about that um so now you
30:34.16 have the ability to create project from
30:35.72 your templates you have the ability to
30:36.88 create from public templates a blank
30:38.84 project and then lastly you have the
30:40.16 ability to create a project from AI so
30:42.52 all this does is it tells you um our
30:45.80 system creates a project for you based
30:47.64 on your goals so for example let's say
30:49.92 you want to be promoted this year from a
30:51.64 project manager to a senior project
30:53.08 manager well you can type that in as a
30:55.40 goal and prot Matrix will go and build
30:57.56 out some action items that it thinks
30:59.08 might be relevant for you achieve that
31:0.92 goal your other goals might be to build
31:2.48 out a marketing plan or um
31:5.24 to uh you know uh improve your
31:9.40 operational effectiveness for 2024 or
31:12.20 something like that go ahead and type
31:13.68 your goal here I won't I won't show you
31:15.76 because I want you to explore it try it
31:17.76 out and see how how it works for you um
31:20.64 and what we try to do there is ADD
31:22.32 context right so essentially we try to
31:24.96 understand what it is that might be
31:26.04 helpful now it's not intended to be
31:28.12 perfect if you get results it might be
31:30.08 all over the place and in fact you know
31:31.56 I've heard feedback from customers like
31:33.00 whoa the the output was totally off and
31:35.64 that's perfectly fine because we know AI
31:38.16 is not tend to be perfect and and who
31:40.08 knows um the path that it goes down but
31:42.88 the idea here is for for it to create a
31:45.64 starting point for you and then from
31:47.76 there you can look at the output and say
31:49.20 you know what these are some good ideas
31:50.44 these are not so great ideas delete
31:52.08 those tasks Etc so go ahead and play
31:54.20 with that and um and then you know give
31:56.16 feedback to us because we're constantly
31:58.08 trying to improve that as well so those
32:0.88 are the different ways for you to create
32:2.08 a project so now I'm going to go back to
32:3.36 the project list
32:4.72 here and then I'm going to go ahead and
32:7.08 choose a different project for um so
32:10.28 I'll choose my team priorities project
32:11.92 here so we talked about templates and
32:14.36 let me show you how to actually
32:15.76 customize a project and then save it as
32:17.44 a template so as you can see when I
32:19.64 choose this particular project up here
32:22.12 on on the top here I have an option to
32:24.56 edit project if I click on edit project
32:26.92 the right hand side changes to What's
32:28.44 called the project details so just like
32:31.24 the item details the project details is
32:32.80 a place where I can go and change
32:34.52 information on the project itself right
32:36.96 I can change the project name right here
32:38.48 I just click on this and edit the
32:39.76 project name I can start the project
32:41.76 when I start the project you see how it
32:43.52 pops to the top of my list here so of
32:45.72 course if I start all my all my projects
32:48.64 then then everything will be at the top
32:50.88 and so then there's no differentiation
32:52.72 so that's a basic rule about
32:54.64 prioritization just in case you're not
32:56.76 aware which is if everything's important
32:58.44 and Urgent then nothing is right if
33:1.16 everything is starred then nothing is
33:2.84 starred so use it at at your discretion
33:6.36 you know be very cognizant about the
33:8.80 tasks that you consider to be high
33:10.40 priority uh be cognizant about the
33:12.32 things the project that you star and so
33:15.08 uh I think that's one of those things
33:16.68 where you know there are some people
33:18.84 with certain personalities where they go
33:20.68 and and everything is urgent you got to
33:22.92 get it done now right and if you do that
33:25.52 it doesn't help anybody because if
33:27.88 you're constantly fighting fires you
33:29.96 will never actually be able to plan for
33:32.72 the things that are truly um critical so
33:35.56 I had i' I've met with customers who've
33:37.96 given me such good feedback about how
33:40.32 they think about things and and I want
33:41.72 to share that with you which is if you
33:43.76 use patrix well so in the beginning
33:46.36 you'll have some Tas in quadrant one
33:48.32 right because you're those are the fires
33:50.36 that you've been building up but as you
33:52.08 use patrix more and more your time
33:54.08 should be spent on quadrant too the
33:55.88 quadrant the plan quadrant right because
33:58.24 you're no longer firefighting and you're
33:59.96 actually proactively thinking about what
34:1.84 it is that you need to work on so keep
34:3.80 that in the back of your mind as well
34:5.56 again don't ever forget that prod Matrix
34:7.68 is around communication right so so
34:10.40 always show this Matrix to your
34:12.28 co-workers to your managers um to your
34:14.80 clients and so forth and ask them by the
34:16.92 way are we align and so just keep that
34:19.24 in mind from best practice standpoint
34:21.24 but here's the next part going back to
34:23.56 the project details um here's the
34:25.80 membership so essenti these are the
34:27.48 members of the project right so for
34:29.44 example I might have a project for
34:30.80 myself so in that case I only myself but
34:32.88 I can invite co-workers into here and
34:35.00 when I do invite co-workers they get to
34:36.44 see the entire project so keep that in
34:38.52 mind from the permission standpoint
34:40.44 which is if you have someone in the
34:42.12 project they can see everything in the
34:43.48 project they can edit everything in the
34:44.88 project now there's a whole audit trail
34:47.12 that keeps a record of all those changes
34:49.20 but from a prishan standpoint that's how
34:50.76 it works and then if you scroll down
34:52.48 further you actually have the different
34:54.48 quadrant names every single quadrant
34:57.56 here can be customized and changed so
34:59.76 for um for example right now it's do now
35:2.96 right I can actually change this and
35:4.56 call it fires or something like
35:6.52 that um so you can see how I can
35:8.88 actually change and customize the
35:10.48 quadrant names the reason you do that is
35:13.80 within your own organization you might
35:15.76 start coming up with different ways to
35:17.24 use petric so for example you may not
35:19.72 want to use the delegate quadrants as
35:22.16 delegate instead some people use it as
35:24.84 resources so documents or files or forms
35:28.12 or something like that and so they'll
35:29.76 change every project they'll customize
35:31.44 the project to their own liking and then
35:33.76 afterwards um you can save that again as
35:36.76 a template and do you see how I can
35:38.52 change the quadrant name I can click on
35:40.12 this and change the quadrant colors um
35:42.48 and then afterwards if I want to save as
35:44.44 a template I simply go to the top right
35:46.32 here and then save project as template
35:48.68 now let's just say if I have a template
35:50.96 and I want to change that template how
35:52.36 do I do that well all you have to do is
35:54.60 launch a new project from a template
35:56.76 template then edit that template and
35:58.60 then go back and save that project as
36:0.28 template again and it'll overwrite the
36:1.92 previous template so from a template
36:4.28 standpoint there's only one template per
36:6.84 project name so you know for example you
36:9.16 might call it template one template two
36:12.04 employee onboarding Etc so then once you
36:14.36 have that then you save as a template
36:16.16 and it will replace the previous one so
36:17.92 if you want different templates then
36:19.40 make sure that you have the different
36:20.48 project names when you save as a
36:22.72 template so when you look at the top
36:25.40 right here there's actually a bunch of
36:27.20 other things that I won't go into
36:28.68 details but I'll just quickly highlight
36:31.32 a couple things that's actually really
36:32.60 interesting so again every project in PR
36:35.44 Matrix and every task in PR Matrix has a
36:37.12 link so you can actually copy links to
36:38.72 project and you can paste them in other
36:41.28 matrices so allowing you to Crosslink
36:43.76 projects together so you can think of uh
36:46.64 this as a way to create a project of
36:48.60 projects right and then you also have
36:51.40 the ability to embed this project so you
36:53.20 can actually embed a produ matrix into
36:55.52 your SharePoint or into your your
36:56.84 websites every project has a secret
36:59.08 email address and what that means is it
37:0.64 allows you to actually create rules
37:2.48 where you can actually forward emails
37:5.00 from a certain customer or um a certain
37:7.64 client into the appropriate project for
37:10.24 them so for example I have all my
37:12.24 Microsoft email sent into one of my prod
37:14.96 Matrix projects so if the sender is from
37:17.40 Microsoft it does that for me
37:18.60 automatically and I just create a rule
37:20.00 in in Gmail or outlook for that um and
37:23.24 then from down here you can see that we
37:24.76 have a bunch of other options including
37:26.20 the ability to export and import the
37:28.72 projects as CSV so I've shown you the
37:32.16 projects I've shown you how to edit
37:33.52 projects I've show you how to create
37:34.48 templates I've shown you how to
37:36.28 customize and and move things around in
37:38.36 The Matrix let's shift gear and talk
37:40.84 about emails um in fact emails is one of
37:43.36 the reasons why customer come to party
37:45.08 Matrix a lot of people struggle with
37:46.60 that with email presentation um I again
37:49.88 I get several 100 emails a day U so
37:53.12 sometimes extremely difficult to stay
37:56.60 stay on top of it
37:58.24 now I flag a lot of them even when it's
38:1.44 not effective but what happens is if you
38:3.32 flag five emails that's fine you flag 50
38:6.08 emails or 100 emails it's not so fine so
38:9.76 you need a better way to actually
38:11.48 prioritize those emails especially the
38:13.28 ones I need to respond to much later
38:15.28 again the emails I will respond to in a
38:16.96 day or two that's that's pretty
38:18.32 straightforward I can actually sort of
38:20.12 remember that and I can look at it very
38:21.80 easily but when I have an email that
38:23.48 needs to be done needs to be responded
38:25.44 to or need to be delegated
38:27.08 that's when part Matrix really kicks in
38:28.76 and becomes really valuable so here I
38:31.52 have Outlook open when you have Outlook
38:33.44 you can actually go and install P Matrix
38:35.20 for Outlook so open the app store here
38:38.16 search click on add apps and search for
38:40.04 p Matrix and you can install it of
38:41.68 course I already have an install and
38:43.56 then when I go here I click on P Matrix
38:46.48 and then I choose the prioritize an
38:48.96 email so I have an email I choose again
38:51.32 PR Matrix and I'm going to choose
38:52.80 prioritize email and so as you can see
38:55.08 this right panel opens Insight Outlook
38:57.68 and it gives me um an action to capture
39:1.40 email so what that means is it takes
39:3.60 this email and convert it into a task in
39:6.08 prto Matrix and that task will have the
39:8.76 item name here this item name I can
39:10.64 customize as needed they just pull it
39:12.56 from the um the subject of the email to
39:15.08 start I can choose what project it goes
39:17.44 in so for example let's just say again I
39:19.92 get an email from a particular client
39:22.04 maybe that goes in a certain project
39:24.08 right and then I can choose what
39:25.16 quadrant it goes in directly from here
39:26.76 too so I can choose that and then I can
39:29.00 assign to somebody again this is a very
39:31.32 very useful functionality in P Matrix
39:34.44 let me give you an example let's say you
39:35.60 get an email um from a client and you
39:38.16 need to assign it to a team member well
39:40.96 if you don't use patrix there's a couple
39:42.92 things you can do you can forward it to
39:45.08 your your coworker that's easy enough
39:47.40 say hey by the way can you take a look
39:48.64 at this and I do that sometimes um the
39:51.56 only problem with that forwarding to the
39:53.36 coworker is now you don't know if they
39:55.32 see it or not and then then second of
39:57.16 all they need to track that as a task
39:58.84 too again if they have to respond to the
40:0.76 customer how do you ensure that they
40:2.60 actually have it in a place where
40:3.92 they're reminded and and where that task
40:6.32 is prioritized within the bigger picture
40:8.64 because it's not like everyone's just
40:9.92 sitting there waiting for an email and
40:11.80 then respond to and get it done right
40:13.56 they have all these other things they're
40:14.64 doing as well so the whole idea around
40:17.56 prioritizing a task is actually ensuring
40:20.20 that while this email is important and
40:22.44 it it's there's a task asso with it
40:24.04 there's a due dat associated with it
40:25.64 that you're thinking about all these
40:27.60 other things that you're also working on
40:29.92 um and that you actually get it done at
40:31.40 the appropriate time now I I know I'm
40:33.00 I'm preaching a little bit there but
40:34.76 that is the reason why PRI Matrix exists
40:37.80 it's about prioritization so if you're
40:40.40 here today and you're listening it's
40:41.88 likely because you're looking for a way
40:44.00 to become more effective at prioritizing
40:46.04 right and so that is why this is so
40:47.92 important so it's not just about
40:49.56 tracking the task it's not about just
40:51.28 putting it um on a list it's about
40:53.36 making sure that everyone knows that
40:55.24 this is important this is urgent and
40:57.96 when it's due and who's responsible so
41:0.68 again from this view I can assign to
41:2.92 myself or I can click on this and assign
41:5.32 to another person um directly from here
41:7.92 I can choose a due
41:9.56 dates I love due dates if that's not
41:12.32 obvious already because it gives me
41:14.64 another dimension a dimension of time
41:16.84 and so then within the bigger picture I
41:18.52 can get reminded that I need to answer
41:20.56 it and so if I click capture email
41:22.88 creates a task very very straightforward
41:24.72 to us see how I do that and now the
41:27.28 right panel opens up and this is the
41:29.76 item details again just like what you
41:31.84 saw in the previous application and then
41:33.84 from here I can set reminders and
41:35.92 everything else and you see how I
41:37.76 assigned this task to a coworker and my
41:40.60 avatar is next to it as a follower
41:42.52 what's really neat is that if my
41:44.24 coworker marks the task that's done or
41:46.08 updates it or chat about it I'll get a
41:48.32 notification for it and so that ensures
41:50.96 that I'm actually on top of this as well
41:53.08 so if again it's a very important client
41:54.92 email um I know that it's getting done I
41:58.20 know that when it's done I know that it
42:0.52 it's done and so forth so that's that's
42:3.76 really useful and then in the resource
42:5.48 section here that email was uploaded as
42:7.96 an EML file so my coword can actually
42:10.44 open the EML file on his or her computer
42:13.92 or whatever it is and respond to that
42:15.76 email as needed so that tracks it on one
42:17.76 central
42:18.80 place what's really um unique about
42:21.76 promatrix 2 is the ability to attach an
42:24.04 email to an existing task and so this
42:26.48 doesn't exist in any of the other
42:27.88 add-ins um aside from patrix but let me
42:30.20 give you an example so now go ahead and
42:31.84 close this here let's say I get an email
42:33.92 it's also from a client but I have
42:35.48 already a task open for that right maybe
42:37.36 it's a followup so if I click on here
42:39.56 again and I choose patrix and I instead
42:41.92 of choosing prioritize email I choose
42:44.04 open Prometric so again the right hand
42:46.64 side open but the difference is the view
42:49.40 so instead of actually letting me just
42:51.16 create a taskit it shows me all the task
42:53.84 pry Matrix I can search for specific
42:55.88 task right maybe based on the item name
42:58.08 or whatever um but I can actually attach
43:0.68 you see how I can hover over every item
43:3.32 and there's an option that pops up that
43:5.16 says attach and I can actually attach an
43:7.16 email to an existing task this is so
43:9.80 helpful if you have follow-up emails and
43:11.84 you want to ensure that everyone's on
43:13.56 the same page especially if there's
43:15.00 progress that's already being made again
43:16.88 if you're working on something and then
43:18.52 customers asking for updates or there's
43:20.56 other changes and you still want to have
43:22.08 a track in one central
43:23.88 place so that's how email PR ization
43:26.56 Works inside PR Matrix everything that I
43:28.92 do here is sync back into my PR Matrix
43:31.68 now let's jump back to Microsoft teams
43:34.00 um by the way I I I was showing you the
43:36.44 application inside Microsoft teams but
43:38.56 here this is the web app so if you go to
43:40.24 PM you get to access to
43:42.80 the web app you don't need Microsoft
43:45.12 teams you don't need
43:46.80 Outlook um in order to use promatrix but
43:49.68 if you do then you know definitely
43:51.96 install applications for those uh apps
43:54.60 let me show you quickly inside teams
43:56.72 what makes party Matrix unique there so
43:58.84 as you can see if you use teams you can
44:0.96 go to the App Store find party Matrix
44:3.36 and then after you install it right
44:5.24 click on it and choose pin so now that
44:7.60 it's pinned it's always here for you and
44:9.60 then you can actually just jump to part
44:11.12 Matrix very very easily so I highly
44:13.12 recommend that um I love using prot
44:15.20 Matrix inside teams because then I don't
44:16.60 have to switch to another application
44:18.72 but if you do that you'll see it here
44:21.32 and then from um from patrix there's
44:23.52 this little icon here called the home
44:25.24 View and this is by the way where you
44:26.88 should start your day in PR Matrix the
44:29.28 home view shows you alerts and the
44:31.12 alerts is essentially um notifications
44:33.72 on items that required your attention it
44:36.24 could be items that are assigned to you
44:38.24 it could be items that uh you have that
44:40.32 have due dates or reminders and it'll
44:43.28 pop up here right so so the alerts right
44:45.72 now have one alert if I look at it then
44:48.28 I can see okay you know this task there
44:50.96 was a reminder for this task and so I
44:52.32 can look at it and either I can Market
44:53.96 as done or cleared or something like
44:55.84 that that if I have a lot of
44:57.04 notifications I can go here and actually
44:58.52 clear all notifications but when we talk
45:1.20 about tasks and we talk about
45:2.36 notifications earlier I'm sorry we talk
45:3.80 about reminders earlier ensuring that
45:5.84 you know the most important tasks are
45:7.44 always uh worked on it keeps if you
45:10.32 don't mark an important task that's done
45:12.16 it'll keep popping back up here for you
45:14.36 and that's the goal of promatrix which
45:16.36 is ensuring that those critical tasks do
45:18.48 not fall through the
45:19.68 crack so let me show you some unique
45:22.04 capabilities inside teams that um that
45:24.24 makes p Matrix very powerful
45:26.48 so for example when I go to a coworker
45:28.88 in teams I can actually choose what's
45:30.96 called the one-on-one view earlier I
45:33.32 talked about people Centric
45:34.44 collaboration right I've shown you the
45:36.00 project I've shown you the quadrant and
45:37.60 how it has the task associ with it now
45:39.60 guess what and when I go to the 101 view
45:42.04 I can actually select an individual like
45:44.36 my direct reports or my co-workers or
45:46.52 whatever and I can see every task I have
45:49.56 with that person across my entire party
45:52.20 Matrix across all the projects in one
45:54.60 central place so so think about it for a
45:56.60 second imagine if you walk into a
45:58.36 meeting with your direct report or your
46:0.60 colleague or your manager and then you
46:2.72 can actually just pull up this View and
46:4.52 you can see everything that you guys
46:6.64 have in common That's The Power of this
46:9.44 one-on-one view it actually brings an on
46:11.68 one central place and then you can be so
46:13.80 effective at discussing the tasks that
46:15.96 you need to work on right you can go and
46:17.88 identify all the tasks that are overdue
46:19.56 all the tasks that's re recently been
46:21.28 worked on um and you can rep prioritize
46:23.84 directly from here and you just got to
46:25.36 click on the task and the item details
46:26.96 pops up the other thing you can do is
46:29.16 actually as you're having your meeting
46:30.64 you can actually add share task directly
46:32.52 from this view so you can see how I
46:34.20 click on ADD share task I can type the
46:35.96 task name I can type the due dates and
46:38.20 then it'll create the task for me and
46:40.52 it'll automatically add me as a follower
46:42.48 too so then I just save a bunch of time
46:46.56 having to go to per Matrix find a
46:49.12 project create a task assign to the
46:51.36 person set a due dates right I've
46:53.20 eliminated all of that in instead I can
46:55.64 do from one Central View um with me
46:58.68 automatically getting added uh and then
47:0.88 the task automatically assigned to my
47:2.60 coworker so really use this capability
47:5.16 if you use Microsoft teams or if you do
47:7.12 a lot of one-on ones and what's neat is
47:9.28 that you can add this one-on-one for
47:10.88 every single one of your cooworker that
47:12.32 you work with right so if you have five
47:13.72 direct reports you can add the one one
47:15.48 for each of your five direct reports and
47:17.04 as you go through each it's so easy to
47:19.24 see the progress that they make um one
47:21.48 of the things I I want to mention here
47:24.40 is that promatrix
47:26.40 makes your meeting so much more
47:27.72 effective too because instead of waiting
47:29.92 for a meeting to understand the status
47:31.68 of of all these tasks that you work on
47:33.96 you can actually again go to the
47:35.40 one-on-one at any point in time whenever
47:37.52 it's convenient for you you can go here
47:39.80 and see the status of task and then vice
47:42.08 versa too your co-workers don't have to
47:44.36 go and wait um until you have a meeting
47:47.00 to figure out you know what are the
47:48.60 tasks that they need to work on if
47:50.08 there's new task or whatever you again
47:52.12 can create all that assignments directly
47:53.88 from here and so to add this one on one
47:56.12 all you do is click on this plus icon
47:57.88 here choose party
47:59.72 Matrix and then um choose the one-on-one
48:2.36 View and that's pretty much it for how
48:4.12 to add a one-on-one and so the other
48:6.44 thing you can do from That's Unique
48:8.32 inside teams do is actually we integrate
48:10.40 with all the conversation stuff that you
48:12.04 have inside teams too so if you have a
48:13.96 teams conversation with somebody you can
48:15.52 just hover over the ellipses and you can
48:17.52 create a task directly from any
48:19.44 conversation you have with them and then
48:21.32 not only that you can actually open up
48:24.08 um part Matrix from the bottom here and
48:26.32 send what's called adaptive cards to
48:28.96 your co-workers allowing them to see the
48:31.00 task and PR Matrix they can view the
48:32.92 item they can mark the item as done
48:34.56 directly from inside teams all of this
48:37.44 is intended to save you time and effort
48:39.80 so that you don't have to worry about um
48:42.04 switching applications and so forth you
48:43.80 can use pry Matrix whenever it's
48:47.00 convenient for you so we have multiple
48:50.40 other Integrations that I won't go into
48:51.96 the details of um for example you can
48:54.44 actually add tabs in your uh Channel
48:57.12 chat you can add tabs in your uh teams
48:59.92 meeting uh we also have other
49:1.96 Integrations that's called connectors so
49:3.80 if you use other applications that you
49:5.40 want to pull into prrix jira Outlook
49:8.00 to-do planner Azure devops Etc you can
49:11.00 actually sync those with Prometric and
49:12.92 pull them as task into the Prometric
49:14.72 system and then we also have
49:16.72 Integrations with chrome and Edge um so
49:19.68 for example you see here I in my Edge I
49:21.96 actually have the per Matrix extension
49:24.28 added and from here I can actually
49:25.80 create a task from any website uh what's
49:28.24 really neat about that is if I'm using
49:29.76 SharePoint or if I'm using a web
49:32.28 application and I need to assign
49:34.04 something to somebody I can actually do
49:35.96 that directly from the
49:38.00 browser and so with that I'm going to go
49:40.56 ahead and jump back to the presentation
49:42.52 and let's talk about um let's talk about
49:45.92 what's next um for you um
49:48.96 so hopefully this gave you a good
49:51.80 overview of some of the basic prot
49:53.80 Matrix capabilities and as I mentioned
49:56.24 you know the 2080 rule right the par
49:59.40 rule the use 20% of the functionality in
50:1.92 put a matrix that gives you 80% of the
50:3.32 value again making sure that you put the
50:5.48 task in the appropriate quadrants assign
50:7.12 it to the appropriate people setting due
50:9.16 dates and setting reminders if you just
50:10.60 did that if those were the only
50:12.80 capabilities you use inside PR Matrix I
50:14.72 think you'll get a ton of value um and
50:16.96 so but if you do use teams and Outlook
50:19.64 then make sure that you install prri for
50:21.20 teams and Outlook it'll help you track
50:23.20 the task better um my recommendation is
50:25.84 for you to create at least three
50:27.48 projects to start and so you have a
50:29.44 personal priority project these are the
50:31.04 tasks that you have and then your share
50:32.88 team project these are um the priorities
50:35.52 that you have with your co-workers your
50:37.04 managers or whatever the idea is that if
50:40.60 you could go into a conference room and
50:43.32 you can project your PR Matrix onto the
50:45.72 big screen and you guys can just talk
50:47.52 about priorities just think about how
50:49.68 much more effective that meeting will be
50:51.76 right because instead of actually just
50:53.68 going through every single action item
50:55.56 in that list of 20 of yours instead you
50:57.84 look at the Matrix and say okay you know
50:59.48 what I'm looking at the five things in
51:0.92 quadrant one and the five things in
51:2.20 quadrant two are we aligner those things
51:4.84 if we are then let's proceed right
51:6.80 that's it and so you're able to cut so
51:9.20 much time and effort um and get rid of
51:11.80 all the things that's not necessary
51:14.00 don't waste your time talking about
51:15.80 tasks that are not important and not
51:16.96 urgent focus on the things that really
51:18.84 matter and then um another project that
51:21.12 I also like to to create is a key
51:23.88 initiative um so I do this all the time
51:26.24 I create a project for you know
51:27.80 different quarters or different
51:29.12 initiatives and the reason even if it's
51:31.48 a some some duplicate work it's it just
51:34.04 helps um track all the things that's
51:36.16 going on at any point in time to just
51:38.44 take it out of my brain and put it onto
51:40.16 something that's tangible right pry
51:41.72 Matrix is very very visual very easy to
51:43.64 see and I can share that with
51:45.76 people invite the appropriate team
51:47.76 members and Pitch them on why it's
51:49.08 important to focus on high impact task
51:51.20 again use part Matrix share it show each
51:54.04 other what the part your priorities are
51:56.48 um make sure that you always create due
51:57.88 dates um and then finally ruthlessly
52:0.96 prioritize if you don't prioritize your
52:2.72 time and task somebody else
52:5.76 will so um some advice uh one if you're
52:10.56 new to PR Matrix and you are you're
52:12.68 worried about getting overwhelmed use
52:14.72 per Matrix to track only high impact
52:16.68 tasks right those that means the tasks
52:19.32 that are actually really important just
52:21.00 to make sure that you're going on the
52:22.44 right track right because if you instead
52:24.44 of thinking about the fin Strokes think
52:25.84 about the broad Strokes so as long as
52:27.92 you go in the right direction maybe
52:29.80 that's good enough and so use part
52:31.12 Matrix to track that so then you don't
52:32.92 get overwhelm um think of per Matrix
52:35.36 always as a communication tool it's not
52:37.44 a project management tool it's not a
52:39.12 task management tool it's a
52:40.72 communication tool and so you're
52:42.28 communicating to others you're
52:43.48 communicating to yourself what is it you
52:45.00 need to work on and then I always like
52:47.92 looking at per Matrix uh as a place to
52:50.84 start with you as an individual um again
52:54.08 as I mentioned that's the roots of PR
52:55.80 Matrix from a long time ago we started
52:58.20 out as a a place for individuals to
53:0.16 track their goals and their task and we
53:2.36 want to make sure that that's always the
53:4.56 case so what success with petric should
53:7.32 look like one you have a central place
53:8.80 to track all your priorities everyone in
53:10.76 the team understands and are aligned on
53:12.40 key task repetitive procedures are
53:14.84 templatized as I showed you earlier and
53:17.16 then if you have important emails
53:18.52 prioritize them and then tree out them
53:20.60 to appropriate team members and you
53:22.48 never have to forget them that concludes
53:24.72 my present ation I'm going to go ahead
53:26.16 and take a look at the uh questions now
53:28.40 and see if there's any that I can answer
53:29.96 for you and please feel free to attach
53:32.20 more uh or send more questions as well
53:34.00 if there's anything else you want me to
53:35.04 address I'm going to start from the top
53:41.80 um so uh the the question is um
53:46.32 one this uh this person Works in
53:49.60 different organizations and so there's
53:51.80 no line of responsibility and so how do
53:54.24 you delegate task in that that sense now
53:56.12 when I talk about delegate it doesn't
53:57.64 necessarily mean that you ask someone to
53:59.68 do it and that they have to get it done
54:1.32 it's just the idea that there is a clear
54:4.12 defined ownership now one thing is if
54:6.84 you work with different organizations PR
54:9.08 Matrix actually has something called
54:10.60 guest access so the way guest access
54:13.40 works is that you can actually have um
54:15.84 what's called a guest a consultant
54:17.96 license for lack of better words the
54:19.68 with the consultant license you can
54:20.88 actually have users who are from
54:22.72 different organizations and so they can
54:24.24 actually still work together with you
54:26.64 inside a p Matrix um but then you might
54:29.16 have one project with one organization
54:30.96 another project with another another
54:32.52 organization and you you can actually
54:34.48 work across organization in that
54:36.76 case uh the other thing is could you
54:39.32 work
54:40.80 individually um with PR Matrix
54:44.12 absolutely pry Matrix is intended to
54:46.72 work on a personal level right so you
54:49.60 can use it just to track your priorities
54:51.24 even if you work for multiple
54:52.24 organizations and you're not sharing the
54:54.32 task with others it might still help be
54:56.60 helpful to create a project for each of
54:58.28 these organizations that you work with
54:59.84 so then you actually have a defined
55:2.08 place to understand what are the
55:3.60 priorities that you have for each of
55:4.72 those
55:5.48 organizations uh the question is whether
55:7.32 or not you delegate to yourself as you
55:8.88 can see when I create a task there's
55:10.44 already an owner that's me right so when
55:12.76 I create a task I can always
55:15.16 just assume that if I don't have anyone
55:17.52 else that I delegate to um delegate a
55:20.04 task to I can actually just create as
55:21.56 many tasks I need and then it all always
55:23.84 starts with me and then I know okay this
55:25.44 is what I need to work on these are my
55:27.08 due dates and so
55:28.92 forth
55:32.20 um so in terms of um in terms of the
55:35.12 webinar so we'll record it and then I'll
55:37.36 post it afterwards I'll send it out to
55:39.40 uh the registrants shortly and then from
55:41.72 there you can review it and then if you
55:43.04 have any questions around the webinar
55:44.40 itself please feel free to reach out to
55:46.92 us um how can you maximize PM while
55:49.44 you're still the solo Personnel in your
55:50.96 company that's a really good question as
55:53.00 you can see I didn't actually have to go
55:56.32 and invite anyone to any of my projects
55:58.80 right so if you are one person and
56:1.24 you're one person company you still have
56:3.96 a lot of them project that you work on
56:5.48 at any point in time you might still
56:6.80 have a marketing project you might still
56:8.36 have um customer management project and
56:11.48 so forth but here's the thing that's
56:13.04 really neat which is if you start by
56:15.16 yourself and you create all these
56:16.56 different projects and then later you
56:18.76 bring on a coworker or you hire somebody
56:21.80 and you add them to the appropriate
56:23.16 project right say you you bring on an
56:24.60 engine ER you add the engineer to the
56:26.24 engineering the product project or you
56:28.48 bring on a customer success person and
56:30.36 you add them to a project guess what
56:32.12 they can take a look at your project
56:33.76 they can see the full history of all the
56:35.92 changes that you've made all the
56:37.28 priorities that you have and they can
56:39.12 get started so quickly they don't have
56:40.72 to have a meeting with you to get to the
56:42.52 same page because you've created these
56:44.40 task inut Matrix um it's now in one
56:47.28 central place and it's so easy for
56:50.32 anyone else to be caught up too so
56:52.92 that's what I I probably didn't
56:55.48 emphasize enough which is again you know
56:58.36 party Matrix allow everyone else to see
57:1.20 what's in your brain so even if you're
57:3.00 working by yourself now but with in the
57:5.00 future you might have others they can
57:7.28 see the priorities and and that's the
57:9.24 goal you don't want to be constantly
57:11.36 involved to have to answer you know hey
57:13.60 this is what we need to work on or this
57:14.92 is why we made this decision part Matrix
57:16.96 has that record for you so part Matrix
57:18.48 works just as well for an individual
57:21.08 even if you have um all these other
57:23.16 projects at any point in time
57:25.52 the other neat thing the right uh the
57:27.96 reverse of that works well too by the
57:29.64 way which is if you have a project and
57:31.68 you have co-workers and then later the
57:33.88 co-workers leave but because they've
57:35.88 updated in party Matrix and they created
57:38.16 all the priorities and so forth even
57:40.16 when they leave the organization you
57:41.92 still know what the priorities are how
57:44.32 powerful is that right imagine if you
57:46.60 have a key employee and the key employee
57:48.12 leaves and if they take away all your
57:50.20 priorities and so forth all their
57:51.84 priorities and they never shared them
57:53.16 with you You' be completely blind you
57:55.16 have no idea what you need to work on
57:56.40 for any customer or any clients Etc
57:59.32 right but by using prod Matrix all that
58:1.56 information is one place um and it
58:3.40 actually create really good
58:5.32 organizational
58:7.84 knowledge um so let's see here chat
58:11.56 directly from teams
58:14.12 um so so actually regarding the chat
58:17.96 with teams and and Outlook what happens
58:20.24 is the chat that I showed you on a per
58:22.44 item basis is inside PR Matrix itself so
58:25.28 that chat can still be accessed in prot
58:27.28 Matrix inside teams but that chat is
58:29.60 intended to be on that item so when you
58:32.12 talk to One someone directly inside
58:34.00 teams that's not track and P Matrix but
58:36.24 you saw how I can actually convert any
58:37.96 of those chat into a task but those are
58:39.76 completely different context so the
58:42.36 problem with chatting inside teams and
58:44.12 talking about 10 different things is
58:45.80 that later on you can't go back and tie
58:47.80 it back to the context the original
58:49.36 context so keep that in mind when you
58:52.12 talk about chatting um when you chat
58:54.84 with somebody about different things so
58:56.92 always I I recommend that you chat if
58:59.24 you're talking about a specific task
59:1.28 talk about it in PR Matrix chat
59:4.20 itself so you can actually uh in terms
59:6.84 of assigning PR Matrix to your channel
59:8.72 yes you can actually attach projects to
59:10.76 your channels and then from there you
59:13.12 can have that as a place to track all
59:15.08 the tasks for all the people involved um
59:17.44 in terms of modifying template as you
59:19.20 can see you can modify the quadrants the
59:21.08 colors you can modify all the existing
59:23.40 task save it as template and then later
59:25.64 on launch it as a template again do all
59:27.84 your changes that you need to do and
59:29.12 then resave as a template so you can do
59:30.80 that so what's different about PR Matrix
59:32.96 Hippa so our hip our Hippa compliant uh
59:35.92 version is completely on a different
59:37.64 server and there are multiple changes
59:39.76 there that is intended to protect pii
59:43.08 data um in terms of the reports that we
59:45.60 send and then the emails that we send um
59:48.40 as well as a data governing process and
59:50.36 so if you use if you are in the
59:52.12 healthcare Life Sciences then you can
59:54.04 search you can look at our hipa solution
59:56.44 for managing
59:59.32 that um so how are they
1:00:4.80 shown uh so when you look at a task
1:00:8.40 inside an email U I'm sorry when you
1:00:11.04 have an email that's inside task it
1:00:12.64 attached as an email file so then when
1:00:14.96 your coworker looks at it they can just
1:00:16.60 click on the email file and it actually
1:00:18.20 opens the email in your Outlook
1:00:20.76 application so it doesn't open inside
1:00:22.44 prrix patrix is not intended to be email
1:00:25.16 application um so in some cases some
1:00:27.64 customers actually have to download the
1:00:28.96 email in order to open it but that's
1:00:30.68 just based on the um the policies on
1:00:33.32 their computers and the security on
1:00:35.04 their computer but the all we're doing
1:00:37.56 is we're taking the original email
1:00:38.84 attaching as an email
1:00:42.84 file so the really good question around
1:00:45.48 how do you ruthlessly prioritize and
1:00:47.36 that's so interesting because you're
1:00:48.88 saying that you know people don't have a
1:00:50.84 sense of what their priority should be
1:00:52.60 and that's the the point which is a lot
1:00:54.72 of people when they hear something like
1:00:55.96 that it's like we have no idea what the
1:00:57.36 priority should be let's just ignore
1:00:58.60 everything right that's not what you
1:01:0.36 want to do either and so the idea of pry
1:01:3.04 Matrix is at least you have one central
1:01:5.52 place you can say okay these are our
1:01:8.20 high level priorities do you agree or
1:01:10.40 disagree um and then not only that one
1:01:12.56 of the best practices I like to suggest
1:01:14.48 is no more than 25% of the task in
1:01:16.36 quadrant one no more than 25% of task in
1:01:18.88 quadrant two at most right everything
1:01:21.16 else you can sort of put in down on the
1:01:22.96 other quadrants but
1:01:25.28 but if you if no one um Can prioritize
1:01:29.00 if they're not interested in
1:01:30.20 prioritizing and then your only options
1:01:32.68 are what to not do anything or to try
1:01:36.56 and so you can think of a pry Matrix at
1:01:38.32 least as a starting point and so then
1:01:40.40 when you have a meeting your first
1:01:41.64 meeting might be really difficult
1:01:43.00 because you're trying to create
1:01:44.00 alignment and say by the way you know if
1:01:46.24 we only have limited time and effort
1:01:48.48 these are things we should focus on um
1:01:50.60 otherwise we got to drop them and so if
1:01:52.68 your manager is not doing that well you
1:01:55.60 know that's one clear thing about
1:01:56.96 promatrix which is it tells everyone
1:01:59.28 else it's like I only have limited
1:02:0.80 resources I only have limited bandwidth
1:02:2.96 um you're assign you're assigning me 60
1:02:4.68 hours worth of work in a 40h hour work
1:02:6.44 week I can only get this much done you
1:02:9.04 know what's going to drop either you
1:02:10.52 decide what you drop or I'll drop
1:02:12.68 something random so keep that in mind
1:02:15.16 and use that as a way to a starting
1:02:18.16 point um to talk so don't forget it's
1:02:21.56 all about the starting it's all about
1:02:23.00 communication right so um part Matrix
1:02:25.32 won't solve your organizational problems
1:02:27.16 unfortunately I mean if if your
1:02:29.00 organizations have a hard time deciding
1:02:31.16 where to put efforts and resources
1:02:32.52 there's nothing we can do about that but
1:02:34.56 we're just trying to make it easier
1:02:35.96 we're just a tool that actually adds
1:02:38.40 structure to things that you ready to
1:02:40.68 do uh is there a way to print the task
1:02:42.96 in The Matrix yes you can print that um
1:02:45.20 we actually in terms of printing the
1:02:46.80 notes itself I believe that either
1:02:49.60 already exists or is coming cuz I know
1:02:51.96 that that was a um a customer request at
1:02:53.96 some point
1:02:54.92 and I believe that you have that option
1:02:56.48 to print the notes from the task
1:02:59.00 itself there is no super Matrix to view
1:03:2.44 Pro all project that's correct so the
1:03:4.92 reason is as you can see each Matrix may
1:03:7.76 have different terminology um and so
1:03:10.12 forth and so it doesn't actually make
1:03:11.92 sense to aggregate that together but in
1:03:14.04 prrix there's something called the
1:03:15.56 search view so if you go to your patrix
1:03:18.48 here and you go to the search view
1:03:20.40 inside the search view this is what's we
1:03:23.28 call the master View essentially it's an
1:03:25.20 aggregate of every action item that you
1:03:27.32 have across all your projects and then
1:03:29.28 when you combine it with the filter you
1:03:31.24 can actually achieve whatever it is that
1:03:32.88 you want to achieve so from here you can
1:03:35.00 go and say U show me only quadrant one
1:03:37.48 or show me only quadrant two assign to a
1:03:40.24 certain user you can include tags and so
1:03:42.80 forth directly from here so um
1:03:44.80 afterwards you can actually save some of
1:03:46.44 these filters too so let's say you
1:03:48.56 create a filter that says task assigned
1:03:50.68 to yourself right or task assign to my
1:03:53.00 team or something like that then
1:03:54.44 afterwards you can save as a template
1:03:56.04 and then afterwards you can access all
1:03:57.68 this data really quickly but there is no
1:03:59.72 one single Matrix that agre all of this
1:04:1.96 this filtering is actually even more
1:04:4.00 capable than
1:04:5.92 that all
1:04:8.00 right are there any other questions
1:04:11.12 these there's a lot of questions and um
1:04:13.28 hopefully I answer them if not feel free
1:04:15.48 to reach out to me high or
1:04:17.40 support um thank you very
1:04:19.84 much for the question thank you for your
1:04:21.16 attention today hopefully this was
1:04:23.20 helpful thank you
1:04:30.96 bye-bye