![]() When adding a new item on Priority Matrix you’ll be the owner and only member of the item by default. You can also add any resources and links, as well as write commands that Priority Matrix’s intelligent chatbot will recognize – e.g: “assign to Tom” to make him the item owner, or “due tomorrow morning” to change due dates and times On the left, you’ll see a Chatbox where you can have a conversation, discuss issues or inform teammates easily.The “Resources” section lets you add links and upload documents or files to the Priority Matrix secure cloud.You can add checklists, comments, or links that will also automatically appear on the “Resources” section. Under the “Notes” section you can write down anything important or related to the item.Add tags to later filter items – you can create your own tags like “inspections”, maintenance, cleaning, rent… to search for items with the same tag across different projects.Set start and finish dates or recurring deadlines to get notifications on the tasks and see them on the calendar view.Progress and Effort indicators can be modified to let you or your teammates know how you’re doing with that task.Click on the owner to assign the item to anyone on your team or add new members that should be involved in completing the task.Use them to have easy visual help when going over the tasks on your matrix Set an Icon for that item by clicking on the “add icon” button below the star.Under that you’ll see the following features: To the left of that, you’ll see the silhouette of a star to highlight the item. Starting from the top you’ll see the Project’s name (in this case a property task project) and under it, the Task’s title. On this example item, you can see most of what you can do on the item’s control panel. You can easily move your items by clicking and dragging them to any other quadrant you prefer! This is what you’ll see when adding an item:Įxample task item for short-term rental property on Priority Matrix But don’t worry about choosing the wrong quadrant. Choose which quadrant you want to add the item to. You can also click on any of the “Add Item” buttons that you’ll see on top of the matrix or any of the quadrants. Creating an itemĪdd items to any of the quadrants by double-clicking a quadrant. ![]() However, you can use them in any way you find necessary! Use them to hold important information, links, resources, or as a hyperlink to other projects on a Dashboard Property Project, like we’ll show you below (at managing different projects at once). They’re most usually tasks you need to complete either alone or with your team. Items are the basic content for each of the projects you create. For property managers, this could be the start and end dates of a lease contract. You can also set deadlines for the projects to have a reminder of any important date. These notes can be anything from a description, to your main goals or important issues regarding the project. You can customize the matrix’s colors by clicking on the quadrant icons next to the names!īelow the Quadrant section on the control panel you’ll see the “notes” section – click there to add some. To change the name of the quadrants go to the right panel and click on any of their names to edit them. To the right, you’ll find the List view, Calendar view, Gantt Chart view, and Feed view (many of these may come in handy at any point, but for now the Matrix view should be your most useful). If you’re not seeing the Matrix view, change it by clicking the different view symbols to change it! The first one is the Matrix view. This list might be empty if you’re new and haven’t been invited to any existing project. Click on “Add Project” on top of your project list. To create a new project on the Priority Matrix web app just go to “Projects” on the left-hand side vertical bar on your home screen.
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