Assigning Tasks in Priority Matrix

Priority Matrix lets you assign tasks to anyone in your organization, even if they're not members of the project containing the task. This flexibility allows for seamless collaboration across teams and projects, with assigned tasks appearing in each user's inbox and external projects view.

How Task Assignment Works

• Project Members: See the task in its original project context
• External Assignees: Access the task through:
  • Their Priority Matrix inbox at prioritymatrix.com/office365/app/index/app/inbox
  • The "External Projects" section of their Priority Matrix

Method 1: Using the Item Details

1. Click or tap on any task to open its details
2. Click/tap on the current owner's name
3. Select from existing team members or enter an email address for new assignees

Method 2: Using Chat Commands

You can also use natural language commands in the item chat:

• assign to [name] - change the task owner
• delegate to [email] - assign to someone by email
• invite [name] - add someone as a follower

Adding Followers

Like task assignment, you can add followers regardless of their project membership:

1. Open the item details
2. Click/tap the followers section
3. Add team members or enter email addresses