Priority matrix excel template how to#

Once you’ve pre-built your template with these custom tags and sections, it’s easy to use. For example, re-proofreading a strategic messaging document that’s already been approved by the creative department. For example, organizing your client contact list.ĭon’t do: This section is for low impact, high effort work-work that doesn’t have much of an impact on the business and takes up a lot of your time. For example, creating a client strategy proposal.ĭo later: This section is for low impact and low effort work, which encompasses work that isn't as impactful on the organization but is still worth doing since it also doesn’t take much time. For example, signing new hire documents.ĭo next: This section is for high impact, high effort tasks-tasks that require a lot of time, but are also very important for the business. For example:ĭo now: This section is for high impact, low effort tasks that will greatly benefit the business without taking up much of your time. Next, create sections in your template that signify the recommended action for each task based on the effort and impact.

To start, add two custom tags to the template-one for the effort required to complete each task and one for the impact the task completion will have on the business. How do you use a prioritization matrix template?Ī simple prioritization matrix template will help you create an action plan based on the level of effort required for each task, and the impact that task will have on the business. Set start dates for tasks you’ve deprioritized.Īssign team members to delegate prioritized work.Ĭreate a repeatable framework for other teams to use, so everyone across the organization can prioritize their most high-impact work. Share your matrix with project stakeholders, so everyone is on the same page with how you’re prioritizing work. Remove the upfront work of creating a template from scratch every day or week. With a digital prioritization matrix template, you can:ĭetermine the most high-impact work for your team and organization.Įasily add tasks to your matrix, and drag and drop tasks to different sections as priorities change.Įnsure you’re correctly allocating resources and focusing on the work that provides the most business benefit. Paired with features like color-coded custom tags and different views, a prioritization matrix template makes it easy for you to see what’s coming next. What are the benefits of a prioritization matrix template?Ī digital prioritization matrix template makes it easy for you to prioritize your work based on impact and effort. Instead, simply copy the template, add your tasks, and start prioritizing. Since the template is duplicatable, you don’t have to waste time re-creating a new template at the beginning of every day, week, or month. What is a prioritization matrix template?Ī prioritization matrix template is a reusable resource that enables you to quickly prioritize your to-do list. If you’re unsure what task to tackle first-or where work should fit in a schedule-a prioritization matrix helps you decide on a plan of action. Low impact and high effort work: Don’t do High impact and high effort work: Do next A basic priority matrix can be split up into the following categories:

Prioritization matrices can be simple or complex, depending on the number of tasks. By letting you see the business impact and total required effort of each to-do, a prioritization matrix helps you determine which items to tackle first-so you can be confident you’re always focusing on the right work. What is a prioritization matrix?Ī prioritization matrix (also known as a “priority matrix”) is a task management tool used to categorize tasks by impact and effort. By creating one in Asana, you can easily organize tasks by effort and business impact-and create an action plan that prioritizes your most important work.

Priority matrix excel template how to#

Where should you start? How can you make sure you’re focusing on important tasks first? These questions (among others) are likely to come up when you're prioritizing tasks-if you don’t know how to answer them, you could end up wasting time on the wrong work.Ī prioritization matrix template can help streamline your decision-making. Knowing how to tackle tasks isn’t always easy.