An executive assistant has a lot of responsibilities with keeping the company leaders on track, and this can be very difficult without a system to help you manage all the moving parts. Let me show you why you need Priority Matrix, a Microsoft 365 certified solution, to be the best Executive Assistant possible,
Executive assistants are responsible for a variety of day to day tasks, such as managing their own inbox and their executives, making sure leaders in the company don’t overlook important meetings,
briefing leaders in the company with top priority actions, and keeping track of relevant documents. Without Priority Matrix, it can feel impossible to manage all of this across multiple platforms. Priority Matrix promotes a centralized place for communication, record keeping, email management, and more, which is why Priority Matrix is a powerful tool for executive assistants.
Let’s start with email management. Turn any email into an action item with the Priority matrix for outlook extension. So when your boss needs to quickly see what actions need to be taken with their emails, they can get started at a glance, thanks to the emails you have prioritized already. To cut back on item duplication, you can also attach an email to a task you have already prioritized. See and share status updates as needed within the outlook extension as well. The included Priority Matrix for Outlook extension makes email management easy, so an important email will never be missed again, a major responsibility of an executive assistant.
Priority Matrix uses the 4 quadrant method for task prioritization, so whether you are managing emails, or planning meetings for your executive, at a glance they will be able to easily see what the top priorities are. Use icons and due dates to place a high importance on your items for even more guidance. Priority Matrix supports instant notifications across all platforms, so when you make a last minute change to the executives schedule, they will not be in the dark or have to check their inbox, which is why Priority Matrix is a powerful tool for an Executive Assistant.
Clear communication is critical as an EA, and by using an item mini-chat in Priority Matrix you can keep your conversations itemized, and this conversation history will always be here for you to reference in the future. Communicate in Priority Matrix and keep your conversations organized and on topic. Record keeping is mandatory for an EA, and Priority Matrix lets you see your data for 3 years or more within every single item. Priority Matrix also promotes file sharing within an item, so when you need to find that file later on, just search for a key word and effortlessly locate your important files, another reason why executive assistants need Priority Matrix.
Executive assistants are constantly having short briefings with the executive, and Priority Matrix will help you have more effective 1:1 meetings. One on One view lets you create and see status updates of action items with the people you work with every day. AND, you will see your shared emails, files and calendar events, so you can have all of your talking points condensed to one view. Create shared tasks quickly, so the ideas discussed in this meeting are not forgotten about. Executive Assistants who don’t use Priority Matrix, often times find It difficult to make sure all of their talking points were discussed during a meeting, and when you use the Priority Matrix 11 view your meeting agenda is automatically created for you, so you can have the most efficient meetings possible and make sure the executive Is up to date across the board.
Priority Matrix makes it easy for an executive assistant to manage emails, send live schedule updates to the executive, keep track of important documents. We strongly suggest downloading Priority Matrix for desktop or the Teams integration, and using the included outlook add in. Priority matrix is a Microsoft 365 certified solution your IT team can trust. Take advantage of our executive assistant templates and additional resources at appfluence.com