When you’re just getting started with Priority Matrix, there are a few things everyone should know.
Like, “What’s up with the Priority Matrix layout? How do I use it?”
Let’s break it down!
For the purpose of this walk-through, we can put ourselves in the shoes of Jake, the West Coast regional sales manager for a medical device company.
How To Use Priority Matrix
PROJECTS
On the left-hand side, you’ll notice a number of “projects”: California, Washington, Oregon, Idaho, Arizona.
You should create projects for your different areas of responsibility or initiatives.
For human resources managers, one example of a project might be implementing a new training plan. CEO’s may have projects for “Sales”, “Marketing,” and “HR”. Consultants typically create one project for each client they work with.
To create a new project, click the “+” to the left of the word PROJECTS.
TASKS AND PRIORITIZATION
Within each project, there are four quadrants, ranked from highest to lowest priority (for more on this, click here).
To create a task, double-click in the blank space and type away!
Tasks are considered “action items”. This might include drafting a contract, repairing a certain piece of equipment, or giving somebody a call.
Once you create a task, select it to enter “Item Details”. This is where you can add due dates, notes, or upload files.
If the priority level of a task changes, you can always drag and drop it to re-organize.
Click here to log into your account and start adding tasks!
Don’t have an account? Download a Priority Matrix trial today!
If you’d like a more in-depth walk through, we have a full team of Customer Success representatives standing by to help you learn how to use Priority Matrix and evaluate whether or not the app fits the needs of your teams.
Click here to book a call!
