Eisenhower matrix or box (aka Importance Urgency matrix) is a prioritization tool that helps you visually divide a task list into four parts depending on the best sequence of action: Do First, Schedule, Delegate, Don’t Do.
A matrix is a great tool to slice and dice your backlog into four parts and gives you a bird’s eye view of all your tasks and their impact. Such clear visual representation is convenient when building plans and strategies.
Anybody can use the Importance Urgency matrix to prioritize anything from personal to-dos to job duties for best productivity. The matrix can be applied to both daily or weekly tasks and monthly or yearly projects as well.
First of all, decide on the task list requiring prioritization. You can get the tasks into the template in 3 ways:
The template has super-standard criteria scored from 0 to 3:
Importance—How important is it for the main objective?
Urgency—How urgent is it? Is there a deadline soon?
These descriptions are too general and hard to estimate. Important for what objective? It means you should at least always keep it in mind. And if you evaluate with a team? Every member will have their own idea of ‘Importance’. In the end, such estimations won’t make any sense.
Pinpoint your main objective your tasks must influence to help you prioritize better. Our templates are fully customizable and we recommend you adjust criteria descriptions.
You can evaluate all tasks by yourself, but if it’s a team project, it’s best when every team member assigns their scores.
After the assessment, all the tasks will be placed into the four quadrants according to the scores they got:
Inside each quadrant, the tasks are also listed by their significance. You can pick top tasks from several quadrants, or choose one quadrant of focus, expand it full screen, and complete only its tasks.
But please don’t forget—prioritization is just a tool to help you decide, not decide for you. So if you think that one task is more important than the other and must be done first—so be it. Discuss your priorities with the team. At the end of the day, collaborative prioritization is the best tool for team clarity and shared understanding.
Marketing activities prioritization based on the objective impact and team efforts. Also works for evaluating marketing initiatives, projects, and ideas.
The template is fully adjustable. You can add, edit, or delete the criteria, teams, and formula. Current settings:
✅️️ Fast prioritization: few criteria, relative numbers, same scales.
✅️ Focuses on increasing the ROI with limited human resources.
❌ Subjective estimation. Scores may be manipulated.