How to Use The Eisenhower Matrix in the ClickUp Hierarchy (Beginner Tutorial)

[@lisac.alvarez5093]

Layla, this is awesome! 🤩 This is just what I need right now. 🎉🎉I know about the Eisenhower Matrix, but implementing it like this in ClickUp is brilliant! I found the Template inside the Membership too - Thanks!!

[@LaylaPomper]

You're so welcome! I'm so glad it helped!

[@samiam369]

This was helpful, thank you.

[@LaylaPomper]

I'm so glad!

[@juliao.1839]

So Amazing and simple!! Thank you for sharing

[@LaylaPomper]

Thank you! 😊

[@watergateHQ]

absolute genius process, Layla!

[@LaylaPomper]

Thank you so much!

[@wildcat189]

So cool!

[@LaylaPomper]

So glad this helped!

[@highlyattuned1744]

Thanks Layla! You really turn ClickUp into everyday helpfulness! I initially wanted to replicate Amplenote's prioritization scheme where you choose between the 4 Eisenhower categories and then it calculates a priority score based on the category + task duration + task due date. However, I couldn't figure out how to calculate this in ClickUp so I used your method but tweaked it so I just have one custom field with all 4 categories starting with a number (1-Urgent & Important, 2-Urgent,3-Important,4-None) for a simple sort. Perhaps this could be a future episode? Thanks again for the productivity boost!

[@LaylaPomper]

This is great! Thank you for sharing and showing your support! I'm glad it was helpful to you.

[@BaptisteWicht]

Very useful. I implemented it in a different way a few months ago. I have used two custom fields like you, but added a third for the Quadrant. That third custom field is set up by automation automatically when the other two fields are changed. This is a bit painful to setup because it requires many automation, but it works great and everything is automatically updated. Then, I sort my views by Quadrant.

[@LaylaPomper]

I love this! Thank you so much for sharing!

[@jadesonewomanshow]

Thank you thank you for this this break down & special Hello to cute Norman!! Gotta love a floofy pop-in!

[@LaylaPomper]

Norman says hi back!✌️🦊

[@LisahinesCoach]

Interesting timing. Yesterday I implemented two new custom fields related to this and Stephen Covey's matrix by adding two rating fields with stars and money. Since I don't have someone to delegate to that is not an option for me. I think I would use the Delete field as the Someday field (GTD) since if it wasn't important and not urgent, I wouldn't be adding it to my Clickup to begin with. I currently use the Priority Flags as Urgency level. I use the Star rating for Importance or Impact, and the money rating field for how much it effects my bottom line, or how closely it's tied to money/income. I'm not sure how long I'll use this system, but for now it's a new way to explore using Clickup. I wish there was a way to add custom fields to ALL my Spaces at once. Right now I'm adding them into each space - about 5 of them.

[@LaylaPomper]

I love how you took an idea and customized it to make it work for you! Thank you so much for sharing!

[@JonathanChoat]

Great video! Is there any way to move the tasks around on the whiteboard or similar (that are pending) and ClickUp would advise the recommended order to work through (factoring in a combination of importance and urgency and where sit on the graph)? Additionally, if was looking to follow the Action Priority Matrix framework - assume would follow the same approach?

[@LaylaPomper]

Great question! This is actually something we can dive into more inside our ProcessDriven Foundations™️ program. We have ProcessDriven Coaches that can work through this with you!

[@BeermanGamingHQ]

I can't believe that no one has asked this yet. How did you get the little colored boxes next to the view name? They are too cool!

[@LaylaPomper]

These are added using the Emoji keyboard built into my PC. ☺️ Or, if it’s easier, they can also be copy and pasted from sites like Emojipedia.

[@ZcK-vz7fe]

@@LaylaPomper I think he meant the pins. How to pin the different views (DO, DECIDE, etc.) to the top. Otherwise I have to pick the right filter everytime I work with the list. I just want to have them like a shortcut ;-) Do you have any idea?

[@bobbydellmusic]

Why not use the default priority field as the "urgency" field?

[@LaylaPomper]

You could! Personally, I just wanted the field names to perfectly match the meaning so I went with a Dropdown. 🙂

[@bobbydellmusic]

@@LaylaPomper well, it is more minimalistic and cuts down on the micro-process of deciding just how urgent each task is! Now I'm thinking of how to integrate "Eat the frog first" into my grid, probably with a frog emoji tag

[@pavlenkoall]

How can I use this model in one space, 3-4 folders? Can I use it in the space? How?)

[@LaylaPomper]

Just getting caught up on comments🙈 This would be an excellent question to ask inside of the ProcessDriven Collective, our free Facebook group! There are people from all over the world in there sharing their experiences and giving advice and tutorials. I think you'll really enjoy it! Here's the link to jump in: processdriven.co/group

[@GordonJohansen]

I've seen this method in use for years but never really figured out a way to make it work for me. It just wasn't worth the time it would take to keep updated. The whiteboard template, while it looks nice and could be useful for some people, is just not for me. Your method might actually work well as it appeals to my out of sight/out of mind mentality. The tasks are not going to distract me but are still there when I need to review them. While I understand the "delete" field, I would change the name to "defer" or "archive" as I might want to someday rethink the ideas. While they might not be practical now, they could be doable later in a company's existence, so I don't want to delete them. Deleting will certainly happen to some of them as they get reviewed again, just like the task, "File the 2017 taxes" would be if I felt the need to clean up finished or out of date tasks. Marking them as complete would accomplish the same thing if you wanted to keep those records. Time to go download the template. Thanks for posting it for members.

[@LaylaPomper]

Happy to help, Gordon! 🍻

[@njengathegeek]

The matrix's name sounded complicated more than how to use it 😂😂

[@LaylaPomper]

Couldn’t agree more 😂

[@pl3666]

ClickUp's Whiteboard view is just embarrassing.

[@LaylaPomper]

😂