Use a Custom Dashboard as a Priority Matrix

A Priority Matrix is a great way of organizing tasks and can easily be setup in Wrike.  

By creating "priority folders" you give tasks a priority and change it by simply dragging it from one list to another.  This is especially useful when setup as a custom dashboard that sorts those priorities into four boxes setup like a square.

Here is how I setup mine, you can use whatever naming conventions you like but the basic idea it to create a box with 4 sections to group your tasks based on how important/critical, as well as how urgent/immediate they are.

I created 4 folders for the following, giving them short names and colors I could quickly recognize 

  • Critical and Immediate  |  crit-im
  • Critical but Not Immediate  |  crit-not
  • Not Critical but Immediate  |  im-not
  • Neither  |  not

I personally nest these folders under a "Priorities" Folder just to keep them separate from the rest of my folder structure.

 

Next I create a custom dashboard and add the priority folders to it.  I setup it like a grid and then as I add tasks to it I can drag them from one list/box to another to either raise or lower the priority of the task.

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Stephanie Westbrook

Hi Logan! Thanks for sharing. We just had another user ask about creating Custom Dashboards where you can drag and drop, I think this post will be perfect for them.

If anyone needs step by step instructions on building a Custom Dashboard, those are available here: https://help.wrike.com/hc/en-us/articles/209604469-Dashboards#build

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Spot On Innovative Approach Stellar Advice

This is just a Rockstar idea!

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