Action Priority Matrix Excel Template
Excel spreadsheet to prioritize your actions. Printable effort and impact matrix with professional dashboard and dynamic charts. Ready to use.
TEMPLATE DESCRIPTION
Looking for a bright and easy tool to prioritize your actions? Finding great ideas and opportunities is one thing, execution is another story. Without proper prioritization of possible actions, anyone could be lost on the way. Action Priority Matrix Excel Template – also known as Prioritization Map – is here to help you!
An Action Priority Matrix is a brilliant tool used to prioritize actions categorically. In addition, this user-friendly tool can directly be used in Excel, to help you decide which actions to pursue.
Action Priority Matrix Excel Template Features
Basically, the template consists of two main parts: Dashboard and Charts.
Dashboard
Here you will include your list of actions to position on the Prioritization Grid. The data table also has three additional columns for your selections. These are Impact, Effort, and Status. So simply click on the cell and the dropdown menu button will appear. You may add up to 50 actions in this section.
Here you can choose the impact and effort levels as ‘high’ or ‘low’. Also, you may define the status of your action as ‘Not Started’, ‘In Progress’ and ‘Done’. If an action is specified as done, the template will grey out its raw.
In addition, after the template greys out the done tasks from the data table, you have the option to choose how to reflect them on the Action Priority Matrix (APM) itself. In addition, by using the ‘finished tasks’ option on the right side of your dashboard, you may remove or cross out done actions.
Charts
This section serves as an additional visualization of your data. You may find two different charts and a customizable list in this section. The charts will show you the distribution of tasks based on both the ‘type’ and the ‘status’. So you may select the status of each action from the Dashboard.
Besides, if you would like to use the filtering options per task type and status, the ‘Actions’ list on the right side of the charts section will be updated automatically.
Action Priority Matrix Features Summary:
- Easy to fill data section
- Prioritizes your actions
- Full print ready
- Informational notes included
- No installation needed, ready to use
- Works both on Mac and Windows
- Compatible with Excel 2007 and later versions
- Does not include any VBA code or macros
PRODUCT VIDEO
Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.
FREQUENTLY ASKED QUESTIONS
USER REVIEWS & COMMENTS
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Lynn B –
we do not want to see finished tasks in matrix, is it possible? thx your excel it is very GOOD!
Someka –
Hi Lynn,
By using the ‘finished tasks’ option on the right side of your dashboard, you may remove done actions.
Please see the image below.
Hope this helps!
Lew E –
hi someka, it helps us analyze which tasks to focus on and their priority. thx
Owen H. –
just this one thing I am not the biggest fan of the template theme so can I change the chart colors and type without breakin sth?
Someka –
Hi Owen,
After unprotecting the sheet, you can change the graphic type by clicking on the graphic and selecting the “Graphic Design” section. Also, in the same way, you can change the colors. You should just click the “Change Colors” section and choose and color set.
Also, as you wish you can change the colors manually. Click the area and change the color from the regular Excel menu.
Brenton Harrelson –
I need to include other information from other Excel files to use your product. I use Alt-tab to switch betwween files but is there an easier way? Can I have this info in your product
Someka –
Hello Brenton,
For better user experience these are hidden in the original version but of course you can activate them from Excel settings easily. Here is how.
After unlocking your template, you can add extra one or more sheets for extra information. Please click here to see how to unprotect your sheets.
Felicity –
Great tool but I need to add more actions
Someka –
There are already hidden extra rows in the sheet. After unprotecting the sheet, you can activate and use these fields by clicking the “+” button:
If you want to enlarge the matrix area even more than the image below, please contact us by sending an email to contact@someka.net. Our team will be happy to support you with this.
Delta P. –
Hi can I change the matrix colors to our branding?
Someka –
Hello Delta,
Yes sure. After unprotecting the sheet, you can change the matrix colors and, if you wish, the font size and colors of the text. Please check the image below as an example:
Chester Spalding –
Hello thankj you for this, very useful for project management. However I need input output rather than effort impact. I have the paid version can I change this?
Someka –
Hi Chester,
Of course! After unlocking your file with your password (as instructed here) you may easily change the terminology.
Farhan –
good