TFM Priority Matrix

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Priority Matrix

GM

How priorities are decided

New tasks are placed automatically when they load, based on the client. The order of priority at TFM is:

At risk clients land in Do First. Any overdue task also jumps here, no matter the client.
Competition clients (we are competing against another agency) land in Schedule.
Onboarding clients land in Delegate.
Big clients (6+ concepts per month) and everything else land in Drop / Backlog. Big clients sort first inside it.

Inside each quadrant, tasks are ordered by client tier, then by due date (earliest first). You can still drag cards anywhere; your moves are kept on refresh. "Auto-sort" re-sorts the whole board from these rules (manual cards stay where they are).

At risk is not tracked in Notion yet. When an "At Risk" field is added to the clients database, it will be picked up automatically.

Do First is overloaded, more than 5 items. Move something to Schedule.

Inbox

Due date

Creates the task in the Internal Tasks Tracker, assigned to the selected GM.

Do First at risk + overdue

Schedule competition clients

Delegate onboarding clients

Drop / Backlog big clients + the rest