TFM Priority Matrix

Wrong password

The Feed Media

Priority Matrix

GM

How priorities are decided

New tasks are placed automatically when they load, based on the client. The boxes are a work order, do 1 before 2 before 3. 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) and onboarding clients are equally important; both land in Do Next, ordered by due date.
Big clients (6+ concepts per month) land in Do Later.
Everything else lands in Backlog.

Inside each box, tasks are ordered by client tier, then by due date (earliest first); the number on each card is your work order. You can still drag cards anywhere; your moves are kept on refresh. "Auto-sort" re-sorts the whole board from these rules.

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 Do Next.

Inbox

Due date

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

1. Do First at risk + overdue

2. Do Next competition + onboarding

3. Do Later big clients

4. Backlog everything else