Outlook Integration with Priority Matrix

Many of us are guilty of task management by email. You know the drill: You get a message about something you need to do, and in order to remember, you mark that email as unread until you’re done with it. The result is an inbox full with messages that you have already read, but are somehow marked to be pending. As time passes, you mark some of them as read because you’re done with them, but invariably the increasing number of pending items ends up contributing to your stress level and, in the worst case, smothering your creativity and paralyzing your mind. There has to be a better way.

Priority Matrix integrates with Microsoft Outlook

Priority Matrix integrates with Microsoft Outlook

And as it turns out, there is a better way, thanks to Outlook integration with Priority Matrix. If you’re using Priority Matrix for Windows, you can simply drag a message onto a quadrant. Outlook is the preferred email client for Windows, and we program with Outlook 2010, but it works with Outlook 2007 and newer. This will create a new item in that quadrant that grabs its title and notes from the email subject and body. More interestingly, we collect the message id and, when you double-click on the newly created item, the original email is open if it’s still available.

So for example, if an important client sends you an email about an order that arrived damaged, you can drag that message to the “critical and immediate” (because this is something that needs to be addressed quickly, by yourself or someone with responsibility). Later on, when you are working on the item and you need to refer to its details, you have them readily available in the item’s notes.

But more importantly, if you want to reply to your client to keep her happy, you can simply double-click on that item. This action will open up the original email message. From there, you can hit reply and tell the customer that everything has been fix. That will be one happy customer, and you will be on top of your game. Like a boss.

This Outlook integration post is part of a series dedicated to uncovering hidden Priority Matrix gems that you might not know about. Priority Matrix is a simple and effective task management tool suite for busy people like you. You can try it for free to see if it fits your needs, with no obligation.

Learn more about Priority Matrix for WindowsiPhoneiPad, and Mac.

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Why you should manage tasks using the 4-quadrants method

There are many ways to manage tasks. Here are a few methods to manage tasks:

  • Manage by calendar. All tasks have time and date. Everything is scheduled.
  • Manage by lists. Everything is written down linearly.
  • Manage by “post-it’s”. The most important tasks are sitting on some prominent space thats visible at all times, forcing you to get it done.

Today, I’d like to talk about the 4-quadrants method and why it’s a preferable way to managing tasks than all 3 of the methods above. What does it mean to manage by 4-quadrants? First, you’re essentially categorizing all tasks into one of 4-quadrants. For instance, one approach is to categorize into critical and immediate quadrants. These cover 2 basic dimensions: time and priority. Tasks that are high priority and need to be done soon go in the upper left. The other quadrants are also self-explanatory.

Why is this approach better than the methods of calendar/post-its/linear list of task management?

  1. You get all the advantages of tracking when tasks are due, but also gain visibility into the priority. In a traditional calendar view, you see when you have to do things, but you never understand why and whether it could be dropped. Calendar driven organization lacks the ability to manage ideas and strategic items.
  2. A linear list leads to clutter and confusion because it creates a mentality of either “FIFO” or “LIFO”. Instead, using the quadrants, you know that you only have to work on tasks in the first quadrant, making it a lot easier to focus your effort. Linear lists are good for capturing ideas that do not have dates and time, but lack good categorization.
  3. In a post-it’s system, you are working on important or urgent things. However, you lose the concept of time. Therefore, you’re not able to understand which post-it is most important. Furthermore, over time, you start losing track of the post-its, leading to information loss.

By categorizing tasks into 4-quadrants using Priority Matrix, you are able to capture the benefits of all 3 methods of time management. With Priority Matrix, you are able to:

  1. Keep track of high level ideas like linear to do lists
  2. Keep track of time and effort like calendars
  3. Keep track of what you have to do now like post-it notes.

Given this, we want to encourage you to see for yourself why Priority Matrix is the best 4-quadrants task management app. Are you ready to revolutionize the way you work?

Learn more about Priority Matrix for WindowsiPhoneiPad, and Mac.

 

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Priority Matrix Windows features real-time sync & outlook integration

After a lot of internal and external testing by hundreds of people, we’ve released the latest version of Priority Matrix for Windows, our intuitive and powerful task management software suite for Windows, yesterday, with version number 1.6.20130327. For existing customers who are upgrading, they’ll be pleasantly surprised with new useful features including:

  • Dragging of Outlook emails onto Priority Matrix to create tasks.
  • Double clicking on the linked items will open the original Outlook emails
  • Instant, automatic seamless syncing across all shared accounts (personal & team)
  • Dragging of urls, pdfs, files, images onto Priority Matrix to create tasks
  • An improved UI, and user experience
  • A brand new PM Windows overview page
  • An improved Master List
  • Awesome collaboration capabilities (for Team version of PM Windows)
  • And many other features waiting for your discovery

You can update directly from the app, or when making a new purchase, your download will automatically be set to the latest version.

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SWOT Analysis Definition

SWOT stands for strengths and weaknesses, opportunities, threats. The first two are internal factors we all have and the second two are external factors we all experience. While we do have at least some control over our internal factors we do not have any control over the external factors. When it comes to an analysis of SWOT, we use this tool to determine strategic business positions and the environment present in those positions. SWOT analysis is used to evaluate limitations to ones limitations and potentials. It helps businesses determine the negative and positive factors in the business environment.

Conducting a SWOT is an important task because it allows a business to formulate strategic plans for the company’s success. It acts as an information source from which a business can gather data that will help them plan the most effective strategies for optimal success. SWOT analysis works to further strengthen certain business and to turn their weaknesses into strengths. It also helps us identify the objectives that must go into planning a business strategy and allows us to determine the most important areas of competency. It is used to gather information during the process of SWOT analysis to assist in future plans.

To find out more about SWOT analysis, the Management Study Guide is a great source of information. It gives a general overview of the process and discusses reasons why the process is used. Mind Tools is another great reference to learn more about this subject from. Many businesses are seeing the advantage of using SWOT analysis to plan effective strategies. Businesses that have implanted this analysis method are another source of information where you can obtain specific details about the process, what it accomplishes and what it does not accomplish. Many reliable sources can educate you on SWOT analysis.

The best way to continue is to use the Priority Matrix SWOT analysis template that we’ve created for you. Tap on it to download it and import into your Priority Matrix app. (If you don’t already have Priority Matrix, it’s worth considering as an app to help you keep track  of multiple projects). You can learn more about SWOT uses cases and templates here.

Learn more about Priority Matrix for WindowsiPhoneiPad, and Mac.

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Priority Matrix for iPhone is the top paid task management app on iTunes

Today has been another exciting day for Appfluence and our beloved customers. Priority Matrix for iPhone is currently the highest ranked paid task management app for the iPhone on Apple iTunes in dozens of countries.

Not only that, we’re the #1 Paid Productivity App in the UK, Germany, France, Italy, Mexico, Brazil, Spain! We’re also excited to be the top task management app in the US Market, #2 in Productivity, and ahead of Apple’s apps Pages, Keynote and Numbers!

You should definitely check out our award winning application Priority Matrix on the iPhone, and our other platforms: iPad, Mac, Windows - or for your team and business as well!

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Manage Projects with Priority Matrix for iPad (App Overview)

What is Priority Matrix?

Priority Matrix Team helps your team turn complex priorities into meaningful actions, using proven time management methodologies to help you set, track, and share priorities. With Priority Matrix you can:

  • Always access your data locally, and work from anywhere because Priority Matrix lets you work offline on iPad, iPhone, Mac and Windows
  • Share projects and delegate tasks with team members through our seamless automatic sync (Team/Pro version)
  • Integrate your existing work flow by linking urls, emails and files directly into the tasks through seamless drag and drop (Desktop versions)
  • Generate reports from any project, for any individual, priority level, or date range into a nicely formatted email
  • Use the 4-quadrants method to prioritize your tasks by Priority and Urgency, and measure progress and effort for each task
  • Customize projects and tasks with colors, icons and labels so you can always see what to do now

Learn more about Priority Matrix for Team to help you collaboratively manage projects or purchase it for your team today. Or explore Priority Matrix for WindowsiPhoneiPad, and Mac.

History behind Priority Matrix for iPad

Priority Matrix for iPad was the first platform we ever built for our award winning task management platform. Priority Matrix for iPad has won PC Magazine’s Top 100 Best iPad App 3 years in a row (2011, 2012, 2013), and is repeatably selected as one of the best app for task and project management by a wide variety of press and review websites. It’s reached a high rank of being #1 on iTunes iPad Productivity App, and #17 overall in the US, beating out app giants like Gmail, Dropbox, and Evernote, as well as Top 10 Productivity App in more than 40 countries worldwide.

Interface Overview for Priority Matrix for iPad

1) 4-Quadrant Priority View

  • See all your tasks for each project neatly organized into customizable quadrants that can convey priority level and urgency
  • Visualize who is in charge of what through collaborator avatars
  • Double-click on any empty space to create a task new
  • Drag Outlook emails, PDFs, files, images, URLs and more onto the quadrant to create linked tasks. (Linked tasks means double-click on the task will open the original source).
  • Drag and drop tasks around for easy prioritization


2) Project list

  • All your projects are listed in a nice summarized format
  • Projects can be sorted alphabetically or manually
  • Each project indicates the number of tasks left that fits the current sorting criteria in each quadrant
  • Tap on the + icon to create a new project
  • Use the time search to find items across all your projects that are due on certain dates
  • Use the search filter to filter the items that are relevant to what you need to work on right now
  • Activate the dated item filter so you only work with items that have due dates

3) Detailed Task View

  • Every task can have a set of attributes around them
  • All settings are optional except for task name
  • Set an icon by tapping on the icon symbol and choose from dozens of symbols
  • Task progress can be updated through drag and select.
  • Tap on the checkmark or set task completion to 100% to mark a task as done
  • Effort are tracked on a non-linear scale that measures in hours, days, weeks, or months
  • Tasks are tracked with creation date, by whom, when it was lats edited
  • Set due dates, start dates, and recurring dates.
  • Assign task to individual by selecting them from the dropdown box, and their picture will be displayed so you can quickly see who owns the task (Team version)
  • Each task can have notes, providing a detailed description for the task
  • Team members can chat about a task, or hold a discussion in the comments section, which they can reply from within the app on iPad, iPhone, Mac or Windows, or directly from their email box (Team version)
  • Team members can follow certain tasks so they are kept in the loop when there are new discussions (Team version)
  • All changes are kept in the log, so you can always review the history of changes (Team version)

4) Customize Priority Matrix for iPad

  • Create templates, set templates, export templates
  • Customize colors
  • Customize quadrant names
  • Clone (duplicate) projects with items or without items

5) Sort and Filter

  • Use sorting and filtering to selectively show only items relevant to you
  • Choose to only show items with or without due dates
  • Choose to show only items that are finished, unfinished, or in progress
  • Choose to sort items manually, by creation date, completion date, last edited, progress, icons, owner, and more.
  • Use the keyword filter to find only tasks that match your search criteria across all projects.

Learn more about Priority Matrix for Team to help you collaboratively manage projects or purchase it for your team today.

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Collaborate with Priority Matrix Team for Windows (App Overview)

What is Priority Matrix Team?

Priority Matrix Team helps your team turn complex priorities into meaningful actions, using proven time management methodologies to help you set, track, and share priorities. With Priority Matrix you can:

  • Always access your data locally, and work from anywhere because Priority Matrix lets you work offline on iPad, iPhone, Mac and Windows
  • Share projects and delegate tasks with team members through our seamless automatic sync
  • Integrate your existing work flow by linking urls, emails and files directly into the tasks through seamless drag and drop
  • Generate reports from any project, for any individual, priority level, or date range into a nicely formatted email
  • Use the 4-quadrants method to prioritize your tasks by Priority and Urgency, and measure progress and effort for each task
  • Customize projects and tasks with colors, icons and labels so you can always see what to do now

Learn more about Priority Matrix for Team to help you collaboratively manage projects or purchase it for your team today.

Interface Overview for Priority Matrix Team for Windows

1) 4-Quadrant Priority View

  • See all your tasks for each project neatly organized into customizable quadrants that can convey priority level and urgency
  • Visualize who is in charge of what through collaborator avatars
  • Double-click on any empty space to create a task new
  • Drag Outlook emails, PDFs, files, images, URLs and more onto the quadrant to create linked tasks. (Linked tasks means double-click on the task will open the original source).
  • Drag and drop tasks around for easy prioritization

2) Project list

  • All your projects are listed in a nice summarized format
  • Projects can be sorted alphabetically, by timestamp, or manually
  • Each project indicates the number of tasks left that fits the current sorting criteria in each quadrant
  • Tap on the + icon to create a new project
  • Tap on the 4-quadrant icon to clone projects or create templates
  • Tap on the color wheel to choose from existing pre-set color templates
  • The Calendar View lets you find items across all your projects that are due on certain dates
  • Tap on the Master View to see your action items across all your projects

 

 

 

 

 

 

3) Detailed Task View

  • Every task can have a set of attributes around them
  • All settings are optional except for task name
  • Set an icon by tapping on the icon symbol and choose from dozens of symbols
  • Task progress can be updated through drag and select.
  • Tap on the checkmark or set task completion to 100% to mark a task as done
  • Effort are tracked on a non-linear scale that measures in hours, days, weeks, or months
  • Tasks are tracked with creation date, by whom, when it was lats edited
  • Set due dates, start dates, and recurring dates.
  • Assign task to individual by selecting them from the dropdown box, and their picture will be displayed so you can quickly see who owns the task
  • Each task can have notes, providing a detailed description for the task
  • Team members can chat about a task, or hold a discussion in the comments section, which they can reply from within the app on iPad, iPhone, Mac or Windows, or directly from their email box
  • Team members can follow certain tasks so they are kept in the loop when there are new discussions
  • All changes are kept in the log, so you can always review the history of changes

4) List of Collaborators

  • Each project can be shared with specific team members
  • This view shows all current collaborators for selected project
  • Tap on the + icon to invite new collaborators
  • Tap on the Team icon to show all collaborators and invite people you already work with to existing project
  • Tap on the invitation icon to accept incoming requests for projects that’s been shared with you. You can also accept shared projects directly from email.

5) Sort and Filter Bar

  • Use sorting and filtering to selectively show only items relevant to you
  • Choose to only show items with or without due dates
  • Choose to show only items that are finished, unfinished, or in progress
  • Choose to sort items manually, by creation date, completion date, last edited, progress, icons, owner, and more.
  • Use the keyword filter to find only tasks that match your search criteria across all projects.

Learn more about Priority Matrix for Team to help you collaboratively manage projects or purchase it for your team today.

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Manage Projects with Priority Matrix Team for Mac (App Overview)

What is Priority Matrix Team?

Priority Matrix Team helps your team turn complex priorities into meaningful actions, using proven time management methodologies to help you set, track, and share priorities. With Priority Matrix you can:

  • Always access your data locally, and work from anywhere because Priority Matrix lets you work offline on iPad, iPhone, Mac and Windows
  • Share projects and delegate tasks with team members through our seamless automatic sync
  • Integrate your existing work flow by linking urls, emails and files directly into the tasks through seamless drag and drop
  • Generate reports from any project, for any individual, priority level, or date range into a nicely formatted email
  • Use the 4-quadrants method to prioritize your tasks by Priority and Urgency, and measure progress and effort for each task
  • Customize projects and tasks with colors, icons and labels so you can always see what to do now

Interface Overview for Priority Matrix Team for Mac

1) 4-Quadrant Priority View

  • See all your tasks for each project neatly organized into customizable quadrants that can convey priority level and urgency
  • Visualize who is in charge of what through collaborator avatars
  • Double-click on any empty space to create a task new
  • Drag Apple Mail, Evernote links, Omnifocus tasks, PDFs, files, images, URLs and more onto the quadrant to create linked tasks. (Linked tasks means double-click on the task will open the original source).
  • Drag and drop tasks around for easy prioritization

2) Project list

  • All your projects are listed in a nice summarized format
  • Projects can be sorted alphabetically, by timestamp, or manually
  • Each project indicates the number of tasks left that fits the current sorting criteria in each quadrant
  • Tap on the + icon to create a new project
  • Tap on the 4-quadrant icon to clone projects or create templates
  • Tap on the color wheel to choose from existing pre-set color templates

 

3) Detailed Task View

  • Every task can have a set of attributes around them
  • All settings are optional except for task name
  • Set an icon by tapping on the icon symbol and choose from dozens of symbols
  • Task progress can be updated through drag and select.
  • Tap on the checkmark or set task completion to 100% to mark a task as done
  • Effort are tracked on a non-linear scale that measures in hours, days, weeks, or months
  • Tasks are tracked with creation date, by whom, when it was lats edited
  • Set due dates, start dates, and recurring dates.
  • Assign task to individual by selecting them from the dropdown box, and their picture will be displayed so you can quickly see who owns the task
  • Each task can have notes, providing a detailed description for the task
  • Team members can chat about a task, or hold a discussion in the comments section, which they can reply from within the app on iPad, iPhone, Mac or Windows, or directly from their email box
  • Team members can follow certain tasks so they are kept in the loop when there are new discussions
  • All changes are kept in the log, so you can always review the history of changes

 

 

 

 

 

 

4) List of Collaborators

  • Each project can be shared with specific team members
  • This view shows all current collaborators for selected project
  • Tap on the + icon to invite new collaborators
  • Tap on the Team icon to show all collaborators and invite people you already work with to existing project
  • Tap on the invitation icon to accept incoming requests for projects that’s been shared with you. You can also accept shared projects directly from email.

5) Sort and Filter Bar

  • Use sorting and filtering to selectively show only items relevant to you
  • Choose to only show items with or without due dates
  • Choose to show only items that are finished, unfinished, or in progress
  • Choose to sort items manually, by creation date, completion date, last edited, progress, icons, owner, and more.
  • Use the keyword filter to find only tasks that match your search criteria across all projects.

Learn more about Priority Matrix for Team to help you collaboratively manage projects or purchase it for your team today.

 

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Priority

Priority is probably one of the most important concept for a busy professional. By definition, priority represents something that’s important. It also means there’s something else that’s less important.

When you are evaluating your tasks, there’s several key points you should consider when you are thinking what your priorities are. We want to introduce a few metrics by which we might measure and compare tasks against one another:

  • Benefits: How much it would improve your value metrics (money, sales, customers, etc)
  • Harm: How much risks it would create given your risk metrics (money, time-delay)
  • Effort: How much work it requires given your work metrics (man-hours, money, time)

Think of these as your litmus test. Given clarity in the metrics above, you can then compare your tasks and prioritize using the following rules.

  1. If a task is a priority, something else is inherently not a priority
  2. If a task is a priority, not doing it will cause more harm, or give less benefit than a task that’s lower priority
  3. A task is unequivocally higher priority, if given all attributes being the same, has the potential to yield higher benefits than another task
  4. A task is unequivocally higher priority, if given all attributes being the same, has the potential to cause less harm than another task
  5. A task is unequivocally higher priority, if given all attributes being the same, takes less effort than another task

So the next time you are prioritizing your tasks, consider what attributes you are comparing them. Are you looking at them from a benefit perspective, a risk perspective, or an effort perspective? It’s meaningless if you cannot clearly determine the metrics by which you compare. Even if your initial metrics are wrong (and they may change), using certain metrics initially will enable you to evaluate and keep track of how you have prioritized in the past, and that may help you prioritize in the future.

Learn more about Priority Matrix for  WindowsiPhoneiPad, and Mac.

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Time management techniques

After our popular article on time management skills for students, I’d like to explore good time management techniques for professionals.

First, there are a lot of great resources out there around time management techniques for entrepreneurs, for teachers/academics , and also a beautifully done infographics on how small business owners spend their time.

Here are a couple of practical tips that helps me focus and get work done. Maybe these time management techniques would work for you too.

  1. Shut down your Mail application for an hour at a time. Not checking email, and not having pings every few minutes will allow you to focus.
  2. Turn off notifications on emails during your “in the zone” hours.
  3. Have a list of things you need to do on your screen. I have Priority Matrix running on an external 27” screen that I can always refer to see what I need to focus on. Check out the screenshot below.
  4. Wear large noise-canceling headphones so that others get the hint that you are focused on the work at hand. Even better, encourage this as a policy at your workplace.
  5. When trying to focus, do not do anything else distracting. It’s convenient to open another web browser, or check your phone, with the excuse that you’re thinking. It doesn’t work. Don’t make that excuse, and keep your screen focused on the work at hand.
  6. As a corollary to (5), simply close your eyes if you need to think.
I find that a few hours of focused activity is worth more than a day of distracted work time. How do you manage your time?
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Good project management skills

We spend a lot of time thinking about what are good project management skills. The biggest reasons good project management skills are important for us include:

1) We have limited resources
2) We have more things to do than time
3) Not everything that we do will have a positive ROI

Given these reasons, we constantly evaluate and identify good project management techniques to help us achieve projects on time and within our resource constraints. It’s also important to understand the context of what we mean by project management. It can be very different for managing a large project where you are far removed from the ground zero action. On the other spectrum are projects where you are actively involved, where you’re part managing but also directly responsible for some of the task and activities associated with the project. We’re going to focus on the latter (managing a small project where you are also responsible for some of the tasks). Here are some good project management skills that we think would work for small projects:

1) Ruthless prioritization. You have limited time and resources. Plan to tackle only 25% of all the things you could do for the project.
2) Be open to ideas.  When you are in control, you have the option to be open. Capturing all the ideas to solving individual tasks helps you identify high-variance solutions to some of your toughest problems. This absolutely does not mean you should execute all the ideas, but start by writing them down, instead of dismissing them outright.
3) Fast forward to the end. If you start with the end in sight, you will immediately know what you need to work on and what you don’t need to work on.
4) When you can’t decide whether something deserves to be done, make the decision to not do it. If you are truly on the borderline, and if it indeed becomes important, it will resurface in a very obvious manner. You can tackle it then, as opposed to wasting your time debating whether it’s worth doing now.
5) Use a Kano diagram to determine what are you must-haves, delighters, and performance based items so you can plan to put only the appropriate amount of resources in place.

So how do you take advantage of all this? You can use Priority Matrix as the repository of ideas (#2). Then you prioritize only the top 25% of tasks that must be done in the upper left quadrant (must-haves). The next 25% are delighters, 25% performance-based items, and 25% are uncategorized ideas (your repository).

Learn more about Priority Matrix for  WindowsiPhoneiPad, and Mac.

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Priority Matrix Helps Improve Small Business Productivity

At Appfluence, our vision is to help people find the necessary time to work on the most important things in their lives. We believe that it is only through rigorous prioritization do we find the time to spend enjoying life with our loved ones. By focusing on being on productive for your small business, you’ll be find time to do all the other important things.

Tips for small business owners:
The challenge for a small businesses is about managing the single most important resource: time.

  1. Don’t do everything. Have a to-do, but also a to-don’t list.
  2. Organize both long term and short term goals.
  3. Use the 4 quadrants in Priority Matrix to categorize all your action items.
  4. Don’t be afraid to say no to what seems like amazing opportunities. There are always new opportunities. Pick and choose your battles!

Time management for businesses with Priority Matrix
Priority Matrix can be used in businesses in 2 ways:

  1. To have one individual manage multiple projects in your business
  2. To have multiple people work together to manage a single project

How you would use Priority Matrix to help your business:

  1. Create a different project for each of your responsibilities
  2. Within each project, determine what are the activities relevant to that project. Activities can be general ideas, or a task.
  3. Prioritize each of these activities into criticality and urgency.
  4. Put tasks that are critical and urgent goes in the upper left. Tasks that are critical but not urgent in the upper right. Tasks that are not critical but urgent on the bottom left. Everything else in the bottom right as uncategorized.
  5. For tasks that are actionable, give them a due date, effort, and percentage completion. As you make progress, update this information.
  6. For strategic tasks (ideas), give them icons and notes.
  7. Every day, you review each project to see what are the critical and urgent things you need to work on immediately.
  8. Use the Master List to determine your priority across all projects.

When you use Priority Matrix for Team, you could even delegate tasks to your team members. With one click, you can literally see all the responsibilities for a certain individual across all your projects, giving you a comprehensive perspective of where you are in your small business.

Learn more about Priority Matrix for  WindowsiPhoneiPad, and Mac.

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Steve Ballmer, CEO of Microsoft, visits Appfluence and StartX

We had the honor of hosting Steve Ballmer, CEO of Microsoft, at our office today. Steve had a tremendous amount of insights about enterprise software, and gave us really great advice. We look forward to synthesizing all this and putting it into practice. We talked about Priority Matrix, our project management software, and Steve talked about Microsoft culture, vision, and the state of enterprise software. Here’s Pablo Diaz and myself, Hai Nguyen, with Steve Ballmer, at our desks. Great talking to you, Steve! – Hai

Steve Ballmer, CEO of Microsoft, with Hai Nguyen and Pablo Diaz at Appfluence

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It’s Official. Priority Matrix is the #1 productivity app in the US iPad App Store!

We’re super excited to announce that right now (October 16, 2012), Priority Matrix is the #1 productivity app in the US iPad app store. We’re also #1 in 10 other countries including China, Taiwan and Canada, and top 10 productivity in more than 50 countries across the world.

Priority Matrix is the #1 free iPad productivity app on iTunes app store!

We’re ahead of Dropbox, Gmail, Facebook, Twitter, LinkedIn, Evernote and the list goes on!

Our team is super excited, and look forward to serving our new customers!

Here are more screenshots!

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Priority Matrix just passed Facebook and LinkedIn in overall chart on the iPad app store!

We’re super excited that our award winning task management application, Priority Matrix,  has just passed Facebook, Twitter, LinkedIn, Gmail, Evernote and so many other top players on the overall ranking chart on the iPad app store.

We really want to thank our customers for their continued evangelism! Check out our screenshots below. 

And here’s a screenshot of the productivity store. We’re ahead of all the usual suspects.

It’s quite exciting to get so many new customers added to our ecosystem. Thank you for your support!

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Gamification of productivity to make your company more effective

A recent NY Times article talks about how we use the wrong metrics to measure efficiency. In the article, Robert Pozen argues that things such as social pressure force us to spend more hours at work, even when we’re adding virtually no value. Too many times we measure ourselves by comparing the number of hours we spend on a project. Instead, we should measure ourselves on outcomes and results. He argues one way to improve productivity is to hold ourselves accountable with weekly status reports.

For the sake of clarity and completeness, I want to take it further by making an argument that sometimes measuring hours is a good enough way of measuring efficiency. It really boils down to what you are comparing against. Here’s why.

Lets make the assumption that there are two candidates, person A and person B, who are working on the same project. Person A puts in 40 hours of work and person B puts in 20 hours of work. If we see similar results from both candidates, we might make the argument that perhaps person B is more effective, achieving substantially similar results with half the work. In this particular case, using results as the metric of efficiency makes sense. However, let’s come up with a second scenario where we have the same person B working on two different projects, project Y and project Z. Project Y takes 40 hours and project Z takes 20 hours. In this particular case, using hours as the metric of measuring how much work got done should make logical sense. What we’ve done is held the person A constant. For the most part, it’s the same person, with similar methodology, skillsets, and experience. What changed is the complexity of the project.

Implications
First, in a startup, results matter more than hours. Why? Mostly because we have no equivalence for understanding the skills and capabilities of the individuals. It takes a few months for you to be able to understand a person’s capabilities and how much they can get done given how much work they put in.

On the other hand, in a mature company with a repeatable established workflow, where a person has demonstrated his or her abilities and experience numerous time, hours may be a better metric for project complexity. While this is a far cry from the truth, the title “senior” or “II” indicate some sort of experience level with the current system, which means an hour of a senior person should yield more results than a junior person. This means hours can be a proxy for measurement of complexity.

If you are billing by the hours, and that’s the only way in your line of business, then adjust your billing rate to reflect your results. Ultimately, “results per hour” multiplied by the number of hours will also yield the outcome. An experienced designer or lawyer could command a massive fee because there is at least the perception that this person could do more per hour.

Gamification of productivity
So what happens in a perfect world? How would we reconcile the measurement of hours versus results? The beauty of using hours as a metric is it is so easy to measure! The beauty of using results as a metric is that it is directly relevant to value. The hard thing about measuring hours is that it tells us very little about how much will get accomplished. The hard thing about measuring results it that it is inherently harder to plan for when you have limited resources.

My proposal to overcome these different lines of thoughts? Gamify it.

1) Choose 5 skillsets. Give yourself a relative rating in each of your skillsets. Level 3 Python developer. Level 6 marketer. The relative rating doesn’t matter until you have another person to compare to in your company.
2) Sort your company’s employees by relative abilities
3) Make decisions on resource allocation by using comparative advantage

Implications
You are forced to make an assessment of yourself and your capabilities. You are forced to rank yourself. You acknowledge that rarely you are the best at everything. Even when you have hotshots on the team, you still have comparative advantage to consider. The single most important point about comparative advantage is that you may want to take longer to work on a project, on purpose! This is essentially putting someone on the project who isn’t the best at that particular job function, but it frees up the time for higher priority projects (the ones where outcomes matter most).

Additional questions

  1. If you hate being ranked, what are ways to make this work?
  2. How do you improve communications in a small team so that this becomes an honest discussion? (Breaking up into multiple dimensions of skill sets should help)
  3. What are good dimensions to start with? How far should you go?

Goodluck, and if you are looking for a tool to manage priorities, and still maintain clarity across many projects, there’s no better software than Priority Matrix. It’s expensive for the whole product suite, so it’s not for everybody, but it’s truly effective for those who are able to take advantage of it.

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Eisenhower Matrix Method – Manage importance and urgency in iOS, Windows and Mac

President Eisenhower reportedly managed his tasks by categorizing them into a 2×2 matrix with the dimensions of importance and urgency. We describe this method as the Eisenhower Method or the Eisenhower Matrix. This article describes what the Eisenhower Matrix is, how to think like it, how to use it, and briefly introduces Priority Matrix applications as a software solution to managing it.

There are a couple of reasons why you should follow this methodology.

  1. First, it gives clarity to where you should personally focus your attention.
  2. Second, it is easy for others to understand where your priorities are simply by looking at how you categorize your tasks.
  3. It improves your own personal prioritizing skills because categorizing your tasks into a 2×2 matrix forces you to *think* about how important each task is.

Let’s do a few definitions to make sure we’re on the same boat.

What is Important?
Important tasks are value adding tasks. Naturally, value has a broad definition, and depending on your choice and perspective, it would give different implications. For simplicity sake, we can choose to orient importance around economic value. A wonderful quote that describes value is:

“The value of a thing in any given time and place is the largest amount of exertion that anyone will render in exchange for it. But as men always seek to gratify their desires with the least exertion this is the lowest amount for which a similar thing can otherwise be obtained.” – Henry George Source

Incidentally, value can also refer to morality, and many other measures. Therefore, when we work on things that are important, we are ensuring that we are working on things that are more relevant, and more valuable. It’s boils down to a comparison between our different choices. To a specific individual, importance is certainly in context and with respect to all the other things that person can do. A President, within his job and context, has to deprioritize his least important tasks, even if that may be in fact more important than any of my tasks. Likewise, you have to choose what tasks are important to you, given the nature of your responsibilities and job function.

What is Urgent?
Urgency refers to the timeliness of a task. There are several reasons we may want to classify task as urgent, including:
1) Deadline, where not meeting this deadline would cause a failure in the project (e.g, a homework assignment, or meeting a conference submission schedule)
2) Opportunity loss, where every moment we’re not doing a task is a missed opportunity (e.g., improving a sales landing page, replying to a customer inquiry).
3) Meeting an expectation, where an actual deadline is not specified, but the sooner this task is done, there is added value elsewhere (e.g., picking up a friend from the airport as opposed to leaving her stranded).

Equally important, tasks that are not urgent are tasks where time may not have as much of an impact. Of course, urgency can change as a function of time. An example is putting your laundry in the drier. Over the course of a day, it is relatively not-urgent. However, at some point, it has to be done. It takes a small amount of time, but as the day goes by, the urgency of drying your clothes before bedtime becomes relevant.

Implementation of Eisenhower Matrix
Now that we have some clarity on definition, lets revisit the Eisenhower Matrix. To use the Eisenhower Matrix, we follow several steps:

1) Be prepared to write down all your tasks (at roughly the same level of complexity)
2) Be prepared to think about whether each task is important or not, and whether it’s urgent or not
3) Think about the context of the project with respect to your colleagues, job function and environment

Classifying your tasks 
Now that you are ready, classify your tasks into these 4 quadrants:

1) Quadrant 1: Important and Urgent (top left) – Crisis. Things that have to be done now because they are both important and time sensitive. Having a lot of items here indicate that you may have had some poor planning up to now.
2) Quadrant 2: Important and not urgent (top right) – Planning. These are the most value adding tasks that you have to do. They don’t have to be done now, but they can be prioritized and readied for actual execution. Getting rid of these tasks should be your priority after handling the crisis.
3) Quadrant 3: Low importance and urgent (bottom left) – Reactive. These are administrative, or other non-value adding tasks that won’t go away, but tackling them also is not your core job function. These tasks are best delegated to people who are specialized. If you are in a management position, these are key tasks that are candidates for delegations so that they can be done, but do not consume a significant amount of your mental and physical resources.
4) Quadrant 4: Low importance and not urgent (bottom right) – Time waster. These are tasks that are not relevant to your work, nor do they need to be done now. Classify them and then throw them away.
5) Quadrant 4 (alternative): I think writing down your time waster is a waste of time. Instead use quadrant 4 as your inbox, or repository of all tasks that are can’t be categorized into any of the other quadrants yet.

That’s it. Now you are ready to implement the Eisenhower principle in real life for your business and personal life. How to get started? You can do it on paper, or on software using Priority Matrix, the best software solution suite for management using the Eisenhower Matrix Method for WindowsiPhoneiPad, and Mac.

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GTD: Getting Things Done

We have mentioned GTD (Getting Things Done) by David Allen before, but we haven’t explained the methodology behind the world-famous “work-life management system.” GTD has inspired a plethora of software tools, books, apps, classes, websites, and seminars based on its methodology.

Getting Things Done: The Art of Stress-Free Productivity is the title of a bestselling book written by productivity guru David Allen, who was rated as one of the world’s most influential thinkers by Fast Company. Originally published in 2002, GTD is more widespread than ever, and continues to sell itself as an idea at the David Allen Company website.

Although GTD is multi-faceted and encompasses many details, the general idea of GTD is to plan ahead, prioritizing to-dos by importance and how quickly a task can be completed. GTD encourages thinking ahead of time so that more planning does not have to happen again later. One aspect of Getting Things Done is weekly reviews, in which you evaluate what is important to you in order to help plan and track priorities.

Again, GTD is more complex than a paragraph can explain, but I strongly urge all of you to take a look at the official GTD website or the Wikipedia entry on Getting Things Done. And if you are very interested in the concept, read the book by David Allen!

David Allen's Getting Things Done

Book Cover for David Allen's Getting Things Done

For our previous posts on GTD and how to use it with Priority Matrix, see GTD Templates for Priority Matrix and Using Priority Matrix with GTD Methodology.

 

Learn more about Priority Matrix for WindowsiPhoneiPad, and Mac.

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Lean production: reducing waste to increase productivity

Lean principles

Today, I want to discuss another widely-used technique to improve productivity. This idea is called lean production, lean manufacturing, lean methodologies, lean enterprise, or even just “Lean.” Lean often refers to improving manufacturing processes’ efficiency, but Lean is more than that. Its philosophy is about eliminating waste in all forms to make a process or business the best it can be. It also requires that the practitioners of Lean recognize that there is always room for improvement.

Lean, in its earliest form, comes from the Japanese manufacturing industry. However, its name was coined by John Krafcik, a former engineer at Toyota and master’s student at MIT in 1988. Although the general idea is about reducing waste to maximize productivity, it isn’t about cutting out employee breaks and shortening the lunch hour. It is about taking out things that do not add value in some way.

The three main categories of waste in the Lean methodology are “muda” (work that does not add value), “muri” (overburden), and “mura” (unevenness). Work without value and overburden are straightforward enough, but unevenness is essentially the absence of smoothness and flow in work processes. Unevenness is present when, for instance, ordering a raw material has a long lead time, and nothing can be done between the time it was ordered and when it arrives. Eliminating unevenness in this example is done by anticipating the need for the raw materials beforehand and placing an order ahead of time.

In addition to eliminating waste, Lean emphasizes improving quality of the process/results. This means that if Lean is implemented successfully, better results should be attained with less effort/resources.

Unfortunately, Lean does not come with an exact set of instructions, and requires its practitioners to be creative in order to make their process more efficient and less wasteful. Its guiding principles are what should drive every company, as it simply demands that your process/result becomes better. As a productivity method, however, it should be accompanied by another method that focuses more on the day-to-day time management, as opposed to the long-term success that Lean works best at.

For more information on Lean, go to their official website at lean.org.

 

Learn more about Priority Matrix for WindowsiPhoneiPad, and Mac.

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Appfluence on TV for StartX!

StartX

As you may know already, we are a part of the StartX startup accelerator program in Silicon Valley, and for the last 5-6 months, they have been providing us with mentorship and countless other valuable resources. Finally, for their efforts, they have been awarded an $800,000 grant from the Ewing Marion Kauffman Foundation, an entrepreneurship-focused non-profit organization from Kansas City.

You can see Appfluence being interviewed by NBC Bay Area in the video below!

 

So congratulations, StartX, on reaching new heights and continuing to support companies like ours!

Visit the StartX website here.

 

Learn more about Priority Matrix for WindowsiPhoneiPad, and Mac.

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Pomodoro technique: a structured way to increase productivity

At a company that focuses on helping to increase personal productivity, I’ve picked up on several different methods that people use to work faster or better. A range of different ideas presents themselves as the premier concept to improve your productivity, but how do you find the right one for you? Clearly, user testimonials will not be definitive, as only you will know how a certain work style fits you. In the hopes of helping you figure it out, I’m going to summarize various productivity methods in a series of blog posts, starting with  Francesco Cirillo’s Pomodoro Technique.

The Pomodoro Technique

The Pomodoro Technique was created by entrepreneur and innovator Francesco Cirillo in the late 1980s, intended to help people maximize their time doing work. ‘Pomodoro’ is Italian for tomato, and is this method’s namesake because Cirillo found a kitchen timer shaped like a tomato when he came up with the initial concept.

Pomodoro Timer

A Pomodoro Timer

The way that the Pomodoro technique works is that the time spent working is broken up into 25-minute intervals. Once you complete one 25-minute interval, you take a 5-minute break, and begin another 25 minutes of work.  You repeat this process until you complete a set of 4 intervals, and take a longer break. During these 25 minute periods of time, there are no interruptions or breaks. Throughout this process, a plan of what tasks need to be accomplished each interval are checked off, measuring your progress. After the session of work, you evaluate what you have done and how the Pomodoro technique has worked, so that you can make changes to improve your work process.

The Good

This method works for many people because of its simplicity. You just work for 25 minutes, stop for 5, and continue. It is easy to implement, and forces you to focus in a structured manner. Those who have a hard time focusing can benefit from the Pomodoro technique because by setting the timer, they know they are committing the next 25 minutes to working.

Recently, I wrote a post about flow state, and how certain things have to occur for you to achieve it. By repetitively setting a timer and working in these short intervals, your mind can begin to associate the timer ticking and quick working style with flow state, therefore achieving flow state more quickly every time you sit down to work. It can give you structure to an otherwise chaotic mess of tasks to do, as well as allow time to reflect on the way you work and improve your work habits.

The Bad

While the Pomodoro technique has been proven to work, it is not without its flaws. Because of such a rigid structure, it does not work for everyone or every task. Some things just can’t be completed in 25 minutes. It also wouldn’t make sense to set a time limit if you are in the middle of your flow state. For many, flow state can last several hours. By constantly interrupting your work with the 5-minute breaks, you are wasting time that could have been extremely productive. Also, after you take that break, it takes time to get back into flow, which occupies more time at the beginning of the next 25-minute interval.

Conclusion

While it is a useful technique, I would not recommend using it for every task that you do, although I highly recommend experimenting with it. You will have to be the judge of what how useful using the Pomodoro technique is for you, by trying it out for a few days and noting how your performance has changed (if at all).

Learn more about Priority Matrix for WindowsiPhoneiPad, and Mac.

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Rated one of the Top Productivity Blogs of 2012!

According to successful entrepreneur Evan Carmichael, the Appfluence productivity 151 blog has been rated #18 in the Top 50 Productivity Blogs of 2012! You can find the entire listing over at his website.

Top 18 Productivity Blog of 2012

Thanks for the support, Evan, and to all of our readers! We appreciate your readership, and hope to continue providing meaningful, productivity-related content for you.

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The Apple iCloud hack and the advantages of offline data access

If you haven’t heard already, a Wired Magazine journalist’s iCloud account was hacked into last Friday, creating shockwaves in the tech world and shedding some light on questionable security measures. Through exploitation of the AppleCare Technician procedures and some dot-connecting between various online accounts, an anonymous party known only as “Phobia” found their way into Mat Honan’s life, sending profane tweets, deleting his data stored on iCloud, and remotely wiping his Apple devices clean. With more people beginning to use the cloud as their only means of storage, this horror story illustrates how doing so can be absolutely catastrophic.

Before speaking any further about the problems surrounding iCloud’s security issues, I have to mention that Mat Honan himself has admitted that this disaster is largely the fault of his own, for not backing up his data and for connecting his accounts in such a way that the compromising of one could allow others to be accessed as well. Clearly, the blame falls upon the party with malicious intent to even attempt such an act, but the extent of the damage caused could have been directly prevented by the victim. With that being said, it also calls to attention the inadequacy of the cloud as a sole storage method.

Because your data is in someone else’s hands, you immediately put your data at risk that would not be present if you had not used the cloud. It does, however, offer benefits of an off-site backup, secure from, say, a house fire; and the ability to access the data from just about anywhere with an internet connection. Opening these channels to yourself also means a increasing the number of ways hackers can find their way into your account. While storing data on the cloud is a viable solution, ensure that it is not your only one.

“Phobia” was able to wreak so much havoc because he/she/they could follow the links between Honan’s accounts, as well as find loopholes in Amazon’s and Apple’s security systems. For the entire explanation, click here to go to the Wired Magazine article written by Mat Honan himself.

At Appfluence, we understand the importance of security in data storage and access. That is why Priority Matrix allows you to sync data over the cloud or work offline if you want to, exporting your .pmatrix files from one device to the next.

Let us know in the comments, or at feedback@appfluence.com, if you have any questions about your data security at Appfluence.

Learn more about Priority Matrix for Windows, iPhone, iPad, and Mac.

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Finding the best to do list app with a to do list template

Finding the best to do list app or software is a difficult task, given all of the choices available these days. However, you can make sure that you find the most valuable software by breaking the task down into smaller parts.

First, you need to find out what kind of to do list template suits your style of working. There are many different ways to create a to do list, and I want to lay some of them out here. If you are using the template for work purposes, try the weekly status report templates instead. Try working with some of the following to do list templates to see what you like best:

If you want to use GTD templates, SWOT templates, then you can simply use the Priority Matrix software, which allows you to create, export, and share 4-quadrant templates.

Obviously, for those that prefer the simplest methods, you could just write your to dos down in any random order on a piece of paper, and cross them out as you complete them.

Things I have to do:

  1. Buy groceries
  2. Go to doctor’s office
  3. Visit parents
  4. Pick kids up from school

However, by spending less time organizing your ideas, you may end up wasting more time later while completing the tasks.

Here is a to do list template with a little more complexity, which can be found at the  Microsoft Office Templates website:

to do list template

You can download the .docx file for this template here, or at the Microsoft Office Templates page here. This template adds more useful information onto the previous template, like “Due Date” and includes “Who” the task might involve.

I personally find it easier to sort not only my tasks, but to sort my to do lists. I will have different to do lists for different parts of my life. For instance, I will have one for work, and one for home/life in general. Here is an example of how multiple to do lists can be useful:

To do list template

Download the .docx file for this to do list template here.

And last, but certainly not least, is the to do list template that we like to use here at Appfluence. The time management matrix is our bread and butter, with good reason. We simply believe that organizing our tasks into 4 different levels of priority and urgency allows us to choose which tasks should be done first. Take a look here for the explanation of the 4-quadrant method.

Got any ways you create to-do-lists? Let us know in the comments.

Learn more about Priority Matrix for  WindowsiPhoneiPad, and Mac.

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Registering Priority Matrix for Windows

In certain cases, you may experience problems registering for Priority Matrix for Windows. One of the likely cause is that your computer does not recognize our security certificate. To get around this:

1) Point your browser to https://sync.appfluence.com

2) On the top, near the URL, there’s a lock icon, tap on it and choose to accept certificate (on Chrome, on IE, you have to add it to trusted sites)

3) On older versions of Internet Explorer, you may have to click on the lock icon on the right, choose to view certificate, then choose to install certificate, choose “Place all certificates in the following store”, and then choose “Browse” and then “Trusted Root Certification Authorities” folder, click next and then finish.

4) Restart the app and try authentication again.

Here’s the screenshot on what this looks like on Chrome:

Alternatively, you may use a browser like Internet Explorer. In this case, add https://sync.appfluence.com to one of your trusted site, like below:

Afterwards, just restart the app and retry authentication with your email and registration key.

What else may be happening?

1) Your system time may be off, which might conflict with our security certificate. Check your time in this case.

2) You may have a firewall blocking the access of Priority Matrix. You would have to add an exception to our application (maybe through your IT department), and do the following:

  • Allow PriorityMatrix.exe to access port 443
  • Add PriorityMatrix to the white list and make sure it’s not on the blacklist
  • Add https://sync.appfluence.com to your trusted list and allow it to be accessed.

3) There seems to be a bug where sometimes old Verisign certificates are used, in which case it leads to the “Certificate has expired” error, even though it is false. One way to fix this may be to delete old certificates: http://www.ehow.com/how_5095936_remove-ssl-certificate.html or http://www.ehow.com/how_6801598_remove-windows-security-alert-certificate.html

Contact us if you still have any other questions!

Additional resources:

http://etudes.org/gateway/article_ssl.html

https://www.dropbox.com/help/159/en

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