This Eisenhower matrix template sorts every task into one of four boxes from two checkboxes. Tick both important and urgent and the task lands in To Do; important only goes to To Decide; urgent only goes to To Delegate; neither goes to To Delete. It is built into our project management spreadsheet for Google Sheets and Excel, and it suits anyone whose task list is longer than their week.
What the Eisenhower Matrix Template Tracks
You do not fill in the matrix itself. You tick important, urgent or both on each task in the task list, the decision is filled in for you, and the decision matrix tab shows every task in its box:
| Important | Urgent | Box | What you do |
|---|---|---|---|
| Yes | Yes | To Do | Do it now, today if you can |
| Yes | No | To Decide | Choose when, and put a date on it |
| No | Yes | To Delegate | Hand it to someone and name the owner |
| No | No | To Delete | Drop it, or park it on a someday list |
A few details make it more useful than a four-box drawing:
- Recurring tasks are included. Unlike the Kanban board and the Gantt chart, the matrix shows recurring tasks next to one-off tasks, so a weekly report competes for attention with project work, as it does in real life.
- Filters by month, done status and project. Look at October only, hide finished tasks, or see one client’s work.
- A completed count shows how many tasks you have already cleared.
- The same decision colors your calendar. The monthly and weekly calendars can color tasks by decision, so a To Do task stands out on the day it is due.
Worked Example: A Design Studio’s October List
Here is a small design studio’s October list in mid-month, with two recurring tasks among the one-off ones:
| Task | Project | Important | Urgent | Box | Done |
|---|---|---|---|---|---|
| Fix the checkout bug on a client site | Clinic site | Yes | Yes | To Do | Yes |
| Send October invoices (monthly) | Admin | Yes | Yes | To Do | Yes |
| Client revisions due Friday | Clinic site | Yes | Yes | To Do | No |
| Prepare a Q1 proposal for a returning client | Sales | Yes | No | To Decide | No |
| Add three recent projects to the portfolio | Marketing | Yes | No | To Decide | No |
| Take an accessibility refresher course | Training | Yes | No | To Decide | Yes |
| Reply to a supplier’s quote request | Admin | No | Yes | To Delegate | Yes |
| Book a room for the client workshop | Clinic site | No | Yes | To Delegate | No |
| Post the weekly studio update (weekly) | Marketing | No | Yes | To Delegate | Yes |
| Resize images for the blog | Marketing | No | Yes | To Delegate | No |
| Redesign the email signature | Admin | No | No | To Delete | No |
| Reorganize old project folders | Admin | No | No | To Delete | No |
Counted box by box, October looks like this:
| Box | Tasks | Done | Still open |
|---|---|---|---|
| To Do | 3 | 2 | 1 |
| To Decide | 3 | 1 | 2 |
| To Delegate | 4 | 2 | 2 |
| To Delete | 2 | 0 | 2 |
| Total | 12 | 5 | 7 |
Five of twelve tasks are done, about 42%, and the open list is easy to act on. The client revisions are the only open To Do task, so they come first today. The Q1 proposal and the portfolio update are important but undated, which is how important work turns urgent later: each gets a slot on the calendar this week. The room booking and the blog images need an owner, not the studio lead’s time. The two To Delete tasks can simply go.
Filter by the Admin project and a pattern shows: four tasks, but only one is in To Do, one is delegable and two belong in To Delete. Admin feels busy without being important, which is useful to know when you plan the next month.
How to Set Up the Matrix in the Spreadsheet
- On the setup tab, add your people, statuses and project categories.
- List your projects on the project manager tab, including an internal one such as Admin for non-client work.
- Enter one-off tasks on the variable tasks tab. For each, tick important, urgent, both or neither. Ticking neither sends a task to To Delete, which is a prompt to reconsider it; nothing is removed from your list.
- Add routine work on the recurring tasks tab with its frequency, so it shows up in the matrix alongside project tasks.
- Open the decision matrix tab and set the month, the project and whether to show done tasks.
- Work the To Do box first. For To Delegate, set an owner on the task; for To Decide, give it a start or due date.
Urgent Versus Important: The Method in Brief
The matrix is only as good as your two ticks, so settle the definitions before you start:
- Urgent means time-bound: due in the next few days, or someone is blocked until it is done.
- Important means it moves a goal, a project or a commitment forward. If skipping it would still matter a month from now, it is important.
Most people over-tick urgent. A request arriving by email feels urgent, but unless it has a near deadline or blocks someone, it is not. For four filled-in matrices (a manager, a freelancer, a student and a parent), see our Eisenhower matrix examples.
The Delegate box only works with a proper handoff: what done looks like, the deadline and when you will check in. How to delegate tasks has a handoff checklist. If two checkboxes feel too blunt for your list, how to prioritize tasks compares the matrix with MoSCoW, ABCDE and other methods, and how to manage recurring tasks covers routine work, which often ends up in the Delegate box.
The matrix decides what to work on; the Kanban board template then shows how that work is moving.
Build Your Own Eisenhower Matrix in Google Sheets or Excel
Columns. A: Task, B: Important, C: Urgent, D: Box, E: Done, F: Due date, G: Project.
Checkboxes for B, C and E. In Google Sheets, select the cells and choose Insert > Checkbox. Recent versions of Excel for Microsoft 365 have Insert > Checkbox too; in older versions, use a TRUE/FALSE dropdown (Data > Data Validation > List).
The box in D2, identical in both apps:
=IF(A2="", "", IF(AND(B2=TRUE, C2=TRUE), "Do", IF(B2=TRUE, "Decide", IF(C2=TRUE, "Delegate", "Delete"))))
The first IF keeps empty rows blank, so they do not pile up in Delete, and the =TRUE tests treat an unset dropdown as unticked instead of returning an error.
Each quadrant as a list. Put the first day of the month in H1 (for example 10/1/2026) and build one list per box. This one shows open Do tasks due that month:
- Google Sheets:
=IFERROR(FILTER(A2:A100, D2:D100="Do", E2:E100=FALSE, F2:F100>=H1, F2:F100<EDATE(H1, 1)), "Nothing here") - Excel:
=FILTER(A2:A100, (D2:D100="Do")*(E2:E100=FALSE)*(F2:F100>=H1)*(F2:F100<EDATE(H1, 1)), "Nothing here")
Google Sheets takes each condition as a separate argument, while Excel multiplies them into one. Swap “Do” for “Decide”, “Delegate” and “Delete” to fill the other three boxes, and add a project condition on column G the same way.
Completed count, the same in both apps: =COUNTIFS(D2:D100, "Do", E2:E100, TRUE) gives done tasks in the Do box, and =COUNTIF(E2:E100, TRUE)/COUNTA(A2:A100) gives the share of all tasks done (format it as a percentage).
Who This Eisenhower Matrix Template Suits
It suits you if:
- your task list is longer than the time you have, and you need a fast way to decide what goes;
- you manage people and want a clear list of what to hand off;
- you mix client work, admin and routine tasks and want them judged on the same scale.
It adds little if your work arrives already ranked, such as a support queue where every ticket has a response time. There, a priority column or a simple board does the job with fewer clicks.
A good weekly habit: open the To Decide box first on Monday, not To Do. To Do takes care of itself because it is urgent; the important, undated work in To Decide is what quietly slips if nobody gives it a date.