This tutorial will be a step-by-step guideline to make an **Eisenhower Matrix **template in **Excel**. The **Eisenhower Matrix** is very useful to fix the management strategy of a company or an organization. After going through this article, you will be able to create an **Eisenhower Matrix**. We will also provide you with a free template to get more insight into an **Eisenhower Matrix**.

## Download Free Template

You can download the template from here.

## What Is an Eisenhower Matrix?

American educator **Stephen Covey **first introduced the **Eisenhower Matrix**. He named it after **Dwight D. Eisenhower,** the **34th **president of **America**. **Dwight D. Eisenhower** was famous for his high output and organization skills. Another name for the **Eisenhower Matrix** is the **Urgent-Important** **Matrix**. Generally, a person can use the **Eisenhower Matrix **to prioritize his work based on the urgency and importance level of that work. Also, this matrix will allow us to categorize our data such as what you should do right now, what you should plan for later, what you should assign, and what you should remove from your list.

## 2 Easy Steps to Make an Eisenhower Matrix Template in Excel

In an **Eisenhower Matrix**, we will have two parts. One part is the data section of the template. The data section will contain two parameters named **Important **and **Urgent**. We will set two values **Yes **or **No **with **Data Validation** to fix the level of importance and urgency. Another one is the **Eisenhower **box. This box will consist of four quadrants. Each quadrant will portray a combination of the importance and urgency of our task. Basically, the four combinations of importance and urgency that the four quadrants represent are:

**I****mportant – Urgent****Important – Not Urgent****Not Important – Urgent****Not Important – Not Urgent**

So, in the first step, we will create the data section. Then, in the second step, we will create the **Eisenhower **box.

### STEP 1: Create Data Section of Eisenhower Matrix Template

To make the data section follow the below simple steps.

- To begin with, make a chart in cell range (
**H4:J13**). Use the headings like the following image. - In addition, we can enter the name of our tasks also in the
**Tasks**column.

- Next, select cell
**I6**.

- Then, go to the
**Data**Select the option**Data Validation**from the**Data Validation**dropdown menu.

- A new dialogue box named ‘
**Data Validation**’ will open. - Furthermore, go to the
**Settings**tab. - Subsequently, from the
**Allow**section select the option**List**from the dropdown menu. - Moreover, type the options
**Yes**and**No**in the**Source**field. - Now, click on
**OK**.

- As a result, we can see a
**Data Validation**dropdown in cell**I7**. If we click on the dropdown icon of cell**I7**, the two options**Yes**and**No**will be available.

- Afterward, drag the
**Fill Handle**tool vertically from cell**I7**to**J13**. - Again drag the
**Fill Handle**tool vertically from cell**J13**to**J14**. - Finally, we get a
**Data Validation**dropdown in all the cells from the range (**I6:J13**). So, we can express the level of importance and urgency of our tasks by selecting the option**Yes**or**No**.

### STEP 2: Make Eisenhower Box

In the second step, we will create the part **Eisenhower** box of an **Eisenhower matrix **in **Excel**. Suppose we will select the values **Yes **or **No **for a task in the **Data **section. As a result, the task will automatically appear in the **Eisenhower matrix **box based on importance and urgency. To do this we will follow the below steps.

- Firstly, create a chart in the cell range (
**B5:F13**). You can do formatting as per your own choice.

- Secondly, select cell
**D6**. - Type the following formula in that cell:

`=IFERROR(INDEX($H$6:$H$13,SMALL(IF((LEN($H$6:$H$13)<>0)*($I$6:$I$13="Yes")*($J$6:$J$13="Yes"),ROW($H$6:$H$13)-ROW($H$5),""),ROW(H6)-ROW($H$5))),"")`

- Press
**Enter**.

- Next, drag the
**Fill Handle**too from cell**D6**to**D9**. - So, the above action will insert the above formula from cells
**D6**to**D9**.

- Then, select cell
**F6**. Insert the following formula in that cell:

`=IFERROR(INDEX($H$6:$H$13,SMALL(IF((LEN($H$6:$H$13)<>0)*($I$6:$I$13="Yes")*($J$6:$J$13="No"),ROW($H$6:$H$13)-ROW($H$5),""),ROW(H6)-ROW($H$5))),"")`

- Hit
**Enter**.

- Afterward, pull the
**Fill Handle**tool from cell**F6**to**F9**.

- Furthermore, select cell
**D10**. Enter the below formula in that cell:

`=IFERROR(INDEX($H$6:$H$13,SMALL(IF((LEN($H$6:$H$13)<>0)*($I$6:$I$13="No")*($J$6:$J$13="Yes"),ROW($H$6:$H$13)-ROW($H$5),""),ROW(H6)-ROW($H$5))),"")`

- Press
**Enter**.

- Now, drag the
**Fill Handle**tool from cell**D10**to**D13**.

- Again, select cell
**F10**. Type the following formula in that cell:

`=IFERROR(INDEX($H$6:$H$13,SMALL(IF((LEN($H$6:$H$13)<>0)*($I$6:$I$13="No")*($J$6:$J$13="No"),ROW($H$6:$H$13)-ROW($H$5),""),ROW(H6)-ROW($H$5))),"")`

- Press
**Enter**.

- Also, drag the
**Fill Handle**tool from cell**F10**to**F13**. - Lastly, the process to make an
**Eisenhower**box is finished now.

**🔎**** How Does the Formula Work?**

**ROW($H$6:$H$13)-ROW($H$5):**In this part,**the ROW function**returns a numeric value for each task in cells (**I6:I13**).**LEN($H$6:$H$13):**Here,**the LEN function**returns the lengths of each text from cells (**H6:H13**).**IF((LEN($H$6:$H$13)<>0)*($I$6:$I$13=”Yes”)*($J$6:$J$13=”Yes”),ROW($H$6:$H$13)-ROW($H$5),””)**: Suppose in a particular row both values from cell (**I6:I13**) and (**J6:J13**) is**Yes**. Then, the above part of the formula with**the IF function**will return the text from the range (**H6:H13**) in that row.**SMALL(IF((LEN($H$6:$H$13)<>0)*($I$6:$I$13=”Yes”)*($J$6:$J$13=”Yes”),ROW($H$6:$H$13)-ROW($H$5),””):**Here**the SMALL function**returns the lowest matching value for each array.**(INDEX($H$6:$H$13,SMALL(IF((LEN($H$6:$H$13)<>0)*($I$6:$I$13=”Yes”)*($J$6:$J$13=”Yes”),ROW($H$6:$H$13)-ROW($H$5),””):**Lastly, this formula wit**the INDEX function**looks for matched values in the array (**H6:H13**) and returns them in cell**D6**.**IFERROR(INDEX($H$6:$H$13,SMALL(IF((LEN($H$6:$H$13)<>0)*($I$6:$I$13=”Yes”)*($J$6:$J$13=”Yes”),ROW($H$6:$H$13)-ROW($H$5),””),ROW(H6)-ROW($H$5))),””):**This part returns the final result in cell**D6**. If the value gets an error**the IFERROR function**returns blank.

**Read More: How to Create a Matrix Chart in Excel (2 Common Types)**

**Similar Readings**

**How to Calculate Covariance Matrix in Excel (with Easy Steps)****Multiply 3 Matrices in Excel (2 Easy Methods)****How to Create Traceability Matrix in Excel**

## Feature of Eisenhower Matrix Template in Excel

In this section, we will discuss how we can use the **Eisenhower Matrix** template in **Excel**. We will create the same template that we created in earlier steps. To illustrate the process we will follow the below steps.

**STEPS:**

- In the beginning, select importance level
**Yes**from the dropdown menu of cell**I6**. - Also, select the value
**Yes**in cell**J7**.

- As a result,
**Task-1**automatically appears in the first quadrant of the**Eisenhower**box. It means**Task-1**is both important and urgent.

- After that, for
**Task-2**Select the value**Yes**for the importance level in cell**I7**. Also, select the value**No**for urgency level in cell**J7**. - So,
**Task-2**appears in the**2nd**This means that**Task-2**is important but not urgent.

- Moreover, for
**Task-3**choose an option**No**in cells**I8**and**J8**. In that case, both the level of importance and urgency of the task is**No**. - Lastly, we can see
**Task-3**in the**fourth**quadrant.

## Conclusion

In the end, this post will show you how to make an **Eisenhower Matrix** template in **Excel**. Download the practice workbook that comes with this article to put your skills to the test. If you have any questions, please leave a comment in the box below. We’ll try our best to respond as soon as possible. Keep an eye out for more intriguing **Microsoft Excel** solutions in the future.

I don’t see a link to download the “practice workbook” that comes with this article.

Please forward.

Thank you,

Hello, Mary Visco! The downloadable file has been sent to your gmail address. If you can’t find the mail in inbox then please look for it in spam folder. Best regards!

Hello,

I am trying this “How to make”, but the formula for the Matrix does not work.

=IFERROR(INDEX($H$6:$H$13,SMALL(IF((LEN($H$6:$H$13)0)*($I$6:$I$13=”Yes”)*($J$6:$J$13=”Yes”),ROW($H$6:$H$13)-ROW($H$5),””),ROW(H6)-ROW($H$5))),””)

I think the problem starts here

IF((LEN($H$6:$H$13)0)*($I$6:$I$13=”Yes”)*($J$6:$J$13=”Yes”),ROW($H$6:$H$13)-ROW($H$5),””)

Any suggestions? Working with Microsoft 365.

Hi KARLHEINZ,

Looks like you have missed the

<>symbol in the SMALL(IF((LEN($H$6:$H$13)0) portion of the formula. The correct formula should be this:SMALL(IF((LEN($H$6:$H$13)

<>0)I hope this solves your problem. Please let us know if you face any other issues.

Hello,

I have tried the download version and to make my own and neither will add the task when set to yes or no on the matrix.

I have copied the formula on this site into the cells and drag copied down for each section of the matrix the specific code, but still no results.

Any suggestions?

Thanks!

Hello JC,

Thanks for your comment. I am replying to you on behalf of ExcelDemy. The downloaded file works for me.

You can follow the steps from the Feature of

Eisenhower Matrix Template in Excelsection. If it still doesn’t work then check if all cells contain the formula in theEisenhower Matrix.And, while making your own

Eisenhower Matrix, check if you are applying for the same range as in this article. If not, change your ranges accordingly in the formula.Lastly, if you are using an older version of

Microsoft Excelthen pressCtrl + Shift + Enterwhile entering the formula.I hope this will help you to solve your problem. If none of these works then you can let us know at [email protected] with your Excel file and problem details. We will try our best to solve your problem.

Regards

Mashhura

ExcelDemy

Hello,

I am using two sheets. One sheet has the info (Task E7, Priority B7(High, Medium, Low)) and the second sheet will have the prioritization matrix.

How do i reference the formula from another sheet? Or what would be the formula in this case? Thank you.

Hello SEAN,

Here, we have listed the following tasks in a sheet which we will classify according to their importance and urgency.

• For creating drop-down lists for each of the cells in range

C5:D12, we have opened theData Validationdialog box.• In the

Sourcebox, typeHigh,Medium,Low.Then, we selected the following values for the tasks in the

Tasksheet.In another sheet named

Matrix, we have created the following template.• For the portion of

High ImportantandHigh Urgentuse the following formula in cellD5, pressENTER, and usethe AutoFill featureup to cellD8.`=IFERROR(INDEX(Task!$B$5:$B$12,SMALL(IF((LEN(Task!$B$5:$B$12)<>0)*(Task!$C$5:$C$12="High")*(Task!$D$5:$D$12="High"),ROW(Task!$B$5:$B$12)-ROW(Task!$B$4),""),ROW(Task!B5)-ROW(Task!$B$4))),"")`

• For the portion of

High ImportantandMedium Urgentuse the following formula in cellF5, pressENTER, and use theAutoFillfeature up to cellF8.`=IFERROR(INDEX(Task!$B$5:$B$12,SMALL(IF((LEN(Task!$B$5:$B$12)<>0)*(Task!$C$5:$C$12="High")*(Task!$D$5:$D$12="Medium"),ROW(Task!$B$5:$B$12)-ROW(Task!$B$4),""),ROW(Task!B5)-ROW(Task!$B$4))),"")`

• For the portion of

High ImportantandLow Urgentuse the following formula in cellH5, pressENTER, and use theAutoFillfeature up to cellH8.`=IFERROR(INDEX(Task!$B$5:$B$12,SMALL(IF((LEN(Task!$B$5:$B$12)<>0)*(Task!$C$5:$C$12="High")*(Task!$D$5:$D$12="Low"),ROW(Task!$B$5:$B$12)-ROW(Task!$B$4),""),ROW(Task!B5)-ROW(Task!$B$4))),"")`

• For the portion of Medium Important and High Urgent use the following formula in cell

D9, pressENTER, and usethe AutoFill featureup to cellD12.`=IFERROR(INDEX(Task!$B$5:$B$12,SMALL(IF((LEN(Task!$B$5:$B$12)<>0)*(Task!$C$5:$C$12="Medium")*(Task!$D$5:$D$12="High"),ROW(Task!$B$5:$B$12)-ROW(Task!$B$4),""),ROW(Task!B5)-ROW(Task!$B$4))),"")`

• For the portion of

Medium ImportantandMedium Urgentuse the following formula in cellF9, pressENTER, and usethe AutoFill featureup to cellF12.`=IFERROR(INDEX(Task!$B$5:$B$12,SMALL(IF((LEN(Task!$B$5:$B$12)<>0)*(Task!$C$5:$C$12="Medium")*(Task!$D$5:$D$12="Medium"),ROW(Task!$B$5:$B$12)-ROW(Task!$B$4),""),ROW(Task!B5)-ROW(Task!$B$4))),"")`

• For the portion of

Medium ImportantandLow Urgentuse the following formula in cellH9, pressENTER, and usethe AutoFill featureup to cellH12.`=IFERROR(INDEX(Task!$B$5:$B$12,SMALL(IF((LEN(Task!$B$5:$B$12)<>0)*(Task!$C$5:$C$12="Medium")*(Task!$D$5:$D$12="Low"),ROW(Task!$B$5:$B$12)-ROW(Task!$B$4),""),ROW(Task!B5)-ROW(Task!$B$4))),"")`

• For the portion of

Low ImportantandHigh Urgentuse the following formula in cellD13, pressENTER, and usethe AutoFill featureup to cellD16.`=IFERROR(INDEX(Task!$B$5:$B$12,SMALL(IF((LEN(Task!$B$5:$B$12)<>0)*(Task!$C$5:$C$12="Low")*(Task!$D$5:$D$12="High"),ROW(Task!$B$5:$B$12)-ROW(Task!$B$4),""),ROW(Task!B5)-ROW(Task!$B$4))),"")`

• For the portion of

Low ImportantandMedium Urgentuse the following formula in cellF13, pressENTER, and usethe AutoFill featureup to cellF16.`=IFERROR(INDEX(Task!$B$5:$B$12,SMALL(IF((LEN(Task!$B$5:$B$12)<>0)*(Task!$C$5:$C$12="Low")*(Task!$D$5:$D$12="Medium"),ROW(Task!$B$5:$B$12)-ROW(Task!$B$4),""),ROW(Task!B5)-ROW(Task!$B$4))),"")`

• For the portion of

Low ImportantandLow Urgentuse the following formula in cellH13, pressENTER, and usethe AutoFill featureup to cellH16.`=IFERROR(INDEX(Task!$B$5:$B$12,SMALL(IF((LEN(Task!$B$5:$B$12)<>0)*(Task!$C$5:$C$12="Low")*(Task!$D$5:$D$12="Low"),ROW(Task!$B$5:$B$12)-ROW(Task!$B$4),""),ROW(Task!B5)-ROW(Task!$B$4))),"")`

Note:Here, we have used the sheet name

Taskin all our formulas, if you have any other sheet name, then put this name in the formulas.Regards

Tanjima Hossain

I’m not able to adjust the ranges in these formulas in order to make a longer reference list without causing an error. Please advise. Thanks

Hello Theo,

Follow these steps to adjust ranges to make a longer list without any error.

1. First, to make the task list longer, select cells

H13throughJ13. Then drag the fill handle down to add new task.2. In this example, we added five new tasks. Therefore, the new ranges for column

H, IandJareH6:H18,I6:I18andJ6:J18respectively.3. Then select cell

D6and change the ranges ofH,IandJcells in the formula bar and pressEnter. After that,Autofillformula up to cellD9.4. Similarly,

change the formula ranges for other cellsas well.5. Finally, you can see in the following figure that the formula is working properly.

I hope this solves your problem. Please let us know if you face any other issues.

Hello! This has worked perfectly for my worksheet – thank you! My worksheet also contains a column that marks the status of the task (ongoing, on hold, completed, cancelled). I’m struggling with coming up with a conditional formatting or additional formula that will remove an item from the Eisenhower box once it has been updated as completed or cancelled within my to do list.

Within my to do list, the conditional formatting comes into play and shades out and places strike through once a task is completed or cancelled. Is there a way to then have the box update to remove those tasks from the quadrants once it recognizes a complete or cancelled?

I hope you need something like this- once you update the status of a work in a column, there will be a strikethrough in the Eisenhower dashboard.

Here is a sample how you can work with it.

You can see that the completed tasks (Task-2, Task-3 etc.) get a strikethrough in the

UrgentandNot Urgentcolumns. For this purpose, we will apply two conditional formatting for two types of work (UrgentandNot Urgent). Select theUrgentrange first and then go toConditional Formatting>>New Rule.The

New Formatting Rulewindow will appear. Select the optionUse a formula to determine which cells to formatand type the formula below in the ‘Format values where this formula is true‘ section.[wpsm_box type="red" float="none" textalign="center"]

`=OR(D6=$L$7:$L$14)`

[/wpsm_box]

After that, click on the

Formatbutton.In the next window, check

Strikethroughand clickOK.You will see a preview of how the formatted texts will look like, just click

OK.Finally you will see the

Strikethroughson theCompleted Urgent tasksin theEisenhower dashboard.Do the same

Conditional Formattingprocedure for theNot Urgentrange. You will getStrikethroughsonNot Urgent Completed tasks.