TEMPLATES - Advanced Topics in Priority Matrix

Video presented by Hai Nguyen

Webinar on

This is a dedicated webinar to discussing templates in Priority Matrix.

-Learn how you can use hundreds of free PM templates, where to get them, how to use them in your workflow.
-Learn how you can create your own custom workflow templates.
-Learn how to export CSV and build template files for your own organization.

This is not an intro class to Priority Matrix. We recommend you watch other videos first and get familiar with Priority Matrix before registering for this one.

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Video transcription (27:51.40) Stop scroll

0.12s morning everyone we'll go ahead and get
2.08s started uh first of all thank you so
3.96s much for being here today my name is
5.68s hiwin I'm co-founder of affence the
7.48s company behind promatrix today's webinar
10.64s is on our Advanced feature called custom
14.00s templates um before I get started I want
16.28s to let you know that this webinar is
17.92s recorded and so we'll be sharing the
19.52s recording with everyone
21.56s afterwards and then also in the chat
24.04s section here um there's a place for you
26.20s to send me any questions that you may
28.64s have so if there during the the webinar
31.08s you have questions around use cases or
33.24s features send them in the chat when I
35.16s get a chance I'll take a look and then
36.76s we'll I'll try my best to answer them
39.04s and so hopefully uh we can leverage that
41.40s um to your advantage and both to answer
43.40s things that otherwise you know would be
45.80s hard to figure out on your own and with
48.32s that we'll we'll get
51.04s started so um today's goals are pretty
55.40s simple one help you understand how to
58.44s customize party Matrix templates help
1:1.00 you understand how to save use and share
1:2.88 templates how to build repeated
1:4.68 workflows and then how to Import and
1:6.68 Export CSV and then lastly how to use
1:9.04 the vast uh resources of templates that
1:11.40 we provide for
1:12.68 free now as you can tell this is not an
1:15.48 introduction to pry Matrix so if you're
1:17.36 interested in that definitely check out
1:18.76 some of our other webinars where I Do
1:20.72 cover the basics of pry Matrix and how
1:22.88 to use it and how to get the most out of
1:24.88 it and then also we have other webinars
1:26.88 on email management and how to use that
1:29.36 today we're focusing on templates and so
1:31.72 I'm going to make the assumption that
1:33.08 you have basic understanding of petrics
1:35.32 already now what you're really looking
1:37.16 at is how to save time and effort in the
1:39.60 long
1:40.52 run so um I'm going to go and explain
1:45.80 what me continue here so what P Matrix
1:48.96 is it's a comprehensive email priority
1:50.80 and project management software to help
1:52.72 teams manage emails conduct efficient
1:54.40 meetings and get real-time status on
1:56.24 critical projects and priorities at the
1:58.40 end of the day Patric is a priority
2:0.80 management software and it's a
2:2.44 communication software so what that
2:4.08 means is that we help you prioritize all
2:7.44 the work you have to do and communicate
2:9.48 that clearly to others around you and so
2:12.44 everything that I talk about in terms of
2:14.28 functionality everything I talk about in
2:16.00 terms of features and so forth really
2:18.12 revolves around that Central
2:20.08 core so what makes PR Matrix better than
2:22.76 other Solutions um if you're looking at
2:24.88 our software already then you're
2:26.16 probably aware of some of these things
2:27.24 but we're the only software Solution
2:29.20 that's Microsoft 365 security certified
2:31.52 in our web app teams app and Outlook app
2:34.52 uh and so we're also leveraging AI to
2:36.52 help teams and individual achieve their
2:38.08 goals one of the things I want to
2:39.68 mention is that we're also um building
2:42.72 out custom re uh training materials as
2:46.84 well as custom um templates and so forth
2:50.04 based on your specific use cases so if
2:53.32 you want to share with us how you want
2:55.68 to tackle PR um your challenges using PR
2:58.24 Matrix send us a message either to me or
3:0.48 to support affluence.com and we'd be
3:2.80 happy to give you resources that will
3:4.72 help you actually navigate through all
3:7.32 the complex work that you have and then
3:8.84 show you how to use part Matrix to
3:10.76 tackle those problems part Matrix Al
3:13.68 also provide what I call people Centric
3:15.24 collaboration and then finally it's
3:17.20 available as a SAS solution a hipu
3:19.92 compliance solution for healthcare and
3:21.28 life sciences and then an Azure
3:23.08 government Cloud solution for state and
3:24.76 local governments and if you're
3:26.28 interested in Enterprise solution
3:27.48 definitely reach out to us everything
3:29.08 that I'm showing here today is just on
3:31.08 our SAS solution so that means if you
3:33.32 have a free account with PR Matrix you
3:35.44 can use it um you have a paid license
3:37.44 with prod Matrix you can use it so
3:39.44 there's no constraints
3:41.20 there so let me talk about the
3:43.52 fundamental um Theory or rather the
3:46.72 fundamental behind PR Matrix itself so
3:49.08 the reason the software is called a mat
3:50.88 the pr Matrix is because we're more than
3:53.20 a to-do list that's sort of the point so
3:55.52 there's a famous quote attributed to
3:57.40 former president at Eisenhower that what
3:59.44 is the important is seldom urgent and
4:0.80 what is urgent is seldom important so
4:2.64 what that means is that if we were to
4:5.20 take everything we have to do it instead
4:7.68 of putting in a list instead we actually
4:9.60 organize it into these 2 by two Matrix
4:12.12 the things that are important and Urgent
4:13.68 and the do now the things that are
4:15.20 important and not urgent is in the plan
4:16.60 quadrant and things that are not
4:18.32 important you can delegate to others and
4:20.48 so the whole idea of party Matrix is to
4:22.92 help you visualize that to-do list of
4:25.04 yours instead of having one long list
4:27.00 you break it up into these different
4:28.32 buckets and these different dimensions
4:29.76 and you can look at it and see okay this
4:31.48 is what I have to work on this is what I
4:33.40 need to do so that's the whole idea
4:35.80 behind all of this so whenever you look
4:37.68 at pry Matrix and whenever you look at
4:39.08 our templates our projects it all fits
4:41.64 within this four quadrant
4:44.20 framework I want to let you know that
4:46.20 the webinars um are recorded and they'll
4:48.60 be posted on the website here and that's
4:50.20 where we also have other webinars uh so
4:52.64 if you have any questions definitely um
4:55.04 reach out to us and with that I'm going
4:56.96 to now jump into the product itself to
4:59.60 show you how to use
5:2.68 templates okay so here I have my party
5:5.52 Matrix open and this is on the web app
5:8.12 you can get to the web app by going to
5:9.40 affluence.com click on web app or you
5:11.32 can go to party matrix.com if you use
5:13.92 Microsoft teams for example party Matrix
5:16.12 would be embedded on the left hand side
5:17.92 you just click an icon in teams and it
5:19.52 opens it but here again with the web app
5:22.60 I'm going to go ahead and select a
5:24.12 project and so for example let's say
5:26.40 this is my personal priority so if
5:28.00 you're already using party Matrix you
5:29.80 know that you can create a lot of
5:31.00 different project on the leftand side
5:32.60 here one of the things I always
5:34.20 recommend is to you know create a couple
5:36.00 of projects around personal priorities
5:37.52 team priorities initiatives and so forth
5:40.40 but where templates kick in is when you
5:43.20 have repeated processes let me give you
5:45.84 an example let's just say if you're a
5:48.16 company that works with external clients
5:50.00 so go ahead we're going to go ahead and
5:51.32 do that I'm going to go choose all my
5:53.12 project I'm going to add a brand new
5:54.64 project here okay I'm going to choose a
5:57.32 blank project and I'm going to say um
6:0.44 client
6:4.52 onboarding project okay I'm going ahead
6:7.00 and create that project here I'm goinge
6:8.80 choose a color scheme and I'll click add
6:11.56 project so what I've just done is I've
6:13.60 just created a project for this
6:16.52 particular client onboarding process but
6:19.08 here's the thing what if every time that
6:22.48 I onboard a client I go through the same
6:25.24 task so there's no reason for me to ever
6:28.08 have to repeat that same process process
6:29.88 again so let me let's walk through the
6:31.80 actual scenario on how to actually
6:34.44 onboard a a client so let's just say you
6:36.84 have several task that we're going to
6:38.08 create which is um
6:41.32 finalize
6:43.04 proposal doe in two weeks we're going to
6:46.60 go ahead and say
6:49.12 um um bill client due in one
6:55.44 month okay um and I'm going to say
6:59.04 prepare
7:0.56 documentation due in uh 3 weeks okay so
7:6.00 now I've just created multiple task
7:7.88 inside this particular project but
7:9.80 here's the thing earlier I mentioned how
7:11.92 we us do now do later delegate and
7:13.72 postpone but maybe some of these
7:15.72 quadrant names do not make sense within
7:18.16 the context of the client onboarding so
7:19.92 why don't we customize that so what I'm
7:21.68 going to do is in this project that I've
7:23.36 selected at the very top here I'm going
7:24.80 to click on edit project now instead of
7:28.24 uh delegate I'm going to say uh
7:30.80 resources and files okay so what I've
7:34.12 just done is I'm going to change the the
7:36.88 project the Project's uh quadrant names
7:39.84 here to better reflect the nature of the
7:42.44 project itself so my recommendation is
7:45.20 that when you use P Matrix and you're
7:47.00 using the different matrices for
7:48.56 different purposes think a little bit
7:50.52 about the quadrant names and make sure
7:52.52 that the quadr name makes sense and
7:54.16 reflect whatever scenario that you have
7:56.60 so then when I have a client onb
7:58.16 boarding project for example
7:59.84 maybe resources and files is where I add
8:2.40 documents or information around the
8:5.48 customers themselves right so um
8:7.68 whenever someone else joins this project
8:9.60 they can look at this and have one
8:11.12 central place understand everything they
8:12.84 need to do okay so now I've created a
8:15.12 project and I've created some task with
8:17.80 due dates so if this was for a client
8:21.08 and the that's the only client then
8:22.36 that's fine I don't need to do anything
8:23.52 else but what if I want to go and
8:25.36 replicate this process for other clients
8:28.40 so let me show you just to get a sense
8:30.96 of how this looks first you see I have
8:33.44 the quadrants here I can go to the list
8:35.48 View and you can see that I've set these
8:37.28 due dates when I created the task um and
8:39.84 then if I go to the calendar view I see
8:41.76 the the task here due in uh two weeks
8:44.72 doe in 3 weeks four weeks and if I go to
8:46.56 C to the Gant chart view I see them as
8:48.80 well okay so now that I have my projects
8:51.44 let's just say I want to save this as a
8:53.28 template what I'm going to do is I'm
8:54.88 going to go to the top right here and
8:56.40 I'm going to choose save project as
8:58.88 template
9:0.92 and what's going to happen is that party
9:3.24 Matrix will give you the option to save
9:5.68 the entire Matrix as something that you
9:8.16 can replicate whenever you need to so
9:11.00 I'm going to go ahead and um have leave
9:14.12 the template name as is so you have a
9:16.84 couple of options you have the option to
9:18.40 clear all item item dates I don't
9:20.84 recommend that instead you want to leave
9:22.76 it because you saw how I created those
9:24.92 tasks with the due dates do in two weeks
9:26.76 3 weeks four weeks if I leave them when
9:29.68 I launch this project it'll
9:31.12 automatically add those timeline for me
9:32.84 so it's very very useful and then of
9:35.68 course you can actually Mark all items
9:37.48 as unfinished so the whole idea there is
9:40.28 that you might have an an existing
9:41.88 project that you're already working on
9:43.08 and you want to convert that into a
9:44.20 template so then what it'll do is it'll
9:45.88 take all finished items and then convert
9:48.28 them into unfinished item so when you
9:50.08 launch a new project from that template
9:52.24 you get all those items that's
9:53.80 unfinished and actually processed and
9:55.32 work through them and then of course you
9:57.60 have the option to include project
9:59.08 members and templates this is very
10:0.88 useful if you have multiple people that
10:3.32 need to be involved in the onboarding
10:5.96 process so let's just say you need
10:7.68 someone from marketing someone from
10:9.76 customer success Etc right and then when
10:12.24 you create that project initially you
10:13.76 might have three or four people then
10:15.40 when you launch a project from template
10:17.80 all of those people will be added
10:19.08 automatically so I want to pause for a
10:21.00 second because I want you to recognize
10:22.84 how much time-saving this could be
10:24.76 because if you're every time you're
10:26.16 doing a a project and you have to
10:28.16 recreate tasks and then you know invite
10:30.64 team members set due dates that's such a
10:32.92 tedious process the whole idea of party
10:34.44 Matrix is you never have to do that
10:35.88 twice so now I'm going go ahead and
10:37.72 click create template okay so the system
10:40.60 says creating template please wait so
10:42.84 what's going to happen is it's going to
10:44.12 save it as a template so now the
10:46.36 template is created successfully I got
10:48.04 this confirmation message now guess what
10:50.48 let's just say I need to onboard a new
10:52.72 client what I'm going to do is I'm going
10:54.76 to click on Project show all projects
10:57.36 and I'm going to add a project now now
10:59.28 instead of doing a blank project and
11:1.20 having to recreate all those tasks I'm
11:3.24 going to go over to my templates and
11:5.52 check that out that client onboarding
11:8.24 project is right here if I click on this
11:11.12 I can choose a start
11:12.64 date okay so instead you earlier you saw
11:16.12 how I created the task due you know in
11:18.40 two weeks three weeks and four weeks now
11:20.60 what if I'm going to start this client
11:22.36 on January first I'm going to use
11:26.16 templates so now it creates a project
11:29.16 and the tasks are created but if we look
11:31.24 at the calendar you're going to see that
11:33.88 actually the task will start next month
11:36.44 instead um let's see
11:39.04 here the task will start next month
11:41.16 instead so it's due two weeks from the
11:42.96 start date of January 1st three weeks
11:45.16 from the start dat of January 1st and
11:47.04 then whatever it was for a month from
11:49.44 from that date so what happens is that
11:53.92 by doing this um and and by launching it
11:56.48 from wherever start date it is you can
11:58.64 actually
12:0.08 not worry about creating the task and
12:2.16 worrying about tasks not getting done
12:4.12 right because all the dates will
12:5.48 actually propagate forward for you and
12:7.60 so when you create that initial template
12:10.20 make sure you set the due dates
12:11.68 appropriately and and if they are
12:13.64 dependent on each other make sure you
12:15.60 create all of those um uh time stamps so
12:19.76 then you know when you're launching a
12:20.96 new project all the information is there
12:22.96 now if you have multiple team members it
12:24.84 automatically gets added into the party
12:26.44 Matrix calendar which is very very
12:28.48 helpful
12:30.04 okay so that's pretty much how you use a
12:33.36 custom template inside PR Matrix now let
12:35.56 me give you a couple of use cases where
12:37.16 this is helpful again I have the client
12:39.20 onboarding but you might use it for
12:41.08 employee onboarding you might have it
12:43.56 use it for recurring uh monthly task or
12:47.36 recurring quarterly task so for example
12:49.76 let's just say if you're a finance
12:51.44 department and on a monthly basis or on
12:53.88 a quarterly basis you have to close your
12:56.40 books right so you have a bunch of
12:57.96 recurring tasks and you want to make
12:59.20 sure that you get them done by a certain
13:1.20 day a certain time stamp all you have to
13:3.32 do is create one project that says Book
13:6.32 closing and then from there add all the
13:8.44 appropriate task and then the due date
13:10.12 for them save it as a template every
13:11.96 single quarter you simply launch a
13:13.84 project from that template so you can
13:15.96 sort of think about all the different
13:17.48 use cases as long as as long as you have
13:19.60 recurring task as long as you have like
13:22.20 a starting date Etc um I highly
13:25.40 recommend setting due dates always in
13:27.36 everything that you do uh just because
13:29.64 it's so helpful to understand when that
13:33.00 needs to be done because the whole point
13:34.32 of party Matrix is to understand
13:36.12 priorities but also the dimensions of
13:37.92 time and so if you know when something
13:40.04 is due then you're more likely to get it
13:41.60 done okay so now I've shown you how to
13:44.48 create a project from template and then
13:47.08 how to um how to launch it now what if
13:49.88 you want to edit um a template so let me
13:53.04 go show you how that gets done so if you
13:55.64 have you see how by the way I want to
13:56.88 show you on the left hand side here I
13:58.24 created the new project but I gave it
13:59.72 the same name so now of course there's
14:1.52 another project with it so of course
14:2.88 when you launch it um make sure that you
14:5.36 name it in a a way that makes sense but
14:8.92 let's just say you want to edit a
14:10.48 template well all you have to do is you
14:12.52 can launch the template right if you
14:15.08 don't have the template anymore create a
14:16.96 project from template and then make all
14:18.80 the changes as needed so uh this is a
14:22.28 new task due in three months okay I'm
14:25.40 going to go ahead and create that task
14:27.04 right there and now this is a an updated
14:29.60 version of that template then I still go
14:32.40 back to the same view and click on
14:34.20 Project details from up here I'm going
14:36.52 to choose save project as template and
14:38.80 then I can save it and it'll override
14:41.28 the previous template so from a template
14:44.04 standpoint there's a unique template for
14:45.76 every name so as long as you have the
14:47.08 same name and you make changes and you
14:48.92 overwrite it that's how you edit a
14:51.24 template so the corollary to that then
14:53.88 is if you want to make sure that you
14:55.60 have multiple templates for um with
14:58.12 different information in it make sure
14:59.92 that you name it differently right and
15:2.28 add something that's informative in the
15:4.48 template name itself so that others know
15:6.12 about it now let's talk about
15:7.88 permissions real quick so who gets
15:9.64 access of these projects uh these
15:11.72 project templates everyone who's in your
15:14.04 account so what that means is that when
15:17.08 you share that project template it will
15:19.00 be available to your your co-workers and
15:21.04 your team members um who's in your
15:22.92 account the reason that happens is then
15:24.84 you guys can share that resources right
15:26.64 so the whole idea is that part of create
15:29.48 a single place where if you have domain
15:32.32 expertise or if others have domain
15:33.84 expertise when they build these
15:34.92 templates that information is available
15:36.84 to other co-workers now what if you
15:38.96 don't want to share well so there's a
15:41.16 couple ways around that so I'm going to
15:43.28 go ahead and go back to this client
15:44.40 onboarding project now what what if I
15:46.68 want to create a project template but I
15:48.28 don't want to share with others what do
15:49.52 I do instead is that instead of actually
15:52.44 um saving it as a template in part
15:54.40 Matrix I can export it as a CSV so what
15:57.40 that does is it actually saves it as a
15:59.48 local file for you so here I'm going to
16:2.20 go instead of save project as template
16:4.04 I'm going to say export as CSV so I I'm
16:7.00 not going to uh do that because it'll
16:8.72 it'll show on my screen here but um if
16:11.44 you export a CSV you get a CSV file
16:13.76 locally and then from there when you
16:15.88 need to launch a new project you can
16:18.16 import from CSV but let me show you how
16:20.48 that CSV file actually looks so here I'm
16:23.40 going to pull down a CSV file that I
16:26.32 have as a as an example from a project
16:28.36 that I exported as you can see um when
16:31.36 you open the CSV in Excel here there's a
16:34.12 ton of information so the name of the
16:36.52 task so if you have five 10 or 15 tasks
16:39.44 all those tasks will show up here um
16:41.52 there's something called state state
16:43.12 zero means a task is unfinish uh and
16:45.80 then from if you look further there's
16:47.56 descriptions there's creation dates
16:49.76 there's due dates there's start dates um
16:52.24 and then whether the task has a is an
16:54.28 all day task and then the default owners
16:56.96 of that task uh and so when you go and
17:0.48 you create a when you export a project
17:3.80 like this as a CSV you can see that you
17:5.96 have so much information uh that you can
17:8.92 actually add to the system now when you
17:11.40 you can go and you can even edit this
17:13.28 CSV and then afterwards you can actually
17:16.12 um import it back into prod Matrix
17:19.04 whenever you need to so the whole point
17:21.28 is if you want to make sure that no one
17:22.92 else has access to this particular
17:24.44 template that you've created export into
17:26.48 CV CSV is a fantastic way to save it um
17:29.52 but also it's a good way to back up your
17:31.04 data too you know just in case you want
17:33.36 to have some of your party Matrix data
17:35.80 accessible somewhere else that's what
17:37.52 the CSV is for now the um the CSV here
17:41.56 is not comprehensive in capturing all
17:44.64 your data from pry Matrix for example
17:47.60 you know the history of all the item
17:49.28 names and so forth that's not available
17:51.12 in the CSV export it's intended just to
17:54.04 be a way for you to export and import
17:56.60 the matrices as needed so let let me
17:58.60 show you now how to import a CSP so the
18:1.32 way it works is you go to Project again
18:3.60 and then you choose all projects and
18:5.84 then you choose add project and then
18:7.92 instead of actually using my templates a
18:10.32 blank project or anything else you can
18:12.36 click on import CSV and then simply
18:15.24 select the CSV and that's pretty much it
18:18.08 you click open and then Pro Matrix will
18:19.84 import that as a project and then
18:21.80 afterwards you can customize it as
18:23.48 needed the other thing it doesn't do is
18:25.48 it won't do those due date propagation
18:27.52 for you um in order to do that you have
18:30.20 to use our template system but at least
18:32.08 the CSV gives you that flexibility as
18:33.96 needed you can customize that
18:35.80 CSV okay so that's how you can export
18:38.80 and import CSV as templates and P Matrix
18:42.08 now one of the things I want to talk
18:43.44 about is that we actually recognize that
18:46.04 there are actually so many ideas on how
18:48.40 to use pry Matrix and how to customize
18:51.16 the quadrants um in various ways that
18:53.48 may make sense in different scenarios so
18:55.64 what we've done is we've created a
18:58.56 massive library of
19:1.60 template so you saw the do now do later
19:5.00 right that's called the Eisenhower
19:6.08 Matrix now I'm sure you've heard of so
19:8.12 many other 2x two Matrix templates such
19:10.28 as the SWAT analysis which is strength
19:13.12 weakness opportunity and threats that's
19:15.12 a
19:15.96 business um a business strategy uh
19:19.16 approach to analyzing whatever you know
19:22.48 competition or your own companies or
19:24.44 whatever it is there's many use cases
19:26.24 there so you what you can do with part
19:28.48 Matrix is you can actually use party
19:30.24 Matrix to do anything that's a 2X two
19:33.12 Matrix for lack of better words so
19:35.20 effort impact right identify tasks that
19:37.64 are high effort high impact High effort
19:39.80 low impact Etc um so what we've done is
19:43.44 we've created this thing called public
19:44.92 templates so when you create a project
19:47.32 instead of actually choosing blank
19:48.76 project and instead of choosing your own
19:50.48 Pro templates and instead of um you know
19:54.04 trying to brainstorm on on new ways you
19:56.40 can actually go to public templates and
19:58.32 these are some templates that we've
20:0.48 created that you can use right out of
20:2.28 the box so here for example weekly to-do
20:5.12 list template 3060 90day plan for
20:7.48 managers which is something I I like um
20:9.96 what happens is it renames the quadrant
20:12.76 into the things you got to do for 30
20:14.76 days from now 60 days from now 90 days
20:16.48 from now and so on a quarterly basis if
20:18.36 you're a manager you just launch one of
20:20.44 one of these templates and then from
20:22.92 there uh you know you can start planning
20:25.00 out your quarter so very very useful if
20:27.68 you have you want to capture recurring
20:29.40 task all it's really doing is renaming
20:32.52 the quadrants now in some of these
20:34.72 templates we actually create tasks for
20:37.00 you too as a suggestions on how to get
20:39.40 started so that's how you can choose
20:41.08 from one of these public templates and
20:43.00 it's super trivial to get started just
20:45.48 click on them click use templates and
20:47.72 you see how all these tasks will get
20:49.36 created for you here and so um that's
20:53.48 how you use the 3060 90day plan plan
20:55.92 template uh so as you can see when I go
20:58.64 back to this view here I have what maybe
21:1.04 a few dozens templates here now let me
21:3.12 show you that party Matrix has a lot
21:4.80 more so there from here you can choose
21:7.40 to various the categories too but that's
21:9.84 still within this list of templates to
21:12.04 get to more templates um there's a
21:14.44 couple of ways first if you go to our
21:16.24 website affluence.com you can click on
21:19.04 templates at the very top I'll show you
21:21.20 how to get there so here when I go to
21:22.88 aff.com which is our main website at the
21:25.48 very top here there's an option to click
21:27.32 on templates
21:28.80 and when you do it opens this template
21:30.56 Gallery it's the same task it's the same
21:33.00 list that you just saw in cyer Matrix
21:35.52 but if you click on each of these you
21:37.08 can actually read about them and you can
21:38.88 also choose the option to import them
21:41.08 directly into your account so assuming
21:44.08 that you have to be logged in of course
21:46.08 um but also if you want to have access
21:48.32 to thousands of templates um we actually
21:51.24 have them on our website if you go to
21:53.48 affluence.com
21:54.88 productivity category templates which
21:57.00 I'll share here in the list um in the
22:0.32 chat with
22:1.80 everybody so if you go to that website
22:4.96 um here you can actually get access to
22:7.80 our templates and so we actually have
22:10.04 templates around it service management
22:13.40 organizational performance um and so
22:16.00 forth and so the list is massive it's
22:19.16 actually far too much for us to include
22:20.84 within application but that's why we
22:22.32 have it on our blog so if you're
22:24.08 interested in using other ways using
22:27.24 prod Matrix for other purposes um as
22:30.04 long as it's a 2 x two Matrix we
22:31.60 actually have all those templates there
22:33.20 and what you can do is you can actually
22:34.68 learn about each of those matrices how
22:36.92 to use them and actually launch uh
22:39.88 launch them into your P
22:42.24 Matrix okay so that's how you use our
22:46.24 existing template system and so I want
22:48.88 to go back to party Matrix
22:51.20 here um and then one of the other things
22:54.12 that you can do from a template
22:56.04 standpoint is you can create with with
22:58.28 AI uh so what happens is we actually
23:1.76 give you the ability to take a goal that
23:4.56 you have so for example let's say you
23:6.16 want to be promoted or let's say you
23:8.04 want to improve operational efficiency
23:10.28 at your department um or let's say you
23:12.96 want to get more fit those are the kind
23:14.88 of potential goals that you may have
23:17.32 when you go to create with AI you can
23:19.16 type in your goal and then click next
23:21.72 and over the course of a few minutes our
23:23.80 system our AI system would generate the
23:26.24 task for you with within a certain
23:29.12 framework um template and then from that
23:32.40 you can actually save that and use it
23:34.36 for yourself whenever you need to so
23:36.60 that's one where I'm not going to show
23:38.24 you in in details because that's
23:39.64 something I would love for you to go and
23:41.12 explore and then give us feedback but as
23:43.20 you can see when I go create with AI you
23:45.48 know we have some examples here just to
23:47.32 give you some ideas on what you can do
23:49.28 with the AI system but you can just
23:51.32 click on one of these or just type in
23:53.16 your goal uh and you can do this a
23:55.56 couple of times under the free account
23:57.44 and then if you have a paid account then
23:58.88 you can use this as many times as you
24:0.60 like so that's the whole goal with the
24:3.08 the AI system which is you know we know
24:6.20 that we can't create a template for
24:8.88 every single possible use case and so
24:11.20 instead we'll let you decide on what it
24:13.28 is that you need and so and the system
24:15.12 will create it for you okay so that's
24:18.16 how you create project and that's how
24:20.04 you create templates now let me make
24:22.40 sure that um I have addressed all of
24:25.48 those capabilities that um I wanteded to
24:29.24 cover so I'm going to jump back to the
24:31.12 slides
24:36.88 here let's go back to this list
24:40.28 here okay now let's talk about this and
24:43.08 make sure that uh we actually address
24:44.88 everything that I wanted to cover first
24:47.48 I showed you how to customize the party
24:49.36 Matrix template and again the the way to
24:51.88 do that is you edit a project you can
24:54.08 edit the quadrant names you can edit the
24:55.64 colors you can edit the task inside the
24:58.12 each Matrix and then save as a template
25:0.60 um you learn how to save a template to
25:2.64 share with your entire organization or
25:4.72 your entire team or you can save it as a
25:7.04 CSV which is a local template and now
25:10.04 with the CSV you can post it on
25:12.08 SharePoint you can shareed on Drive Etc
25:15.04 and so that's a very very easy way to um
25:18.08 share that information with others uh
25:20.32 you can build a repeated workflows using
25:22.60 pry Matrix and so you saw how I can
25:25.00 actually from a project I have all these
25:26.88 different tasks with the different due
25:28.12 dates and then I just have to save it I
25:29.88 just have to write that information down
25:31.44 once and then save it as a template um
25:34.28 and then you learn how to export and
25:35.96 import CSV files and then you learn how
25:38.24 to leverage the vast amount of resources
25:40.44 that we have um completely free and
25:43.84 that's pretty much it in terms of the
25:45.92 functionality around templates so let me
25:47.60 wrap up here and then uh if there are
25:50.56 any questions I'd be happy to take them
25:53.28 so hopefully that gives you a very good
25:55.68 sense on what pry Matrix template system
25:57.40 can do do um as mentioned if you are
26:0.08 still struggling to understand how to
26:2.16 use petrix on a more fundamental level
26:4.60 definitely check out one of the other
26:6.16 webinars on the introduction to P Matrix
26:8.56 and then of course if you're looking for
26:9.80 a better way to manage emails then of
26:12.04 course look at the other um webinar that
26:14.08 we have on email management master class
26:16.72 but the whole goal of party Matrix is to
26:18.64 create one central place to track all
26:20.40 your priorities so that everyone on the
26:22.40 team understands and are aligned on key
26:25.12 tasks and that's the goal and so by
26:27.88 using the template system um you're able
26:30.64 to have the one central place to capture
26:33.88 everything you have to do and because
26:35.76 you've created that information once
26:37.16 you'd never have to create it again and
26:39.04 what's nice about it is you can start
26:40.52 using that project for whatever purpose
26:42.64 that you need and and let's just say you
26:44.24 have that client on boarding you can
26:45.88 actually go and attach emails that from
26:48.68 the client to those projects and now you
26:51.28 have one central place to track it all
26:53.88 and that's it pretty much it I conclude
26:55.76 my presentation here I'm going to take a
26:57.68 look to see if there are any questions
26:59.80 um if there are no questions what I can
27:2.04 also do is you can reach out to me at
27:4.20 hi.com or our support at aff.com with
27:7.84 any feedback um that you may have and
27:10.24 then we'd be happy to address them at a
27:12.72 later time the other thing I do want to
27:14.92 mention is that as I said if you have
27:17.92 specific use cases that you want us to U
27:21.12 provide resources for we actually have
27:24.24 ai systems to build those as well so
27:26.44 definitely reach out to us
27:29.60 and that's pretty much it I give you
27:31.16 back the rest of the time thank you
27:48.40 all