Client Email Management Project Template

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Enhance your project management by converting client emails into tasks with this comprehensive template. Ensure that all client communication is tracked and actioned upon, improving client satisfaction and project efficiency. This template guides you through setting up email integration, creating email-to-task rules, training your team, and refining processes based on feedback.

By following this template, you can streamline client communication, ensure no request goes unnoticed, and continuously improve your email management system.

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Client Email Management Project for Priority Matrix

Client Email Management Project in Priority Matrix

Turn client emails into actionable tasks to ensure all communication is tracked and addressed.

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Proposed Tasks

Urgent and Important

  • Task 1 due in 1 day: Set up Email Integration
    ☐ Install and configure Priority Matrix email integration ☐ Test email integration
  • Task 2 due in 2 days: Create Email-to-Task Rules
    ☐ Identify common client request patterns ☐ Create rules for automatic task creation from emails
  • Task 9 due in 6 weeks: Review Project Progress
    ☐ Review progress of project ☐ Make necessary adjustments

Important, Not Urgent

  • Task 3 due in 1 week: Train Team on Email Management
    ☐ Prepare training materials ☐ Conduct training session
  • Task 4 due in 1 week: Monitor Email-to-Task Conversion
    ☐ Monitor system for any errors ☐ Make necessary adjustments to rules
  • Task 10 due in 2 months: Plan for Phase 2
    ☐ Plan for next phase based on project progress

Urgent, Not Important

  • Task 5 due in 2 weeks: Review Client Communication
    ☐ Review client emails and tasks for any missed communication ☐ Update rules if necessary
  • Task 6 due in 3 weeks: Refine Email-to-Task Conversion Rules
    ☐ Analyze the effectiveness of existing rules ☐ Refine rules based on analysis

Not Urgent, Not Important

  • Task 7 due in 1 month: Implement Client Feedback
    ☐ Collect client feedback on communication ☐ Implement changes based on feedback
  • Task 8 due in 1 month: Conduct Team Feedback Session
    ☐ Hold a feedback session with the team ☐ Implement changes based on team feedback