Email-to-Task Client Communication Project Template

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Efficiently manage client communications by converting emails into actionable tasks. This template guides you through setting up an email tracking system to ensure all client requests are addressed promptly.

From installing the system to training your team and evaluating its efficiency, this template provides a comprehensive approach to enhancing client communication and task management.

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Email-to-Task Client Communication Project for Priority Matrix

Email-to-Task Client Communication Project in Priority Matrix

Turn client emails into tasks to ensure no communication is missed.

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Proposed Tasks

Neither Urgent nor Important

  • Set up Email Tracking System - due in 2 days
    ☐ Research suitable email tracking systems ☐ Choose a system that fits our needs ☐ Install and set up the system
  • Tutorial on Using the System - due in 4 days
    ☐ Watch tutorial videos ☐ Read user manual ☐ Practice using the system
  • Test the System - due in 1 week
    ☐ Create test emails ☐ Convert emails to tasks ☐ Check if all tasks are accounted for
  • Create a Standard Operating Procedure - due in 10 days
    ☐ Write down the steps in converting emails to tasks ☐ Include troubleshooting tips ☐ Distribute SOP to the team
  • Monitor the System - due in 2 weeks
    ☐ Check if all emails are being converted ☐ Track if all tasks are being completed ☐ Make necessary adjustments
  • Evaluate System Efficiency - due in 1 month
    ☐ Measure time saved ☐ Assess improvement in client communication ☐ Decide if the system is effective
  • Train the Team - due in 6 weeks
    ☐ Conduct a training session ☐ Ensure everyone understands the system ☐ Answer any queries
  • Create a Backup System - due in 2 months
    ☐ Research suitable backup systems ☐ Set up the backup system ☐ Test the backup system
  • Maintain the System - due in 3 months
    ☐ Regularly check the system ☐ Update the system when necessary ☐ Ensure the system is running smoothly
  • Report on System Efficiency - due in 4 months
    ☐ Gather data on system efficiency ☐ Create a report ☐ Present the report to management