Email to Task Conversion Template

More sales templates

Streamline your workflow by turning emails into actionable tasks. This template helps sales specialists in the combat sports equipment and apparel industry manage their workload efficiently, ensuring no important communication is missed.

Follow the step-by-step guide to integrate email with Priority Matrix, categorize and prioritize emails, and create tasks based on urgency and importance. Enhance your task management process with team feedback and continuous refinement.

Get this template on priority matrix

Email to Task Conversion for Priority Matrix

Email to Task Conversion in Priority Matrix

Convert emails into manageable tasks to ensure crucial communications are addressed promptly.

You can start using Email to Task Conversion or other Sales Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Neither Urgent nor Important

  • Task 1 due in 1 day: Set up Email Integration
    ☐ Enable email integration with Priority Matrix ☐ Test email-to-task conversion
  • Task 2 due in 2 days: Categorize Emails
    ☐ Identify urgent and important emails ☐ Identify important but not urgent emails ☐ Identify urgent but not important emails
  • Task 3 due in 3 days: Convert Emails into Tasks
    ☐ Convert urgent and important emails into tasks ☐ Convert important but not urgent emails into tasks ☐ Convert urgent but not important emails into tasks
  • Task 4 due in 4 days: Prioritize Tasks
    ☐ Prioritize tasks based on urgency and importance ☐ Assign deadlines to tasks
  • Task 5 due in 5 days: Set Reminders for Tasks
    ☐ Set reminders for urgent and important tasks ☐ Set reminders for important but not urgent tasks ☐ Set reminders for urgent but not important tasks
  • Task 6 due in 1 week: Review Task Completion
    ☐ Review completion of tasks ☐ Identify any missed tasks
  • Task 7 due in 1.5 weeks: Assess Task Management
    ☐ Assess effectiveness of task management ☐ Identify areas for improvement
  • Task 8 due in 2 weeks: Refine Task Management Process
    ☐ Refine task management process based on assessment
  • Task 9 due in 2.5 weeks: Train Team on New Process
    ☐ Train team on new email to task conversion process ☐ Get feedback from team
  • Task 10 due in 3 weeks: Implement Feedback
    ☐ Implement feedback from team to improve task management process
  • Task 11 due in 3.5 weeks: Review Email Management
    ☐ Review email management after implementing new task management process
  • Task 12 due in 4 weeks: Refine Email Management
    ☐ Refine email management based on review
  • Task 13 due in 1 month: Implement New Email Management Process
    ☐ Implement refined email management process
  • Task 14 due in 5 weeks: Train Team on New Email Management Process
    ☐ Train team on new email management process ☐ Get feedback from team
  • Task 15 due in 6 weeks: Implement Feedback on Email Management
    ☐ Implement feedback from team to improve email management process
  • Task 16 due in 7 weeks: Final Review of Task and Email Management
    ☐ Conduct final review of task and email management
  • Task 17 due in 8 weeks: Final Refinements
    ☐ Make final refinements to task and email management processes
  • Task 18 due in 9 weeks: Implement Final Refinements
    ☐ Implement final refinements to task and email management processes
  • Task 19 due in 10 weeks: Train Team on Final Processes
    ☐ Train team on final task and email management processes
  • Task 20 due in 11 weeks: Celebrate Completion
    ☐ Celebrate completion of project to improve task and email management