Email-to-Task Conversion Project Template

More consulting templates

In the fast-paced consulting industry, important emails can easily be overlooked. This template helps you convert emails into tasks, ensuring no critical communication is missed. By following this step-by-step guide, you can improve response times and client satisfaction.

Implementing this project will help you research, choose, set up, and train your team on the best email-to-task tool, making sure your communications are always on track.

Get this template on priority matrix

Email-to-Task Conversion Project for Priority Matrix

Email-to-Task Conversion Project in Priority Matrix

Convert emails into tasks to ensure important communications are acted upon promptly.

You can start using Email-to-Task Conversion Project or other Consulting 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

Urgent and Important

  • Task 2: Choose an email-to-task tool
    ☐ Make a decision based on research ☐ Purchase or sign up for the tool
  • Task 3: Set up the tool
    ☐ Download and install the tool ☐ Sync the tool with your email
  • Task 5: Implement the tool into daily routine
    ☐ Start using the tool daily ☐ Monitor progress and effectiveness

Important, Not Urgent

  • Task 1: Research email-to-task tools
    ☐ Identify tools that can sync with your email ☐ Compare features and pricing ☐ Read reviews
  • Task 4: Learn how to use the tool
    ☐ Go through the tutorial or guide ☐ Practice turning emails into tasks
  • Task 7: Train team on the tool
    ☐ Organize a training session for your team ☐ Ensure everyone understands how to use the tool

Urgent, Not Important

  • Task 6: Regularly review and adjust
    ☐ Review the tool's effectiveness weekly ☐ Make adjustments as necessary
  • Task 8: Monitor team's use of the tool
    ☐ Check in with team members to ensure they're using the tool effectively ☐ Provide additional training if necessary

Neither Urgent nor Important

  • Task 10: Make adjustments based on feedback
    ☐ Take into account team's feedback ☐ Make necessary adjustments to the tool's use
  • Task 9: Evaluate tool's impact on productivity
    ☐ Measure changes in productivity and response times ☐ Assess client satisfaction