Email to Task Conversion Template

More product-development templates

In the fast-paced development industry, it's easy for important emails to get lost in the shuffle. This template helps you convert incoming emails into actionable tasks directly in Priority Matrix. By automating the email-to-task conversion process, you can ensure all important tasks are accounted for and nothing slips through the cracks.

Follow this step-by-step guide to set up email integration, create rules for email conversion, assign emails to specific projects, and more. Optimize your workflow and keep your team on track with this comprehensive solution.

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Email to Task Conversion for Priority Matrix

Email to Task Conversion in Priority Matrix

Convert incoming emails into actionable tasks in Priority Matrix to ensure no important task slips through the cracks.

You can start using Email to Task Conversion or other Product-Development 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
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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

High Impact, Quick Wins

  • Task 1: Set up email integration with Priority Matrix due in 1 day
    ☐ Configure email settings in Priority Matrix ☐ Test email integration
  • Task 2: Create rules for email conversion due in 1 week
    ☐ Define conditions for email conversion ☐ Set up filters for different types of emails
  • Task 4: Automate task creation from emails due in 3 weeks
    ☐ Enable automatic task creation from emails ☐ Test task creation functionality

High Impact, Long Term

  • Task 3: Assign emails to specific projects due in 2 weeks
    ☐ Map email subjects/keywords to specific projects ☐ Test assignment of emails to projects
  • Task 5: Configure task details from email content due in 1 month
    ☐ Set rules for extracting task details from email ☐ Test task details extraction
  • Task 7: Train team on new email to task conversion process due in 2 months
    ☐ Conduct training sessions for the team ☐ Address any queries or issues raised by the team

Low Impact, Quick Wins

  • Task 6: Optimize email to task conversion process due in 1.5 months
    ☐ Monitor email to task conversion process ☐ Make necessary adjustments to improve efficiency

Low Priority / Etc.

  • Task 8: Review and fine-tune the process due in 2.5 months
    ☐ Review the process after one month of implementation ☐ Make necessary tweaks based on the review
  • Task 9: Implement feedback from team due in 3 months
    ☐ Gather feedback from the team ☐ Implement changes based on feedback
  • Task 10: Regularly update and maintain the system due in 3.5 months
    ☐ Regularly check the system for any issues ☐ Update the system as and when required