Email-to-Task Conversion Project Template
More productivity templates
Emails often contain crucial tasks and information that need to be actioned. The Email-to-Task Conversion template helps you ensure that no action items fall through the cracks by systematically converting emails into actionable tasks.
This template provides a structured approach to set up an email filtering system, identify key senders, create task categories, and train your team. By implementing this system, you can enhance your workflow efficiency and ensure that all important tasks are captured and actioned appropriately.
Get this template on priority matrix

Email-to-Task Conversion Project in Priority Matrix
Convert emails into tasks to ensure no action items are missed and improve workflow efficiency.
You can start using Email-to-Task Conversion Project or other Productivity Project Templates with Priority Matrix in just a few steps:
- Click to sign in or create an account in the system
- Start adding your items to the matrix
- If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
Proposed Tasks
High Impact, Immediate Action
-
Task 1: Set up Email Filtering System (due in 1 week)
☐ Identify key words and phrases ☐ set up email filtering rules ☐ test and adjust as necessary -
Task 2: Identify Key Email Senders (due in 1 week)
☐ Identify key email senders ☐ set priority levels -
Task 5: Implement Email-to-Task Conversion (due in 1 month)
☐ Implement email-to-task conversion system ☐ Monitor and adjust as necessary
High Impact, Scheduled Action
-
Task 3: Create Task Categories (due in 2 weeks)
☐ Identify common task types ☐ Create task categories -
Task 4: Train Team on Email-to-Task Conversion (due in 3 weeks)
☐ Develop training materials ☐ Conduct training sessions
Low Impact, Immediate Action
-
Task 6: Weekly Review of Email-to-Task System (due in 1 month)
☐ Review system performance weekly ☐ Make necessary adjustments -
Task 9: Quarterly Review of Task Categories (due in 3 months)
☐ Review and update task categories quarterly
Low Impact, Scheduled Action
-
Task 7: Monthly Report on Email-to-Task Conversion (due in 2 months)
☐ Prepare monthly reports on system performance ☐ Present reports to management -
Task 8: Continual Improvement of Filtering System (due in 3 months)
☐ Continually improve email filtering system based on feedback and performance -
Task 10: Annual Training Review (due in 1 year)
☐ Review and update training materials annually ☐ Conduct refresher training as necessary