Transforming Emails into Tasks Template

More non-profit templates

Effectively manage your email communications by transforming important emails into actionable tasks. This template helps legal coordinators in non-profit organizations stay organized and ensures no critical emails are overlooked.

By following the steps outlined in this template, you can seamlessly convert emails into tasks, prioritize them, and track their progress. This will enhance your workflow and ensure timely follow-ups on all important communications.

Get this template on priority matrix

Transforming Emails into Tasks for Priority Matrix

Transforming Emails into Tasks in Priority Matrix

Turn important emails into actionable tasks to ensure timely follow-ups and improved communication management.

You can start using Transforming Emails into Tasks or other Non-Profit 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

Critical and Immediate

  • Task 1: Set up Email Integration with Priority Matrix
    ☐ Research how to integrate email with Priority Matrix ☐ Follow the steps to set up the integration
  • Task 13: Sync Priority Matrix with Email
    ☐ Ensure that Priority Matrix is synced with your email
  • Task 17: Address Tasks with Approaching Deadlines
    ☐ Address tasks that have approaching deadlines
  • Task 2: Identify Important Emails for the Week
    ☐ Go through the inbox to identify important emails that require action
  • Task 9: Check for Urgent Emails Daily
    ☐ Check emails for any urgent matters that need immediate attention

Critical but Not Immediate

  • Task 14: Delegate Tasks if Necessary
    ☐ Delegate tasks to team members if you are overloaded
  • Task 18: Prioritize Tasks
    ☐ Prioritize tasks based on their importance and urgency
  • Task 3: Convert Emails into Tasks
    ☐ Convert each identified email into a task in Priority Matrix ☐ Assign priority level for each task
  • Task 4: Assign Due Dates to Tasks
    ☐ Determine and assign due dates for each task
  • Task 11: Plan Tasks for Next Week
    ☐ Identify important emails for the next week and convert them into tasks

Not Critical but Immediate

  • Task 10: Create Weekly Report of Completed Tasks
    ☐ Create a report of tasks completed during the week
  • Task 15: Track Task Progress
    ☐ Track the progress of each task
  • Task 19: Check for Missed Emails
    ☐ Check for any emails that may have been missed and convert them into tasks
  • Task 5: Review Tasks Weekly
    ☐ Review tasks at the end of the week ☐ Adjust priorities if necessary
  • Task 6: Archive Completed Tasks
    ☐ Archive tasks that have been completed

Not Critical and Not Immediate

  • Task 12: Update Priority Matrix App
    ☐ Ensure that the Priority Matrix app is updated to the latest version
  • Task 16: Review Email to Task Conversion Process
    ☐ Review the process of converting emails into tasks and make improvements if necessary
  • Task 20: Review and Adjust Task Priorities
    ☐ Review tasks and adjust their priorities if necessary
  • Task 7: De-clutter Email Inbox
    ☐ Delete or archive emails that are no longer needed
  • Task 8: Update Task List
    ☐ Update the task list based on new emails received