Client Communication & Task Conversion Project Template

More digital-marketing templates

Effective communication with clients is crucial in web design. This template helps you convert client emails into actionable tasks, ensuring that no important requests or changes are overlooked. By setting up an email tracking system, creating filters, and integrating with task management software, you can stay on top of client requests and implement changes in a timely manner.

Follow the step-by-step guide to establish task categories, map email subjects to tasks, automate task assignments, and set up reminders. Train your team on the new system to ensure seamless adoption and improved efficiency.

Get this template on priority matrix

Client Communication & Task Conversion Project for Priority Matrix

Client Communication & Task Conversion Project in Priority Matrix

Convert client emails into tasks to ensure no important requests or changes are missed.

You can start using Client Communication & Task Conversion Project or other Digital-Marketing 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

High Priority - Immediate Action

  • Create email filters - due in 2 days
    ☐ Identify common email subjects ☐ Create filters based on subjects ☐ Test email filters
  • Create task categories - due in 3 days
    ☐ Identify common task types ☐ Create task categories in the software ☐ Test task categories
  • Set up task reminders - due in 3 days
    ☐ Set up reminders for tasks ☐ Test task reminders
  • Set up email tracking system - due in 1 week
    ☐ Choose an email tracking system ☐ Set up the email tracking system ☐ Test the email tracking system

High Priority - Scheduled Action

  • Create task conversion rules - due in 1 week
    ☐ Create rules for converting emails into tasks ☐ Test task conversion rules
  • Map email subjects to task categories - due in 1 week
    ☐ Map common email subjects to task categories ☐ Test the mapping
  • Create system for task prioritization - due in 1 week
    ☐ Establish criteria for task prioritization ☐ Implement system for task prioritization ☐ Test task prioritization system
  • Integrate email with task management software - due in 2 weeks
    ☐ Choose a task management software ☐ Integrate email with the software ☐ Test the integration
  • Automate task assignment - due in 2 weeks
    ☐ Create rules for assigning tasks to team members ☐ Test task assignment automation
  • Train team on new system - due in 3 weeks
    ☐ Prepare training materials for the team ☐ Conduct training sessions ☐ Collect feedback from the team