Client Communication Tracking Project Template

More staffing-and-recruitment templates

In the staffing and recruitment industry, maintaining clear and consistent communication with clients is crucial. This template helps you turn client emails into actionable tasks using Priority Matrix's email-to-task feature.

Follow the step-by-step guide to set up, test, and refine your email-to-task system, train your team, and ensure that all important client communications are noted and acted upon.

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Client Communication Tracking Project for Priority Matrix

Client Communication Tracking Project in Priority Matrix

Ensure no client communication slips through the cracks with our email-to-task tracking system.

You can start using Client Communication Tracking Project or other Staffing-And-Recruitment Project Templates with Priority Matrix in just a few steps:

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  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

Neither Urgent nor Important

  • Task 1: Set up Priority Matrix email integration - due in 1 day
    ☐ Research how to integrate email with Priority Matrix ☐ Integrate email with Priority Matrix
  • Task 2: Develop a system for categorizing emails - due in 3 days
    ☐ Create categories for different types of client communication ☐ Develop a system for tagging emails based on their content
  • Task 3: Test email-to-task feature - due in 1 week
    ☐ Send test emails and confirm they are converted into tasks ☐ Adjust settings as needed to ensure accurate conversion
  • Task 4: Train team on using email-to-task feature - due in 2 weeks
    ☐ Prepare training materials on using email-to-task feature ☐ Conduct training session with team
  • Task 5: Monitor email-to-task system for one month - due in 1 month
    ☐ Check regularly to ensure all important emails are being converted into tasks ☐ Make adjustments to system as needed
  • Task 6: Review and adjust email categories - due in 6 weeks
    ☐ Review effectiveness of email categories ☐ Make adjustments to categories as needed
  • Task 7: Review and adjust email-to-task settings - due in 2 months
    ☐ Review effectiveness of email-to-task settings ☐ Make adjustments to settings as needed
  • Task 8: Conduct second training session - due in 10 weeks
    ☐ Provide additional training based on team's experience with system ☐ Answer any questions or address any issues raised by team
  • Task 9: Monitor email-to-task system for another month - due in 3 months
    ☐ Continue to check regularly to ensure all important emails are being converted into tasks ☐ Make adjustments to system as needed
  • Task 10: Review and finalize email-to-task system - due in 4 months
    ☐ Review effectiveness of email-to-task system ☐ Finalize settings and categories based on experience