Client Email Task Management Template

Client Email Task Management in Priority Matrix

Transform client emails into tasks to ensure prompt responses and strong client relationships.

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Proposed Tasks

Immediate Response Needed

• Task 1: Set up email filtering rules due in 1 day
  ☐ Subtask1 Identify common subjects or keywords in client emails ☐ Subtask2 Set up rules for automatic categorization of emails
• Task 2: Identify priority clients due in 1 week
  ☐ Subtask1 List down priority clients ☐ Subtask2 Create specific email labels for these clients

Requires Detailed Attention

• Task 3: Create a task creation system due in 2 weeks
  ☐ Subtask1 Choose a task management tool ☐ Subtask2 Set up procedures for creating tasks from emails
• Task 4: Train team members on the new system due in 3 weeks
  ☐ Subtask1 Create training materials ☐ Subtask2 Schedule and conduct training sessions

Routine Tasks

• Task 5: Monitor and adjust the system due in 1 month
  ☐ Subtask1 Regularly review the system's effectiveness ☐ Subtask2 Make necessary adjustments
• Task 6: Create a feedback system due in 5 weeks
  ☐ Subtask1 Set up a system for team members to provide feedback ☐ Subtask2 Regularly review and act on feedback

Low Priority / Follow Up

• Task 7: Regularly update email filtering rules due in 6 weeks
  ☐ Subtask1 Review email filtering rules ☐ Subtask2 Make necessary updates
• Task 8: Regularly update priority client list due in 7 weeks
  ☐ Subtask1 Review priority client list ☐ Subtask2 Update list as necessary
• Task 9: Regularly review task creation procedures due in 8 weeks
  ☐ Subtask1 Review task creation procedures ☐ Subtask2 Update procedures as necessary
• Task 10: Regularly update training materials due in 9 weeks
  ☐ Subtask1 Review training materials ☐ Subtask2 Update materials as necessary
• Task 11: Regularly conduct training sessions due in 10 weeks
  ☐ Subtask1 Schedule training sessions ☐ Subtask2 Conduct sessions
• Task 12: Regularly review the system's effectiveness due in 11 weeks
  ☐ Subtask1 Collect data on the system's performance ☐ Subtask2 Review data and make necessary adjustments
• Task 13: Regularly review and act on feedback due in 12 weeks
  ☐ Subtask1 Collect feedback ☐ Subtask2 Review feedback and make necessary adjustments
• Task 14: Regularly update task management tool due in 13 weeks
  ☐ Subtask1 Review task management tool ☐ Subtask2 Update tool as necessary
• Task 15: Regularly review team member performance due in 14 weeks
  ☐ Subtask1 Collect data on team member performance ☐ Subtask2 Review data and provide feedback to team members
• Task 16: Regularly update email categorization rules due in 15 weeks
  ☐ Subtask1 Review email categorization rules ☐ Subtask2 Update rules as necessary
• Task 17: Regularly update client email labels due in 16 weeks
  ☐ Subtask1 Review client email labels ☐ Subtask2 Update labels as necessary
• Task 18: Regularly review client communication due in 17 weeks
  ☐ Subtask1 Collect data on client communication ☐ Subtask2 Review data and make necessary adjustments
• Task 19: Regularly update feedback system due in 18 weeks
  ☐ Subtask1 Review feedback system ☐ Subtask2 Update system as necessary
• Task 20: Regularly review overall system due in 19 weeks
  ☐ Subtask1 Collect data on overall system performance ☐ Subtask2 Review data and make necessary adjustments