Effective Email Management Template

More non-profit templates

Effectively manage your emails by converting them into tasks to ensure important information and tasks are addressed promptly. This template guides you through setting up Priority Matrix, importing and categorizing emails, converting them into tasks, and prioritizing and assigning these tasks to team members.

By following this structured approach, you can streamline your email management process, ensure critical tasks are completed on time, and maintain organizational efficiency.

Get this template on priority matrix

Effective Email Management for Priority Matrix

Effective Email Management in Priority Matrix

Convert important emails into actionable tasks to ensure nothing gets missed.

You can start using Effective Email Management 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

High Priority, Immediate Action

  • Task 1: Set up Priority Matrix Account - due in 1 day
    ☐ Sign up for Priority Matrix ☐ Verify Email ☐ Set up Profile
  • Task 2: Import Emails - due in 2 days
    ☐ Connect Email Account ☐ Import Emails

High Priority, Defer

  • Task 3: Categorize Emails - due in 1 week
    ☐ Sort Emails by Importance ☐ Label Emails
  • Task 4: Create Tasks from Emails - due in 2 weeks
    ☐ Choose Emails to Convert ☐ Convert Emails to Tasks

Low Priority, Immediate Action

  • Task 5: Prioritize Tasks - due in 3 weeks
    ☐ Sort Tasks by Importance ☐ Label Tasks
  • Task 6: Assign Tasks - due in 4 weeks
    ☐ Assign Tasks to Team Members ☐ Set Deadlines

Low Priority, Defer

  • Task 7: Monitor Progress - ongoing
    ☐ Check Task Completion ☐ Follow up on Overdue Tasks
  • Task 8: Review Email Management - every 3 months
    ☐ Review Email-to-Task Conversion Process ☐ Make Necessary Adjustments