Effective Email Task Management Template

Effective Email Task Management in Priority Matrix

Turn emails into tasks to ensure all important communication is tracked and acted upon promptly.

You can start using Effective Email Task Management or other Productivity 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 Impact, Quick Wins

• Task 1 due in 1 day: Set up Priority Matrix
  ☐ Download and install Priority Matrix ☐ Set up account ☐ Get familiar with the interface
• Task 9 due in 1 day: Prioritize Tasks
  ☐ Learn how to prioritize tasks in Priority Matrix ☐ Start prioritizing tasks based on their importance and urgency
• Task 16 due in 1 day: Create Email Rules
  ☐ Create rules for automatic email categorization ☐ Test the rules to ensure they are working properly
• Task 2 due in 2 days: Sync Email Account
  ☐ Sync work email account with Priority Matrix ☐ Configure settings as needed
• Task 17 due in 2 days: Set Up Notifications
  ☐ Set up notifications for important tasks ☐ Ensure notifications are working properly
• Task 3 due in 3 days: Learn Email-to-task Conversion
  ☐ Learn how to convert emails into tasks ☐ Practice converting several emails into tasks
• Task 10 due in 3 days: Set Reminders
  ☐ Set reminders for important tasks ☐ Ensure reminders are working properly

High Impact, Long Term

• Task 4 due in 1 week: Categorize Emails
  ☐ Start categorizing emails based on their importance and urgency ☐ Assign tasks to relevant quadrants
• Task 11 due in 1 week: Share Tasks
  ☐ Learn how to share tasks with colleagues ☐ Start sharing tasks as necessary
• Task 18 due in 1 week: Organize Tasks
  ☐ Organize tasks based on their priority and due date ☐ Ensure tasks are easily accessible
• Task 5 due in 2 weeks: Develop Email Management Routine
  ☐ Develop a daily routine for managing emails and tasks ☐ Stick to the routine for at least a week and adjust as necessary
• Task 14 due in 1 month: Document Process
  ☐ Document the email management process ☐ Share the documentation with colleagues

Low Impact, Quick Wins

• Task 12 due in 2 weeks: Review Progress
  ☐ Review progress on a weekly basis ☐ Make adjustments as necessary
• Task 19 due in 2 weeks: Monitor Progress
  ☐ Monitor progress on a regular basis ☐ Make adjustments as necessary
• Task 13 due in 3 weeks: Seek Feedback
  ☐ Seek feedback from colleagues on the new system ☐ Make adjustments based on the feedback
• Task 7 due in 1 month: Train Colleagues
  ☐ Train colleagues on using Priority Matrix for email management ☐ Get feedback and make adjustments as necessary
• Task 15 due in 1 month: Conduct Training
  ☐ Conduct a training session for colleagues on the new system ☐ Get feedback and make adjustments as necessary

Low Priority / Etc.

• Task 6 due in 3 weeks: Evaluate Effectiveness
  ☐ Evaluate the effectiveness of the new email management system ☐ Make adjustments as necessary
• Task 8 due in 1 month: Continuous Improvement
  ☐ Continuously seek ways to improve the email management system ☐ Implement improvements as they are identified
• Task 20 due in 1 month: Review System
  ☐ Review the email management system after one month ☐ Make adjustments as necessary