Email Conversion and Prioritization Template

More consulting templates

Turn your emails into actionable tasks with this comprehensive template designed for Corporate Sales Trainers. Ensure that no important communication or task slips through the cracks by integrating your email with a task management system.

This template guides you through setting up email integration, testing the conversion process, prioritizing tasks, and training your team, ensuring an organized and efficient workflow.

Get this template on priority matrix

Email Conversion and Prioritization for Priority Matrix

Email Conversion and Prioritization in Priority Matrix

Ensure no important email communication or task is missed by converting emails into prioritized tasks.

You can start using Email Conversion and Prioritization or other Consulting 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

Critical and Immediate

  • Task 1: Setup Email Integration
    ☐ Connect corporate email to Priority Matrix ☐ Set up rules for automatic conversion
  • Task 2: Test Email Conversion
    ☐ Send test emails ☐ Check if they are converted into tasks
  • Task 8: Regularly Check Email Tasks
    ☐ Check email tasks daily ☐ Ensure no important tasks are missed

Critical but not Immediate

  • Task 10: Evaluate Task Completion
    ☐ Evaluate completed tasks weekly ☐ Ensure tasks are being completed efficiently
  • Task 3: Prioritize Tasks
    ☐ Set priorities for tasks based on urgency and importance ☐ Assign tasks to appropriate quadrants
  • Task 5: Train Team on Email Conversion
    ☐ Explain the new email-to-task system to the team ☐ Provide training on using Priority Matrix

Not Critical but Immediate

  • Task 4: Optimize Email Conversion
    ☐ Adjust rules for email conversion based on test results ☐ Implement improvements
  • Task 6: Monitor Email Conversion
    ☐ Monitor the system for any issues ☐ Make necessary adjustments

Not Critical or Immediate

  • Task 7: Review Email Conversion
    ☐ Review the system after one month ☐ Make necessary improvements
  • Task 9: Maintain Email Organization
    ☐ Maintain a clean and organized email inbox ☐ Regularly archive or delete unnecessary emails