Email Integration for Streamlined Workflow Template

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Emails are a vital communication tool in local government, but managing them can be a challenge. This template helps you convert key emails into actionable tasks and integrate them into your project workflow. By using Priority Matrix, you can ensure no important task is missed and streamline your email workflow efficiently.

With step-by-step guidance, from identifying key project emails to training your team on the new workflow, this template is designed to make your email management more effective and your projects more organized.

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Email Integration for Streamlined Workflow for Priority Matrix

Email Integration for Streamlined Workflow in Priority Matrix

Convert important emails into tasks and integrate them into your project workflow for a streamlined process.

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Proposed Tasks

Critical and Immediate

  • Task 1: Identify Key Project Emails
    ☐ Scan through the inbox ☐ Identify key project-related emails ☐ Mark important emails for conversion
  • Task 2: Set up Priority Matrix Email Integration
    ☐ Download and install Priority Matrix extension ☐ Connect your email to Priority Matrix

Critical but not Immediate

  • Task 3: Convert Emails into Tasks
    ☐ Use Priority Matrix to convert identified emails into tasks ☐ Assign due dates and priority levels to tasks
  • Task 4: Integrate Tasks into Project Workflow
    ☐ Integrate converted tasks into existing project workflow ☐ Adjust workflow if necessary

Not Critical but Immediate

  • Task 5: Train Team on New Workflow
    ☐ Explain new workflow to team ☐ Provide training on how to use Priority Matrix for email integration
  • Task 6: Monitor and Adjust Workflow
    ☐ Monitor workflow for any issues ☐ Make necessary adjustments

Not Critical and not Immediate

  • Task 7: Regularly Review Email Tasks
    ☐ Review email tasks regularly ☐ Ensure no task is missed
  • Task 8: Seek Feedback from Team
    ☐ Request feedback from team on new workflow ☐ Implement useful suggestions