Email Management and Task Creation Template

More technology-services templates

Transform your email management process by turning emails into actionable tasks. This template helps you ensure that no important communications are lost in your inbox. Follow the outlined steps to choose, set up, and optimize an email management tool, train your team, and continuously monitor and adjust the process for maximum efficiency.

By implementing this template, you can streamline your email management, ensure important tasks are addressed, and maintain effective communication within your team.

Get this template on priority matrix

Email Management and Task Creation for Priority Matrix

Email Management and Task Creation in Priority Matrix

Turn emails into tasks to ensure important communications are not missed in the tech services industry.

You can start using Email Management and Task Creation or other Technology-Services 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, Urgent

  • Task 1: Choose an email management tool due in 1 day
    ☐ Research available tools ☐ Compare features ☐ Choose the best option
  • Task 2: Set up email management tool due in 3 days
    ☐ Install tool ☐ Configure settings ☐ Test functionality
  • Task 9: Monitor tool usage due in 2 months
    ☐ Check if emails are being converted into tasks ☐ Ensure no important emails are missed ☐ Get feedback from team
  • Task 14: Monitor tool usage due in 4 months
    ☐ Check if emails are being converted into tasks ☐ Ensure no important emails are missed ☐ Get feedback from team
  • Task 19: Monitor tool usage due in 6 months
    ☐ Check if emails are being converted into tasks ☐ Ensure no important emails are missed ☐ Get feedback from team

High Impact, Not Urgent

  • Task 3: Train team on using the tool due in 1 week
    ☐ Prepare training materials ☐ Conduct training session ☐ Get feedback
  • Task 6: Review email management process due in 1 month
    ☐ Assess effectiveness of email management ☐ Identify areas for improvement ☐ Implement changes
  • Task 8: Conduct follow-up training due in 6 weeks
    ☐ Prepare follow-up training session ☐ Conduct training ☐ Get feedback
  • Task 11: Review email management process due in 3 months
    ☐ Assess effectiveness of email management ☐ Identify areas for improvement ☐ Implement changes
  • Task 13: Conduct follow-up training due in 14 weeks
    ☐ Prepare follow-up training session ☐ Conduct training ☐ Get feedback
  • Task 16: Review email management process due in 5 months
    ☐ Assess effectiveness of email management ☐ Identify areas for improvement ☐ Implement changes
  • Task 18: Conduct follow-up training due in 22 weeks
    ☐ Prepare follow-up training session ☐ Conduct training ☐ Get feedback

Low Impact, Urgent

  • Task 4: Monitor tool usage due in 2 weeks
    ☐ Check if emails are being converted into tasks ☐ Ensure no important emails are missed ☐ Get feedback from team
  • Task 7: Update training materials due in 5 weeks
    ☐ Update training materials with new information ☐ Conduct refresher training session ☐ Get feedback
  • Task 12: Update training materials due in 13 weeks
    ☐ Update training materials with new information ☐ Conduct refresher training session ☐ Get feedback
  • Task 17: Update training materials due in 21 weeks
    ☐ Update training materials with new information ☐ Conduct refresher training session ☐ Get feedback

Low Impact, Not Urgent

  • Task 5: Adjust tool settings due in 3 weeks
    ☐ Identify any issues with the tool ☐ Make necessary adjustments ☐ Test functionality
  • Task 10: Adjust tool settings due in 9 weeks
    ☐ Identify any issues with the tool ☐ Make necessary adjustments ☐ Test functionality
  • Task 15: Adjust tool settings due in 17 weeks
    ☐ Identify any issues with the tool ☐ Make necessary adjustments ☐ Test functionality
  • Task 20: Adjust tool settings due in 25 weeks
    ☐ Identify any issues with the tool ☐ Make necessary adjustments ☐ Test functionality