Email Management for Efficiency Template

More law-firm templates

Law firms often face an overwhelming volume of emails, making it challenging to keep track of important tasks. This template helps Branch Managers convert emails into tasks directly within Priority Matrix, ensuring nothing is missed and everything is actioned appropriately.

Follow the step-by-step tasks in this template to install the Priority Matrix extension, set up email filters, prioritize and assign tasks, and continuously improve the process for maximum efficiency.

Get this template on priority matrix

Email Management for Efficiency for Priority Matrix

Email Management for Efficiency in Priority Matrix

Streamline your email management by turning emails into actionable tasks with Priority Matrix.

You can start using Email Management for Efficiency or other Law-Firm 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

Urgent and Important

  • Task 1: Install Priority Matrix Extension
    ☐ Research how to install the Priority Matrix extension for email ☐ Install the extension
  • Task 4: Prioritize Tasks
    ☐ Review all tasks imported from emails ☐ Prioritize tasks based on urgency and importance
  • Task 5: Assign Tasks
    ☐ Assign tasks to team members ☐ Ensure team members understand their tasks and deadlines
  • Task 6: Monitor Task Completion
    ☐ Regularly check on task completion ☐ Follow up with team members on any overdue tasks
  • Task 9: Establish Routine Check-ins
    ☐ Establish a routine of daily or weekly check-ins to monitor task progress ☐ Use these check-ins to address any issues or concerns

Important, Not Urgent

  • Task 10: Continuous Improvement
    ☐ Continually look for ways to improve the email to task process ☐ Implement improvements as they are found
  • Task 2: Understand Email to Task Conversion
    ☐ Read tutorials on how to convert emails to tasks in Priority Matrix ☐ Practice converting emails to tasks
  • Task 3: Set Up Email Filters
    ☐ Determine which emails are most important and need to be tasks ☐ Set up email filters to automatically send these emails to Priority Matrix
  • Task 7: Review Email to Task Process
    ☐ Review the process of converting emails to tasks after one month ☐ Make any necessary adjustments to improve the process
  • Task 8: Train Team on Email to Task Process
    ☐ Train the team on how to convert their own emails to tasks ☐ Ensure everyone is comfortable with the process