Email Management & Prioritization Template
More product-management templates
Enhance your email management by converting emails into actionable tasks and prioritizing them effectively. This template leverages Priority Matrix to ensure that critical communications are never overlooked, boosting your productivity and efficiency.
Follow the step-by-step guide in this template to set up email-to-task automation, organize your inbox, set up filters, and much more. Improve your email management and stay on top of your communications effortlessly.
Get this template on priority matrix
![Email Management & Prioritization for Priority Matrix](https://s3.amazonaws.com/prod_pm_avatars/publictemplates/60328/cluster_601.webp)
Email Management & Prioritization in Priority Matrix
Turn emails into tasks and prioritize them to ensure no important communication is missed.
You can start using Email Management & Prioritization or other Product-Management Project Templates with Priority Matrix in just a few steps:
- Click to sign in or create an account in the system
- Start adding your items to the matrix
- If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
Proposed Tasks
Urgent and Important
-
Follow up on tasks - ongoing task
☐ Follow up on tasks ☐ Ensure tasks are completed -
Identify action items in emails - ongoing task
☐ Identify action items in emails ☐ Create tasks for these items -
Review tasks daily - ongoing task
☐ Review tasks created from emails daily ☐ Re-prioritize tasks as necessary -
Set aside time for email management - due in 1 day
☐ Identify best time for email management ☐ Block this time on calendar -
Set up email to task automation - due in 2 days
☐ Research tools for email to task automation ☐ Choose the most suitable tool ☐ Set up the automation -
Set up email filters - due in 3 days
☐ Identify common types of emails ☐ Create filters for these types
Important, Not Urgent
-
Delegate tasks as necessary - ongoing task
☐ Identify tasks that can be delegated ☐ Delegate these tasks -
Set up priority inbox - due in 2 days
☐ Identify important senders ☐ Set up priority inbox for these senders -
Set up reminders for tasks - due in 2 days
☐ Identify tasks that require reminders ☐ Set up reminders for these tasks -
Organize inbox - due in 1 week
☐ Sort emails by sender ☐ Archive old emails ☐ Create folders for different types of emails -
Create email templates - due in 2 weeks
☐ Identify common types of responses ☐ Create templates for these responses -
Review and adjust system - due in 1 month
☐ Review effectiveness of system ☐ Make adjustments as necessary -
Review email security - due in 1 month
☐ Review email security settings ☐ Update passwords if necessary -
Train team on email management - due in 2 months
☐ Create training materials ☐ Conduct training session -
Review email analytics - due in 3 months
☐ Review email analytics ☐ Identify trends and make adjustments as necessary -
Conduct email audit - due in 6 months
☐ Conduct audit of email management system ☐ Identify areas for improvement
Urgent, Not Important
-
Clean up inbox weekly - ongoing task
☐ Delete unnecessary emails weekly ☐ Archive completed tasks -
Unsubscribe from unnecessary newsletters - due in 1 day
☐ Identify unnecessary newsletters ☐ Unsubscribe from them -
Set up auto-responses - due in 1 week
☐ Identify situations for auto-responses ☐ Set up auto-responses for these situations
Neither Urgent nor Important
-
Manage spam - ongoing task
☐ Regularly check spam folder ☐ Mark legitimate emails as not spam ☐ Report spam emails