Email Management System Template

More corporate-coaching templates

Efficiently manage your emails by transforming them into actionable tasks with this comprehensive Email Management System template. This guide helps you choose the right software, set it up, organize your emails, and create rules for automatic task creation, ensuring that no important communication is missed.

Ideal for Business Leadership Coaches, this system enhances your responsiveness and maintains a smooth flow of information, crucial for effective business operations.

Get this template on priority matrix

Email Management System for Priority Matrix

Email Management System in Priority Matrix

Turn emails into tasks to ensure important communications are addressed promptly and efficiently.

You can start using Email Management System or other Corporate-Coaching 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, Quick Wins

  • Task 1: Choose an email management software
    ☐ Research different email management software ☐ Choose the one that suits the needs best
  • Task 2: Set up the email management software
    ☐ Install the software ☐ Configure settings according to needs

High Impact, Long Term

  • Task 3: Create email categories
    ☐ Identify different types of emails received ☐ Create relevant categories for them
  • Task 4: Set up email filters
    ☐ Set up filters to automatically sort emails into categories
  • Task 5: Set up task creation rules
    ☐ Set up rules for automatic task creation from emails

Low Impact, Quick Wins

  • Task 6: Test the system
    ☐ Send test emails and check if tasks are created correctly
  • Task 7: Adjust settings if necessary
    ☐ Make adjustments to settings if tasks are not created correctly
  • Task 8: Train on using the system
    ☐ Learn how to use the system effectively

Low Impact, Long Term

  • Task 10: Monitor the system
    ☐ Monitor the system for any issues
  • Task 9: Start using the system
    ☐ Start using the system for real emails