Email Management and Task Conversion Project Template

Email Management and Task Conversion Project in Priority Matrix

Turn emails into actionable tasks to improve communication and productivity in your enterprise tech environment.

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Proposed Tasks

Non-Critical Emails, Scheduled Action

• Task 1: Set Up Email Filtering System
  ☐ Research email filtering options ☐ Determine criteria for filtering ☐ Implement email filtering system
• Task 10: Develop Email Etiquette Guidelines
  ☐ Research best practices for email etiquette ☐ Develop guidelines based on research ☐ Distribute guidelines to staff
• Task 11: Implement Email Signature Standard
  ☐ Develop standard email signature ☐ Distribute standard to staff
• Task 12: Develop Email Response Time Standard
  ☐ Research best practices for email response times ☐ Develop email response time standard ☐ Distribute standard to staff
• Task 13: Implement Email Folder Organization System
  ☐ Research email folder organization systems ☐ Develop email folder organization system ☐ Implement system
• Task 14: Train Staff on Email Folder Organization System
  ☐ Develop training materials for email folder organization system ☐ Schedule training sessions ☐ Conduct training sessions
• Task 15: Monitor and Adjust Email Folder Organization System
  ☐ Monitor email folder organization system ☐ Collect feedback from staff ☐ Make necessary adjustments
• Task 16: Review and Update Email Folder Organization System
  ☐ Review email folder organization system ☐ Update system based on review
• Task 17: Develop Email Retention Policy
  ☐ Research best practices for email retention ☐ Develop email retention policy ☐ Distribute policy to staff
• Task 18: Implement Email Backup System
  ☐ Research email backup systems ☐ Choose suitable system ☐ Implement email backup system
• Task 19: Train Staff on Email Backup System
  ☐ Develop training materials for email backup system ☐ Schedule training sessions ☐ Conduct training sessions
• Task 2: Create Email-to-Task Conversion Process
  ☐ Research email-to-task conversion tools ☐ Choose suitable tool ☐ Set up email-to-task conversion process
• Task 20: Monitor and Adjust Email Backup System
  ☐ Monitor email backup system ☐ Collect feedback from staff ☐ Make necessary adjustments
• Task 3: Train Staff on New Email Management System
  ☐ Develop training materials ☐ Schedule training sessions ☐ Conduct training sessions
• Task 4: Monitor and Adjust Email Management System
  ☐ Monitor email management system ☐ Collect feedback from staff ☐ Make necessary adjustments
• Task 5: Review and Update Email Management System
  ☐ Review email management system ☐ Update email management system based on review
• Task 6: Implement Email Archiving System
  ☐ Research email archiving systems ☐ Choose suitable system ☐ Implement email archiving system
• Task 7: Train Staff on Email Archiving System
  ☐ Develop training materials for email archiving system ☐ Schedule training sessions ☐ Conduct training sessions
• Task 8: Monitor and Adjust Email Archiving System
  ☐ Monitor email archiving system ☐ Collect feedback from staff ☐ Make necessary adjustments
• Task 9: Review and Update Email Archiving System
  ☐ Review email archiving system ☐ Update system based on review