Email Management and Task Tracking Template

Email Management and Task Tracking in Priority Matrix

Turn emails into tasks to ensure nothing falls through the cracks in your non-profit organization.

You can start using Email Management and Task Tracking or other Non-Profit 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
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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

Immediate Attention

• Create Email Rules for Auto-sorting
  Set up rules in the email account to automatically sort emails into appropriate categories or folders.
• Integrate Email with Priority Matrix
  Integrate the email account with Priority Matrix to ensure seamless transfer of tasks from email to the task manager.
• Monitor Task Progress
  Monitor the progress of tasks to ensure they are on track for completion.
• Set up Priority Matrix Account
  Create a Priority Matrix account to start managing tasks efficiently.
• Weekly Task Review
  Review tasks on a weekly basis to ensure all tasks are being tracked and nothing is being overlooked.

Long Term Attention

• Adjust Task Priorities
  Adjust task priorities as needed based on progress and changing needs.
• Annual Task Review
  Conduct an annual review of tasks to assess the overall effectiveness of the task management process.
• Implement Task Management Improvements
  Implement any identified improvements to the task management process.
• Revisit Task Priorities
  Review and adjust task priorities as needed to ensure tasks are being completed in a timely manner.
• Revisit Task Training
  Review and adjust the task training process as needed to ensure the team is effectively using the task management system.
• Sync Priority Matrix with Calendar
  Sync Priority Matrix with the calendar to ensure task deadlines are visible and reminders are set.
• Train Team on Email to Task Conversion
  Conduct a training session for the team on how to convert emails into tasks using Priority Matrix.

Delegated Tasks

• Delegate Tasks
  Delegate identified tasks to appropriate team members.
• Identify Tasks for Delegation
  Identify tasks that can be delegated to team members to ensure efficient task distribution.
• Revisit Task Delegation
  Review task delegation process to ensure tasks are being effectively distributed.

Low Priority Tasks

• Monthly Task Review
  Conduct a monthly review of tasks to identify any areas for improvement in the task management process.
• Provide Feedback on Task Management Process
  Provide feedback to the team on the task management process and suggest improvements.
• Quarterly Task Review
  Conduct a quarterly review of tasks to ensure the task management process is working effectively.
• Revisit Email Rules
  Review and adjust email rules as needed to ensure they are effectively sorting emails.
• Revisit Task Integration with Calendar
  Review and adjust the integration of tasks with the calendar to ensure task deadlines are being effectively tracked.