Email Management and Task Tracking Project Template

More it-services templates

Enhance your email management by turning important emails into actionable tasks. This template ensures no crucial communication gets lost in the inbox, helping you stay organized and responsive.

With step-by-step tasks, from identifying and installing email management software to regular training and system reviews, this template is designed to improve your workflow and customer satisfaction.

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Email Management and Task Tracking Project for Priority Matrix

Email Management and Task Tracking Project in Priority Matrix

Turn emails into tasks to ensure timely action and enhance communication efficiency.

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Proposed Tasks

Not Urgent, Not Important

  • Task 19: Conduct Year-End Review due in 13 months
    ☐ Review the effectiveness of the system ☐ Plan improvements for the next year
  • Task 20: Plan for Next Year due in 14 months
    ☐ Plan for any changes or improvements for the next year ☐ Implement changes
  • Task 1: Identify Email Management Software due in 2 days
    ☐ Research various email management software ☐ Compare features and pricing ☐ Select the most suitable one
  • Task 2: Purchase and Install Software due in 1 week
    ☐ Procure software ☐ Install on all devices
  • Task 3: Set Up Email Management Rules due in 2 weeks
    ☐ Define rules for incoming emails ☐ Set up automatic task creation
  • Task 4: Import Existing Emails due in 3 weeks
    ☐ Import all existing emails into the software ☐ Turn important emails into tasks
  • Task 5: Training Staff on New System due in 4 weeks
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Follow up on any queries
  • Task 6: Monitor Software Usage due in 5 weeks
    ☐ Regularly check software usage ☐ Provide support where needed
  • Task 7: Review Email Management System due in 6 weeks
    ☐ Get feedback from staff ☐ Make necessary adjustments
  • Task 8: Regularly Update Software due in 2 months
    ☐ Check for software updates ☐ Install updates
  • Task 9: Regularly Review Email Management Rules due in 3 months
    ☐ Review and adjust email rules ☐ Ensure rules are still effective
  • Task 10: Conduct Regular Training due in 4 months
    ☐ Update training materials ☐ Conduct refresher training
  • Task 11: Regular Software Maintenance due in 5 months
    ☐ Check software for any issues ☐ Fix any bugs
  • Task 12: Regularly Monitor Email Communication due in 6 months
    ☐ Monitor email communication ☐ Ensure tasks are being actioned
  • Task 13: Regularly Review System Efficiency due in 7 months
    ☐ Review system efficiency ☐ Make necessary adjustments
  • Task 14: Regularly Update Training Materials due in 8 months
    ☐ Update training materials ☐ Ensure materials are up-to-date
  • Task 15: Regularly Review Staff Feedback due in 9 months
    ☐ Collect staff feedback ☐ Make necessary changes based on feedback
  • Task 16: Regularly Check Software Updates due in 10 months
    ☐ Check for software updates ☐ Install updates
  • Task 17: Regularly Review Email Rules due in 11 months
    ☐ Review and adjust email rules ☐ Ensure rules are still effective
  • Task 18: Regularly Monitor Email Communication due in 12 months
    ☐ Monitor email communication ☐ Ensure tasks are being actioned