Email Management and Task Tracking Template

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CEOs often receive numerous emails daily, making it challenging to keep track of important tasks. This template helps transform emails into actionable tasks, ensuring that no critical emails are overlooked and that all tasks are effectively managed.

By following this step-by-step guide, you can sort, convert, and prioritize your emails, assign tasks, and review the overall email management process to improve efficiency and productivity.

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Email Management and Task Tracking for Priority Matrix

Email Management and Task Tracking in Priority Matrix

Turn emails into tasks to ensure no important emails are missed and all tasks are tracked.

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Proposed Tasks

High Priority Emails

  • Task 1: Email Sorting (due in 1 day)
    ☐ Identify high-priority emails ☐ Identify medium-priority emails ☐ Identify low-priority emails
  • Task 2: Convert Emails to Tasks (due in 2 days)
    ☐ Convert high-priority emails to tasks ☐ Convert medium-priority emails to tasks ☐ Convert low-priority emails to tasks
  • Task 9: Implement Updated Email Management Process (due in 3 weeks)
    ☐ Implement updated email management process ☐ Train team on updated process

Medium Priority Emails

  • Task 3: Set Due Dates for Tasks (due in 3 days)
    ☐ Set due dates for high-priority tasks ☐ Set due dates for medium-priority tasks ☐ Set due dates for low-priority tasks
  • Task 4: Assign Tasks (due in 4 days)
    ☐ Assign high-priority tasks ☐ Assign medium-priority tasks ☐ Assign low-priority tasks
  • Task 10: Review Updated Email Management Process (due in 4 weeks)
    ☐ Review effectiveness of updated process ☐ Make necessary adjustments

Low Priority Emails

  • Task 5: Follow Up on Tasks (due in 5 days)
    ☐ Follow up on high-priority tasks ☐ Follow up on medium-priority tasks ☐ Follow up on low-priority tasks
  • Task 6: Review Completed Tasks (due in 1 week)
    ☐ Review completed high-priority tasks ☐ Review completed medium-priority tasks ☐ Review completed low-priority tasks

To Be Reviewed

  • Task 7: Archive Completed Tasks (due in 1 week)
    ☐ Archive completed high-priority tasks ☐ Archive completed medium-priority tasks ☐ Archive completed low-priority tasks
  • Task 8: Review Email Management Process (due in 2 weeks)
    ☐ Identify improvements for email management process ☐ Update email management process