Email Request and Issue Tracking System Template

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Turn your email requests and issues into actionable tasks with this template. This project ensures that important emails don't get lost and are addressed in a timely manner. Follow a structured approach to identify, implement, and manage an email tracking system that categorizes and assigns tasks, trains staff, and continuously monitors and updates the system based on feedback.

This template guides you through selecting the right software, training your team, organizing email categories, and ensuring ongoing system efficiency to meet your organization's needs.

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Email Request and Issue Tracking System for Priority Matrix

Email Request and Issue Tracking System in Priority Matrix

Convert emails into tasks to ensure all requests and issues are tracked and resolved efficiently.

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Proposed Tasks

Critical & Immediate

  • Task 1: Identify Email Tracking Software
    ☐ Research different email tracking software options ☐ Compare features and pricing ☐ Select the best option for the organization
  • Task 3: Train Staff on New System
    ☐ Arrange training sessions for staff ☐ Ensure all staff understand the new system
  • Task 5: Assign Staff to Categories
    ☐ Assign staff to handle different categories of requests and issues
  • Task 9: Monitor System
    ☐ Monitor the system to ensure it is being used properly

Important & Not Immediate

  • Task 10: Regularly Review and Update System
    ☐ Regularly review and update the system to ensure it continues to meet the company's needs
  • Task 2: Purchase and Install Software
    ☐ Purchase the selected software ☐ Install software on the company system
  • Task 4: Create Email Request and Issue Categories
    ☐ Determine categories for requests and issues ☐ Set up categories in the email tracking system

Not Critical but Immediate

  • Task 6: Test the System
    ☐ Run tests to ensure the system is functioning properly

Low Priority & Deferred

  • Task 7: Gather Feedback
    ☐ Gather feedback from staff on the new system
  • Task 8: Make Necessary Adjustments
    ☐ Make any necessary adjustments based on feedback