Email Task Conversion Project Template

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In the fast-paced energy solutions industry, important emails can easily be missed. This template helps you turn emails into tasks, ensuring critical information is captured and actioned promptly.

Follow the step-by-step guide to set up email filters, choose the right task management tool, and learn how to convert and prioritize tasks from emails. Maintain a clean inbox and stay on top of your tasks with this comprehensive template.

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Email Task Conversion Project for Priority Matrix

Email Task Conversion Project in Priority Matrix

Convert emails into actionable tasks to ensure nothing important gets overlooked.

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Proposed Tasks

Non-Urgent Priorities

  • Assign Tasks to Projects
    ☐ Assign your converted email tasks to the relevant projects.
  • Choose Task Management Tool
    ☐ Research and ☐ choose a task management tool that integrates with your email client.
  • Clear Email Backlog
    ☐ Go through your existing emails, converting them into tasks where necessary.
  • Create Project Categories
    ☐ Create project categories in your task management tool to organize your tasks.
  • Email-to-Task Conversion Training
    ☐ Understand how to turn emails into tasks using your chosen tool.
  • Maintain Email Inbox
    ☐ Keep your email inbox clean by converting emails into tasks as they arrive.
  • Prioritize Tasks
    ☐ Prioritize tasks based on their urgency and importance.
  • Review Task Progress
    ☐ Review your progress on tasks on a daily basis and adjust your priorities as necessary.
  • Set Task Deadlines
    ☐ Set deadlines for each task to ensure they are completed in a timely manner.
  • Setup Email Filters
    ☐ Create filters for emails from key contacts and for specific subject lines to ensure they are prioritized.