Email Task Management Template
More information-technology templates
Manage your project updates and requests seamlessly by converting emails into tasks using Priority Matrix. This template assists SharePoint consultants in tracking and actioning tasks received via email, ensuring nothing gets overlooked.
Follow the step-by-step guide to set up email integration, create filtering rules, test conversions, and organize tasks by priorities and due dates. Enhance your productivity with task reminders and periodic system reviews.
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Email Task Management in Priority Matrix
Turn emails into tasks and manage them efficiently with Priority Matrix.
You can start using Email Task Management or other Information-Technology Project Templates with Priority Matrix in just a few steps:
- Click to sign in or create an account in the system
- Start adding your items to the matrix
- If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
Proposed Tasks
High Importance, Urgent
-
Task 1: Set up email integration due in 1 day
☐ Research email integration options ☐ Choose the most suitable option ☐ Set up the integration -
Task 2: Create email filtering rules due in 3 days
☐ Identify common types of emails ☐ Create filtering rules for these types
High Importance, Not Urgent
-
Task 3: Test email to task conversion due in 1 week
☐ Send test emails ☐ Check if they are correctly converted into tasks -
Task 4: Set up task priorities due in 2 weeks
☐ Define priority levels ☐ Assign priorities to tasks
Low Importance, Urgent
-
Task 5: Assign tasks to projects due in 3 weeks
☐ Identify relevant projects for each task ☐ Assign tasks to these projects -
Task 6: Organize tasks by due dates due in 1 month
☐ Identify due dates for each task ☐ Organize tasks by these dates
Low Importance, Not Urgent
-
Task 7: Set up task reminders due in 5 weeks
☐ Choose reminder settings ☐ Set up reminders for each task -
Task 8: Review and adjust system due in 2 months
☐ Review the system's effectiveness ☐ Make adjustments as needed