Email Task Management and Prioritization Template

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In a busy work environment, it's easy for important emails to get lost in the shuffle. This template helps you turn emails into tasks, ensuring every request or inquiry is addressed promptly and effectively.

Follow the step-by-step guide to set up email filtering rules, identify high and low priority emails, and manage tasks efficiently. Implementing this system will help you stay organized and responsive.

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Email Task Management and Prioritization for Priority Matrix

Email Task Management and Prioritization in Priority Matrix

Turn your emails into tasks to ensure no important requests or inquiries are overlooked.

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Proposed Tasks

High Impact, Urgent

  • Task 1: Set Up Email Filtering Rules (due in 2 days)
    ☐ Identify common types of emails ☐ Create filtering rules for different types of emails ☐ Test filtering rules
  • Task 2: Identify High Priority Emails (due in 3 days)
    ☐ Review filtered emails ☐ Identify high priority emails ☐ Create a list of high priority emails
  • Task 7: Implement Task Management System (due in 1 month)
    ☐ Choose a task management system ☐ Set up task management system ☐ Transfer tasks to task management system
  • Task 9: Monitor Task Completion (due in 6 weeks)
    ☐ Monitor task completion rates ☐ Address any issues that arise ☐ Make adjustments as necessary

High Impact, Not Urgent

  • Task 3: Turn High Priority Emails into Tasks (due in 1 week)
    ☐ Review list of high priority emails ☐ Create tasks based on high priority emails ☐ Assign deadlines to tasks
  • Task 6: Review Task List (due in 3 weeks)
    ☐ Review all tasks ☐ Make adjustments as necessary ☐ Finalize task list
  • Task 8: Train Staff on Task Management System (due in 5 weeks)
    ☐ Train staff on how to use task management system ☐ Address any questions or concerns ☐ Ensure staff are comfortable using the system
  • Task 10: Review and Adjust System (due in 2 months)
    ☐ Review effectiveness of task management system ☐ Make adjustments as necessary ☐ Ensure system is meeting needs

Low Impact, Urgent

  • Task 4: Identify Low Priority Emails (due in 1 week)
    ☐ Review filtered emails ☐ Identify low priority emails ☐ Create a list of low priority emails

Low Impact, Not Urgent

  • Task 5: Turn Low Priority Emails into Tasks (due in 2 weeks)
    ☐ Review list of low priority emails ☐ Create tasks based on low priority emails ☐ Assign deadlines to tasks