Email Task Tracking and Prioritization Template

Email Task Tracking and Prioritization in Priority Matrix

Turn emails into actionable tasks and ensure effective client communication in the consulting industry.

You can start using Email Task Tracking and Prioritization or other Consulting Project Templates with Priority Matrix in just a few steps:

1. Click to sign in or create an account in the system
2. Start adding your items to the matrix
3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you

If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.

Proposed Tasks

Neither Urgent nor Important

• Task 1 due in 1 day: Set up email management system
  ☐ Research best email management systems ☐ Choose the system that best fits needs ☐ Set up system
• Task 2 due in 3 days: Categorize existing emails
  ☐ Go through inbox and categorize emails based on urgency and importance
• Task 3 due in 1 week: Create email templates
  ☐ Create templates for common email responses to save time in the future
• Task 4 due in 2 weeks: Implement daily email check-ins
  ☐ Set specific times each day to check and respond to emails, avoiding constant disruption
• Task 5 due in 3 weeks: Train on new email system
  ☐ Get comfortable with the new system and make sure all features are understood
• Task 6 due in 1 month: Review and adjust system
  ☐ Review the effectiveness of the system and make adjustments as needed
• Task 7 due in 5 weeks: Automate email categorization
  ☐ Set up rules in the email client to automatically categorize incoming emails
• Task 8 due in 6 weeks: Set up email notifications
  ☐ Set up notifications for important emails to ensure they're not missed
• Task 9 due in 7 weeks: Implement email archiving
  ☐ Set up a system for archiving old emails to keep the inbox manageable
• Task 10 due in 2 months: Create email task list
  ☐ Start each day by creating a list of email tasks to complete
• Task 11 due in 9 weeks: Set up email delegation
  ☐ If applicable, delegate certain emails to other team members
• Task 12 due in 10 weeks: Implement email batching
  ☐ Instead of responding to emails as they arrive, batch them and respond at set times
• Task 13 due in 11 weeks: Review email productivity
  ☐ Review how the new system has affected productivity and make any necessary adjustments
• Task 15 due in 13 weeks: Implement email follow-up system
  ☐ Set up a system for following up on emails that haven't received a response
• Task 14 due in 3 months: Create email response time standards
  ☐ Establish standards for how quickly emails should be responded to
• Task 16 due in 14 weeks: Set up email reminders
  ☐ Set up reminders for important emails that need to be sent in the future
• Task 17 due in 15 weeks: Implement email tagging
  ☐ Use tags to organize emails and make them easier to find in the future
• Task 19 due in 17 weeks: Set up email filtering
  ☐ Set up filters to automatically sort emails and reduce inbox clutter
• Task 18 due in 4 months: Establish email etiquette standards
  ☐ Create standards for email etiquette to ensure all communication is professional
• Task 20 due in 18 weeks: Review and adjust system
  ☐ Review the effectiveness of the system and make adjustments as needed