Email Task Tracking and Prioritization Template

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Ensure no important information gets lost in your inbox with this Email Task Tracking and Prioritization template. Convert your emails into actionable tasks and prioritize them effectively using the Eisenhower method. This structured approach helps you stay organized and ensures that critical information is captured and acted upon promptly.

Follow a series of well-defined tasks to set up an email-to-task conversion tool, categorize your tasks, and prioritize them based on urgency and importance. Regular reviews and adjustments will help maintain efficiency and productivity.

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Email Task Tracking and Prioritization for Priority Matrix

Email Task Tracking and Prioritization in Priority Matrix

Convert emails into tasks to ensure important information isn't lost in the email shuffle.

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Proposed Tasks

Urgent & Important

  • Task 15: Regularly use the email-to-task process (ongoing)
    ☐ Use the email-to-task process for all emails
  • Task 19: Regularly review email-to-task conversion (ongoing)
    ☐ Regularly review and adjust email-to-task conversion as necessary
  • Task 1: Set up email-to-task conversion tool (due in 2 days)
    ☐ Research available tools ☐ Select a tool that fits needs ☐ Set up the tool
  • Task 2: Create categories for tasks (due in 3 days)
    ☐ Identify common types of tasks ☐ Create categories for these tasks
  • Task 3: Test email-to-task conversion (due in 4 days)
    ☐ Send test email ☐ Ensure it converts into a task correctly
  • Task 11: Ongoing task review (due in 2 months)
    ☐ Regularly review tasks ☐ Adjust priorities as necessary

Important, Not Urgent

  • Task 16: Regularly prioritize tasks using the Eisenhower method (ongoing)
    ☐ Use the Eisenhower method to prioritize all tasks
  • Task 20: Continually improve the email-to-task process (ongoing)
    ☐ Look for ways to improve the email-to-task process ☐ Implement improvements
  • Task 4: Learn the Eisenhower method (due in 1 week)
    ☐ Read about the Eisenhower method ☐ Understand how to apply it to tasks
  • Task 5: Prioritize existing tasks using the Eisenhower method (due in 10 days)
    ☐ Review all existing tasks ☐ Assign each task a quadrant based on its urgency and importance
  • Task 6: Test task prioritization (due in 2 weeks)
    ☐ Review prioritized tasks ☐ Adjust as necessary
  • Task 12: Ongoing email-to-task conversion review (due in 10 weeks)
    ☐ Regularly review email-to-task conversion ☐ Adjust as necessary

Urgent, Not Important

  • Task 17: Regularly review task categories (ongoing)
    ☐ Regularly review and adjust task categories as necessary
  • Task 7: Adjust email-to-task conversion settings (due in 3 weeks)
    ☐ Review conversion settings ☐ Adjust as necessary
  • Task 8: Train on new email-to-task process (due in 1 month)
    ☐ Learn how to use the new email-to-task process ☐ Practice using the process
  • Task 13: Ongoing task categorization review (due in 3 months)
    ☐ Regularly review task categories ☐ Adjust as necessary

Not Urgent & Not Important

  • Task 18: Regularly review task prioritization (ongoing)
    ☐ Regularly review and adjust task prioritization as necessary
  • Task 9: Review and adjust task categories (due in 5 weeks)
    ☐ Review task categories ☐ Adjust as necessary
  • Task 10: Review and adjust task prioritization (due in 6 weeks)
    ☐ Review task prioritization ☐ Adjust as necessary
  • Task 14: Ongoing task prioritization review (due in 14 weeks)
    ☐ Regularly review task prioritization ☐ Adjust as necessary