Email to Task Conversion and Prioritization Template

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Improve your client communication management by converting emails into tasks. This template guides you through the process of setting up email integration, creating filtering and prioritization rules, and training your staff to ensure no important client emails are overlooked.

By following this template, you can streamline your workflow, prioritize critical tasks, and enhance overall efficiency in managing client communications.

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Email to Task Conversion and Prioritization for Priority Matrix

Email to Task Conversion and Prioritization in Priority Matrix

Convert emails into actionable tasks to ensure client communications are promptly addressed.

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Proposed Tasks

High Impact, Urgent

  • Task 1: Set up email integration (due in 2 days)
    ☐ Research email integration options ☐ Choose the most suitable option ☐ Set up integration
  • Task 2: Create email filtering rules (due in 3 days)
    ☐ Identify common types of emails ☐ Create filtering rules
  • Task 3: Test email integration (due in 1 week)
    ☐ Send test emails ☐ Check if emails are being converted into tasks

High Impact, Non-Urgent

  • Task 4: Set up task prioritization rules (due in 2 weeks)
    ☐ Identify task priority levels ☐ Create prioritization rules
  • Task 5: Test task prioritization (due in 3 weeks)
    ☐ Create test tasks ☐ Check if tasks are being prioritized correctly
  • Task 8: Train staff on new process (due in 6 weeks)
    ☐ Prepare training materials ☐ Conduct training session

Low Impact, Urgent

  • Task 6: Review and adjust rules (due in 1 month)
    ☐ Review effectiveness of rules ☐ Adjust rules if necessary
  • Task 7: Set up email notifications (due in 5 weeks)
    ☐ Set up notifications for new tasks ☐ Set up notifications for due tasks

Low Impact, Non-Urgent

  • Task 9: Monitor process (due in 2 months)
    ☐ Monitor process for a week ☐ Make adjustments if necessary
  • Task 10: Review process (due in 3 months)
    ☐ Review process after three months ☐ Make long-term adjustments