Email to Task Conversion and Tracking Template

More projectmanagement templates

Turn your emails into actionable tasks using Priority Matrix and ensure no email goes unattended. This template provides a comprehensive guide to setting up and using Priority Matrix for email-to-task conversion, task prioritization, and tracking.

By following this template, project managers can enhance their productivity by ensuring all critical email information is converted into tasks, tracked, and completed efficiently.

Get this template on priority matrix

Email to Task Conversion and Tracking for Priority Matrix

Email to Task Conversion and Tracking in Priority Matrix

Convert emails into tasks to ensure no email goes unattended and all tasks are tracked efficiently.

You can start using Email to Task Conversion and Tracking or other Projectmanagement 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

Critical and Immediate

  • Task 1: Set up Priority Matrix on all devices
    ☐ Download Priority Matrix ☐ Install Priority Matrix on all devices ☐ Sign up/Sign in
  • Task 10: Manage Team Tasks
    ☐ Assign tasks to team members ☐ Monitor team task progress
  • Task 12: Manage Project Tasks
    ☐ Separate project tasks from non-project tasks ☐ Track project task progress
  • Task 13: Manage Client Communication
    ☐ Separate client communication from other communication ☐ Track client communication
  • Task 3: Connect Email to Priority Matrix
    ☐ Go to settings ☐ Connect email
  • Task 4: Set up Email to Task Conversion
    ☐ Choose an email ☐ Convert it to a task
  • Task 5: Prioritize Tasks
    ☐ Review all tasks ☐ Prioritize based on urgency and importance
  • Task 6: Track Tasks
    ☐ Monitor task progress ☐ Update task status

Critical but not Immediate

  • Task 14: Manage Internal Communication
    ☐ Separate internal communication from other communication ☐ Track internal communication
  • Task 19: Set up Communication Priorities
    ☐ Set priorities for communication based on urgency and importance
  • Task 2: Familiarize with Priority Matrix Interface
    ☐ Understand the UI ☐ Explore the features
  • Task 7: Weekly Review of Tasks
    ☐ Review completed tasks ☐ Identify pending tasks
  • Task 8: Monthly Review of Task Efficiency
    ☐ Analyze the task completion rate ☐ Identify areas of improvement

Not Critical but Immediate

  • Task 11: Manage Personal Tasks
    ☐ Separate personal tasks from professional tasks ☐ Track personal task progress
  • Task 16: Weekly Review of Communication
    ☐ Review completed communication ☐ Identify pending communication
  • Task 18: Set up Communication Notifications
    ☐ Enable notifications for new communication ☐ Set reminders for due communication
  • Task 9: Set up Notifications
    ☐ Enable notifications for new tasks ☐ Set reminders for due tasks

Not Critical or Immediate

  • Task 15: Manage Vendor Communication
    ☐ Separate vendor communication from other communication ☐ Track vendor communication
  • Task 17: Monthly Review of Communication Efficiency
    ☐ Analyze the communication completion rate ☐ Identify areas of communication improvement
  • Task 20: Evaluate Priority Matrix Efficiency
    ☐ Evaluate the efficiency of Priority Matrix in managing tasks and communication ☐ Identify areas of improvement in Priority Matrix usage