Email to Task Conversion Project Template

Email to Task Conversion Project in Priority Matrix

Convert important emails into tasks to ensure nothing is missed in your call center operations.

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Proposed Tasks

Urgent and Important

• Evaluate Current Email Management System
  ☐ Identify the shortcomings of the current email management system ☐ Understand how tasks are currently handled
• Implement Conversion Tool
  ☐ Set up the tool on all relevant systems ☐ Configure settings as per the team's requirement
• Select and Procure Conversion Tool
  ☐ Select the most suitable tool ☐ Procure licenses for the team

Important, Not Urgent

• Assess Impact on Customer Satisfaction
  ☐ Evaluate if the new system has improved customer satisfaction ☐ Implement changes if necessary
• Collect Feedback
  ☐ Collect feedback from the team on the tool's effectiveness ☐ Make necessary adjustments
• Plan for Future Improvements
  ☐ Plan for any future improvements based on feedback and observations ☐ Keep up-to-date with new features or tools
• Research Email to Task Conversion Tools
  ☐ Research available tools that convert emails into tasks ☐ Compare features and pricing
• Train Team on New Tool
  ☐ Arrange for training sessions for the team ☐ Ensure everyone understands how to use the tool

Urgent, Not Important

• Monitor Tool Usage
  ☐ Monitor how the team is using the tool ☐ Address any issues or concerns
• Review Task Completion Rates
  ☐ Review if tasks are being completed in a timely manner ☐ Identify areas for improvement