Email-to-Task Conversion Project Template

More consultancy templates

Managing a high volume of emails can be daunting, especially for consultants. This template helps you convert emails into actionable tasks directly within Priority Matrix, ensuring all important action items are captured and addressed.

Follow the step-by-step process outlined in this template to set up email integration, create filters for action-required emails, and automate email-to-task conversion. Regularly review and adjust the system to maintain its effectiveness.

Get this template on priority matrix

Email-to-Task Conversion Project for Priority Matrix

Email-to-Task Conversion Project in Priority Matrix

Turn your emails into tasks in Priority Matrix to ensure no action item is overlooked.

You can start using Email-to-Task Conversion Project or other Consultancy 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

Email Processing

  • Task 1: Set up email integration
    ☐ Choose an email client ☐ Sync email client with Priority Matrix
  • Task 2: Create email filters
    ☐ Identify common types of action-required emails ☐ Create filters for these types

Task Creation

  • Task 3: Automate email-to-task conversion
    ☐ Identify software or plugins ☐ Set up automation
  • Task 4: Test email-to-task conversion
    ☐ Send test emails ☐ Ensure they convert into tasks
  • Task 9: Create a guide for team
    ☐ Document the email-to-task process ☐ Share guide with team

Task Prioritization

  • Task 5: Prioritize tasks
    ☐ Review tasks created from emails ☐ Assign priority levels
  • Task 6: Assign tasks
    ☐ Assign tasks to team members ☐ Ensure all tasks have assigned owners

Task Completion

  • Task 10: Schedule regular system reviews
    ☐ Set calendar reminders for system reviews ☐ Follow up on system performance
  • Task 7: Complete tasks
    ☐ Track task completion ☐ Follow up on overdue tasks
  • Task 8: Review and adjust system
    ☐ Review effectiveness of system ☐ Make necessary adjustments