Email to Task Conversion Template

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Emails often contain critical tasks that can easily be overlooked in the fast-paced consulting industry. This template helps you convert emails into tasks using Priority Matrix, ensuring that no important task is missed.

Follow the detailed steps to set up email integration, create filters, define task categories, and more. This structured approach will help you manage your tasks efficiently and ensure timely completion.

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Email to Task Conversion for Priority Matrix

Email to Task Conversion in Priority Matrix

Convert important emails into tasks to ensure they are tracked and completed.

You can start using Email to Task Conversion or other Consulting 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

High Impact, Urgent

  • Task 1: Set up email integration
    ☐ Research email integration tools with Priority Matrix ☐ Choose the best tool ☐ Set up the tool
  • Task 2: Create email filters
    ☐ Identify important email senders ☐ Create filters for those senders
  • Task 9: Train team on new process
    ☐ Develop training materials ☐ Train team on new process

High Impact, Not Urgent

  • Task 3: Define task categories
    ☐ Identify common task types in emails ☐ Create categories for these tasks
  • Task 4: Assign tasks to projects
    ☐ Define projects ☐ Assign tasks to appropriate projects

Low Impact, Urgent

  • Task 5: Prioritize tasks
    ☐ Review tasks ☐ Prioritize tasks based on urgency and impact
  • Task 6: Schedule tasks
    ☐ Review task deadlines ☐ Assign tasks to calendar

Low Impact, Not Urgent

  • Task 10: Monitor email to task conversion
    ☐ Monitor the process of converting emails into tasks ☐ Make adjustments as needed
  • Task 7: Review task completion
    ☐ Review completed tasks ☐ Identify any issues with task completion
  • Task 8: Adjust task assignment process
    ☐ Review task assignment process ☐ Make adjustments as needed