Email to Task Conversion and Prioritization Template

More digital-marketing templates

Efficiently manage your emails by converting them into actionable tasks. This template helps you set up an automated system to ensure that important messages are not missed and actions are taken promptly. By following this step-by-step guide, you can improve project management and prevent crucial tasks from slipping through the cracks.

Implementing this process will help you stay organized, prioritize tasks effectively, and enhance overall productivity within your team.

Get this template on priority matrix

Email to Task Conversion and Prioritization for Priority Matrix

Email to Task Conversion and Prioritization in Priority Matrix

Convert emails into tasks to ensure important messages are acted upon promptly.

You can start using Email to Task Conversion and Prioritization or other Digital-Marketing 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 due in 1 day: Set up email integration with Priority Matrix
    ☐ Link email to Priority Matrix ☐ Set up automatic email-to-task conversion
  • Task 2 due in 3 days: Create rules for automatic task creation from emails
    ☐ Determine criteria for task creation ☐ Create rules in Priority Matrix

Important but not Immediate

  • Task 3 due in 1 week: Prioritize newly created tasks
    ☐ Review tasks created from emails ☐ Assign priority levels
  • Task 4 due in 2 weeks: Review and adjust task creation rules
    ☐ Review effectiveness of current rules ☐ Make necessary adjustments to rules
  • Task 7 due in 5 weeks: Train team on new process
    ☐ Create training material ☐ Conduct training session ☐ Answer any questions

Less Important but Immediate

  • Task 5 due in 3 weeks: Monitor email task conversion
    ☐ Monitor email task conversion for a week ☐ Record any issues or gaps
  • Task 8 due in 6 weeks: Gather feedback from team
    ☐ Send out feedback survey ☐ Review feedback
  • Task 10 due in 8 weeks: Monitor new process
    ☐ Monitor new process for a week ☐ Record any issues or gaps

Less Important, Not Immediate

  • Task 6 due in 1 month: Review and adjust task prioritization process
    ☐ Review effectiveness of current prioritization process ☐ Make necessary adjustments
  • Task 9 due in 7 weeks: Make adjustments based on feedback
    ☐ Decide which feedback to implement ☐ Make necessary adjustments