Email to Task Conversion Template

More project-management templates

Ensure no important project detail is missed by converting emails into actionable tasks. This template guides you through setting up email forwarding, choosing the right task management tool, and integrating your email platform for seamless task creation.

With clear steps for prioritizing tasks, testing the system, and ongoing monitoring, you can maintain efficient communication and project management in your graphic design or artist studio.

Get this template on priority matrix

Email to Task Conversion for Priority Matrix

Email to Task Conversion in Priority Matrix

Convert emails into tasks to efficiently track project requests and client communications.

You can start using Email to Task Conversion or other Project-Management 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, Quick Wins

  • Choose a task management tool
    Research and choose a task management tool that can convert emails into tasks. ☐ Research different tools ☐ Choose a tool ☐ Set up an account
  • Integrate email with task management tool
    Connect the chosen email platform with the task management tool. ☐ Find integration instructions ☐ Follow integration steps ☐ Test integration
  • Set up email forwarding
    Enable email forwarding to a designated inbox where emails will be converted into tasks. ☐ Choose an email platform ☐ Set up forwarding rules

High Impact, Long Term

  • Prioritize tasks
    Decide on a system for prioritizing tasks based on urgency and importance. ☐ Research prioritization methods ☐ Choose a method ☐ Apply method to tasks
  • Set rules for email conversion
    Set rules for how emails should be converted into tasks. ☐ Decide which emails should be converted ☐ Set up rules in task management tool
  • Train on new system
    Train on how to use the new email to task system. ☐ Learn how to use task management tool ☐ Learn how to adjust settings ☐ Practice using new system

Low Impact, Quick Wins

  • Monitor and adjust
    Regularly check the system and make adjustments as needed. ☐ Monitor system ☐ Make adjustments ☐ Keep system updated
  • Test email to task conversion
    Send test emails to see if they are correctly converted into tasks. ☐ Send test email ☐ Check if email is converted into task ☐ Adjust settings if needed

Low Priority / Etc.

  • Adjust email settings
    Adjust email settings as needed to ensure all important emails are being converted into tasks. ☐ Monitor email to task conversion ☐ Make adjustments as needed
  • Review and improve
    Review the system every few months and make improvements as needed. ☐ Schedule regular reviews ☐ Make improvements