Email to Task Conversion System Template

More productivity templates

Ensure no important email slips through the cracks by converting them into organized tasks. This template guides you through a structured process to identify, test, and implement the best email management tool that suits your needs.

Follow the steps to set up and optimize an email to task conversion system that boosts productivity and keeps your workflow seamless and efficient.

Get this template on priority matrix

Email to Task Conversion System for Priority Matrix

Email to Task Conversion System in Priority Matrix

Convert your emails into actionable tasks and enhance productivity in your busy work environment.

You can start using Email to Task Conversion System or other Productivity 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

Urgent and Important

  • Task 1: Research Email Management Tools
    ☐ Identify potential tools that can assist in email management ☐ Compare features and pricing ☐ Select top 3 tools for further review
  • Task 10: Prioritize Tasks
    ☐ Organize and prioritize all tasks based on urgency and importance
  • Task 14: Train Team on the New System
    ☐ Train the team on how to use the new system
  • Task 3: Test Email to Task Conversion
    ☐ Test the email to task conversion feature ☐ Check how tasks are organized and prioritized
  • Task 6: Finalize Tool Selection
    ☐ Choose the most suitable tool based on testing and evaluation
  • Task 7: Purchase and Set Up Tool
    ☐ Purchase the selected tool ☐ Set up the tool for full-scale use
  • Task 8: Import Emails
    ☐ Import all important emails into the tool
  • Task 9: Convert Emails into Tasks
    ☐ Convert all imported emails into tasks

Important, Not Urgent

  • Task 12: Test System for a Week
    ☐ Use the system for a week and note any issues or improvements needed
  • Task 13: Make Necessary Adjustments
    ☐ Make any necessary adjustments based on the week-long test
  • Task 15: Monitor System for a Month
    ☐ Monitor the system for a month and make any necessary adjustments
  • Task 17: Make Final Adjustments
    ☐ Make final adjustments based on feedback and monitoring
  • Task 2: Set Up Trial Accounts
    ☐ Set up trial accounts for top 3 tools ☐ Import some emails for testing
  • Task 4: Evaluate User Experience
    ☐ Evaluate the user interface and ease of use ☐ Test mobile accessibility
  • Task 5: Check Integration Capabilities
    ☐ Check if the tool can be integrated with other platforms in use

Urgent, Not Important

  • Task 11: Set Reminders
    ☐ Set reminders for tasks with close deadlines
  • Task 16: Gather Feedback from Team
    ☐ Gather feedback from the team on the system's effectiveness

Neither Urgent nor Important

  • Task 18: Establish Routine Check-ins
    ☐ Establish routine check-ins to ensure the system is working effectively
  • Task 19: Document the Process
    ☐ Document the process for future reference and for new team members
  • Task 20: Celebrate Success
    ☐ Celebrate the successful implementation and use of the new system