Email to Task Conversion and Prioritization Template

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Ensure that no critical client communication is overlooked by converting emails into actionable tasks. This template helps sales directors efficiently manage their email inbox by prioritizing and tracking important messages.

By implementing this method, you can maintain excellent client relationships and ensure timely follow-ups, keeping your sales process smooth and effective.

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Email to Task Conversion and Prioritization for Priority Matrix

Email to Task Conversion and Prioritization in Priority Matrix

Turn emails into tasks to ensure important client communications don’t get lost in the inbox.

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Proposed Tasks

High Priority Emails

  • Task 1 - High Priority Email due in 1 day
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 5 - High Priority Email due in 2 days
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 9 - High Priority Email due in 3 days
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 13 - High Priority Email due in 4 days
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 17 - High Priority Email due in 5 days
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority

Medium Priority Emails

  • Task 2 - Medium Priority Email due in 3 days
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 6 - Medium Priority Email due in 1 week
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 10 - Medium Priority Email due in 10 days
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 14 - Medium Priority Email due in 2 weeks
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 18 - Medium Priority Email due in 3 weeks
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority

Low Priority Emails

  • Task 3 - Low Priority Email due in 1 week
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 7 - Low Priority Email due in 2 weeks
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 11 - Low Priority Email due in 3 weeks
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 15 - Low Priority Email due in 1 month
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 19 - Low Priority Email due in 6 weeks
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority

Non-urgent / Follow-ups

  • Task 4 - Follow up Email due in 2 weeks
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 8 - Follow up Email due in 3 weeks
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 12 - Follow up Email due in 1 month
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 16 - Follow up Email due in 5 weeks
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority
  • Task 20 - Follow up Email due in 2 months
    ☐ Identify the sender and content ☐ Convert into task ☐ Assign priority