Email to Task Conversion Template

More project-management templates

Streamline your project management workflow by converting emails into actionable tasks. This template ensures that vital project details received via email are never overlooked.

By configuring email integration, filtering, and prioritization, you can manage your tasks more effectively and ensure that nothing slips through the cracks.

Get this template on priority matrix

Email to Task Conversion for Priority Matrix

Email to Task Conversion in Priority Matrix

Convert emails into actionable tasks to ensure no important details are missed.

You can start using Email to Task Conversion or other Project-Management Project Templates with Priority Matrix in just a few steps:

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  2. Start adding your items to the matrix
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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, Immediate Action

  • Set up Email Integration
    ☐ Connect Email Account to Priority Matrix ☐ Configure Email Settings ☐ Test Email Integration
  • Task 5 due in 1 day
    ☐ Set Priority Levels for Emails ☐ Test Priority Levels
  • Task 3 due in 2 days
    ☐ Assign Emails to Project Members ☐ Test Assignment Function
  • Task 7 due in 2 days
    ☐ Set Reminders for Important Emails ☐ Test Reminders
  • Task 9 due in 3 days
    ☐ Set up Email Tags ☐ Test Email Tags

High Impact, Scheduled Action

  • Task 2 due in 1 week
    ☐ Create Email Filtering Rules ☐ Test Email Filtering
  • Task 8 due in 2 weeks
    ☐ Set up Email Archives ☐ Test Email Archives
  • Task 4 due in 3 weeks
    ☐ Create Task Templates for Common Emails ☐ Test Task Templates
  • Task 10 due in 4 weeks
    ☐ Create Email Folders ☐ Test Email Folders
  • Task 6 due in 1 month
    ☐ Create Automated Responses for Common Emails ☐ Test Automated Responses

Low Impact, Immediate Action

  • Task 15 due in 1 day
    ☐ Set up Email Templates ☐ Test Email Templates
  • Task 19 due in 1 day
    ☐ Set up Email Groups ☐ Test Email Groups
  • Task 17 due in 2 days
    ☐ Set up Email Aliases ☐ Test Email Aliases
  • Task 13 due in 3 days
    ☐ Set up Email Forwarding ☐ Test Email Forwarding
  • Task 11 due in 1 week
    ☐ Set up Email Notifications ☐ Test Email Notifications

Low Impact, Scheduled Action

  • Task 14 due in 2 weeks
    ☐ Create Email Signatures ☐ Test Email Signatures
  • Task 18 due in 3 weeks
    ☐ Create Email Filters ☐ Test Email Filters
  • Task 16 due in 1 month
    ☐ Create Email Rules ☐ Test Email Rules
  • Task 12 due in 2 months
    ☐ Create Email Reports ☐ Test Email Reports
  • Task 20 due in 2 months
    ☐ Create Email Lists ☐ Test Email Lists