Email to Task Conversion and Prioritization Template

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Emails are a primary mode of communication in non-profits, and critical information can easily get lost in a cluttered inbox. This template helps you turn emails into tasks using Priority Matrix, ensuring no important communication is overlooked.

Follow this step-by-step guide to link your email account, learn the Eisenhower method for task prioritization, and systematically convert emails into prioritized tasks. Review and adjust your tasks weekly to stay organized and efficient.

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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 actionable tasks with Priority Matrix, ensuring critical information is not overlooked.

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

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Proposed Tasks

Urgent and Important

  • Task 1: Set up Priority Matrix account
    ☐ Sign up for Priority Matrix ☐ Download the app on all devices ☐ Go through the tutorial
  • Task 2: Link email with Priority Matrix
    ☐ Find settings to link email ☐ Follow steps to link email
  • Task 4: Convert first email into task
    ☐ Choose an email ☐ Convert it into a task
  • Task 5: Categorize first task using Eisenhower method
    ☐ Decide if task is urgent/important ☐ Place in appropriate quadrant
  • Task 6: Repeat process with 5 more emails
    ☐ Choose 5 more emails ☐ Convert each into a task ☐ Categorize each task

Important, Not Urgent

  • Task 3: Learn Eisenhower method
    ☐ Research Eisenhower method ☐ Understand how to categorize tasks
  • Task 8: Adjust tasks as necessary
    ☐ Move any tasks that need to be in a different quadrant ☐ Check off any completed tasks
  • Task 7: Review tasks at end of week
    ☐ Look over tasks at end of week ☐ See if any need to be moved to a different quadrant

Urgent, Not Important

  • Task 9: Continue process for a month
    ☐ Convert emails into tasks ☐ Categorize tasks ☐ Review and adjust tasks weekly

Not Urgent, Not Important

  • Task 10: Evaluate effectiveness of method
    ☐ Reflect on whether method is helping manage tasks ☐ Decide if any changes need to be made