Email-to-Task Conversion Project Template

More project-management templates

Streamline your communication by converting emails into actionable tasks. This template guides you through setting up an email-to-task system to ensure no important email gets overlooked.

Follow the step-by-step tasks to create categories, set reminders, and train your team, leading to improved efficiency and better communication within your organization.

Get this template on priority matrix

Email-to-Task Conversion Project for Priority Matrix

Email-to-Task Conversion Project in Priority Matrix

Convert emails into tasks to ensure important messages are addressed and improve team efficiency.

You can start using Email-to-Task Conversion Project 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

Unsorted Emails

  • Task 1: Set up email tracking system due in 1 week
    ☐ Choose an email tracking software ☐ Set up the software with the email account ☐ Test the tracking system
  • Task 2: Create email categories due in 2 weeks
    ☐ Determine the types of emails received ☐ Create appropriate categories for each type ☐ Test category sorting
  • Task 3: Set up email-to-task conversion due in 3 weeks
    ☐ Choose a task management software ☐ Link the task management software with the email account ☐ Test email-to-task conversion
  • Task 4: Create task categories due in 1 month
    ☐ Determine the types of tasks created from emails ☐ Create appropriate categories for each type ☐ Test task sorting
  • Task 5: Set up task reminders due in 5 weeks
    ☐ Set up task due dates ☐ Create reminder notifications for due dates ☐ Test task reminders
  • Task 6: Implement email auto-reply due in 6 weeks
    ☐ Create an auto-reply message for received emails ☐ Set up auto-reply for incoming emails ☐ Test auto-reply functionality
  • Task 7: Train team members on new system due in 2 months
    ☐ Create a training guide for the new system ☐ Conduct a training session for team members ☐ Address any questions or issues
  • Task 8: Monitor system performance due in 2.5 months
    ☐ Regularly check the performance of the email-to-task system ☐ Make necessary adjustments to improve efficiency ☐ Address any issues promptly
  • Task 9: Collect feedback from team members due in 3 months
    ☐ Ask team members for feedback on the new system ☐ Make necessary adjustments based on feedback ☐ Implement improvements to the system
  • Task 10: Review and refine system due in 3.5 months
    ☐ Review the overall performance of the system ☐ Identify areas for improvement ☐ Refine and improve the system where necessary