Email to Task Conversion Template

Email to Task Conversion in Priority Matrix

Turn emails into actionable tasks to avoid inbox clutter and ensure prompt action on important communications.

You can start using Email to Task Conversion or other Non-Profit 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

High Impact, Quick Wins

• Create Task from Email
  ☐ Open flagged email ☐ Identify actionable items ☐ Create a new task in Priority Matrix
• Identify Priority Emails
  ☐ Review current inbox ☐ Identify emails that require immediate attention ☐ Flag those emails
• Implement Improvements
  ☐ Make necessary changes to the system based on the review

High Impact, Long Term

• Categorize Tasks
  ☐ Review the newly created task ☐ Assign it to the appropriate quadrant
• Set Deadlines
  ☐ Estimate the time required for each task ☐ Set a realistic deadline

Low Impact, Quick Wins

• Assign Tasks
  ☐ Identify the best person for each task ☐ Assign the task to that person
• Review Progress
  ☐ Monitor the progress of each task ☐ Provide assistance if needed

Low Priority / Etc.

• Archive Completed Tasks
  ☐ Move completed tasks to the archive for future reference
• Review System Efficiency
  ☐ Assess the effectiveness of the email to task conversion process ☐ Identify any areas for improvement
• Update Task Status
  ☐ Mark tasks as completed when done ☐ Update any changes in task priority or deadline