Email to Task Conversion System Template

More project-management templates

In the fast-paced world of real estate development, it's easy for important emails to slip through the cracks. This template helps you convert crucial emails into actionable tasks, ensuring that every client request or team query is attended to promptly.

Follow the steps outlined to select the right email management software, set up integration with Priority Matrix, and train your team. Regular monitoring and system reviews are also included to keep everything running smoothly.

Get this template on priority matrix

Email to Task Conversion System for Priority Matrix

Email to Task Conversion System in Priority Matrix

Convert important emails into actionable tasks to ensure no request or query is overlooked.

You can start using Email to Task Conversion System 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

Important & Urgent

  • Integrate Email Software with Priority Matrix
    ☐ Setup the integration between the email software and Priority Matrix ☐ Test the integration
  • Select Email Management Software
    ☐ Research available email management software ☐ Choose the one that integrates well with Priority Matrix
  • Test Email to Task Conversion
    ☐ Send a test email ☐ Check if it gets converted into a task in Priority Matrix

Important & Not Urgent

  • Define System Improvement Process
    ☐ Define a process for suggesting improvements to the system ☐ Communicate the process to the team
  • Setup Email Rules
    ☐ Define rules for what constitutes as an important email ☐ Setup these rules in the email software
  • Train Team on New System
    ☐ Explain the new system to the team ☐ Provide training on how to use it

Not Important & Urgent

  • Monitor the System
    ☐ Monitor the system for any issues ☐ Make necessary adjustments

Not Important & Not Urgent

  • Create Backup System
    ☐ Design a backup system for important emails ☐ Test the backup system
  • Create System Documentation
    ☐ Create a document explaining how the system works ☐ Share the document with the team
  • Setup Regular System Reviews
    ☐ Setup a schedule for regular system reviews ☐ Conduct the first review