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Email to Task Conversion and Team Sharing Template
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Enhance team communication and collaboration by converting important emails into actionable tasks. This template guides you through setting up a system to share tasks, updates, and notes with your team, ensuring everyone is informed and aligned.
Follow the step-by-step tasks to set up and master the Priority Matrix tool, convert emails into tasks, and maintain ongoing task management and team training.
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Email to Task Conversion and Team Sharing in Priority Matrix
Seamlessly convert emails into tasks and share updates with your team to ensure everyone stays aligned.
You can start using Email to Task Conversion and Team Sharing or other Team-Management Project Templates with Priority Matrix in just a few steps:
- Click to sign in or create an account in the system
- Start adding your items to the matrix
- If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
Proposed Tasks
High Impact, Quick Wins
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Task 1: Set up Priority Matrix account due in 1 day
☐ Sign up for Priority Matrix ☐ Complete profile setup ☐ Invite team members -
Task 2: Learn Priority Matrix functionalities due in 3 days
☐ Go through user guide ☐ Explore features ☐ Understand how to create tasks
High Impact, Long Term
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Task 3: Start converting emails into tasks due in 1 week
☐ Select important emails ☐ Create tasks from emails ☐ Assign tasks to team members -
Task 4: Share tasks with team due in 1 week
☐ Share tasks with team members ☐ Ensure everyone has access ☐ Get feedback from team
Low Impact, Quick Wins
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Task 5: Create a follow-up system due in 2 weeks
☐ Set up regular check-ins ☐ Track progress of tasks ☐ Update tasks as necessary -
Task 6: Regularly update and manage tasks due in 3 weeks
☐ Review tasks daily ☐ Update tasks as necessary ☐ Close completed tasks
Low Impact, Long Term
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Task 7: Train team on Priority Matrix due in 4 weeks
☐ Provide training to team ☐ Address any questions ☐ Ensure everyone is comfortable using the tool -
Task 8: Regularly review process and make improvements due in 5 weeks
☐ Get feedback from team ☐ Identify areas for improvement ☐ Implement changes