Email-to-Task Management Project Template

More management-consulting templates

In a busy management consulting environment, it's easy to miss important emails. Our Email-to-Task Management template helps you convert emails into actionable tasks using Priority Matrix, ensuring all essential communications are addressed timely and effectively.

This step-by-step guide covers everything from setting up Priority Matrix and connecting your email to training your team and monitoring the process, ensuring a seamless transition and improved task management.

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Email-to-Task Management Project for Priority Matrix

Email-to-Task Management Project in Priority Matrix

Turn emails into tasks to ensure no important communication is overlooked in your consulting projects.

You can start using Email-to-Task Management Project or other Management-Consulting 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
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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 Importance, Immediate Action

  • Task 1: Set up Priority Matrix Account due in 1 day
    Create a Priority Matrix account to manage emails and tasks. ☐ Choose subscription plan ☐ Set up profile
  • Task 2: Learn Priority Matrix Features due in 3 days
    Familiarize yourself with the features of Priority Matrix. ☐ Watch tutorial videos ☐ Read user guide
  • Task 3: Connect Email to Priority Matrix due in 1 week
    Connect your email account to Priority Matrix. ☐ Find email settings ☐ Enable email to task feature

High Importance, Scheduled Action

  • Task 4: Create Email Filters due in 2 weeks
    Set up filters to categorize emails into tasks. ☐ Identify important senders ☐ Set up filters for those senders
  • Task 5: Schedule Regular Review of Tasks due in 3 weeks
    Schedule a regular time to review tasks created from emails. ☐ Find suitable time slot ☐ Set up recurring reminder
  • Task 6: Train Team on Email-to-Task Process due in 1 month
    Train your team on the new email-to-task process. ☐ Prepare training materials ☐ Conduct training session

Low Importance, Immediate Action

  • Task 7: Monitor Email-to-Task Process due in 6 weeks
    Monitor the effectiveness of the email-to-task process. ☐ Track task completion ☐ Gather feedback from team
  • Task 8: Refine Email Filters due in 2 months
    Refine email filters based on the effectiveness of the email-to-task process. ☐ Identify unhelpful filters ☐ Adjust filters as needed

Low Importance, Scheduled Action

  • Task 9: Review Priority Matrix Features due in 3 months
    Review the features of Priority Matrix to ensure you're making full use of the tool. ☐ Check for new features ☐ Revisit tutorial videos
  • Task 10: Evaluate Effectiveness of Email-to-Task Process due in 4 months
    Evaluate the overall effectiveness of the email-to-task process. ☐ Conduct team survey ☐ Review task completion rates