Email-to-task Management System Template

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In the fast-paced enterprise software industry, critical tasks and communications often come through emails. This template helps you transform emails into actionable tasks using a Priority Matrix, ensuring that no important communication is lost or overlooked.

From reviewing and categorizing emails to assigning tasks and following up on them, this template provides a comprehensive approach to managing email-derived tasks efficiently.

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Email-to-task Management System for Priority Matrix

Email-to-task Management System in Priority Matrix

Convert emails into tasks to ensure no important communication is missed or overlooked.

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Proposed Tasks

Low Priority Emails

  • Task 1: Review and categorize emails due in 1 day
    ☐ Subtask1: Open and read all new emails. ☐ Subtask2: Categorize emails based on priority. ☐ Subtask3: Convert high-priority emails into tasks.
  • Task 7: Review and categorize new emails due in 1 day
    ☐ Subtask1: Open and read all new emails. ☐ Subtask2: Categorize emails based on priority. ☐ Subtask3: Convert high-priority emails into tasks.
  • Task 13: Review and categorize emails due in 1 day
    ☐ Subtask1: Open and read all new emails. ☐ Subtask2: Categorize emails based on priority. ☐ Subtask3: Convert high-priority emails into tasks.
  • Task 19: Review and categorize new emails due in 1 day
    ☐ Subtask1: Open and read all new emails. ☐ Subtask2: Categorize emails based on priority. ☐ Subtask3: Convert high-priority emails into tasks.
  • Task 2: Assign tasks from emails due in 3 days
    ☐ Subtask1: Review tasks derived from emails. ☐ Subtask2: Assign tasks to relevant team members.
  • Task 8: Assign new tasks from emails due in 3 days
    ☐ Subtask1: Review tasks derived from new emails. ☐ Subtask2: Assign tasks to relevant team members.
  • Task 14: Assign tasks from emails due in 3 days
    ☐ Subtask1: Review tasks derived from emails. ☐ Subtask2: Assign tasks to relevant team members.
  • Task 20: Assign new tasks from emails due in 3 days
    ☐ Subtask1: Review tasks derived from new emails. ☐ Subtask2: Assign tasks to relevant team members.
  • Task 3: Follow up on critical emails due in 1 week
    ☐ Subtask1: Check the status of tasks derived from critical emails. ☐ Subtask2: Follow up with responsible team members if necessary.
  • Task 9: Follow up on new critical emails due in 1 week
    ☐ Subtask1: Check the status of tasks derived from new critical emails. ☐ Subtask2: Follow up with responsible team members if necessary.
  • Task 15: Follow up on critical emails due in 1 week
    ☐ Subtask1: Check the status of tasks derived from critical emails. ☐ Subtask2: Follow up with responsible team members if necessary.
  • Task 4: Update task status due in 2 weeks
    ☐ Subtask1: Review all tasks derived from emails. ☐ Subtask2: Update status of each task based on progress.
  • Task 10: Update status of new tasks due in 2 weeks
    ☐ Subtask1: Review all tasks derived from new emails. ☐ Subtask2: Update status of each task based on progress.
  • Task 16: Update task status due in 2 weeks
    ☐ Subtask1: Review all tasks derived from emails. ☐ Subtask2: Update status of each task based on progress.
  • Task 5: Review completed tasks due in 3 weeks
    ☐ Subtask1: Check the completion of tasks derived from emails. ☐ Subtask2: Confirm the tasks are completed satisfactorily.
  • Task 11: Review completed tasks from new emails due in 3 weeks
    ☐ Subtask1: Check the completion of tasks derived from new emails. ☐ Subtask2: Confirm the tasks are completed satisfactorily.
  • Task 17: Review completed tasks due in 3 weeks
    ☐ Subtask1: Check the completion of tasks derived from emails. ☐ Subtask2: Confirm the tasks are completed satisfactorily.
  • Task 6: Archive completed email tasks due in 1 month
    ☐ Subtask1: Review completed tasks derived from emails. ☐ Subtask2: Archive tasks that have been satisfactorily completed.
  • Task 12: Archive completed tasks from new emails due in 1 month
    ☐ Subtask1: Review completed tasks derived from new emails. ☐ Subtask2: Archive tasks that have been satisfactorily completed.
  • Task 18: Archive completed email tasks due in 1 month
    ☐ Subtask1: Review completed tasks derived from emails. ☐ Subtask2: Archive tasks that have been satisfactorily completed.