Email-to-Task Tracking Project Template

Email-to-Task Tracking Project in Priority Matrix

Convert important emails into actionable tasks in Priority Matrix to ensure no important task is overlooked.

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Proposed Tasks

Immediate Attention

• Task 1: Set up Email Integration
  ☐ Research Email Integration Options ☐ Choose Suitable Email Integration Tool ☐ Implement Email Integration
• Task 2: Create Email Filtering System
  ☐ Establish Criteria for Important Emails ☐ Set up Email Filters Based on Criteria
• Task 4: Test Email-to-Task Conversion
  ☐ Run Tests on a Batch of Emails ☐ Adjust Protocol Based on Test Results

Long-Term Planning

• Task 10: Conduct Regular Team Training Sessions
  ☐ Schedule Regular Training Sessions ☐ Conduct Sessions
• Task 3: Develop Task Creation Protocol
  ☐ Determine Task Details to Extract from Emails ☐ Create Protocol for Converting Emails into Tasks
• Task 5: Train Team on New Protocol
  ☐ Prepare Training Materials ☐ Conduct Training Sessions ☐ Collect Feedback from Team

Quick Tasks

• Task 6: Monitor Email-to-Task Conversion
  ☐ Track Conversion Efficiency ☐ Identify Any Conversion Issues
• Task 7: Refine Email Filtering System
  ☐ Review Email Filter Performance ☐ Adjust Filters as Necessary

Low Priority

• Task 8: Review and Adjust Task Creation Protocol
  ☐ Assess Protocol Effectiveness ☐ Make Adjustments to Protocol
• Task 9: Regularly Update Training Materials
  ☐ Review Training Materials ☐ Update Materials Based on Protocol Changes