Email-to-Task Tracking Project Template

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Emails are a primary mode of communication in the education industry, and it's crucial to ensure no important messages slip through the cracks. This template helps you turn emails into tasks, ensuring that all important communications are actioned and tracked effectively.

Follow this step-by-step guide to set up an email tracking system, create categories, auto-categorize emails, create task templates, and train your staff. Keep your communications organized and your team on track.

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Email-to-Task Tracking Project for Priority Matrix

Email-to-Task Tracking Project in Priority Matrix

Turn emails into actionable tasks to ensure important communications are tracked and actioned in the education sector.

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Proposed Tasks

Critical Emails, Immediate Action

  • Task 2: Create email categories - due in 2 days
    ☐ Identify common types of emails received ☐ Create categories for these emails
  • Task 4: Create task templates - due in 3 days
    ☐ Create task templates for common email categories
  • Task 1: Set up email tracking system - due in 1 week
    ☐ Research email tracking tools ☐ Select most suitable tool ☐ Install and set up tool
  • Task 3: Set up auto-categorization - due in 1 week
    ☐ Configure email tracking tool to auto-categorize emails

Important Emails, Long Term Action

  • Task 6: Train staff on using the new system - due in 1 week
    ☐ Organize training sessions ☐ Run training sessions
  • Task 5: Test email-to-task system - due in 2 weeks
    ☐ Run tests to ensure system is working correctly ☐ Make any necessary adjustments
  • Task 7: Monitor system for 1 month - due in 1 month
    ☐ Monitor system to ensure it's working as expected ☐ Adjust as necessary

Minor Emails, Quick Action

  • Task 8: Review and adjust categories - due in 1 month
    ☐ Review categories to ensure they're still relevant ☐ Adjust categories as necessary
  • Task 9: Review and adjust task templates - due in 1 month
    ☐ Review task templates to ensure they're still relevant ☐ Adjust templates as necessary

Low Priority Emails

  • Task 10: Run feedback session with staff - due in 2 months
    ☐ Organize feedback session ☐ Run feedback session