Email-to-Task Workflow Implementation Template

More project-management templates

Streamline your task management by converting emails into actionable tasks. This template helps you ensure nothing falls through the cracks by systematically turning emails into tasks, tracking each one until completion.

Follow the step-by-step process to evaluate your current email management, research and select the best tools, set up and configure the system, and train your team for seamless implementation. Monitor and refine the workflow based on team feedback to ensure continuous improvement.

Get this template on priority matrix

Email-to-Task Workflow Implementation for Priority Matrix

Email-to-Task Workflow Implementation in Priority Matrix

Turn emails into tasks to ensure every important task is tracked and completed.

You can start using Email-to-Task Workflow Implementation or other Project-Management 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
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
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 Impact, Urgent

  • Task 1 due in 1 day: Evaluate Current Email Management
    ☐ Identify key issues with the current email management system ☐ Analyze the frequency of missed tasks ☐ Identify types of tasks often missed
  • Task 2 due in 3 days: Research Email-to-Task Tools
    ☐ Identify potential tools ☐ Compare features and pricing ☐ Test run if possible
  • Task 7 due in 5 weeks: Implement the Workflow
    ☐ Start using the new workflow ☐ Guide the team through the initial phase

High Impact, Not Urgent

  • Task 3 due in 1 week: Select Suitable Tool
    ☐ Finalize the tool based on research ☐ Justify the selection
  • Task 4 due in 2 weeks: Set Up the Tool
    ☐ Configure the tool ☐ Integrate with existing systems ☐ Test the setup
  • Task 5 due in 3 weeks: Develop a Workflow
    ☐ Define the process of converting emails into tasks ☐ Identify responsible personnel for each step

Low Impact, Urgent

  • Task 6 due in 4 weeks: Train the Team
    ☐ Explain the workflow to the team ☐ Conduct practical training ☐ Address queries
  • Task 8 due in 6 weeks: Monitor the Workflow
    ☐ Track the performance of the workflow ☐ Identify any issues

Low Impact, Not Urgent

  • Task 9 due in 7 weeks: Collect Feedback
    ☐ Get feedback from the team ☐ Identify areas of improvement
  • Task 10 due in 8 weeks: Refine the Workflow
    ☐ Make necessary changes to the workflow based on feedback ☐ Announce the changes to the team