Prioritizing Contract-Related Tasks from Emails Template

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Ensure that critical contract-related emails are not lost in your inbox by turning them into actionable tasks. This template guides you through setting up email filters, prioritizing tasks using the Eisenhower method, and tracking task completion to improve productivity and prevent contractual issues.

By following this template, you can streamline your contract management process, ensuring that important tasks are addressed promptly and efficiently.

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Prioritizing Contract-Related Tasks from Emails for Priority Matrix

Prioritizing Contract-Related Tasks from Emails in Priority Matrix

Turn important contract-related emails into tasks to ensure they are addressed promptly and efficiently.

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Proposed Tasks

High Impact, Urgent

  • Task 1 - Set up email filters
    ☐ Identify key words related to contracts in emails ☐ Set up filters to categorize these emails
  • Task 15 - Evaluate impact on contract management
    ☐ Evaluate the impact of the new processes on contract management
  • Task 2 - Review filtered emails
    ☐ Go through the filtered emails daily ☐ Identify the ones with contract-related tasks
  • Task 3 - Create tasks from emails
    ☐ Convert contract-related emails into tasks in your task management tool
  • Task 4 - Prioritize tasks using Eisenhower method
    ☐ Classify tasks into Quadrants based on their urgency and impact
  • Task 5 - Complete Q1 tasks
    ☐ Complete tasks classified as Q1 (High Impact, Urgent)
  • Task 9 - Track task completion
    ☐ Track the completion of tasks and ensure they are being done on time

High Impact, Not Urgent

  • Task 10 - Review email filters
    ☐ Review the email filters regularly and adjust them as needed to ensure they are capturing all contract-related emails
  • Task 11 - Refine prioritization process
    ☐ Refine the process of prioritizing tasks using the Eisenhower method based on feedback and experience
  • Task 12 - Review task creation process
    ☐ Review the process of creating tasks from emails and make improvements as necessary
  • Task 16 - Adjust processes based on evaluation
    ☐ Make necessary adjustments to the processes based on the impact evaluation
  • Task 6 - Schedule Q2 tasks
    ☐ Schedule tasks classified as Q2 (High Impact, Not Urgent) for completion at a later date

Low Impact, Urgent

  • Task 13 - Conduct team training
    ☐ Conduct training for team members on the new email and task management processes
  • Task 17 - Regularly review task management tool
    ☐ Regularly review the task management tool to ensure it is serving its purpose effectively
  • Task 18 - Maintain communication with team
    ☐ Keep open lines of communication with team members to ensure they are comfortable with the new processes
  • Task 7 - Delegate Q3 tasks
    ☐ Delegate tasks classified as Q3 (Low Impact, Urgent) to team members

Low Impact, Not Urgent

  • Task 14 - Implement feedback loop
    ☐ Implement a feedback loop to continuously improve the email and task management processes
  • Task 19 - Regularly review team performance
    ☐ Regularly review team performance in managing contract-related tasks
  • Task 20 - Celebrate successes
    ☐ Celebrate successes and milestones in the implementation of the new processes
  • Task 8 - Review Q4 tasks
    ☐ Review tasks classified as Q4 (Low Impact, Not Urgent) and decide whether they need to be done or can be discarded