Create an Email Template

1. Click Setup () in the upper-right corner of the top navigation bar.
   
2. Navigate to Automation > Email Templates.
   
3. Click the Phases tab, then click Add Email Template.
   
4. Enter Layout Name, Name, Subject, and other details.
   
5. Click Insert Placeholder to insert placeholders for phase, and project-based information such as Phase Name, Phase Status, etc.
   
1. Placeholders can be inserted in both the Subject field and the mail body.
2. You can use default fields or custom fields when inserting placeholders.
6. Click Save.
   

Edit or Delete an Email Template

1. Click Setup () in the upper-right corner.
   
2. Navigate to Automation > Email Templates.
   
3. Click the Phases tab.
   
4. Hover over the required template and click the options icon.
   
5. Select Edit or Delete.
   
6. Update the necessary fields and click Save, or confirm the deletion.