Email Templates for Phases
Email alerts are notifications sent to selected users (user roles, project users, or client users). When an email alert is associated with a workflow rule, it is automatically sent to the specified users when the rule is triggered. Email templates are customized email formats used while configuring email alerts.
Create an Email Template
- Click Setup (
) in the upper-right corner of the top navigation bar.
- Navigate to Automation > Email Templates.
- Click the Phases tab, then click Add Email Template.
- Enter Layout Name, Name, Subject, and other details.
- Click Insert Placeholder to insert placeholders for phase, and project-based information such as Phase Name, Phase Status, etc.
- Placeholders can be inserted in both the Subject field and the mail body.
- You can use default fields or custom fields when inserting placeholders.
- Click Save.
Edit or Delete an Email Template
- Click Setup (
- Navigate to Automation > Email Templates.
- Click the Phases tab.
- Hover over the required template and click the options icon.
- Select Edit or Delete.
- Update the necessary fields and click Save, or confirm the deletion.