Email Alerts and Templates for Projects | Online Help | Zoho Projects

Email Alerts & Templates for Projects

Email alerts are notifications that are sent to the selected users (user roles or project users or client users). When an email alert is associated with a workflow, it is automatically sent to the specified users the rule is triggered. Email templates are customized email formats which can be used while configuring the email alerts.  

Create an Email Template

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to the Automation > Email Templates. 
  3. Click Projects Tab and then click Add Email Template.
  4. Enter Layout Name, Name, Subject and other details in the template. 
  5. Click Insert Placeholder to insert placeholders for the task, milestone, and project-based information like Task Name, Task Status, Milestone Name, Project Name, etc., 
  6. You can insert placeholders along with your content in the Subject field and in the mail text. 
    • You can either use default fields or custom fields when you insert placeholders. 
  7. Click Save to proceed.

Edit or Delete an Email Template

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to the Automation > Email Templates. 
  3. Click Projects Tab.
  4. Hover the mouse over the required Email Template and click . 
  5. Select Edit or Delete. 
  6. Update the necessary fields and click Save or confirm to delete.

Create an Email Alert

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to the Automation > Email Alerts.
  3. Click Projects Tab and then click Add Email Alert to create a new email alert.
  4. Specify Email Alert Name, Layout Name, Email Template and the users to be notified.
    • You can select more than one user to notify i.e., You can choose the user roles or the project/client users or specify the mail ID of the users to be notified.
  5. Click Save to proceed.

Edit / Delete an Email Alert

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to the Automation > Email Alerts. 
  3. Click Projects Tab.
  4. Hover the mouse over the required Email Template and click . 
  5. Select Edit or Delete.
  6. Update the necessary fields and click Save or confirm to delete.
See Also
Workflow Rules for Projects
Custom Functions for Projects
Webhooks for Projects