Create an Email Template

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