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
- Click
in the upper-right corner of the top navigation band.
- Navigate to the Project Automation > Email Templates.
- Click Add Email Template in the top right corner.
- Enter Layout Name, Name, Subject and other details in the template.
- Click Insert Placeholder to
insert placeholders for the task, milestone, and project-based
information like Task Name, Task Status, Milestone Name, Project Name,
etc.,
- 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.
- You can either use default fields or custom fields when you insert placeholders.
- Click Save to proceed.
Edit or Delete an Email Template
- Click
- Navigate to the Project Automation > Email Templates.
- Hover the mouse over the required Email Template and click
.
- Select Edit or Delete.
- Update the necessary fields and click Save or confirm to delete.
Create an Email Alert
- Click
- Navigate to the Project Automation > Email Alerts.
- Click the Add Email Alert to create a new email alert.
- 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.
- 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.
- Click Save to proceed.
Edit / Delete an Email Alert
- Click
- Navigate to the Project Automation > Email Alert.
- Hover the mouse over the required Email Template and click
.
- Select Edit or Delete.
- Update the necessary fields and click Save or confirm to delete.
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