Email Templates allow you to create and save prefabricated Emails to be employed for later use.

Create Email Template:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Project Home Page:

  1. Click the Project Tools link in the left-hand menu.
  2. Click the Email button in the main body area.
  3. Hover over the table cell of the desired email category and click the New Template button.
  4. Complete the Template, making sure to include a Template Name and Email Subject/Body.
  5. Click the Submit button at the bottom of the page to confirm.

You have successfully created a Project Email Template.

Modify Email Template:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Project Home Page:

  1. Click the Project Tools link in the left-hand menu.
  2. Click the Email button in the main body area.
  3. Click the table cell of the desired Email Template.
  4. Make any desired changes to the Email Template.
  5. Click the Submit button at the bottom of the page when satisfied.

You have successfully modified a Project Email Template.

Remove Email Template:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Project Home Page:

  1. Click the Project Tools link in the left-hand menu.
  2. Click the Email button in the main body area.
  3. Hover over the table cell of the desired Email Template and click the X icon to the right.
  4. Click the Yes, Delete this item link to confirm the action.

You have successfully removed a Project Email Template.

Requirements

  • Manage Email Role

Notes

  • Once created, Templates will be available for use in the associated areas (User Action Email Templates will be selectable when sending a User Action Email, for example). You can also build and save Email Templates when sending an email from the appropriate area, as part of the process, which will then become available to manage in the Email Templates section detailed above.
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