How do I create message templates in projects app?

Updated on July 31, 2020 01:46AM by Admin

Message templates allow you to set up pre-defined messages. These are customized email messages that you can send to your customers.

Steps to create message templates

  • Login and access the Projects app from the universal menu.
  • Click on the More(...) icon and selects the Settings.
Projects

  • In the Settings page, click on the Emails and select the Email Templates.
  • From the Email Templates, click on the Create button.
Settings

  • The Create Template page will get open.
  • Add the Template Name and the Subject line for the Email.
  • You can add the Attributes of the Timesheets app in the Subject by using the Insert Attributes.
Templates

  • Available for Compose Email - Enable the Toggle to make this template available for the Compose Email.
  • Available for Notes - Enable the Toggle to make this Template available for the Notes Creation.
  • Then, add the message of the Email in the Body section.
  • You can also add the Attributes of the Timesheets app in the Message body of the email by using the Insert Attributes.
Toggles

  • Then, click on the Create button.
  • You can view the Created Template on the List.
  • You can also edit and delete the template by using the icons under the Actions.
Created

  • Now, go to the Projects Overview page and click on the Emails tab.
  • Click on the Compose.
  • The Compose window will appear..
  • Click on the Templates Options. You can view the Created Templates on the list.
  • By Selecting the templates, you can view the added message with the selected Project Details.
Emails

  • The created template will be available in Notes also.
Notes