How do I create message templates in projects app?

Updated on September 8, 2016 03:45AM by Admin

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

Steps to create message templates

  1. Log in and access Projects App from your universal navigation menu bar.
  2. Click on "More" icon and select “Settings” located at the app header bar.
    settings
  3. Click on  "Email Templates" under "Email" drop down from left navigation panel.
    email templates
  4. Click on "Create" button to create a new message template.
    • Name - Name of the message template
    • Subject - Message template subject
    • Message - Content of message template
      create template
  5. Click on “Create” button to complete.
    template created
  6. You can update message template information by clicking on "Edit" icon, if needed.

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