What Is Send Task Email?
The Send Task Email is sent out to relevant stakeholders, notifying them that a task has been set and providing them with basic details and a link to view the task.
How to Set Up Send Task Email Automation
Go to the Company Settings tab within the app.
Select Settings, then choose Emails & Templates from the menu.
Enter a name for your template in the designated field and select "Send Task Email" from the dropdown menu.
Click on the "Add New Email Template" button to save your new template.
How to Edit Email Template
Click on the area in the template where you want to insert the information.
Click on the option for Dynamic Field to access the available data fields.
Select the type of information you wish to add to your template from the provided options.
Company Logo
Address
Asset Manager
Reference
Task Title
Task Description
Task Link
Task Priority
Task Due Date
Category
Please Note:
Dynamic information will be displayed in the email within double square brackets [[ ]] for example [[Address]]
How to Set Up Email Automation
Auto Email
Enable this option for emails to be sent automatically based on triggers. Once ticked, the email template will become live.
Auto Email To
Add all relevant recipients who need to receive the email. Using the format Contact(Tenant) ensures that only recipients associated with the specific asset will receive the email.
Please Note:
Add all relevant recipients who need to receive the email using the formats below without spaces between each recipient, ie Contact (Tenant),Contact (Owner),Inspector,Property Manager,email address,[[Asset Custom Field Name]], to ensure that only recipients associated with the specific asset will receive the email.
Ensure there is so spacing between each contact/email address if you decide to send this to multiple people.
Choose Task Category
To add a task category, click the green and white "+" symbol. Then, select the task category that corresponds to your email.
Save/Delete Template
After finalising your email template and settings, click 'Save Template.' If you wish to delete the template, click 'Delete.'
For more information about Email Automation, Please Click Here