Email Task Templates

How to set up Email Task Templates for use in your scripts.

Selecting 'Email' from the Base Task Template list described here, will display a template to capture all the required details for a new task template:

Creating a new Email Task Base Template

Properties

Description – describing the Task's role/purpose

Subject – subject of the Email

To – recipient

From – sender

CC – recipient for copy

BCC – recipient for a blind copy

The Editing Pane also contains the HTML Editor for adding and editing the Template text and layout. Use the Formatting Menu to format the text and layout of the document as required.

To add Bookmarks (Databoxes) to the Template, drag and drop or place the cursor in the text area and click the '+' to the right of the selected Bookmark.

TIP To add Databoxes to the address fields (To, From etc) you will need to drag and drop from the Bookmark Selection menu into the respective fields.