Option Pack › Email Notifications › How to Create a New Email

How to Create a New Email

To create an email

1. Under the Option Pack tab, go to Email Notifications, Manage Email Notifications, and select Create New.
2. Provide a name and description to identify the email.

   These fields are not displayed in the email sent, they are only used for managing the email. Both are displayed in the email list available through the main page.

3. Define when to send an email.

   There are several default selections for when to send the email. Some of the options require secondary selections, which narrow down the scope. For example, sending an email when a task starts requires selecting the task that triggers the email.

4. Specify the recipients of the email.