Defining the Properties of the Message Template

Before you start

The Manage message templates for email correspondence and reminders permission is required.

Configuration > [Onboarding (Transitions)] Administration > Message Templates

Here's what to do

1. Click Create.
2. Enter a code, name, and description.
3. Select the message template format.
4. Complete the To, Cc, Bcc fields.

   Email-type variables can be copied and then pasted into these fields. Afterward, whenever a message based on the template is sent to the task assignees, the message will also be sent to the individuals who correspond to the email-type variables. You can also enter specific email addresses in these fields.

5. Complete the Subject field. Variables can be dragged and dropped in the field.
6. Click Save.