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Customize client tasks emails, notifications & reminders
Customize client tasks emails, notifications & reminders

Customize the client task notifications you send to clients

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

This feature is part of the Scale Plan. Upgrade anytime.

You can customize the client task notifications within the Manage Notifications section in the Client Tasks tab on any project.

By default, we will have our Default Template for all client reminders. You can customize this by clicking the dropdown and selecting Manage Templates.

Then click + New Template to create a custom email notification. You can also use our placeholders to customize the messages at scale on a client-by-client basis.

While customizing the message, you can preview what it will look like for the client by clicking Preview. When finished, click Save to use the new template.

*** These templates can be applied to other projects

You can easily switch between your saved email templates for client tasks or apply them to other clients and projects to make updating the notifications across your firm's work and client base easier.

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