This is a Scale Plan Feature. Upgrade anytime.
Overview
Automatically trigger a customized email to your client when your team completes a task or section of tasks. This can automate updates or admin tasks. For example, you can use it to automatically send an email with:
A calendar invite to schedule a meeting
A survey to get feedback on the deliverables
A link to the document management system for viewing the reports
Or just a simple update on the status of the work so they are in the loop
You can set up this automation under within a Tasks or on Sections within a project.
How to create the email notifications
When setting this up, you will need to create the email templates. These are the email notifications that will be sent to your clients. You will see an option to Manage Email Templates when setting up the automation.
Click + New Template to create a custom email notification. You can also use placeholders to customize the messages across all your projects at scale on a client-by-client basis.
*** These templates can be applied to other projects
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.
