This feature is part of the Scale Plan. Upgrade anytime.
Automatically trigger a customized email to your client when a task is completed by your team. 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 Task Automations within any task.
Click + New Template to create a custom email notification. You can also use our placeholders to customize the messages at 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.
