With email tasks, you can send messages directly from Safari Portal—here’s how to set them up:

Step-By-Step Instructions

Create a One-Off Task

1. Click Create New.
2. Select Create One-Off Task from the dropdown.
3. Enter a Task Name.
4. Assign the task to a File.
5. Assign the task to an Agent.
6. From the Task Type dropdown, select Email.
7. 1. Your task will automatically include a subject line field, an email content field, and a dropdown menu for selecting an email template.
      

Add a Task to Your Task Set

1. Navigate to your Task Set by clicking More Options.
2. Select Manage Task Set from the dropdown.
3. Choose the relevant Task Set.
4. Click +New Task.
5. Enter a Task Name.
6. Assign the task to an Agent.
7. From the Task Type dropdown, select Email.
8. 1. Your task will automatically include a subject line field, an email content field, and a dropdown menu for selecting an email template.
9. Click Create.

Change a Task Into an Email Task

1. Click Edit to the right of the relevant task.
2. 1. If the Edit button isn’t visible, you may not have permission to modify this task.
3. Scroll to Task Type.
4. Select Email from the dropdown.
5. 1. Each task can have a maximum of two categories. To convert a task into an email task, you may need to remove one of its current categories.
   2. Fields for the Subject, Body, and the Select Template dropdown will be automatically added to your task.
6. Enter your email subject and content, then click Update.
   

Save an Email as a Template

1. Create an email task or change a pre-existing task into an email task .
2. 1. You can do this for a one-off task or a task template in your Task Set.
3. Type a subject line into the Subject field and the email's content into the Body field.
4. Turn on the Save as Template toggle.
5. Type in a unique, descriptive name for the template in the Template Name field.
6. Click the Update button.
   

Send an Email Task

1. Navigate to the relevant task.
2. Click the Send button to the right of the task.
   
   
   
3. Your preferred email client will be automatically opened with the message already typed out.
4. 1. If you’ve formatted your email task in Safari Portal, follow the note at the top of the email (just above the asterisks) to make sure the formatting appears correctly.
      

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