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How do I use the email template I made for my email tasks?
Attach email templates to tasks to save time later.

Using templates you’ve already created is easy—just be sure the correct task type is selected.


Step-By-Step Instructions

  1. Create an email task or change a pre-existing task into an email task.
    1. You can do this for a one-off task or a task within your Task Set.
  2. Click the Select Template dropdown and choose the template you want to use.
  3. Click the green Update button.

    Using an email template when creating a task.gif

Keywords: Email template, how to use an email template, task email template, where are my task email templates.

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