How do I make an email task?

Email tasks are especially powerful because you can send them right from Safari Portal. Read on to find out all there is to know about email tasks. 

Create a new email task

You can make a one-off email task or add one to your Task Set. 

One off task

1. Go to Create New > Create One Off Task.
2. Scroll down to Task Type and select Email. A field for the subject line and email content as well as a dropdown for Email Templates will automatically be added to your task. 
   

Adding to your Task Set

1. Navigate to your Task Set by clicking More > Manage Task Set.
   
2. Click Add New Task in the top-right to start. 
   📌 Tip: Remember you're not creating a one-off task! Tasks in the Task Set should capture things you do for all kinds of trips, not just one client. 
3. Scroll down to Task Type and select Email. Fields for Subject, Body, and the Select Template dropdown will automatically be added to your task. 

Change a task to an email task

You can change any task into an email task. 

1. Click Edit to the right of the task you'd like to modify.  
   📌 If you don't see the Edit button, the task may not be able to be edited by you. 
2. Scroll down to Task Type and select Email. Fields for Subject, Body, and the Select Template dropdown will automatically be added to your task. 
   📌 Tasks can have up to two categories. You may need to delete a category your task is already in to modify it into an email task. 
3. Add your email subject and content, then click Update. That task is now an email task!

Save an email as a template

One of the most powerful features of the Task Manager is the ability to make email templates! 

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

💥 Boom! You now have an email template you can reuse again and again.

Send an email task

1. Go to where your task is on your Task Manager dashboard. 
2. Click the Send button on the right of the task.
   Your preferred email client will be automatically opened with the message already typed out.