Email Templates pre-populate the content of an email, saving you and your team from repeatedly typing out the same emails to your clients. Creating an Email Template Note: Tags are used to generate and display information from the Task, allowing each email to be customisable to the recipient/subject. Example Email Template

When you and your Team Members create tasks, each task will have its own task page. This page will be dedicated to that task- it houses all the information, relevant Clients and Team Members, and communication channels in one place. Finding the Task Note: You can also use the Search Form to find the task you wish…

The Questions Answered Moving Rule will automatically move the Task to a specified status once questions are answered. You can even specify answers to these questions, so the status change will only trigger after the required answer is submitted. Adding a Questions Answered Moving Rule Click the Moving Rules tab on the Status to which you want to add…