How do I Create Email Templates in the Requirements App?

Updated on September 9, 2020 06:53AM by Admin

The Requirements App of Apptivo allows you to create email templates. These templates can be used while composing emails or while adding notes.

Steps to create Email Templates

  • Connect to the Requirements App. Select the Settings icon from the App Header of the Requirements App.
Requirements App

  • In the Settings page, go to Emails → Email Templates from the left panel. The Email Templates page will come into view. Click on the “Create” button.

  • Fill in the required details :
    • Template - Name of the Email template.
    • Subject - Subject of the Email template.
    • Message - Content of Email template.
    • Insert Attributes - This feature lets you insert the default attributes found in the Requirements App. These are the attributes which are standard and also customized based on your requirement.
    • Available for Compose Email - Sliding the toggle ON will make this template listed when composing emails.
    • Available for Notes - Sliding the toggle ON will make this template listed when creating notes.
Create Template

  • Click on the “Create” button. A new template is created.
Template Created

  • This template will be available while composing an email on a requirement.

  • As the toggle is enabled for Available for Notes, it will be listed in the template section of Notes.
Notes Tab

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