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.
- 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.
- Click on the “Create” button. A new template is 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.
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