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Templates

E-mail Templates

For some viewer types, LiveProject supports generating e-mails based on your selections. For instance, in a project viewer, you can select the tasks that are late, and generate an e-mail to the resources on those tasks. The e-mail is designed using an e-mail Template.

To setup your e-mail templates:

  1. Open the Options window,
  2. Select the E-mail tab
  3. Click the e-mail Templates button

Note: It is also possible to end up here via the e-mail Preview.


You will now see the E-mail Templates Management window:

Create Template

Creates a new template, and takes you to the e-mail template setup window

Edit Template

Edits an existing template, and takes you to the e-mail template setup window

Copy Template

Copies an existing template, and takes you to the e-mail template setup window

Delete Template

Deletes an template permanently

Set as default

Set an template as default. This will move the template to the top of the list, and when sending e-mails, this template will be listed first (and highlighted by default).

Done

Exits the window.

See also:

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