When working with project workflows, the system allows you to specify email templates that can be triggered at the start of a workflow step. The system will also let you associate a reminder email template with a workflow step. The reminder email is triggered after a specified period of time if the step has not been completed, this is used to remind the client if they did not complete a step.
To use reminder email templates with workflow steps, you have to define Workflow Reminder Emails in the Administration section. The reason workflow email templates are set up independent of the workflow steps is to allow you to reuse email templates in different workflows.
To see how workflow reminder emails are defined, please watch the following short video:
When working with project workflows, the system allows you to specify email templates that can be triggered at the start of a workflow step. The system will also let you associate a reminder email template with a workflow step. The reminder email is ...
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