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Email templates

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When handling notifications, Easy Projects uses a notification template.

 

The system comes with a set of default notification templates.

 

You can download, modify and upload them back.

 

To perform these action with a notification template do the following:

 

1.

Log in as Administrator (or a user who has the ‘Manage System Settings ’ permission). If you are already logged in, skip this step.

2.

Click on Administration | Settings | Notifications on the header menu.

3.

Go to Email templates tab.

4.

Click 'Download'.

5.

Modify the template as you see fit.

6.

Click the 'Upload' link.

7.

Click 'Select' to locate and select the template to be uploaded.

8.

Click the 'Upload' button.

9.

To reset an uploaded template back to the default one, use 'Reset to Default'.

10.

To complete the procedure, click 'Save'.

 

 

Example:

Suppose you wish to edit the default notification when an activity is assigned:

 

- Locate 'ActivityAssign' in the Event name column.

 

- Click the 'Download' link.

 

- As the template, ActivityAssign.xslt, is saved, open it in a text editor.

 

- Make changes, as appropriate, and save the file.

 

- Click 'Upload', locate the saved file and click 'Open'.

 

- Click 'Upload'.

 

As a result, the updated notification will be used when activities are assigned.

 

 

Related links:

 

 

Email notifications

 

Email notification events

 

My Options

 

Advanced settings

 

Options: Change user password

 

Options: Issue by e-mail

 

Options: Program settings

 

Options: User options

 

User picture

 

Common notifications rule

 

Options: Company Schedule