Automatically send out generic messages to clients when a project hits a certain status but adding in specific messages within your project templates.
Note: Setup requires Admin User Role
How to add messages within your project templates:
- Navigate to Customizations in the ribbon on the left.
- Locate and select Project Templates.
- Choose a Project Template and Click 'View' to access
- Locate Client Messages and select 'add a client message' button.
- Populate the required fields (*)
- Subject
- Message
- Personalize by selecting variables in blue
- Select the 'Send on status'
- This is the status that you would like the message to send on.
- Save
Lastly, scroll to the top of the project template and click “Push Items to Existing Recurring Project Templates and Open Projects” in blue.
This action will remove all current items (Tasks / Client Actions) from the associated Recurring Project Templates and replace them with the updated list from this template.
Open projects tied to those recurring templates will inherit the new items once they reach the corresponding status.
Note: Items tied to statuses that have already been completed will not be applied retroactively.