![]() No need to type and format your replies anymore, the ready-to-be-sent email is created on a fly.Īs for WHAT TO ENTER, I got this macro covered in my previous tutorial, feel free to jog your memory ) How to create a new dataset and use it in templates and paste the right template in a moment. See, you create a set of templates with the necessary formatting, links, pictures, etc. Shared Templates is a tool that can convert your daily routine in Outlook into a matter of a few clicks. Select a recently-used template or search for a specific template.Create and use datasets in Shared Email Templatesīefore we start with the basics, I’ll drop a few lines of introduction for those who are new to our blog and don’t know yet what is Shared Email Templates and what the WHAT TO ENTER macro I’m talking about.To apply a template when composing a new email: Select who you would like to share the template with.Enter an email subject, body, and any additional content you want.Have an admin or owner ensure the Email ClickApp is enabled.The following instructions apply to both Task view 2.0 and Task view 3.0. Watch the following ClickTip video on creating email templates! Users in Business Plus and Enterprise Workspaces must have the Send Email (Email ClickApp) custom email permission toggled on by an admin or owner to create email templates. ![]() Guests can't use Email in ClickUp or create email templates.The Email ClickApp must be enabled by an owner or admin.Email templates are available on the Business Plan and above.For example, teams can use templates for hiring, customer service tickets, billing questions, and more! What you'll need Email templates save you time when you need to send saved responses.
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