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How to add a Compose Email box

Last Updated: 9 months ago

The Email action allows you to quickly and easily send emails from the Task/status page.

Adding a Compose Email Box

  • 1

    Click on the Forms & Actions tab to configure the status page. This will display a blank box with an Available Actions bar on the right-hand side.

  • 2

    Drag and drop the Email action from the Available Actions into the blank box.

Help To Grow

  • In the Visible to box you can add users who you want to be able to view the Compose Email box. Internal Users can see the content by default.

  • Under Visibility Rules you can hide the Compose Email box until question(s) from forms are answered by clicking the Add Question button and adding a question.

Note:

You can add more than one question and also add a specific answer, so the box will only show after the specified answer is inputted.

See Also

  • How to create an Email Template
  • Sending an Email in SwiftCase