How to Use the Email Widget

The email widget lets you add pre-written emails to your templates. This lets anyone running a checklist send a pre-made email at the click of a button.

Creating an email widget

To create an email widget, first go into the edit view of your chosen template. Do this by clicking the cog next to its name in your dashboard, then clicking “Edit this template”.

email-widget-edit-template

Once there, open a task and click the email widget button in the bottom right of the widget menu.

The email widget will appear at the bottom of the task you’re viewing – use the appropriate fields to fill in the recipient’s email address, the subject line, and the body of the email.

Test the email widget using the “Test Send” button at the bottom of the widget. Remember that this test will send to the recipient you’ve put in the “To” field – you may want to change this to your own address for the sake of testing.

Sending a pre-made email

To send a pre-made email from a template or checklist, just click the “Send” button at the bottom of the widget. This will automatically open your default mail client with the email ready – all you need to do is click the send button again.

email-widget-gif

To learn more, see our posts and help articles on templates, checklists, and how to make gmail your default mail client.

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