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.

Users: In order to add or edit the email widget in templates, you must be an administrator or a member who has been given ‘can edit’ access by your administrator. 

Creating an email widget

To create an email widget, first go into the edit view of your chosen template. Click the cog next to its name, then click “Edit this template”.

Once there, click on a task where you would like to add the widget. Then you can either click the email widget, or drag and drop it into place in the center of your screen.

You can use the appropriate fields to fill in any static information you’d like to always appear in this email, like the cc email address, the subject line and the body of the email.

Use the magic wand tool to add {{variable fields}} like the employee email address, employee name and current user name (show in the example above).

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, in your default mail client. (You may want to change this to your own email address for the sake of testing).

Sending a pre-made email

To send a pre-made email from a template or an active checklist, just click the “Send” button at the bottom of the widget.

This will automatically open your default mail client as a draft email.

From here you can add an attachment or signature. When the email is ready to go, all you need to do is click the send button again.

If you would like to automatically add attachments or create emails longer than 2000 characters, you may want to consider setting up a Zapier email integration.

Extra resources

Learn more about how the other widgets work:


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