Workflow Basics Guide

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Creating an Email Task

You can create Email tasks in the Task Developer, Worklet Designer, and Workflow Designer.

In the Task Developer, click Tasks > Create.

The Create Task dialog box appears.

Select an Email task and enter a name for the task. Click Create.

The Workflow Manager creates an Email task in the workspace.

Click Done.

Double-click the Email task in the workspace.

The Edit Tasks dialog box appears.

Click Rename to enter a name for the task.

Enter a description for the task in the Description field.

Click the Properties tab.

Enter the fully qualified email address of the mail recipient in the Email User Name field.

Enter the subject of the email in the Email Subject field. You can use a service, service process, workflow, or worklet variable in the email subject. Or, you can leave this field blank.

Click the Open button in the Email Text field to open the Email Editor.

Enter the text of the email message in the Email Editor. You can use service, service process, workflow, and worklet variables in the email text. Or, you can leave the Email Text field blank.

You can incorporate format tags and email variables in a post-session email. However, you cannot add them to an Email task outside the context of a session.

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Table of Contents

Workflow Basics Guide

Workflow Basics Guide

Creating an Email Task

Creating an Email Task