Sending an email for a transition task
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Sign in as Employee.
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Select .
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Click the Email icon for a task on the Assigned Tasks pane of the Assigned Tasks tab or on the
Completed Tasks
tab.
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On the Send Email page, complete these fields:
- Email Template
- Select a predefined email template that was configured by your
organization. You might be required to filter the results or to
increase the number of results per page. After you select an email
template, the To and From fields may be populated
automatically.
- Task
- Optionally, select a transition-task type that describes
your purpose for sending the email.
- To
- Verify this entry or change it to the email address of the
intended email recipient.
- From
- Verify this entry or change it to the email address of the
sender.
- CC, BCC
- Optionally, include an email address to receive a copy or
blind copy of this email. Your organization might have configured
these fields based on template or task type.
- Subject
- Optionally, change this entry to describe the
email.
- Body
- Optionally, personalize the message of the email.
Formatting tools are available for this field.
- Attachment
- Optionally, attach a document to accompany the
email.
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Click Send.