Sending an email for a transition task

As an employee, you can send emails to automatically notify other affected employees of assigned, unassigned, or completed transition tasks.

  1. Select Profile.
  2. Click the Work tab.
  3. In the Transition Tasks pane, click View.
  4. Click the Email icon for a task on Assigned Tasks, Unassigned Tasks, Completed Tasks, or All Tasks.
  5. On the Send Email page, specify this information:
    Email Template
    Select a predefined email template that is configured by your organization.

    After an email template is selected, other fields are specified automatically.

    Task
    Optionally, select a transition task type which is the description and purpose for sending the email.
    To
    Specify the email address of the email recipient.
    From
    Specify the email address of the sender.
    CC, BCC
    Optionally, specify the email address to receive a copy or blind copy of the email.

    These fields are configured by your organization based on the template or task type.

    Subject
    Optionally, specify the email's short description.
    Body
    Specify the message of the email notification.
    Attachment
    Optionally, attach a document that is related to the email notification.
  6. To save the email template, click Save.
  7. To send the email notification, click Send.