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Customizing Checklist Templates in Email App

This article will go over the steps to customize your checklist templates in our attached email application.

Video

 

Customizing the Template

1.   Click the Truss logo in the taskbar above the body of the email.

2.   Select Edit Group Templates.

3.   In the new window, you have the following options:

A.   Delete the template.

B.   Duplicate (copy) the template.

C.   Edit the template. Click this option to customize the template.

checklist-email_1.1

 

4.   You can delete, rearrange, and edit tasks within the checklist.

Just be sure to hit Save at the very bottom for the changes you've made to take place. From here you would just insert the Project to the email like you would normally.

checklist-email_2