Transition emails

A transition email is an optional message FeatValue sends when a task moves from one status to another. You write subject and body once on the transition.

What transition emails are for

Use them when a status change should notify the client or the service provider beyond the built-in review mail. Typical cases are “work has started” or “the task was canceled”.

• Tell the client that a move happened
• Tell the service provider that a move happened
• Reuse the same text with placeholders for every task

Where to find it

Open a workflow you own, select a status and expand Outgoing Transitions or Incoming Transitions. On the transition click Define email. See Transitions.

How it works

1. Open Define email

   Click Define email on the transition. The dialog title is the same label.

2. Choose the audience

   Tick Email to the client and/or Email to the service provider. Without a tick, FeatValue stores no mail for that transition.

3. Write subject and body

   Fill Subject and Body. Insert placeholders from the Placeholders row: {{task_name}}, {{project_name}} and {{task_button}}.

4. Send a test and save

   Click Send test email to receive a preview at your address. Then click Save. The transition shows a short summary such as to client or No email.

Options

Built-in review mail for Client review is separate. See Client review status.

Permissions and plans

You define transition emails only on a workflow your company owns. Individual workflows need Starter, Pro or Enterprise.