Message Section

The middle section of the Email step is where messages can be written to be included in emails sent by the Task.

When sending a list in the body of the email, the position of the list in the email will be indicated by gray text that reads "The list defined below will be inserted here". Any text typed above the gray text will appear above the list in the body of the email, and any text below it will appear below the list.

To exclude the list from being included in the email, select and delete the gray text in the message or uncheck the "Include above list in email" checkbox at the bottom of the window.

Using Sage Information in the Message

Sage fields can be added to the message of the Task in order to personalize messages sent to recipients. This is useful when sending each recipient only their information.

To add a field to the message, click and drag a field from the Sage Field List into the message section. The cursor will indicate where the field will be placed.