Sending Email in HR Task

YounseoC
Tera Contributor

I am trying to figure out a way to implement an email template into hr task.

User assigned the task will access the task on employee center's "My Tasks".

From the "My Tasks" page, the user will be able to click on the task.

Along with the task title, due date and such, the user will be able to view/edit/save the email body.

If there is nothing wrong with the email, send the email and the task is complete.

Is this possible?

1 ACCEPTED SOLUTION

Community Alums
Not applicable

Hi @YounseoC ,

If i navigate to HR Tasks from HR Agent Workspace :

SandeepDutta_0-1740545677868.png

 

Open any HR task, then click on the three dots (more option), select Compose Email:

SandeepDutta_1-1740545800976.png

 

You can now select the template :

SandeepDutta_2-1740545831190.png

 

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5 REPLIES 5

Sandeep Rajput
Tera Patron
Tera Patron

@YounseoC Unless you build a specific widget and render it via a record producer or a portal page, such functionality related to email doesn't exist OOTB on employee center portal. This can be easily achieved via the backed/platform and the Agent workspace.