From PlanningPME, you have the possibility to send an email to your employees while creating a new task just clicking on the envelope icon:
Some improvements have been developed in order to optimize this feature.
1. Select the object of the email sent
In former version, the object of the email was the task label. Now, you can select the fields you want to have while sending the email like Client Name + Project name or whatever from the menu Data -> Description -> Email object
2. Attach a file to the email sent
It is now possible to attach a customized mission sheet while sending an email.
You just need to select the option “Attach the mission sheet” from Tools -> Options -> Mailing box
This mission sheet is the one you specified from Tools -> Options -> Mission Sheet.
To have your own customized mission sheet, we invite you to contact Target Skills to discuss your requirements and have an estimate.
3. Open the email on Outlook before sending it
It is now possible to display the email and add any information or text you want before sending the email.
You just need to select the option “Display the message before sending it” from Tools -> Options -> Mailing box
To know more about this email feature, you can read this card: