Workflow and Project Summary Inline in Email
When an approval task for a workflow or a project is sent to an approver by email, the summary of that workflow or project – which contains important information for the manager to decide whether the task should be approved or rejected – is added as an attachment. Senior managers who are tasked with many such approvals are able to finish these tasks faster when the summary is displayed inline in the email, instead as an attachment. This is now possible.
Two new email template variables have been added:
| Variable | Email Template |
| {{workflow_summary}} | Task Assigned to Approver |
| {{project_summary}} | Project Task Approver Assignment |
Adding these variables to the email template will add the summary to the email text.
If your organization also wants to stop sending the workflow and project summaries as attachments, just clear the PDF design field from the (project) task template.