Email Templates
Customize the subject lines and body content of LiftOff transactional emails your team and clients receive.
When to use this page
Match invitation, assignment, reminder, and summary emails to your company voice and include useful links.
Who can do this
Owners and admins manage email templates.
Open Email templates
Go to Settings → Email templates.
Template categories
| Category | Examples |
|---|---|
| Invitations | User invitation |
| Assignments | Project and task assignment |
| Activity | Project or task changes, report status |
| Due dates | Approaching due, due today, overdue |
| Summaries | Daily and weekly digests |
| Notes | New notes and replies |
Select a template to edit subject, preview text, HTML body, and plain-text body.
Template variables
Insert placeholders such as:
- Recipient name
- Company name
- Project title, date, and location
- Task title and due date
- Links to the app and notification settings
The editor shows allowed variables for each template type.
Preview and test
- Preview renders the template with sample data.
- Send test delivers a test email to yourself before publishing changes.
Version history
Restore a previous version if an edit did not work as expected.
Next steps
- Saved templates apply to future emails sent by LiftOff.
- Pair with Notification settings to control who receives each type.
Good to know
- Templates affect email content, not in-app notifications.
- Keep links pointed to your production app URL provided by LiftOff.