Modifying an existing automated email in Client Task

@Deidre Magee-Reyes  Any chance the new work item has already had its tasks and budget created? This is the only thing I can think of that would keep the old email text if you have changed it. Once changed, it will remain changed unless the next work item has already had the tasks created.

Hi and thank you to both of you who responded.  I am new to this company, Karbon, templates, automation, and tasks which have already been created and I am simply using them to process tax returns in the CRM.  I only seek to modify this one automated template email.  I’m not even sure if I am using the correct wording!  I appreciate whatever you can convey.

The Client Task is for Review of the Tax Return.  I Externally Comment to the point person with my own message where I also attach a Filing Copy for them to review.  I “Post” and then to send the task, I click on “Client Request” and go through the steps where I can “Edit Email”.  That’s the email that is “fixed” in its language that I have to manually modify to take out 2021.  Once I Edit the Email I click “Next” and then set up the reminders, then I send it.  My External Comments and the Template Email which I believe has a link to a portal are then sent.

I hope this level of detail will better help you to help me!

Thanks again!

Thank you!  I’ve asked staff and managers to help me, but get crickets.  😶