Email Integration

Hey - I am currently looking to figure out an email integration issue and couldn’t find anything in previous community discussions. Maybe I was articulating my searches wrong, feel free to point me to the right post if I missed it.

What I’m trying to do with my project management workspace is the below:

  • I have a list of multiple projects in my workspace
  • Each project has an “Overview” template attachment (a 1-2 page description)
  • My team and I have to email this template around at times, but we like to customize it a bit when we do (ie: the template is just the “bones” of the email that we add to)
  • Is there a way to integrate this attachment field with our Outlook, so that when we download it it’ll pop into a new message / draft that we can then edit?

Thanks in advance!

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