wxrks emails your linguists (Vendors), Project Managers, and Clients when something happens in a task, project, invoice, or account. In Email templates, you can change what each of these emails says and how it looks: its subject, heading, message, footer, button text, and the size and position of your logo, with a live preview of the final email.

Every email wxrks sends goes out in the same layout, whether you customized its template or not:

Each template starts with the wxrks default text. A template you never edit keeps sending the default. A template you save is marked Custom and sends your version.

The description under the template name tells you when wxrks sends it.

💡 Tip: on the Recipients tab, the What each switch sends cards list every email by recipient. Click an email there to open its template directly.

ℹ️ Note: some templates show only when the related feature is on for your account. For example, the Work Package templates need Work Packages, and Due date reminder needs task reminders. See Configuring Task Reminders and Task Update Notifications.

In Sender, enter the From address your emails come from, for example [email protected], and click Save. It applies to every email of the account. Leave it empty to send from the wxrks default address.

Heading and Button text start empty, with the default shown in gray inside the field. While a field stays empty, the default is what goes out. Type your own text only if you want to replace it.

Example. In Task assigned and ready, the Heading field shows A task is ready for you in gray, and Button text shows Open in the editor. If you leave both empty and only rewrite the Message, the email still has that heading and that button.

ℹ️ Note: when you save, wxrks removes from Message and Footer anything that is not safe in an email, such as scripts and javascript: links. Text, links, lists, tables, images, and inline styles stay. Any HTML you type in Subject, Heading, or Button text is removed, since these fields are plain text.

A variable is a placeholder in capital letters, such as the project name or the linguist's name, that wxrks replaces with the real value when it sends the email. The variables of each template are listed under Variables.

Hover over a variable to see a sample of the value it produces. Each template lists only the variables available for that email: the rejection reason, for example, shows only in templates about a rejection.

These options apply to the template you are editing, so two emails can show the logo differently.

The Preview next to the editor (below it on narrower screens) shows the email as it will be sent, with your logo and sample data instead of the variables. It updates as you type.

Links in the preview do not open.

⚠️ Warning: Restore default cannot be undone. Copy your text somewhere else first if you might want it back.

While you have unsaved changes, an Unsaved changes badge shows next to the template name. If you pick another template, wxrks asks whether to discard them.