Email Assist - "Email Template" dropdown menu is cumbersome to use

  • 9
  • Problem
  • Updated 7 months ago
  • Solved
When adding an Email task to a Playbook, it is currently rather difficult to search for the correct Email Template via the dropdown menu. The drop down menu does not sort templates alphabetically, by date updated, or any seemingly logical manner.

I have hundreds of Email Templates located in CoPilot. Even with very organized naming schemes, it is frustrating to locate the Email Template I want to use via the dropdown.

Can it be listed alphabetically, by template update (newest > oldest), or even better - include a search option?
Photo of Deb


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Posted 9 months ago

  • 9
Photo of Angela Hibdon

Angela Hibdon

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I second the search capability!
Photo of Nitisha Rathi

Nitisha Rathi, Employee

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I totally agree, we will improve it soon.

Photo of Hitesh Sharma

Hitesh Sharma, Employee

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Hi All,

As part of the Summer release(will be available Sept 1st week), you can find search option in the drop-down when searching for Email Templates.