Email Template for New Plaky Users
If you are moving from another project management tool to Plaky, help your team members by providing clear instructions on how to transition to Plaky. To assist you with this, we have created an email template you can use to onboard your team members to Plaky.
Here’s how you can use this email:
- Copy the template below and paste it into an email message
- Edit the [placeholder text]
- Write additional steps for your team members (e.g., special instructions, contact person, etc.)
- Send the email to your team
Hello team,
We have decided to start using Plaky for managing our internal projects and tasks. Plaky is a project management app that allows us to organize projects, tasks, and other work-related information.
The primary reason for moving to Plaky is that we aim to utilize the best project management software to enhance our team’s productivity. Moreover, Plaky allows us to track all our team projects and tasks in one place, eliminating the need to switch between multiple apps.
How to get started
- Open your email and access the Plaky invitation email ($Username has invited you to $Workspacename plaky.com Workspace)
- Sign up to Plaky
- Read the Onboarding for New Workspace Users and Start Using Plaky — Quick Start Guide articles
Once you have set up Plaky, you can start exploring the app on your own.
Check spaces: [insert space name]
Check boards: [insert board name]
If you have any questions, please message your manager or send an email to [your email here]. For any additional questions, you can visit the Plaky Help Center or contact the Plaky Support team for any issues with the app.
[Additional steps for onboarding]
[Your name]