When creating email subtasks, or using the mail merge feature, you can add date placeholder values in the email subject, along with the client name.
These placeholders will not work in emails that are not a part of the Template. This means any email that is NOT generated from a Task Template will not recognise the placeholder and will be treated as text.
For example:
Source documents required for [date.last_month_year]
You can also add date placeholders to the body of the email by following the instructions on this topic Date placeholders to the body of the email.
The table below lists how the various email subject placeholders are formatted, assuming a current date of 1 January 2024.
To add a placeholder to the email subject, you will need to copy the exact token as listed below into the email subject.
|
Placeholder code |
Final value |
|
[client.name] |
SEP Consulting |
|
[date.week] |
week 01 |
|
[date.last_week] |
week 52 |
|
[date.next_week] |
week 02 |
|
[date.week_year] |
week 01 2024 |
|
[date.last_week_year] |
week 52 2023 |
|
[date.next_week_year] |
week 02 2024 |
|
[date.month] |
January |
|
[date.last_month] |
December |
|
[date.next_month] |
February |
|
[date.month_year] |
January 2024 |
|
[date.month_last_year] |
January 2023 |
|
[date.month_next_year] |
January 2025 |
|
[date.last_month_year] |
December 2023 |
|
[date.last_month_last_year] |
December 2022 |
|
[date.last_month_next_year] |
December 2024 |
|
[date.next_month_year] |
February 2024 |
|
[date.next_month_last_year] |
February 2023 |
|
[date.next_month_next_year] |
February 2025 |
|
[date.year] |
2024 |
|
[date.last_year] |
2023 |
|
[date.next_year] |
2025 |
|
[date.last_quarter_year] |
October - December, 2023 |
|
[date.last_quarter_last_year] |
October - December, 2022 |
|
[date.last_quarter_next_year] |
October - December, 2024 |
|
[date.next_quarter_year] |
February - April, 2024 |
|
[date.next_quarter_last_year] |
February - April, 2023 |
|
[date.next_quarter_next_year] |
February - April, 2025 |
|
[date.calendar_quarter_year] |
January - March, 2024 |
|
[date.calendar_quarter_last_year] |
January - March, 2023 |
|
[date.calendar_quarter_next_year] |
January - March, 2025 |
|
[date.last_calendar_quarter_year] |
October - December, 2023 |
|
[date.last_calendar_quarter_last_year] |
October - December, 2022 |
|
[date.last_calendar_quarter_next_year] |
October - December, 2024 |
|
[date.next_calendar_quarter_year] |
April - June, 2024 |
|
[date.next_calendar_quarter_last_year] |
April - June, 2023 |
|
[date.next_calendar_quarter_next_year] |
April - June, 2025 |
|
[date.end_of_month_year] |
January 31, 2024 |
|
[date.end_of_month_last_year] |
January 31, 2023 |
|
[date.end_of_month_next_year] |
January 31, 2025 |
|
[date.end_of_last_month_year] |
December 31, 2023 |
|
[date.end_of_last_month_last_year] |
December 31, 2022 |
|
[date.end_of_last_month_next_year] |
December 31, 2024 |
|
[date.end_of_next_month_year] |
February 29, 2024 |
|
[date.end_of_next_month_last_year] |
February 28, 2023 |
|
[date.end_of_next_month_next_year] |
February 28, 2025 |
|
[date.tax_year] |
UK workspaces: 2023-2024 |
|
[date.last_tax_year] |
UK workspaces: 2022-2023 |
|
[date.next_tax_year] |
UK workspaces: 2024-2025 |