---
title: "Add Workboard to Application List in Email & SMS Template Builder"
slug: "add-workboard-to-application-list-in-email-sms-template-builder"
updated: 2026-06-26T09:50:05Z
published: 2026-06-26T09:50:05Z
canonical: "zenoplesupport.aqore.com/add-workboard-to-application-list-in-email-sms-template-builder"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://zenoplesupport.aqore.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Workboard to Application List in Email & SMS Template Builder

### Overview

- This feature introduces Workboard as an available application option within the Email & SMS Template Builder.
- It enables Office Staff users to associate templates directly with Workboard, allowing seamless usage without navigating to other modules.
- Key benefits include improved efficiency in sending standardized communication, enhanced consistency in messaging, and reduced manual effort when composing emails or SMS from Workboard.

### Functionality

- This enhancement appears within the Email & SMS Template Builder under the “Applications” or “Share with Applications” selection list.
- It applies to communication functionalities used across modules where email and SMS templates are configured and utilized.
- A new selectable option, “Workboard,” is added to the list of applications.
- Users can:
  - Select Workboard individually
  - Select Workboard in combination with other applications when creating or editing templates
- When users interact with the feature:
  - If Workboard is selected and the template is saved:
    - The template becomes available within Workboard wherever email or SMS functionality exists, such as reminder or follow-up actions.
    - The template content, including subject, body, and merge fields, loads correctly in the compose screen within Workboard.
  - If Workboard is not selected:
    - The template will not be visible or selectable within Workboard.
  - Existing templates configured for other applications continue to function without any changes.

### Additional Notes

- This update ensures compatibility with existing template configurations and does not alter current behavior for templates already in use.
- Templates must explicitly include Workboard in the application selection to be accessible within it.
- There are no changes to previously configured templates unless modified to include Workboard.
- Dependencies include the availability of email and SMS functionality within Workboard contexts where templates are applied.
- Compliance considerations remain unchanged, as templates continue to follow existing communication and data usage standards.