Lists

With the Lists feature, you can create checklists for your project and organize project information in a clear, structured way from an early stage.

Contents:

• Structure of the lists
• Create a list and add columns
• Add list entries
• Export and import lists
• Create and use templates

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Structure of the lists

Lists are created within a project in the Lists tab and are therefore exclusively project-specific.

On the left, you can see all lists that have already been created for the project:

• Navigate from list to list.
• Right-click a list to open a context menu for deleting existing lists.
• You can add as many lists as you like to a project.

On the right-hand side, you will find the content of the selected list.

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Create a list in the project and add columns

1. Open the project to which you want to add the list and click the Lists tab.
2. To create a new list, click the blue New List button.
3. In the editing panel on the right-hand side, assign a name to your checklist.
4. To configure the list, add new columns using the Add Field button on the right-hand side.

You can build your list from various column types:

• Text
• Datetime
• Integer
• Decimal
• Boolean (a checkbox that corresponds to a yes/no value)

note

New columns always appear on the far right by default. You can change the order of columns using drag and drop.

5. Use the pencil icon to rename a column and the trash can icon to delete it.

tip

You can show and hide columns, as well as filter, group, and sort them — just like in other InLoox areas. The only difference is that there are no predefined columns in lists; you create the columns yourself.

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Add list entries to the list

Fill your list with content by adding list entries:

1. Click the blue New line button.
2. A new line appears. You can type text directly into the line in the list.
3. Adjust the order of lines manually by grabbing a line at the six-dot icon and dragging it to the desired position.

Example: Checklist with Boolean, Date, and Text columns

You can create a classic checklist for ticking off with the Checkbox and Text column types. A date column can also be added:

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Export and import lists

InLoox offers two ways to export lists:

• Excel export: Click the three vertical dots at the top right and then click Export to Excel. Only columns that are currently visible in the list will appear in the export.
• InLoox file: Click the Import/Export button to export or import lists as a .inlooxlist file. This allows you to transfer lists between projects or InLoox accounts.

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Create and use templates

With InLoox, you can create templates for checklists that are relevant across different projects.

First, create a list you want to reuse in a project of your choice.

Save a template

1. Save the list by clicking the Templates button and then Save List as template.
2. Enter a name for the list and confirm with Save.
3. The list is then available under Templates.