Task Templates

VIDEO-TUTORIAL: Templates

If a certain set of tasks comes up again and again in your projects, it makes sense to save them as a task template. For example, these can be tasks that typically arise during a trade show appearance or a product launch. This way, you don't have to create these tasks over and over again, but only make adjustments for your current project.

Save and Load a Task Template

1. First, create the tasks you want to use in your template in a project. To learn how to do this, see Create Tasks and Edit Task.

2. To save the task template directly in InLoox, click Templates in the Tasks section of the project on the far right and then click Save Tasks as Template. Assign a name for your template and save.

   note

   If you enter a name that is already used by an existing template, InLoox will ask you whether you want to overwrite it. If you click No, the template will not be saved.

3. The task template is now available in all your InLoox projects. You can find it under Templates. To load a task template into your project, simply click on the desired template.

4. If there are no tasks in your project yet, the tasks from the template will appear in the Kanban view, where you can continue editing them. If your project already contains tasks, the tasks from the template will be added to it.

Import and Export Tasks

Next to the Templates button in the Tasks section, you will find the Import/Export button. It offers the following options:

• Import InLoox tasks — Import tasks from an InLoox template file.
• Import tasks from Excel — Import tasks from an Excel file. A matching assistant guides you through mapping the columns. See also Import from Excel for details.
• Export InLoox tasks — Export the current project tasks as a file.

Manage Templates

1. Click on the Templates button in the Tasks section and click on Manage Templates.
2. In the dialog, you can rename existing templates, download them, or upload new templates via Upload Template.