Introduction to notification templates

To manage InLoox PM notification templates, open the InLoox options:

1. We start from your Outlook inbox. Click on File in the left corner and afterwards on InLoox PM options.

2. The InLoox PM options will open in a separate window. In this window select Notifications >> Templates in the tree structure on the left, to get to the notification template overview. 

3. In the overview you can see all notification templates structured into tasks, documents and planning. Additionally, you can define the notification type for each template by using the three icons on the right side (see screenshot).

4. Furthermore, you have the possibility to design, export and download notification templates:

Design notification templates

To edit the content of an InLoox notification template, select the template from the overview and click on Design. A new window will open, where you individually design the template. How to work with the InLoox notification designer, will be explained in the next chapter: Customize notification templates

When you have finished, save your changes by clicking on Apply in the InLoox options.

Export notification templates

To save a notification template locally on your computer, select the template from the overview and click on Export. Afterwards select the storage place in the new window and click on Save. When you have finished, save your changes by clicking on Apply in the InLoox options.

Download notification templates

To download notification templates from the InLoox website, click on Download. You will we transferred to the InLoox website, where you select the language (German/English) for your notification templates.