Task templates

If a certain task set plays a role in many of your projects, you can save them as a task template. This can for example consist of tasks that your project team has to do each time your company takes part in a trade fair or whenever you launch a new product. With task templates, 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 that you want to use in your template in an InLoox project. Learn here how to create new tasks.

2. To save a task template directly in InLoox in the gallery view, click in the project in the tasks section on the Templates tab and on the Save Template button in the ribbon. Name the template and confirm with OK.

3. The task template is now available in all of your InLoox projects in the gallery view in the ribbon. You’ll find the gallery view in the project in the tasks section on the left side of the ribbon on the Templates tab.

4. To load a template from the gallery view into your project, you just have to click on the template you want to load in the gallery. If there aren’t any tasks in your project yet, you will then see the tasks from your template in the Kanban view which you can edit further there. If your project already contains some tasks, the tasks from the template will be added.
5. The InLoox Administrator can re-name, delete, export and import task templates from the gallery view in the InLoox options. On the InLoox website in the Download area, we have prepared some ready-to-use templates that you can import into all of your projects.

If you don’t want to save a task template in InLoox, but on your own computer, you can export it. This is recommended if you want to import it into Microsoft Project or to use it in another InLoox database.

1. Create a set of tasks in an InLoox project that you want to save in a template and re-use in another project.

2. Now click in the tasks section of your project on the Templates tab on the Export Template button in the ribbon. You have now the option to export the file as an MS Project XML file (recommended if you want to re-use it in Microsoft Project) or as an InLoox PM task template file (recommended if you want to re-use it in InLoox). Please select one option

3. Select the place on your computer or file server where you want to save the file, name and save the template.
4. To import a task template, click in the project in the tasks section on the Templates tab on the Import Template button in the ribbon. You can import Microsoft Project files as well as InLoox task template files. Please select the file format and choose the regarding template from your computer or your file server.
5. If there are already tasks in your project, the tasks from the template will be added.

You can also send a task template directly out of InLoox via email. Click in the project in the tasks section on the Templates tab and then in the ribbon on Send Template By Email. This command opens an email which already contains the task template as an attachment (InLoox task file).