Task 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.

Saving and loading a task template

Exporting and importing task templates

Saving and loading a task template 

1. First, create the tasks you want to use in your template in a project. You can learn how to do this under Create project tasks.
2. To save the task template directly in InLoox in the Gallery view, click Save template on the Templates tab in the Tasks section of the ribbon in the project. Assign a name for your template and confirm with OK.
3. The task template is now available in all your InLoox projects in the Gallery view in the Ribbon. You can find the gallery view in the project in the Tasks section on the far left of the ribbon on the Templates tab.
4. To load a task template from the gallery view into your project, simply click the desired template in the gallery. If there are no tasks in your project yet, the tasks from the template will now 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.
5. The InLoox administrator can rename, delete, export and import the task templates from the gallery view in the InLoox settings. In addition, ready-made templates are available on the InLoox website in the Download section, which you can import into your projects.

Exporting and importing task templates

If you want to save a task template on your computer instead of in InLoox, you can export it. This is useful, for example, to import it into Microsoft Project or to use it in another InLoox database.

1. In the corresponding project, create the set of tasks that you want to save as a template and reuse.
2. In the Tasks section, on the Templates tab, click Export template in the ribbon. You can now choose whether you want to export the file as MS Project XML file (useful for reuse in Microsoft Project) or as InLoox task template (useful for reuse in InLoox). Select a variant.
3. You can now select the desired location on your computer or file server and name and save the template accordingly.
4. To import a task template, click Import Templates on the Templates tab in the ribbon in the Tasks section of the project. Again, you can import both Microsoft Project files and InLoox task template files. Select the desired file format and choose the appropriate template from your computer or file server.
5. If there are already tasks in your project, the tasks from the template will be added to it.