Lists

With the list function, you can create checklists for your project and organize project information in a clear and structured way at an early stage.

Content

Structure of the lists

Create a list in the project and add columns

Add list entries to the list

Export list as an Excel file

Create and use templates

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:

• You can navigate from list to list there.
• Click on the right mouse button of a list to open a context menu, which you can use to delete existing lists.
• You can add as many lists as you like to a project.

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

Create a list in the project and add columns

1. Open the project to which you want to add the list and click on the Lists tab.

2. To create a new list, click on the blue button New List.

3. In the editing panel on the right-hand side, you can now assign a name to your checklist.

4. To configure the list according to your needs, add new columns using the + button on the right-hand side.

There you can build your list from various column types:

• Text
• Date
• Number
• Decimal
• Yes/No

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

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

Tip You can show and hide columns, filter, group and sort the columns in the same way as in other InLoox areas. The only difference is that there are no predefined columns in the lists; you create the columns yourself.

Add list entries to the list

Now fill your list with content by adding list entries:

1. click on the blue button New line.

2. A new line appears. You can type the text directly into the line in the list.

3. You can adjust the order of the lines manually by grabbing a line at the front line at the icon with the six dots and simply dragging it to the desired position.

Example: Checklist with yes/no column, date and text

You can create a classic checklist for ticking off with the two column types Yes/No and Text. A date column is also added in the example:

Export a list as an Excel file

You can also export the content of a list to an Excel file.

To do this, click on the three vertical dots at the top right and then on Export to Excel.

Note Only those columns are visible in Excel that are also shown in the list. To show and hide columns, see Adding or removing columns in the list view.

Create and use templates

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

To do this, first create a list that you want to use multiple times in a project of your choice. You can find out how to create a list above under Creating a list.

Save template

1. Save the list by clicking on the Templates button and then on Save List as template.

2. Enter a name for the list and confirm with Save.

3. The list is then available under Templates.