Create a list template

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InLoox allows you to create templates for checklists that are relevant in different projects.

To do this, first create a checklist that you want to use multiple times in a project of your choice.

To learn how to create a list, see Create and Edit Lists.


Save template

Save the list by clicking Save Template on the Templates tab.

Assign a name for the list and confirm with OK.

The list is then available in the Templates tab.


Export template

To export the list as a template, click Export Template under the Templates tab.

You can save the list for further use in InLoox as an InLoox list file or as a CSV or XML file on your computer or file server.


Import template

To use the list template in another project, open the corresponding project, click Lists under the Home tab, then click the Templates tab.

Then click the Import Templates button and select the appropriate list template from your computer or file server.