How to edit work package templates | InLoox PM 8

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In the InLoox PM options, you can edit work package templates that are created in the projects. On the Work Packages page you can save a new template. On the Template tab, in the Work Package Templates group, click Save Template.

  To manage the mind map templates, you need InLoox PM administrator permissions.

  1. Open the dialog box InLoox PM Options.
    For more information, where you can find the InLoox PM options, please see Open the InLoox PM options.
  2. Under Work Package click Templates. On the right side you see the Work Package templates area.

  3. Perform one of the following actions:
    • Change the name of the saved template. Choose one template from the list and click Rename. In the Rename Work Package template dialog box, in the New Name field, type a new name for this template and click OK.
    • Remove a template permanently from InLoox PM. Choose one template from the list and click Delete.
    • Save a template in your local data, e.g. to send it to other users. Click Export and choose a local storage location on the Save Work Package template dialog box to save the template. Click Save.
    • Load a template from your local data. Click Import and choose a template in the Import File dialog box, then click Open.
    • Click Download to download the mind map templates from the InLoox website.
  4. Click OK or Apply to save the changes in InLoox PM.