How to customize notification templates in InLoox PM 7

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Notifications enable the communication of project information. You can send them to those resources, whom the project planner wants to inform automatically.

InLoox PM provides you with various kinds of notifications for each milestone, activity and summary activities. Resources can receive information via email, task request or InLoox PM reminder. The notification templates contain predefined text elements which can be changed or deleted.

For more information on how to notify a resource about a planning element, see Add resources.

  1. Open the dialog box InLoox PM Options.

    For more information, about where to find the InLoox PM options, please see Open the InLoox PM options.

  2. Below Planning, click Notifications and then Templates. On the right side you see the Notification list area.

  3. Choose one of the following options:
    • Edit the notification text by clicking Design. In the InLoox PM Notification Designer, you can make the respective changes.

      For more information on how to work with the InLoox PM Notification Designer, see Designer Help, which you can find there.

    • Save a template in your local documents. To do this, choose one template from the list and click Export.
    • Click Download to download the planning templates from the InLoox website.
  4. Click OK or Apply to save the changes in InLoox PM.

For a detailed description of the different notification types, please see Customize notification types.