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Create and edit a to-do list


You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 9.0 All support articles Lists Create and edit a to-do list

With the list feature, you can create check lists and to do lists for your project and structure project information in a very early stage of your project, without having to create tasks or a timed project plan.

You can only create project-related lists, i.e. lists that belong to an InLoox project.

This is how you create a new list for your project: 

  1. Open the project to which you want to add a new list.
  2. In the project, on the Start tab, click on Lists in the Ribbon.

    Lists in the Ribbon

  3. On the Edit tab, click on New list.
  4. In the side panel on the right, you can name your list.

    Side panel checklist

  5. If you want to create a personal check list with your own to-dos, then activate the Visible only to me checkbox. When you have activated the checkbox, other team members aren't able to see this check list.
  6. In the Fields area, you can now build your list out of different field types. You can use the following field types:
    • Text
    • Date
    • Integer
    • Decimal number
    • Checkbox
  7. Click on New field to add more fields to your list and name them however you like.
  8. Use the arrows to change the order of the fields in your list, use the cross to delete a field from your list.
  9. Click on New link in the right side panel if you want to link your list to one of the following elements of your project:

    Lists: Links

    • Mind map nodes
    • Tasks
    • Planning elements in the Gantt chart
    • Time tracking entries
    • Documents
    • Budgets
    • Budget positions

    With a click on the regarding link, you can navigate directly to the corresponding element in the project, e.g. to the mind map node the list belongs to.

  10. Now, add more entries to your list. Click on the Edit tab on New entry. You can type the text directly in the list into the line.

Example: Classic check list with checkbox and text

Classic checklist

Create a classic check list to tick boxes with the field types checkbox and text.

Example: List with dates

List with date

Create a list with dates with the field types date and text. Click on the little arrow in the date area of the list to select a date for each list entry.

On the View tab, you can change between a card an a list view. These views only have an impact on what your list looks like, they do not alter the content.

On the tabs on the bottom left, you see all lists that have already been added to your project. You can add as many lists to your project as you like and navigate from list to list there. Click on the right mouse button to open a context menu with which you can create new lists and edit or delete existing lists.

Lists: Context menu

In the Ribbon, on the Edit tab, click Edit list to also change the list you are currently on.