If a certain task set plays a role in many of your projects, you can save them as a task template. This can for example consist of tasks that your project team has to do each time your company takes part in a trade fair or whenever you launch a new product. With task templates, you don’t have to create these tasks over and over again, but only make adjustments for your current project.
Save and load a task template
To save a task template directly in InLoox in the gallery view, click in the project in the tasks section on the Templates tab and on the Save Template button in the ribbon. Name the template and confirm with OK.
The task template is now available in all of your InLoox projects in the gallery view in the ribbon. You’ll find the gallery view in the project in the tasks section on the left side of the ribbon on the Templates tab.
If you don’t want to save a task template in InLoox, but on your own computer, you can export it. This is recommended if you want to import it into Microsoft Project or to use it in another InLoox database.
Now click in the tasks section of your project on the Templates tab on the Export Template button in the ribbon. You have now the option to export the file as an MS Project XML file (recommended if you want to re-use it in Microsoft Project) or as an InLoox PM task template file (recommended if you want to re-use it in InLoox). Please select one option
You can also send a task template directly out of InLoox via email. Click in the project in the tasks section on the Templates tab and then in the ribbon on Send Template By Email. This command opens an email which already contains the task template as an attachment (InLoox task file).