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Lists

With the Lists feature, you can create checklists for your project and organize project information in a clear, structured way from an early stage.

Contents:


Structure of the lists

Lists are created within a project in the Lists tab and are therefore exclusively project-specific.

On the left, you can see all lists that have already been created for the project:

  • Navigate from list to list.
  • Right-click a list to open a context menu for deleting existing lists.
  • You can add as many lists as you like to a project.

On the right-hand side, you will find the content of the selected list.

Lists in InLoox Web App


Create a list in the project and add columns

  1. Open the project to which you want to add the list and click the Lists tab.
  2. To create a new list, click the blue New List button.
  3. In the editing panel on the right-hand side, assign a name to your checklist.
  4. To configure the list, add new columns using the + button on the right-hand side.

You can build your list from various column types:

  • Text
  • Date
  • Number
  • Decimal
  • Yes/No
note

New columns always appear on the far right by default. You can change the order of columns using drag and drop.

  1. Use the pencil icon to rename a column and the trash can icon to delete it.
tip

You can show and hide columns, as well as filter, group, and sort them — just like in other InLoox areas. The only difference is that there are no predefined columns in lists; you create the columns yourself.


Add list entries to the list

Fill your list with content by adding list entries:

  1. Click the blue New line button.
  2. A new line appears. You can type text directly into the line in the list.
  3. Adjust the order of lines manually by grabbing a line at the six-dot icon and dragging it to the desired position.

Example: Checklist with Yes/No column, Date, and Text

You can create a classic checklist for ticking off with the Yes/No and Text column types. A date column can also be added:

Example of a list with Text, Date, and Yes/No column


Export a list as an Excel file

You can export the content of a list to an Excel file.

Click the three vertical dots at the top right and then click Export to Excel.

note

Only columns that are currently visible in the list will appear in the Excel export.


Export list as an .inloox file

You can also export lists as a .inlooxlist file. This file type can be imported into your InLoox account. First, add or remove and filter columns, then click the Import/Export button.


Create and use templates

With InLoox, you can create templates for checklists that are relevant across different projects.

First, create a list you want to reuse in a project of your choice.

Save a template

  1. Save the list by clicking the Templates button and then Save List as template.
  2. Enter a name for the list and confirm with Save.
  3. The list is then available under Templates.