Customize a notification template

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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 Web App 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 notification. 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 InLoox PM options.

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

  2. Click Planning in the navigation pane and then click Notification Templates. Below you see the Notifications area.

  3. Choose one of the following options:
    • Save a template in your local documents. Choose one template from the list and click Export.
    • Click Download to download the planning templates from the InLoox website.
    • Edit the notification text by clicking Download Designer.
      • Install the InLoox PM Report Designer.
      • Choose the required option in the InLoox PM Report Designer dialog box and click Design.
      • In the InLoox PM Report Designer dialog boxmake changes you want.

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

  4. Click Save & Close in the navigation pane to save the changes.

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