How to customize the InLoox PM 8 dashboard

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The dashboard view shows you the main project areas. You can get all important information to the current projects without opening one and compose your own dashboard view from the different widgets.

  1. To open the dashboard view, do one of the following.
    • Click InLoox PM tab on the Outlook Ribbon and then Dashboard, in the Views group.

      In Outlook 2007, click InLoox PM Folder in the InLoox PM Toolbar and then Dashboard in the InLoox PM project list.

    • Click Dashboard in the tree structure on the left.

  2. On the Start tab, perform one or more of the following actions:

Information rules in the dashboard view

In the dashboard view on the side panel you can filter the project information by clicking on certain project from the list.

Symbols in the dashboard view

  Clear filter.

  Dashboard parameter.

  More information about parameters you can find under Using von dashboard parameters.

  Export feature. The view will be exported as PDF or image