Project list features in InLoox PM 8

The InLoox PM project list provides you with various features that make project editing easier and faster. As a standard, you can see only those projects in the project list that are accessible for you.

Click Projects    on the Outlook Ribbon to switch to the InLoox PM project list. You will find the following features on the tab Start, in the InLoox PM Ribbon:

• Create a new project  Click New Project in the New group to start a new project in InLoox PM.
• Open a project  Click Open project in the InLoox PM group.
• Access quickly the last project  Click Recent Projects in the InLoox PM group. Select from the dropdown list the project you wanted.

• Create the list of prioritized projects  Select a project from the project list and click Mark as favorite in the Tags group. All marked projects are displayed then in the tree structure on the left side of the window. Click Favorites under Projects.

  The created favorite view is only visible for you.

• Categorize a project  In order to assign a category to one project (e.g. circular project or new business), click Categorize in the Tags group and choose one category in the context menu.

  

  • To find out more about project categories see Assign a division, customer and category.
  • You can also create your own category for your projects. For further instructions on how to create your own categories, see Manage categories.

• Change status  You can also change the status or the degree of completion of the selected project in the project list. Click Change Status and choose from the list the respective status, e.g. started or completed.

  

  • For more information see Add a status and date.
  • You can save or edit a new project status type in the InLoox PM options. See Change the project status for more information.
• Set a priority  You can set the level of importance of a project. In the Tags group select a Low or High priority.
• Copy and paste a project  These buttons can be found in the Actions group . The Copy and Paste features help to create projects quickly. You can modify them afterwards.
• Archive a project  Move a marked project via Archive to the InLoox PM archive view.
   All archived projects are displayed then in the tree structure on the left side of the window. Click Archive under Projects.

• Delete project  Remove the selected project with a click of the Delete button.

   For more information see Copy and delete projects.

• Change the view of the project list  Select between List and Cards view in the Arrangement group.
  Double-click to open a project.

• Print the project list  Click Print in the Current View group.

   To learn how to print the list, see Print the project list.

• Refresh  Via the Refresh button in the Current View group, all changes will be updated and the view will be reloaded.

• Filter the important project information  Click Filter in the Current View group.

   To learn more about filter feature, see Search and find in a project.

• Define an early warning system  Click Conditional Formatting in the Current View group. Now you can highlight columns according to personalized rules.

   To learn more, see Conditional formatting.

• Create a new project list view  Click Save in the Current View group, after you have adjusted the project list.

  To learn more about views, see Generate personalized views.

• Reports  You can Create Reports or view the Saved Reports in the project list by clicking Reports.

  See Create a report and Manage the saved reports for more information.

• Work Package Pane  Provides you an overiew of the work packages on the side panel no matter wich Outlook folder you now use.

  To learn more about it, see Manage the work package view, in the Work package side panel section.

The following features can be found in the project list:

• Open a project  Double-click on one item in the project list or right-click on the item to open the context menu and choose Open Project... from the list. 

• Create a new project  Double-click on an empty space in the project list or right-click there to open the context menu and choose New Project... from the list.

  For more information see Create a project.

• Find quickly projects with the same initial letters  Press the respective letter on your keyboard and switch to another project with the same initial letters in the name.

Features in the context menu

• The context menu provides you with almost all basic features that are also available on the InLoox Ribbon, such as New Project..., Open Project..., Delete Project, Archive Project, Refresh, Copy and Paste. It has also such features as Expand and Collapse All Groups, Show Filter. Right-click on one of the projects in the project list to open the context menu.

  

• Choose Fields  This feature sorts and organizes the project by the required data.
  • On the Choose Fields dialog box, click one field, e.g. Customer, and drag it into the column headers.

  • Reset the fields via Drag&Drop back into the dialog box.

    For more information see Create a view.

Keyboard shortcut

• F2  Create a new project.
• F4  Refresh the project list.
• CTRG+P  Print the project list.
• CTRG+C  Copy a project into the clipboard.
• CTRG+V  Paste a project from the clipboard to the project list.