Create, edit and use project categories

InLoox uses its own categories for projects. The categories are identical for all users, because they are maintained centrally.
Examples of project categories:

• Key project
• Recurring project
• New business

Add category

1. In InLoox Web App, click on your profile picture in the bottom left corner.
2. Click on Settings.
3. Click on Organization.
4. Under the General tab, you can click New on the right under Categories to add a category.
5. In the Add category window, in the Category name field, enter New business, for example.
6. Click Save.

Edit category

1. In InLoox Web App, click your profile picture in the bottom left corner.
2. Click on Settings.
3. Click Organization.
4. Under the General tab, you can go to the name field of a category under Categories and type the new name.
5. Click Enter to confirm the entry.

IMPORTANT Editing a category will be executed immediately in all affected projects.

Delete category

1. In InLoox Web App, click your profile picture in the bottom left corner.
2. Click on Settings.
3. Click Organization.
4. Under the General tab, you can click the red trash can on the right under Categories to delete a category.
5. Confirm the deletion by clicking Yes.

IMPORTANT Deleting a category will be executed immediately in all affected projects.

Use project categories

This new category can now be selected by all InLoox users in your account on the support page of a project.

• In the project list, you can show the Categories column, filter it and group the project list by it.
• In the tasks list you can also show the Project categories column, filter it and group the task list by it.
• In the reports, the Project Categories record is also available.
• In the dashboards you can use the Project Categories for data visualization.