What's New

Release Notes InLoox

InLoox is in continuous development. Here you find:

  • New features: a concise overview of new workflows
  • Improvements: features we have enriched or modified
  • Links to whitepapers, helfp-articles or video tutorials

Please note: Releases are rolled out to the Cloud versions first and become available for On-Premise shortly afterwards (typically within 1–3 weeks).

September 22, 2025

Dashboard Enhancements

Project Dashboards: All key metrics at a glance

With the new Project Dashboards, you always keep track of each individual project – quickly, transparently, and without detours. In the new “Dashboard” tab, you will find a standard dashboard that presents the most important project metrics:

  • Tasks by status and assignee: Who is working on what, and what’s the progress
  • Burndown chart: How open tasks evolve over time
  • Planned vs. actual costs and revenues: Financial transparency at a glance
  • Risk matrix: Impact and likelihood of potential risks always visible

The InLoox project dashboard displays the most important key figures in the current project

Info You can decide whether to customize the dashboard individually per project, or define a customized version as the organization-wide standard. This way, teams benefit equally from consistent reporting and individual insights.

Read more in the Help article: Project Dashboards

  

Widgets: Create charts with ease

Dashboards can now be created even more easily: via the “Add Widget” button, you can select from numerous templates already linked to the right data sources. This allows you to add meaningful charts with just a few clicks – no expert knowledge required. 

The new widgets are available not only in project dashboards, but also in cross-project dashboards. From the overall organization down to the individual project, you always get the exact reports you need.

Read more in the Help article: Dashboard widgets

Create meaningful analyses faster with dashboard widgets

  

New dashboard data source: Task Burndown

Brand new in InLoox is the Task Burndown data source. For the first time, you can now display burndown charts in dashboards, either by number of tasks or by workload. This gives you immediate insight into how remaining effort develops over time and whether your team is on track.

  

New permissions for dashboards

Alongside the new features, permissions have been expanded to give you more control. You can now precisely define who may only view dashboards and who may actively edit them. The following rights are available:

  • Read project dashboard
  • Edit project dashboard
  • Read dashboards
  • Edit dashboards

Read more in the Help article: Permissions

  

Custom Fields Enhancements

More control with write protection

You can now define who is allowed to fill out custom fields. This allows you to control and secure inputs much more precisely. In the settings, you can configure:

  • Role-based: e.g., only the project manager may edit a specific field
  • User-specific: specific individuals may edit certain fields
  • Combination of both: maximum flexibility for complex scenarios

Read more in the Help article: Custom fields

Define write protection for custom fields

  

“Quasi Mandatory Fields” with Warnings

Custom fields can now be configured so that missing entries no longer go unnoticed. If an important field is left empty, users receive a clear notification with a warning.

This ensures that critical information is added in time, keeping processes running smoothly and preventing incomplete project data.

Read more in the Help article: Custom Fields

Warnungen auf Quasi-Pflichtfelder

  

Enhancements in the Mobile App

Many features already available in the InLoox Web App are now also available in the Mobile App. This lets you organize and manage your tasks just as comfortably on the go:

  • Checklists in tasks: Tasks can now also be structured with checklists in the mobile app – ideal for smaller, subordinate to-dos.
  • Comment function: You can now read and add comments to any task directly in the app and mention team members or entire groups (e.g., “the team”). This keeps communication transparent and centralized in the right place.
  • Recurring tasks: Regularly recurring activities no longer need to be created from scratch each time. With the repeat task feature, you can now also create series in the mobile app, e.g., for weekly reports or monthly reviews.

Mobile App: Checklisten in Aufgaben, Kommentare, Aufgaben in einem bestimmten Rhythmus wiederholen

    

Integrated document approval workflow via SharePoint 

Documents often need to be reviewed or approved by multiple people – and many organizations already use approval workflows in SharePoint Online for this. With InLoox 12.4, these processes are now also visible directly in InLoox.

In the project documents, you can immediately see the current status of an approval process, without having to switch between systems.

Dokumente: Freigabestatus aus SharePoint in InLoox abbilden

New columns in InLoox display the following SharePoint information:

  • Approval State: e.g., “Not submitted”, “Requested”, “Approved”, “Rejected”
  • Approval request sent by
  • Approval request responded by
  • Approval request assigned to

This gives you full transparency over ongoing approvals and ensures complete traceability.

Read more in the Overview of available columns.

  

Enhancements in workload, capacities & working times

Define capacity in %

Under People in the tab Availability, you can now specify the percentage of capacity a resource can contribute to projects. This makes it easier to reflect realistic workloads:

  • Example: A person allocated only 80% to project work will be displayed accordingly in workload planning.
  • Higher values are also possible, e.g., for team or machine resources that can provide more than 100% capacity.

This lets you flexibly and precisely model both individual base workloads and abstract resources such as teams or machines.

Read more in the Help article: People & Contacts or Help article: Workload

Kapazität für Personen definieren

  

Workload for divisions and teams

In the workload view, you no longer have to add each person individually. Instead, you can now select entire divisions or create freely definable teams. This immediately shows the cumulative workload of a whole unit, ideal for resource planners who need an overview at a higher level.

Info Division assignments are configured under Account Settings > Organization > Divisions > Assignment.

Read more in the Help article: Workload

Abteilungen in Ressourcen-Auslastung anzeigen

 

Make workload views globally visible 

In the workload you can now create individual configurations of resources not only for yourself, but also share views globally with all users in the account. This ensures that everyone works with the same view – no one has to manually create their own setup with the right people.

A view can easily be shared via the three-dot menu using the Share View option. Shared views are easy to recognize: a person icon appears next to the name, and it is also indicated who shared the view. Users will, of course, only see workload data if they have the corresponding permissions.

Read more in the Help article: Share workload views

Freigegebene Auslastungsansicht

  

Import days off via Excel or iCalendar

Do you want to reflect non-working days such as public holidays or company vacation in the calendar? You no longer need to enter them manually in the settings. Instead, you can conveniently import them via Excel file or iCalendar.

The file must include information on the Name of the non-working day, Start and End. Optionally, you can also add a column “For all calendars” if days off should apply to all calendars. This allows you to quickly import extensive calendar data and centrally provide it for the entire organization.

Read more in the Help article: Working hours, calendar and days off.

Upload days off via Excel file and use them for the work time calendar

    

Improvements in time entry creation

  • Select open vs. done tasks: When creating time entries, you can now instantly see which tasks are open and which are already done. Open tasks are displayed at the top, making it quicker to find the right assignment. Read more in the Help article: Create end edit time entries
  • Toggle: Show tasks from othersBy default, only your own tasks are shown when assigning a time entry. This makes the list clearer and speeds up the process. If needed, you can use a toggle to show tasks of other team members. Read more in the Help article: Create end edit time entries

Create time entry: Open vs. done tasks & toggle for showing tasks from others

  • New column “Duration (work days)”: In addition to the column “Duration (hours)”, the new column “Duration (work days)” is now available in time tracking. This gives you more flexibility in how effort is displayed and reported. Read more in our Overview of columns

  

Other Improvements

InLoox 12.4 also includes a range of smaller optimizations that make everyday work easier:

  • Move document folders: You can now move entire folders in projects. Changes are automatically synchronized to SharePoint, FileStore etc. (if linked). Read more in the Help article: Change the folder structure
  • New column “Contact synchronized” in People: If a contact originates from Azure Active Directory, an icon will be displayed in the new “Contact synchronized” column. This way, manually created contacts are clearly distinguishable. Read more in the Help article: People & Contacts and in the Overview of available columns in InLoox
  • Notifications with project reference: Notification subject lines now also include the project name and project number, so you immediately know which project the message refers to.

  

  

August 25, 2025

Risk management in projects

You can now create, assess, and mitigate project risks directly in InLoox – for greater transparency and control throughout the project. The new "Risks" section helps you evaluate potential threats based on likelihood and impact using a 5-level scale. This automatically determines the overall risk level: Low, Medium, or High.

A particularly useful feature: To move directly from analysis to action, you can link risks to risk mitigating tasks.

Risk management in InLoox

Please note This feature is available in the Enterprise Plus and On-Prem editions only.

For more details, see the Help article: Risk

  

Tasks: Use checklists to create subtasks

You can now create your own checklists within tasks. This is ideal for capturing smaller, subordinate to-dos directly in the task. This way, progress can be tracked more precisely without having to create separate tasks. Each checklist item can be easily checked off once completed, ensuring that you and your team always have a clear overview of the task’s progress.

Checklist in Tasks

Tipp In the task list, you now also have the new columns “Checklist Items”, “Checklist Items Done”, and “Checklist Items Open”. These show you, at a glance, the number of checklist entries per task.

For full details, see the Help article: Checklists in Tasks

  

Add project-specific task columns yourself

You can now add project-specific custom columns to the task list without needing administrator rights. These fields apply only within a specific project and appear exclusively in the task list view.

How it works: Open a project, go to the Tasks section, and switch to the List view (not the Kanban view). You’ll now see the new “Add field” button, which lets you add a custom column to capture individual information directly. The available field types are: String, Datetime, Integer, Decimal, Boolean, List, or Currency.

Projektfeld in Aufgabenliste erstellen

Please note These project-specific fields are only displayed as columns in the list view. In this first step, they are not shown in the task’s side panel.

Important distinction: Project-specific fields are limited to the given project and cannot be used in dashboards. The familiar custom fields from the account settings apply across projects (or selectively via rules), are stored in the database, and can be used in dashboards – and can only be created by administrators.

For more details, see the Help article: Add columns to project task list view

    

Updates in resource workload

The Resource Utilization view is now even clearer thanks to a new color scheme. Depending on the utilization level, items are color-coded so you can instantly see where capacity is tight or has been exceeded:

  • Green: up to 100%
  • Yellow: over 100% to 150%
  • Red: over 150% to 200%
  • Purple: over 200%

Also new: Absences are now displayed directly in the utilization view with an icon. An exclamation mark indicates when people are booked for a task despite being absent – helping you quickly spot potential conflicts and make adjustments.

The data for this is based on non-working days that are either:

  • defined for certain calendars in the account settings (e.g., public holidays), or
  • set individually in the People section (e.g., personal vacation days).

Practical: The project number is now shown alongside the project name which avoids potential confusion with projects that have identical or similar names.

Auslastung inkl. neuem Farbschema, Urlaubstage und Projektnummer

For more details, see the Help article: Define working hours, calendars and days off and Help article: Color coding of the resource overview

  

Updates in Gantt planning

Export Gantt planning to Excel

You can now easily export your Gantt planning to Excel – ideal if you want to share project plans outside of InLoox.

Export der Gantt-Planung nach Excel

All columns and contents you have displayed in the Gantt view will be exported, giving you full control over what information is included in the Excel file.

For details, see the Help article: Export Gantt

 

Edit multiple planning elements at once

In the Gantt view, you can now use multi-select to edit several elements simultaneously. This saves time and makes planning even more efficient. Specifically, you can:

  • Assign or change a color for multiple planning elements
  • Mark multiple elements as completed
  • Delete multiple planning elements
  • Assign a resource to several tasks in the plan at once

Read all details in the Help article: Multi-Editing of InLoox elements

Mehfachbearbeitung in der Planung: Ressource zuweisen, Farbe ändern, Aufgaben als erledigt markieren oder löschen

  

Improvements to Gantt printing

The Gantt print function now offers more flexibility and information:

  • Print only selected rows: You no longer have to print the entire plan – simply select the rows you need and print just those.
  • All columns available: All columns are now available for printing, including custom fields (previously only selected columns were available).
  • New “Header and Footer” option: When enabled, the printout will also include the project nameprint datename of the person who printed it, and the page number.

Fore more details, see the Help article: Print project planning

Optionen beim Drucken der Gantt-Planung

   

New options for activity labels in the Gantt plan

In the Gantt view, you can now flexibly decide where the labels of your planning elements should appear. Choose to display them either to the left or right of the activity bar – or hide the labels completely if you prefer a clean, minimalistic view.

Vorgangsbeschriftungen in der Gantt-Planung anordnen oder ausblenden

  

New dashboard template "Project Health"

With the new "Project Health" dashboard template, you can keep track of the overall status of your projects at all times – compact, visual, and insightful. The dashboard displays the status from three key perspectives:

  • Time: Based on the time alerts "Planned end date exceeded" and "Project end date exceeded"
  • Budget: Compares planned vs. actual values. Using the dashboard parameter settings (button at the very top right), you can customize the percentage range for budget alerts
  • Risk: Evaluated according to the level of risk (set on the project manage page)

From these, an overall status is calculated as the average of the three values Time, Budget, and Risk.

You can download this and other templates under Templates and then import them into InLoox.

Dashboard "Projekt Gesundheit": Gesamtzustand Ihrer Projekte basierend auf Zeit, Budget und Risiko

  

Quick access to recently viewed projects

The global search field at the top of InLoox is now even more convenient: when you click into the search box, you’ll not only see the regular search results but also a list of your last viewed projects. This lets you quickly return to the projects you worked on most recently, without having to search through the entire project list.

Zuletzt angesehene Projekte in InLoox öffnen

  

Updates in "Track"

Additional display options

When booking calendar appointments or mails to projects in the Track section, the view is now much clearer thanks to two new toggles that let you focus on what matters:

  • Show Tracked Items: Hide previously tracked times to avoid overly long, cluttered lists.
  • Show Completed Projects: Hide completed projects to focus on current, active ones.

Neue Regler beim Erfassen von Kalenderterminen

  

Inbox: Move documents to specific folders

When saving emails or attachments to InLoox via the Track section, you first select a project to store them in. Now, you can move saved emails, attachments, or documents into a specific folder within the project afterwards.

Next to the document name, you’ll find a new icon that opens the “Move to Folder” dialog, allowing you to move the file into an existing folder or create a new one on the spot.

For more, see the Help article: Track

Erfassen von Mails & Anhängen: Datei verschieben in spezifischen Projektordner

  

Time tracking in the mobile app

The InLoox Mobile App has been expanded with another key project management feature: time tracking. You can now log time on project tasks directly from anywhere.

If a task is assigned to a project, you’ll see the new “Time” tab in the top navigation bar. Tap the plus icon to select the desired duration and, as in the web app, add further details such as a description.

Zeiterfassung für Aufgaben in der InLoox Mobile App

  

Updates in documents

Mark documents as favorites

In the Documents section, you now have the new “Favorite” column. Click the star icon to mark documents you use frequently or want to find quickly.

There is also a new “Document Favorites” folder in the left-hand menu, which shows all starred documents – regardless of which subfolder they are stored in. This makes it even easier to find important files.

For more on this, see the Help article: Upload, edit, comment or delete files

Dokumente als Favoriten in InLoox markieren

Additional preview options for documents

For connected SharePoint Online libraries, the browser preview is now also available for more specific file formats such as MSG, ZIP, or audio files – no download required.

 

Extended options in the global task list context menu

In the global task list, the context menu (three dots to the right of the task name) now includes more actions.

Previously, you could create a new task, mark the selected task as done, or delete it. The following options have now been added:

  • Duplicate task: Creates an exact copy of the task.
  • Go to project: Jumps directly to the project manage page.
  • Go to project tasks: Opens the project’s tasks in the Kanban board.

For more information on working in list views, see the Help article: List views.

Weitere Bearbeitungsmöglichkeiten in globaler Aufgabenliste: Duplizieren, Projekt öffnen, Kanban-Ansicht öffnen

    

New root data sources for contacts in reports

Two additional root data sources are now available for reports:

  • Contacts » Tasks
  • Contacts » Time Tracking

This allows you to create reports not only project-centered but also contact-centered. For example, you can see which tasks are assigned to a specific contact or which time entries a contact has recorded – regardless of the project they belong to.

 

People: New column "Department" 

In the People section, there is now a new column “Department”. The information is automatically taken from Azure Active Directory and updates whenever changes are made in Azure. This lets you instantly see which organizational unit a person belongs to according to Azure AD. Where available in Azure, additional information such as address and phone number is also imported automatically. These fields are read-only and can only be edited in Azure.

Organisationseinheit bei Personen

Please note This department is not the same as the division defined in the InLoox account settings.

For more information, see the Help article: People & Contacts

July 22nd, 2025

Customization of the User Interface

You now have full control over the layout of your InLoox workspace. Customize the user interface to perfectly match your personal working style:

Customizable Main Navigation

Using the three-dot menu, you can adjust the order of the individual menu items.

  • You work a lot with the Track feature? Simply drag it further up.
  • Don’t need the People section? Just hide it.
  • And for even better clarity, you can insert dividers to group content thematically.

Customizable Main Menu in InLoox

  

Customizable Project Tabs

Within a project, you can also decide which tabs are shown and in which order.
Whether it’s the Manage page, Tasks, Lists, Planning, Mind Maps, Documents, Time, or Financials – simply drag and drop the tabs to the position that suits you best.

Customizable Project Tabs

  

Individual Detail Sidepanels

Even on the level of individual tasks, time entries, and more, you can tailor the view to your needs: Move frequently used fields to the top, or hide fields you don’t require.

You can make these changes either via the gear icon next to each section or enter layout mode through the three-dot menu to configure everything in detail.

Customizable Side Panel in InLoox

Info All settings apply only to your personal view. And if you’d like to return to the default layout at any time, you can reset everything with a single click.

Read all the details in the Help article: Customize InLoox UI

New: Import Tasks directly from Excel Files

Are you just getting started with InLoox and want to bring over your existing task lists from Excel? No problem at all: You can now easily import tasks directly from Excel files.

A mapping assistant guides you through the process of matching your custom Excel columns to the corresponding InLoox fields. This ensures that all data is transferred correctly, so you can start working in InLoox right away.

You’ll find a step-by-step guide in the Help article: Create tasks - Import tasks from excel file

Import tasks from Excel in InLoox

      

Updates in Gantt Planning

Rename Planning Snapshots

As you know, you can create snapshots of your Gantt plan to capture the current state. From now on, you can assign custom names to these snapshots to better track what changes each version might include.

Simply double-click the name, enter your preferred title, and you’re done!

You can find everything you need to know in the Help article: Planning snapshots

Rename planning snapshots

  

Gantt Printing now also available in A0 Format

With InLoox 12.2, you can now print your Gantt charts in A0 format. This way, even extensive project plans are available in maximum size – perfect for large-scale projects and project walls.

All information can be found in the Help article: Print project planning

  

Updates in Time Tracking

Quick Time Entry directly in the Task

Would you like to log your time directly within a task? InLoox now makes this even easier! With the new Quick Track feature, you can select from predefined time intervals with just one click: 5, 15, 30, or 45 minutes, as well as 1, 2, or 4 hours.

Didn’t find the interval you need? Simply enter a custom duration as usual. This way, you can document your efforts in seconds - flexibly and effortlessly.

Of course, you can still use other time tracking options like the stopwatch. You can find all possibilities in the Help article: Time tracking.

Quick Track of Time in Tasks

  

Track Outlook Calendar Appointments as Time Entries directly from Tasks

InLoox now offers another convenient way to track time from your Outlook calendar appointments. From now on, you’ll find a new Calendar button inside tasks in the InLoox Web App.

If you’ve connected your Microsoft 365 account and granted calendar access, your current day’s appointments will be displayed there.

With a single click, you can log any appointment as a time entry – perfect when a meeting relates to the task you’re working on.

Of course, you can still track calendar appointments via the Track tab or directly in Outlook using the InLoox add-in for Outlook. A complete overview of all time tracking options is available in the Help article: Time tracking.

    

Create Reports directly in the Project

Would you like to create a project-specific report? From now on, you no longer have to switch to the separate Reports section – you can conveniently do this right inside the project.

Using a new button located in the top right corner of the project, you can set up your report as usual. The step of selecting the project is no longer necessary – the report automatically refers to the current project.

You can read more details in the Help article: Reports

Create Report in Project

  

Minute-Precise Configuration of the Working Time Calendar

Would you like to define your working hours even more precisely? From now on, you can configure the working time calendar down to the exact minute – previously, this was only possible in 30-minute increments. Simply click the relevant time bar. In the Edit Working Time window, you can manually enter the start and end times to the minute.

Note This setting can only be configured by administrators in the InLoox settings.

More information can be found in the Help article: Define working hours, calendars and days off.

Set working time calendar down to the minute

June 23rd, 2025

Find the right person for the task - with the new skill search

Assigning resources in projects is now even more efficient: InLoox now lets you search for specific skills directly in the resource selection field. Based on the skills previously defined in the organizational settings, such as “CRM experience,” “Excel,” or “Photoshop”, the system automatically suggests people who match those qualifications. This makes it easy for project managers to find the right person for the task in no time. It saves time and ensures that expertise is used where it adds the most value.

For more information, see the Help article: Create and assign skills

Using skills in resource assignment

  

Improvements in document management

Direct folder access for SharePoint & File Server

With the new “Open Folder” option, you can now open the folder location of a document directly – whether you’re using SharePoint or the File Server via the InLoox Desktop Tools. This gives you quick access to the document’s storage path without detours.

Please note An update of the Desktop Tools to version 12.1 is required for Filestore. You can download this under product download.

Read the details in the Help article: Open document folder on SharePoint or in the Help article: InLoox Desktop Tools

Documents: Open folder

Virtual folder "All documents“

A new virtual folder called “All Documents” now combines all project-related files in one place – even if they’re stored in different subfolders. This makes it much easier to search across all folders for specific documents. Also helpful: the new column “Folder Name” shows the original location of each file.

Virtal folder "All Documents" and new column "Folder Name"

For more information on documents please see our Help article: Documents and Help article: Upload, edit, comment or delete files.

    

More transparency with the extended changes history

The “Changes” tab in projects has been significantly improved. InLoox now captures even more details in the change history, including modifications to custom fields, deleted elements, document uploads, changes to archive status, and approvals or rejections of project requests. This results in a much more complete log of all project activities and decisions. Additionaly, when approving/rejecting a project request, a comment with a note is now automatically created.

For more details, see the Help article: Overview project list and create new project

Erweiterter Änderungsverlauf im Projekt

  

More possibilities with lists: Link & find lists with ease

Lists in global search

You can now find list names via the Global Search. This means the search function now covers even more element types – perfect for quickly accessing important checklists without any detours.

For more details, see the Help article: Search

  

Lists now available as linked items

The “Linked Items” feature has been expanded to include lists. For example, you can now link a task to a list and jump directly to it. This is especially useful when a task is based on or complemented by a list. It helps you keep all relevant information in view and improves clarity in your day-to-day project work.

Linked Items - Lists

  

New column "Effort (Work Days)“ in the Gantt planning

In the Gantt planning, you now have access to a new column: “Effort (Work Days)”, in addition to the existing “Effort (Work Hours)”. This gives you the flexibility to plan either in detailed hours or in clear, full-day units – depending on what best suits your project approach.

For all details, see the Help article: Overview of columns

Planung: Neue Spalte Aufwand (Arbeitstage)

  

Better deadline awareness: Warning for tasks outside the assigned activity

InLoox notifies you when a task falls outside the timeframe of its assigned activity, for example, if the task’s end date has been manually extended and goes beyond the end of the activity. A corresponding warning appears directly within the task.

This deviation is now also visible in the Workplace and in the Kanban card: an orange warning triangle appears next to the due date, making scheduling conflicts immediately noticeable.

Want to learn more about using tasks within the planning? See the Help article: Add tasks to project time planning

Warning for tasks that end later than the associated acitivity

  

Column filters now with integrated search function

In global lists such as the global task list, the filter function has been enhanced with a search bar inside the column filters. This is especially helpful when dealing with a large number of entries: Instead of endlessly scrolling through long lists, you can now search for specific terms and select multiple values quickly and easily. This helps you get to the right results faster.

By the way: You no longer need to switch to advanced mode to use this filter. Simply hover over the column header in simple mode, and the familiar filter icon will appear.

For more on filtering, see the Help article: Group, filter and sort list views

Filter inkl. Suchfunktion im einfachen Modus

  

Assign tasks faster: Project members shown first

When assigning resources to a task, InLoox now shows project members first – clearly separated from “All People”. This makes selection much easier, as you can immediately see who is already part of the project.

For more details, see the Help article: Edit task

Assign tasks to project members

  

Project links in global list views

You can now jump directly from the global task list or time tracking list to the related project. The respective project column is now clickable and takes you straight to the project detail page with a single click. This eliminates unnecessary steps and gets you to where you want to work faster.

For more information see the Help article: List views

May 19, 2025

InLoox Mobile App for iOS & Android

Whether you're on-site, in a client meeting, or in a team briefing – with the new InLoox Mobile App, your projects are always with you.

Say goodbye to handwritten notes, scattered emails, or messenger threads. With the InLoox app, you can quickly capture ideas, to-dos, issues, and customer requirements directly within the project – right where your team continues working. Tasks can be created, edited, and assigned to team members in just a few taps. Uploading photos and documents is just as fast – straight from your mobile device.

InLoox Mobile App

The app is optimized for smartphones and tablets and gives you full flexibility for mobile task management – anytime, anywhere.

Note The InLoox Mobile App is available for all InLoox Editions and part of your InLoox subscription.

  

Portfolio Feature – Strategically group and manage projects

The new portfolio feature in InLoox Enterprise Plus provides a centralized overview of cross-project contexts – ideal for PMOs, executives, or controlling departments managing and evaluating multiple projects simultaneously.

Within a portfolio, you can organize, group, and analyze both active projects and project requests. This gives you a clear, consolidated basis for prioritization, resource planning, and risk assessment at a glance.

Portfolio management in InLoox

You can tailor each portfolio to its specific purpose by customizing the visible columns:

  • Strategic evaluation of project requests: Display fields such as Score, Value, Risk, and Size to systematically compare initiatives.
  • Financial oversight of active projects: Show fields like Total Expenses (Actual) and Total Expenses (Planned) to perform clear cost comparisons and analyses.
  • Resources and progress at a glance: Add columns such as Project Manager, Start and End Date, Project Status, or Complete for hands-on project tracking.

Thanks to this flexible column configuration, every portfolio can be precisely tailored to your specific information needs – from strategic top-down management to detailed operational control.

Note Available exclusively in InLoox Enterprise Plus & InLoox On-Premise Editions.

For more details, see our Help article: Portfolio.

    

Custom Project Roles – Maximum flexibility for your permission structure

Previously, InLoox offered five predefined project roles: Project Manager, Team Member, Client, Partner, and Other – each with customizable permissions.

Now, role management becomes even more flexible: You can add up to five custom, dynamic project roles and adapt your project structure precisely to your organization’s hierarchy, team setup, or industry-specific requirements.

These roles can be freely named and equipped with individual permissions, giving you a clear and precise access control model. This is especially useful for large organizations, project-driven departments, or highly regulated industries.

Custom project roles

Info Custom roles are only available in InLoox Enterprise Plus & InLoox On-Premise Editions.

For more details, see our Help article on roles & permissions.

  

New: InLoox Enterprise Plus – The edition for professional portfolio management

With InLoox Enterprise Plus, we are expanding our licensing offering with a powerful edition tailored to organizations with complex project and portfolio management requirements. Enterprise Plus builds on the full feature set of InLoox Enterprise and adds capabilities specifically designed to enhance cross-project coordination, transparency, and control in larger project environments.

This new Cloud Edition is available now with the release of InLoox 12InLoox On-Premise also includes the Enterprise Plus features.
Account administrators will be informed directly within the InLoox Web App via an in-app notification banner once the new On-Premise version becomes available.

Highlights of InLoox Enterprise Plus:

  • Custom project roles: Up to ten individually defined roles with customizable permissions (see above).
  • Portfolio feature: New view for strategic multi-project management (see above).
  • Additional exclusive features are already in the works

Learn more about the new edition »

  

Bulk Editing - Update multiple entries with a single click

With the new multi-editing feature, you can now edit multiple tasks, time tracking entries, and even entire projects at once – quickly, consistently, and without repetitive manual steps.

Instead of opening each entry individually, simply select multiple rows in the respective list and apply your changes in one go. This not only saves time, but also minimizes errors and brings more clarity to your day-to-day work.

For example, you can assign multiple tasks to a new resource at once – ideal for quick team changes or reassignments. Or you can update the status of several projects in one step, or restore multiple archived projects at the same time. You now have more flexibility than ever before.

More details can be found in the Help article: Multi-editing of InLoox elements.

Mehrfachauswahl - Aufgaben eine Ressource zuweisen

  

News in the Gantt planning

Completely delete tasks

Previously, tasks removed from the Gantt plan were only unlinked from the timeline – but remained listed in the task overview.

With InLoox 12, you now have more control: When removing tasks from the Gantt view, InLoox will ask whether you want to remove the task from the plan only or delete it entirely from the project.
If the checkbox is selected, the task will be permanently deleted – no need to manually clean up the task list afterward.

This option also applies when deleting an activity that contains tasks. You can choose whether only the activity should be removed, or whether the related tasks should be deleted as well. This allows you to manage your planning and associated tasks even more efficiently.

Aufgaben aus Planung entfernen oder vollständig löschen

More information can be found in the Help article: Remove tasks from the project planning - Gantt.

  

Planning: Follower on planning elements

With InLoox 12, you can now add followers to activities and milestones – a feature that was previously only available for tasks.

From now on, you can subscribe yourself or other team members as followers of planning elements to receive automatic email notifications whenever changes are made. This helps all stakeholders stay informed when, for example, dates, dependencies, or descriptions are updated – even in complex schedules with many participants.

This feature is especially useful for project managers, PMOs, or subject matter experts who are not directly assigned to a planning element but still need to stay up to date on time-sensitive changes or status updates.

Planung: Follower auf Vorgang

Further details can be found in these help articles: Help article: Followers for planning elementsHelp article: Create, edit and delete new planning elements and Help article: Notifications.

  

Budget templates: Set up financial structures quickly and consistently

The new cost/benefit plan templates in the Financials section allow you to reuse recurring budget structures across projects. This not only saves time but also ensures greater consistency in your financial planning – especially for similar project types or standardized processes.

A typical use case might be construction or consulting projects, which are often structured by labor, materials, and external services.

Budget templates are created in the account settings under Organization > Financials and are available across all projects – provided the template is marked as "Public".

All details can be found in the Help article: Templates for budgets and budget line items.

Budgetvorlagen

  

Integrated video tutorials - right where you need them

You may have already noticed it: In various areas of the InLoox Web App, you'll now find a small video icon.

Video-Hilfen in InLoox

Behind it are short, easy-to-follow tutorial videos that explain key features exactly where you need them - perfect for a quick introduction or a targeted refresher. The video library is continuously being expanded. All tutorials are also available on our website under video tutorials, and for more in-depth information, we recommend checking out our online help.

Already an expert? If you no longer need the video tutorials, you can simply turn them off. Just click on your profile picture and select "Disable all video tutorials."