What's New

Release Notes InLoox 12

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

June 23, 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.

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."