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 Self-Hosted shortly afterwards (typically within 1–3 weeks). Subscribe to the InLoox product newsletter to stay informed about the latest product updates.

01. April 2026

Filter Designer for custom fields: Easily control visibility

Note Custom fields are not available in the InLoox Professional Edition.

Custom fields can already be shown or hidden based on rules to support specific use cases. With the new Filter Designer, you now have significantly more options to define complex conditions and combinations.

A particularly useful enhancement: custom fields can now be shown or hidden depending on the values of other custom fields. This allows you to control field visibility more precisely and create cleaner, more context-aware input forms.

Example: You have two custom fields, “Idea approved” and “Approved by.” The field “Approved by” can be displayed depending on the value of the other field, for example, only if “Idea approved” is set to “Yes.”

For more details, please refer to the Help article: Custom fields

Filter Designer for display rules of custom fields

  

Improvements in User & Contact Management

Invite users directly from M365 contacts

M365 Feature

Inviting new users is now much more convenient with InLoox 26.2: In the invitation dialog, you can directly access your Microsoft 365 directory and invite people from there. This allows you to add team members much faster.

Prerequisite: The required user permissions must be enabled in the Integration Center. Basic contact information includes name and email address, while full contact information provides additional profile details such as department or job title.

For more details, please refer to the Help article: invite people to InLoox

Invite users from Microsoft 365 directory to InLoox

  

Excel and CSV Import for people and contacts

You can now easily import contacts into InLoox using Excel or CSV files. After uploading your file, a matching assistant automatically analyzes the columns and suggests how they map to InLoox fields. The only required field is the email address, any additional information such as name, department, or phone number is optional and can be flexibly assigned.

This feature is especially useful when transferring contacts from external systems such as CRM tools or other data sources.

For more information, please refer to the Help article: Import/Export contacts

Import contacts from excel and CSV

  

Enhancements in conditional formatting

Advanced date comparisons

Conditional formatting has been enhanced in version 26.2 with more flexible date comparisons. New comparison operators such as “Is earlier than N days from today” and “Is later than N days from today” are now available.

This allows you, for example, to highlight tasks whose due date falls within the next 14 calendar days, or to mark projects whose start date is more than 30 days in the past. It also enables you to visually represent sprint periods or upcoming deadlines.

Note Values are specified in calendar days. All comparisons are based on the current date (“today”) and automatically shift as time progresses.

For more details, please refer to the Help article: Conditional Formats

Advanced date comparisons in conditional formats

  

Custom colors

Custom colors are now available in conditional formatting. In addition to the predefined color options, you can now select “Custom” which opens a full color picker. There, you can define colors using RGB, HEX, or HSL values, or simply choose your desired shade using the integrated color picker. This allows you, for example, to apply precise brand-compliant colors (CI colors) and gives you maximum flexibility in visually designing your project and task lists.

For more information on conditional formatting, please refer to the Help article: Conditional Formats

Custom colors in conditional formats

  

Multi-Factor Authentication (MFA) via Authenticator App

For users without M365

In addition to two-factor authentication via email, you can now use multi-factor authentication (MFA) with an authenticator app for login. Setup is done via the user profile: after activation, a QR code is displayed, which can be scanned with any authenticator app. Once configured, a one-time code is required for each login, significantly increasing account security.

Read the details in the Help article: User profile settings

Set up Authenticator app for InLoox login

  

Enhancements in list views: Quick grouping for time and people lists

The list views for people and time entries now include quick grouping options, allowing you to structure and analyze your data with just a few clicks. 

Quick grouping in time tracking list

The following quick groupings are available:

People list:

  • Company
  • Department
  • Location
  • Company > Department

Time list:

  • Performed by
  • Group
  • Billable
  • Performed by > Group

These predefined quick groupings provide a fast and convenient way to get started. Of course, you can still use the advanced mode to group by any columns and create custom analyses. For more details, please see the Help article: The global time tracking view and Help article: Group, filter and sort list views

  

Default group for time entries per project

You can now define a default group for time entries on a per-project basis. This setting is usually configured by the project manager and applies to all project members. As a result, all newly created time entries in the project are automatically assigned to the defined group.

This feature originates from real-world use cases in consulting environments, where it is important to ensure that all time entries are consistently recorded in the correct group for billing purposes.

For more information, please refer to the Help article: Create and edit a time tracking entry

Default Group for Time Entries

  

Display of completed tasks in workload

The workload view now allows you to include completed tasks in the calculation. Using the new “Done Tasks” toggle, you can define whether finished tasks should be considered in workload calculations. This makes it possible to analyze workload retrospectively, for example, to review how team capacity was distributed over the past week.

For more details, please refer to the Help article: Calculation of workload

Include completed tasks in workload calculation

 

Set category on processed emails

M365 Feature

In the email integration, you can now automatically assign the category “InLoox” to emails that have been processed, such as when a task is created from an email (e.g., via flagging). This allows you to easily identify which emails have already been turned into tasks in InLoox directly within your inbox.

Prerequisite: The toggle “Set category on processed emails” must be enabled in the Integration Center.

Set InLoox category on processed/flagged mails

Please refer to the help article Help article: Integrations and Connections

  

Dashboards: Refresh button for data updates

With InLoox 26.2, project-wide dashboards now include a refresh button. With a single click, all data is updated while preserving the current filter settings within the widgets. This allows you to work across projects, make changes in between, and then quickly bring your dashboard up to date, without the need to reapply filters.

For more information, please refer to the Help article: Dashboard designer

Dashboard including refresh button

  

Delays in Gantt: Navigate to the root cause

If a delay is shown for a summary task in the Gantt chart (indicated by the hourglass icon), clicking on it will now take you directly to the deepest child element causing the delay. This means you no longer need to manually search for the source of a delay in complex project plans, you are taken straight to the relevant planning element.

Read the details in the Help article: Planning - Dependencies between planning elements

With InLoox 26.1, we’re launching one of our strongest releases to date

A substantial major update packed with new features, smart enhancements, and standout product highlights:

  • A key focus is the next level of Microsoft 365 integration. With the new Integration Center, you can manage all integrations centrally in one place. At the same time, collaboration with Outlook becomes even more seamless, for example, by synchronizing InLoox tasks to your Outlook calendar.
  • We’ve also taken resource management further: an optimized workload view enables more accurate forecasting for capacity, allocation, and availability.
  • For PMOs, new project indicators including traffic-light logic deliver maximum status transparency at a glance.
  • And for day-to-day work: enhancements to the workplace, a new feature to search comments, and many smaller improvements help you find information faster, work with greater focus, and get things done with fewer clicks.

The release is rounded out with a fresh visual update: InLoox 26.1 introduces a brighter, more modern design that makes the experience even more pleasant to use.

New versioning: Going forward, we’re adopting a year-based versioning scheme. The current release is 26.1, with upcoming updates following as 26.2, 26.3, and so on. Next year accordingly as version 27.

Below you’ll find the most important improvements in detail.

February 23, 2026

New Integration Center: Your central hub for Microsoft 365

With InLoox 26.1, we are introducing the new Integration Center, your central hub for all Microsoft 365 integrations. It brings together everything related to emails, calendars, tasks, and documents in one clear, structured location. All integrations and their associated permissions are logically organized, giving you full transparency at a glance: see which features are active and how InLoox is connected to your Microsoft 365 environment.

The Integration Center provides the foundation for many of the new features in version 26.1. The individual functions will be presented in detail throughout this What’s New.

Integration Center in InLoox: Connect Microsoft 365 (Outlook, SharePoint & more)

Read the details in our Help article: Integrations and Connections

Note for self-hosted/on-premise installations: Some Microsoft 365 integrations require additional configuration steps by an administrator (e.g. enabling access to Microsoft Graph). Please read our support article: Configuration of InLoox Self-Hosted for Automations with MS365 and Exchange Online Integration.

  

Redesigned inbox: More overview, more possibilities

M365 Feature With version 26.1, the inbox in the "Track" section has been fundamentally redesigned and is now called "Emails". The core idea remains the same: emails and attachments can be assigned to projects, and tasks can be created using the AI Assistant.

Email tracking in InLoox: Save emails and attachments, auto-track conversations, project suggestions

The redesign introduces numerous improvements and new capabilities:

  • Unified tracking process: Emails and attachments can now be saved just as easily as in the Outlook add-in: select the item, choose the project and project folder, save, and you’re done.
  • Automatic project suggestions: If the email subject contains an InLoox project number (starting with #), matching projects are automatically suggested when saving the email.
  • Duplicate check: Instantly see whether an email or attachment has already been captured, including its project assignment.
  • Automatic email tracking: When emails are saved to a project folder, all subsequent replies within the same conversation can be automatically stored in the same project folder. This requires the option “Automatically transfer emails from same conversation to project” to be enabled in the Integration Center.

    Automatically transfer emails from same conversation to project

  • Improved previews: Reliable display of email content and attachments, regardless of format.
  • Outlook folder structure, search & filters: Work within your familiar Outlook folder structure, search for emails, or filter by All, Unread, Track, or Untracked.

For more details about the new email inbox and its features, please refer to the Help article: Email Tracking

  

Enhancements to task management with InLoox & Outlook

M365 Feature 

With InLoox 26.1, we’ve further expanded the integration between tasks and Outlook. New synchronization options make it even easier to create, schedule, and keep tasks up to date across both systems.

Sync project tasks with the Outlook calendar

Project tasks can now be directly linked to your Outlook calendar. After enabling the required permission in the Integration Center, simply toggle a switch within the task to add it toyour calendar.

Synchronize InLoox task in Outlook calendar

In addition, two new options are available in the Integration Center:

  • "Changes to InLoox tasks update calendar entries"
  • "Changes to calendar entries update the InLoox task"

When both permissions are enabled, bidirectional synchronization is possible. Changes to date, time, or duration can be made either in InLoox or directly in the Outlook calendar, ensuring the task always remains up to date and consistent.

For more details, please refer to the Help article: Integrations and Connections and the Help article: Synchronize Project Tasks with Outlook Calendar

  

Create tasks from emails using Outlook flags

M365 Feature InLoox users are already familiar with creating tasks directly from emails, for example via the InLoox for Outlook side panel, where tasks can be generated from an email with just one click.

New in InLoox 26.1 is an additional, convenient option: after activating the feature "Create tasks from flagged emails" in the Integration Center, emails flagged in Outlook (e.g., Today, Tomorrow, Next Week) automatically generate corresponding InLoox tasks.

Gekennzeichnete E-Mail in Outlook erstellt InLoox Aufgabe

Optionally, synchronization can also be enabled here: if "Update flags in emails" is activated, completing the task in InLoox will automatically update Outlook and mark the email flag as completed as well. This new flag-based logic complements the existing side panel and provides another flexible way to quickly turn emails into structured tasks.

For more details, please refer to the Help article: Integrations and Connections and Help article: Create Tasks

  

New time tracking area: Log Outlook appointments quickly and directly

With version 26.1, we’ve made time tracking from calendar appointments even more straightforward. The former calendar section under "Track" has now been fully integrated into the main menu item "Time".

In the new time tracking calendar, you can work in a daily, weekly, or workweek view and display your Outlook appointments directly using a simple toggle (connection to M365 account required). An additional "Tracked" column instantly shows which appointments have already been logged.

Tracking time is simple: click the appointment, track it, select the project, done. Time entries can be flexibly adjusted, moved, or duplicated using drag and drop.

Time tracking of Outlook calendar entries

New features also include:

  • Automatic project suggestions when logging time, based on an InLoox project number (starting with #) included in the appointment title
  • Capacity display showing booked time and target working hours per day
  • Conditional formatting for color-coded highlighting of appointments

Of course, you can still create time entries independently of Outlook and switch between calendar and list views whenever needed.

For full details, please refer to the Help article: Track time of Outlook calendar entries as well as the accompanying video tutorial on YouTube.

  

Notification center: All key information at a glance

With version 26.1, we’re introducing a centralized Notification Center, now located in the top-right corner. This is where all important updates related to your projects and tasks come together - clearly organized, up to date, and always within reach. You’ll see project news, task changes, and notifications when you’re mentioned in comments, among other updates.

For a detailed overview of notifications, please refer to the Help article: Notifications

Benachrichtigungs-Center: Immer informiert über Änderungen in Projekt, Aufgaben & Co.

By the way: as part of this update, your profile picture has also moved. You’ll now find it in the top-right corner as well. From there, you can access your profile and account settings as usual - so if you were wondering why it disappeared from the bottom-left corner, now you know ;)

  

User groups for projects

Managing project participants is now easier. In the account settings, you can create user groups within user management and assign individual users to them. The key benefit: project roles can now be assigned at group level.

In practice, many projects regularly involve the same teams such as Marketing, HR, Development, or Procurement. Instead of adding each team member individually to every new project, simply assign the appropriate group to the desired project role. This significantly reduces the manual effort required when setting up new large-scale projects.

Note This feature is available in the InLoox Enterprise, Enterprise Plus, and Self-Hosted editions only.

For full details, please refer to the Help article: Permissions

Create user groups and add them to projects

  

Improved workload view

With InLoox 26.1, the workload view has been further enhanced. In addition to Team / Resource / Task, the following columns are now displayed by default:

  • Capacity (available working hours, e.g., 40 hours per week)
  • Allocation (working hours already scheduled)
  • Availability (working hours still available)

The navigation bar has also been expanded: you can now flexibly switch between absolute values (hours) and a relative percentage view, depending on whether you want to evaluate utilization in concrete hours or in relation to total capacity. Another new feature is the centralized level selector, which allows you to switch the view with a single click between Teams & Departments, People, Projects, or Tasks & Appointments. This makes it easy to move all resources to the desired level of detail at once what is especially helpful for larger-scale resource planning.

Overall, the utilization view now provides a fast and reliable forecast of how much capacity will still be available over the coming months, and how current workload is distributed across teams or departments.

For more details, please refer to the Help article: Resource overview/Workload

Workload in InLoox: Capacity, Allocation und Availability

  

Search comments

You can now search comments with ease. In areas that include comments (such as projects, tasks, or documents) a search field is now available, allowing you to filter existing comments by keywords. This helps you find relevant information and agreements much faster, fulfilling a frequently requested customer feature with this release.

For more details, please refer to the Help article: Comments

Search comments in InLoox

  

New project performance indicators: Status at a glance

The project list now includes four new columns with visual indicators. These provide an instant overview of your projects’ timeline, costs, and revenue, without the need for additional reports or dashboards:

  • Progress Performance: Visualizes the project timeline between start and end dates. A traffic light system (red, orange, green) shows whether the project is on schedule, while a marker indicates the actual work progress. This makes delays immediately visible.
  • Revenue Performance: Compares planned and actual revenue. Once the revenue target is reached or exceeded, the bar turns green.
  • Cost Performance: Compares planned and actual total expenses, making budget deviations instantly visible.
  • Resource Cost Performance: Based on time tracking data, this shows whether planned resource costs are being met or exceeded.

For more details, please refer to the Help article: Project List - Performance Indicator Columns

Neue Spalten in Projektliste: Indikatoren für Fortschritt, Kosten, Einnahmen

  

Improved Workplace

The workplace has also been further optimized with this release. New enhancements include:

  • New "Start" column: Displays the start date of a task directly in the overview.
  • Inline editing of start and due dates: Dates can now be adjusted directly without having to open the task in full.
  • Direct tracking of stopwatch time: When using the stopwatch, an additional button is now available to track the recorded time immediately.
  • Simplified filter selection: In the top-right corner, you can now switch only between "Today" (including overdue tasks) and "Upcoming", providing a clearer structure for day-to-day work.

For more information about the workplace, please refer to the Help article: Workplace

What's new in the InLoox workplace

 

Enhancements to documents: Clearly structured emails

With version 26.1, the Project > Documents area has been expanded, particularly in the way emails are handled.

A new "Emails" folder is now available on the left-hand side. It provides a consolidated view of all emails posted to the project, regardless of which subfolder they were originally saved in. Similar to "All Documents" but dedicated exclusively to emails.

Within this folder, you can choose between two views:

  • The familiar, classic list view
  • The new conversation view, where related emails are grouped together and displayed in a layout reminiscent of a CRM interface

For more details about documents, please refer to the Help article: Emails in Documents

Abgelegte E-Mails im Projekt ansehen

  

Extended permissions: People, Tasks & Comments

With InLoox 26.1, permissions have been expanded and further refined. The following new rights have been introduced:

  • Edit people: Editing contacts is now a separate permission. Administrators receive this right by default, but it can be specifically revoked or assigned to other users as needed.
  • Add task comments: Controls who is allowed to create comments on tasks.
  • Delete task comments: Defines who is permitted to remove task comments.
  • Delete own task comments: Allows users to delete only the comments they have created themselves.
  • Delete tasks: Determines who is generally allowed to delete tasks.
  • Delete own tasks: Allows users to delete tasks for which they are assigned as the responsible resource.

These additions enable even more precise control over access rights and responsibilities.

For full details, please refer to the Help article: Permissions

Permission in InLoox: Edit people/contacts

New permissions: Add & Delete (own) task comments

Permissions in InLoox: Delete (own) tasks