InLoox provides its own categories for projects that are independent of the Outlook categories. The list has key advantages in the multiuser versions InLoox PM Workgroup or Enterprise Server in comparison to the standard Outlook category list:
- The category list is consistent across all workstations.
- The list can only be maintained by the InLoox administrators.
Create a new project category
1. Open the InLoox options by clicking on File in the upper left corner. Afterwards click on the InLoox options button
2. Select General Options and click on Categories.
3. To save your changes click on OK or Apply.
Edit and delete already existing categories
- Choose a category and click on Edit to customize the chosen category.
- Click on Delete to remove a chosen category from the division list.
Effects of editing and deleting a project category
- The renaming of a category immediately affects all relevant projects.
- The deletion of a category immediately affects all relevant projects.