How to create and edit custom dashboards in InLoox PM 7

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The dashboard view shows you the main project areas. You can get all important information to the current projects without opening one and compose your own dashboard view from the different widgets.

  1. Click InLoox PM tab on the Outlook Ribbon and then Dashboard, in the Views group.

    In Outlook 2003/2007, click InLoox PM Folder in the InLoox PM Toolbar and then Dashboard in the InLoox PM project list.

  2. In the Dashboard view, perform one or more of the following actions:
    • Create a personal dashboard view  On the InLoox PM Ribbon, in the Start tab, in the Current View group, click Widgets.
      • Choose the widgets that you want from the drop-down list, e.g. Project status overview or Top 5 projects (actual margin).

        For details on the different widgets, please see Widget types.

  3. Refresh  All changes are updated and the view is reloaded when clicking the Refresh button in the Current View group.
  4. Issue a report  Optionally, you can also issue a report on this view by clicking Reports in the Reports group.

    For more information about reports see the category Reports.

Double-click on the entry in the widget list to open the corresponding project.

Information rules in the dashboard view

The critical projects are marked with a red point.