To access the multiproject view of time tracking entries, click Time in the menu on the left.
IMPORTANT You need at least the following permissions (global user permission, division permission or role permession) to access Time and see and edit time entries:
- Read own time entries - to access Time and see your own time entries
- Edit own time entries - to create and edit your own time entries. Time entries of other InLoox users of your account are locked for editing, even if you have the permission Read time entries.
Optional permissions:
- Read time entries - to see every time entry of every InLoox user in your account.
- Edit time entries - to edit every time entry of every InLoox user in your account.
- Allow backdating in Time – to enable backdating of time entries in accordance with the period defined in Account Settings >> Organization >> General >> Allowed backdating of time entries (days).
These permissions are granted as global user permissions, division permissions or role based permission. For more information, read the help article InLoox Account Settings - Permissions in InLoox Web App.
You will now get an overview of all time tracking entries across all your projects. There are two views where you can create time entries:
- Table View - Standard view in every InLoox Edition with table formatting features.
- Calendar View - Optional features with Microsoft 365 integration with permission to access your Outlook calendar to track calendar entries in InLoox.
Time entries in table view
This is the standard view in every InLoox Edition. Use the search field to search the list based on a specific term or e. g. enter a person's name to see all time tracking entries for that person.
Customize view with additional columns
Customize the table view with columns according to your needs by clicking on three dots in the upper right corner. Select Choose Columns.A window for column selection opens. From here you can drag and drop the columns into your table at the desired position. If you want to remove existing columns, simply drag and drop the existing column header into the column selection window.
For more details, read the help article Overview of Columns in List Views in InLoox Web App.
Sort, filter, group time tracking entries and add conditional formats
First, activate Advanced Mode in the three dot menu.
- Click on the respective column name in the list at the top to sort by various project details in ascending or descending order. For example you can sort existing time tracking entries by start date or project name.
- Click on the filter icon to filter the list view by specific data in this column.
- Drag a column in the field Drag a column header here to group by that column. Then you can further sort or filter.
- Click on the icon for conditional formatting in the right hand corner to add rules for color coding your list. For more details, read the help article List Views - Conditional Formats.
Create, edit and manage list views
Once you have customized a list view of time tracking entries with columns, groupings, filters and conditional formats according to your needs, you can save it as a new view:
- Click on the three-dots menu.
- Click on Save as New View.
- Type in the name for the new view, e.g. Time entries Marketing Team.
- Click on Save.
If you need to mach changes to a view:
- Click into the field View and select a view from the menu.
- Make the necessary changes to e.g. filters.
- Click on the three-dots menu and click on Save this View. The view is now updated.
If you want to make the available to other users in your InLoox account:
- Click on the three-dots menu.
- Click on Manage Views. The Views Manager window opens.
- Next to a view, activate the controller Visible for all. Now everyone in your InLoox Account with permissions to read time can use this view.
- You can also delete a view, download a view or upload a view.
For more information on how to manage views, read the help article List Views in InLoox Web App.