Create and edit a resource overview for a team or division

Create team

1. Open InLoox Web App and click Workload in the menu on the left.
2. Click on New Team. InLoox loads the resource calendar.
3. Click the three dots next to New Team and then Rename Team to give the team its own name.
4. In the Select resource drop-down menu you can select those people who should be in your team.
5. If the people have already been assigned tasks with efforts and start/end dates, InLoox calculates the workload immediately.
6. You can see the tasks by clicking the arrow next to the person. If instead of the task name there is only "Busy", you do not have read or write permissions for the project in which the task is located.

Edit team

If you want to remove a person from the team, proceed as follows:

1. Open InLoox Web App and click Workload in the menu on the left.
2. At the top, select the team from which you want to remove a person.
3. Select the person and click Remove person in the menu at the top. Or right-click on the person and select Remove Person.

If you want to delete a team, proceed as follows:

1. Open InLoox Web App and click Workload in the menu on the left.
2. Select the team you want to remove at the top.
3. Click on the three dots next to the team and select Delete team.
4. InLoox will ask you to confirm this action. Click Yes.

Add or remove a division

Before you can select a division for the workload, you need to create the divisions in the InLoox account settings under Organization >> Divisions. Please note: You cannot add or remove users from a division here. If you need to change a user's division assignment, you need to do that in InLoox account settings.

1. Open InLoox Web App and click Workload in the menu on the left.
2. Click into the Choose Division field and select a division you want to display the workload for. You can also type in the name of the division in the search field.
3. InLoox displays the division by name and the associated people.

If you want to remove a division from the workload view, click on the three dots next to the division name and click on Remove division from view.