To create a new task, click in the Ribbon on the Home tab on New task. You will be automatically the responsible resource for this task.
To further edit this task, click in the Ribbon on the Home tab on Edit.
In the side panel on the right, you can now rename the task and add a description of the task.
Tasks that you create in the cross-project task list are personal tasks by default and are not related to a specific project. If you want to change that, please follow these steps:
Click in the Ribbon on the Home tab on Assign Project.
Alternatively, you can also find this command in the context menu. Right-click on the task that you want to assign. You will find Assign Project there, too.
As soon as a task has been assigned to a project, there will be a note in the side panel on the right regarding the project. You can click onto the project name to get directly to the project. If the task has been assigned to a specific activity in the Gantt chart, the time frame of the activity will determine the start and end date of the task. You can change that manually, as long as task is performed within the time frame of the activity.
Every InLoox user can determine in the user settings how and when he or she wants to be notified about upcoming tasks.
You can specify persons that you want to notify about new notes on the task. If a task is related to a project, you can notify other persons about changes on the task.
Important The resource in charge of the task will be notified automatically if there are changes made to the task.
The notification field is meant to notify other people such as the project manager. The arrow leads you to a quick selection of frequently used resourses, whereas clicking on the three dots opens the global address book.
If you want to add additional information on the task, you can add notes. At the bottom of the editing side panel, click on the Notes tab:
You can enter persons that you want to notify about new notes on the task.
You can also add notes with notifications to tasks that are unrelated to a specific project.
You can mark finished tasks as done directly in the task list. You have several options:
Alternatively, you can also right-click on the task in the task list and select Mark As Done in the context menu. If the task is related to a project, you can determine whether you only want to mark the task as done or whether you want to also mark the activity in the project plan as done to which the task belongs.
Marking a task as done has several effects:
You can delete tasks by clicking on the task you want to delete in the list and then click in the Ribbon on the Home tab on the Delete button. You’ll also find this command in the context menu. You get to the context menu by right-clicking on the task that you want to delete.
If you delete a task, the people for which you have added notifications will be informed about it. If you as a project manager delete a task for which another resource is in charge of, the resource will be informed.
Warning Deleted tasks are removed permanently – you are not able to restore them.
Tip If you want to delete several tasks at the same time, you can use Multi-Select. Press and hold the CTRL key on your keyboard and click on the tasks that you want to delete at the same time. Now select the Delete button in the Ribbon.