While you are working in Outlook you can access some selected InLoox features via the Start tab. This allows you to further use specific Outlook elements in InLoox. The following InLoox icons are always available on the start tab regardless if you are working in your Outlook inbox, calendar or address-book:
By using those icons you can:
You can either create a personal task or a project-related task from an e-mail. To create an InLoox task from an e-mail, proceed as follows:
You can also book a time tracking entry directly from your inbox. Therefore, proceed as follows:
InLoox allows you to quickly assign e-mails to the document storage of a project – directly from your Outlook inbox. A reference will indicate to which project the e-mail has been assigned.
The following table gives an overview to the benefits and drawbacks of the different operation possibilities:
|Method||Action||Pros & Cons|
|Element including attachments||InLoox assigns the email and the attachment in file form to a project. (Outlook does the same).||
+ Email and attachment are stored together.
- The document list shows whether the element is carrying an attachment but no details of the attachment, such as name or type.
|Element without attachments||InLoox assigns only the email to the project. All attachments will be removed.||
+ Saves storage space.
- Attachments can neither be displayed nor saved in InLoox.
|Attachments only||InLoox assigns only the attachment to the project. The email is discarded.||
+ Removes superfluous correspondence.
- Correspondence (including notes) can neither be read nor saved in InLoox.
|Element and attachments separately||InLoox assigns the email and attachment to the project separately.||
+ Correspondence is kept. Attachments can be seen in the document list with name and type.
- Relationship between correspondence and attachments is lost.