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Start a New Project within the Project List

You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 7.0 Online Help InLoox PM 7 Project list features Start a new project in the project list
  1. Click Projects on the Outlook Ribbon to switch to the list of all available projects in InLoox PM.


    In Outlook 2003/2007, click InLoox PM Folder in the InLoox PM Toolbar.

  2. Click New Project or double-click on an empty field in the project list.

    Keyboard shortcut  Press F2 in the project list to create a new project in InLoox PM.

  3. Enter a project name and further information on the project.

    As a creator, you will automatically be added as project manager.

    The customer list contains the preselection of all companies that participate in an InLoox PM project. For more information see Assign a division, customer and category.

  4. In the project, on the Start tab, click Save and Close after you entered all required information.