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Post and edit project comments

You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 8.0 Online Help InLoox PM 8 Basic project information Create and change comments

Use comments to leave any additional information on the project. Comments contain text-based information and the creator's name, time and date of the entry as well as hyperlinks, symbols or images. InLoox PM allows any number of comments from different persons. 

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Create a comment

Create a comment in any project:

  1. Open an existing project or create a new one.
    For more information on how to create a project, please see Create a project.
  2. On the Management page, in the Comment box, type the comment you want to leave. Enter here for example the project objective, the order type or internal remarks.You can format your text comment and add hyperlinks, symbols and images. Please find the complete instruction in the Customize a comment area below.
  3. Click Post Comment.

    As soon as you save your comment with this command, you cannot edit it again.
    Now, you see the saved comment in the list below.

InLoox PM always saves the name of the person, who made the changes. InLoox PM displays the Outlook, Windows or InLoox PM account name.

Customize a comment

You can change the appearance of your comments with InLoox PM features. Compose and customize your comment with different fonts, colors, sizes, etc., to arrange the comment information clearly and manage it more easily. All comands for formatting are on the Format tab.

Change the font

Add a numbered or bulleted list

  1. On the Format tab, in the Font group, click the Bullets or Numbering command.
    Press ENTER to add the next list item.
  2. InLoox PM inserts automatically the next bullet or number.
  3. To finish the list, press ENTER twice or press BACKSPACE to delete the last bullet or number in the list.

Add further elements

Add hyperlinks, symbols or images to your comments to make your information more visual and to provide information more easily.

  1. On the Format tab, in the Insert group, click one of the following:
    • Hyperlink  If you want to link a file, a website or a picture, click Hyperlink. In the Text to display field enter the text that will be displayed in your comment. In the Address field select a file path or enter the URL of a web site.
    • Symbol  Using this command, you can enter the following:
      • Symbols that are not on the keyboard, such as ¼ and ©.
      • Special characters that are not on the keyboard, such as an arrow  (→) or a dash (—).
      • Unicode characters.
      If you are using an expanded font, such as Arial or Times New Roman, the symbols in the list are displayed then in the selected font. In the list you can also select the language characters, such as Arabic or Russian (Cyrillic) letters, if available.
    • Picture  Browse to the folder where the picture that you want to add is saved, select the picture, and then click Insert. You can resize the picture directly in the comment.
    • History  In the drop-down list you can see the saved text from the other descriptions. You can create new comments or descriptions by using these texts.

Find text

You can quickly search for every occurrence of a specific word or phrase.

  1. On the Format tab, in the Editing group, click Find.
  2. In the Find box, enter the text you want to search for.
  3. Do one of the following:
    • Click Find next to search for every occurrence of a word or phrase.
    • If you want to search simultaneously for all occurrences of a word or phrase, click Search: All and choose between Match case, Find whole words only, Regular expression.

To cancel a search progress, press ESC.

Replace text

You can automatically replace a specific word or phrase.

If you replace the word or phrase by another one, the new word or phrase overtakes the formatting of the old one.

  1. On the Format tab, in the Editing group, click Replace.
  2. In the Find box, enter the text you want to search for.
  3. In the Replace with box, enter a new text.
  4. Select Other options to do one of the following:
    • Click Find next to search for another occurrence of the word or phrase.
    • Click Replace to replace the occurrence of a word or phrase by another one.
    • Click Replace All to change all occurrences.

To cancel a replace progress, press ESC.