How to create a new to-do list | InLoox PM 8

You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 8.0 Online Help InLoox PM 8 Checklist feature in InLoox PM 8 How to create a new to-do list | InLoox PM 8

You can structure and organize with the list feature all project information even before generating work packages and a timed project plan.

  1. Open an existing project or create a new one.
     For more information on how to create a project see Create a project.
  2. On the Start tab click List.
  3. On this page you find a new list.
  4. On the Edit tab, in the List group click Edit List.
  5. On the side panel do the following:

  6. Tape a name into a Name field.
  7. Activate the Visible only to me box to hide your list from other users.
  8. In the Fields area you can add a new field that will be overtaken for the new entry in the list.
    1. Click New field.
    2. In the New Field dialog box type a name in the Name field.
    3. Choose the type from the drop-down list.
    4. Click OK.

       Use Down and Up arrows in the Fields area to define the order of the fields.

  9. In the Relations area you can add a link to the other elements from the project sides.
    1. Click New relation....
    2. In the Assign Relation dialog box click the wanted tab.
    3. Select the needed project element.
    4. Click Add and then OK.
    5. The assigned relation is now displayed in the Relations area. With one click on it you can open the related project page.

 You can delete each project from the group by clicking remove  symbol.