Save files, links and Outlook elements with InLoox PM 8 and organize them in the corresponding project folder.
Emails which include attachments can be assigned directly to the project. InLoox PM 8 offers a proper feature, which is always available from any part of Outlook.
Choose a project from the project list, to which you want to add the element.
Activate the Create new time tracking entry check box in order to add a new time tracking entry to the project. Time tracking entries are the records of time spent for a project, e.g. for work carried out.
By clicking OK, the New Item dialog box will be invoked. Fill out this dialog box with the required information. For more information, see Create and edit a time tracking item.
In the Operation drop-down list, choose between Item including attachments, Item without attachments, Only attachments and Item and attachments separately.
Below, you find the description of all these operations in the Management methods area.
Click OK.
For more information on how to create a subfolder, see Create a subfolder.
The context menu contains several options to adjust the project list view. Right-click in the project list to open the context menu.
When you insert an Outlook element with attachment into an InLoox PM project, there are various options to handle a attachment.
Method |
Action |
Pros & cons |
---|---|---|
Element with attachment |
InLoox PM 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 attachment |
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 PM. |
Attachment only |
InLoox PM 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 PM. |
Element and attachment separately |
InLoox PM 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. |