The InLoox PM project list provides you with various features that make project editing easier and faster. As a standard, you can see only those projects in the project list that are accessible for you.
Click Projects on the Outlook Ribbon to switch to the InLoox PM project list. You will find the following features on the tab Start, in the InLoox PM Ribbon:
Create the list of prioritized projects Select a project from the project list and click Mark as favorite in the Tags group. All marked projects are displayed then in the tree structure on the left side of the window. Click Favorites under Projects.
The created favorite view is only visible for you.
Categorize a project In order to assign a category to one project (e.g. circular project or new business), click Categorize in the Tags group and choose one category in the context menu.
Change status You can also change the status or the degree of completion of the selected project in the project list. Click Change Status and choose from the list the respective status, e.g. started or completed.
Delete project Remove the selected project with a click of the Delete button.
For more information see Copy and delete projects.
Print the project list Click Print in the Current View group.
To learn how to print the list, see Print the project list.
Filter the important project information Click Filter in the Current View group.
To learn more about filter feature, see Search and find in a project.
Define an early warning system Click Conditional Formatting in the Current View group. Now you can highlight columns according to personalized rules.
To learn more, see Conditional formatting.
Create a new project list view Click Save in the Current View group, after you have adjusted the project list.
To learn more about views, see Generate personalized views.
Reports You can Create Reports or view the Saved Reports in the project list by clicking Reports.
Work Package Pane Provides you an overiew of the work packages on the side panel no matter wich Outlook folder you now use.
To learn more about it, see Manage the work package view, in the Work package side panel section.
The following features can be found in the project list:
Create a new project Double-click on an empty space in the project list or right-click there to open the context menu and choose New Project... from the list.
For more information see Create a project.
The context menu provides you with almost all basic features that are also available on the InLoox Ribbon, such as New Project..., Open Project..., Delete Project, Archive Project, Refresh, Copy and Paste. It has also such features as Expand and Collapse All Groups, Show Filter. Right-click on one of the projects in the project list to open the context menu.
Reset the fields via Drag&Drop back into the dialog box.
For more information see Create a view.