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Create and Assign Skills


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Define the skills of your team members in InLoox, such as language skills, special industry knowledge or certifications. This enables you to easily identify employees with the required skills inside your company, contact them directly and accurately allocate them according to their skills.

Resources - Add New Resource Skills

 

You can create, edit and delete skills in the InLoox Options, as well as assign or re-assign these skills to the respective resources. 

InLoox Options: Skills and Assignments

 

 

Create a new skill


Follow these steps to create a new skill:

  1. Navigate to File >> InLoox Options >> Contacts >> Skills

    InLoox Options: Skills

     

  2. Click on New to create a new skill.
  3. A new editing dialog opens in which you can give the new skill a name and add a description. 

    InLoox Options: Add new skill

     

  4. Confirm with OK

 

 

Assign a skill to a resource


Follow these steps to assign one or more skills to a resource:

  1. Navigate to File >> InLoox Options >> Contacts >> Assignment

    InLoox Options: Skills Assignments

     

  2. Click on New to assign skills to a resource
  3. A new editing dialog opens. Click on […] to open the address book. Choose the contact you want to assign skills to. Confirm your choice with OK
  4. Select all skills you want to assign to the contact.

    InLoox Options: Assign Skill

     

  5. Confirm with OK