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Add a new resource


You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 9.0 All support articles Resources and Allocation Add a new resource

You can also add a resource without assigning it to a team from the outset: 

1. Go to InLoox >> Allocation
2. Click on Add Resource in the Ribbon

Resources - Add New Resource Button

 

3. Select a resource from the address book, e.g. from the global address list or the InLoox address list

Resources - Add New Resource Address Book

 

If you need a resource who has specific skills, then you can filter your address book so it only shows the resources who have these skills. To do so, click on Search by Skills on the upper right-hand corner of the dialog window and select the skills you need. It is possible to select more than one skill. 

Resources - Add New Resource Skills

 

Please note When you filter by skills, all resources which have at least one of the specified skills are shown, not just the ones that possess all of the selected skills.

Please note You can define Skills in the InLoox Options and specify which resources in your company have which skills. 

4. Confirm with OK. The new team member is sorted into the automatically created Standard Team.

Tip If a team member works on several projects, then you can just copy that member per drag-and-drop.