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Add a new team


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

Please note The teams you create in the resources and allocation overview are only visible to yourself. Other InLoox users in your system cannot see the changes. So editing or deleting a team member has no effect on the resources and workload view of other InLoox users.

You can create individual teams to see the workload of cross-department project teams.

Resources - Explanation Edit Teams

1. Open the Divisions and Teams side panel and click Add Team.

2. Click on the Edit button Resources - Icon Editand enter the name of the team.

3. Add team members by clicking on the Add Resource icon Resources - Icon Add Resource

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

4. Show or hide Divisions and Teams in the resources and workload overview as needed. You can see that a team is not shown in the overview when the Display icon is gray Resources - Icon Do not Display. When it is blue Resources - Icon Display then it is shown in the overview. Alternatively, you can also drag-and-drop a team into the overview.  

 

Please note It is not possible to create new departments (Divisions) in the workload overview. You can create, edit and delete departments in the InLoox Options, if you have the necessary administrator rights. You can also allocate resources to departments.