In the project list you create new projects and find all projects listed that you have either created yourself or in which you are a member.

Topics

Create a new project

Filter and sort project list

Search for projects

Project progess

Project members

Opening and editing a project

In the following, we will explain step-by-step how to create your first project with InLoox in the web app.

1. Click on the blue New Project button in the bar at the top left.

   

2. The new project will now appear in the project list with the standardized name New Project. In addition, the person who created the project is automatically entered as the project manager.
3. To make further adjustments and add more information, open the project by clicking on it.
4. The project opens on the right side in the split view. You can customize the split view and make the project larger or smaller by sliding the separator to the left or right. Alternatively,  you can also click on the icon with the two arrows at the top right to switch to fullscreen view.
5. At the very top you can now adjust the name of the project.
6. To the right of the name, you can select the status of the project.
7. Below you will see four tabs: Manage, Tasks, Documents and Time. The Manage tab is opened first by default. Here you can enter the most important information about your project:

• You have the option to assign an image to the project. To do this, click on the large square field. A dialog box opens in which you can select the desired image.
• Adjust the start and end date of the project. Tip: If the start date is to be in the future, you may have to adjust the end date first, since the start date must be before the end date.
• In the project details you will find the project number, which is automatically generated by default. However, administrators can customize and configure the project number and the corresponding format rules in the InLoox settings.
• In the project details, select the responsible division, the client and a category for your project. Administrators can customize both the stored department structure and the defined categories in the InLoox settings.
• Furthermore, you can specify additional data in the Custom Fields section (e.g. detailed project description, revenue potential, deadline, etc.). Administrators can customize these fields in the InLoox settings.

     8. At the top right you will find a bar with additional functions:

• Plus icon: Here you have the possibility to add project members, e.g. project managers, employees, customers, partners or even other Additional Contacts. By assigning project managers, your employees will always know for which parts of the project process they are responsible. By composing the project team, you also define the access permissions to the project and set role permissions for the selected people by assigning project roles (project manager, team, customer, etc.).
• Star icon: Allows you to mark the project as a favorite.
• Bell icon: Allows you to activate or deactivate notifications about changes.
• Arrow icon: Here you can assign a priority to the project (Normal priority or High priority).
• Left Arrow/Right Arrow: Use this to navigate through the projects and jump to the previous/next item.
• Bracket Icon: Use this to copy the project's link to the clipboard.
• Three vertical dots: Here you can also upload an image, archive the project, lock the project or delete the project.
• Icon with the two arrows: Here you can switch to fullscreen view or split view.
• x icon: This closes the project and takes you back to the project overview.

NOTE The information is all saved automatically. So you can simply close the project and your specifications will all be stored.

You have the possibility to filter and sort the project list by various characteristics:

• In the upper right corner under View you can filter your projects by the following categories: Active Projects, Project Requests, Archived Projects, Project Bin (deleted projects), Favorites (if you have marked existing projects as favorites).

  

• To customize the displayed columns in the project list according to your needs, click the icon with the three vertical dots in the upper right corner and click Choose Fields. Drag and drop the respective category into the row at the top and release at the desired position. To keep this view, click on Save as New View under the icon with the three dots.

  

  

• If you click on the respective column name in the list, you can sort your project list by different project details in ascending or descending order. For example, if you sort all projects by project number in descending order, all projects in all categories will be displayed in descending order from newest to oldest.

  

In case of long project lists, the search function is a quick way to find a specific project. Simply enter a few letters of the project name in the search field at the top right next to the filter function and the projects corresponding to the entry will be displayed.

NOTE All projects will be searched and displayed regardless of the selected category. So, for example, if you are looking for an already archived project and enter the project name in the search field, all projects in all categories that match your search entry will be displayed.

TIP For a better overview switch to the advanced mode and then to the table view.

In the project list the project progress is displayed in % for each project (if you have enabled the Progress column). This value shows the status of the project that you set in the Manage tab and distinguishes only between 100% completed for status Completed, Accepted or Rejected, or 0% completed (for status Started and Offers).

All members assigned to a project are displayed with their profile picture.

To open and edit a project, click on the project. You will be redirected to the Manage tab of the project.

Via the other tabs you get to the further, project-specific areas of tasks (Kanban view), documents and time.