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Project planning: Deliver your projects on time, budget and scope
Gantt chart
Easy planning: Get a visual overview of upcoming tasks and resource allocation.
Flexible project planning: Inloox adapts to your project planning methods. Use it for simple projects but also to map complex projects with dependencies, constraints and different calendars.
Templates: Save time by creating templates. You can export, import or share templates. It's also possible to import MS Project plans.
Automatic project progress feedback: Completed tasks are automatically updated in the project plan. Project managers can immediately see whether all persons involved in an activity have completed their tasks and take appropriate measures if necessary - all without time-consuming feedback loops.
Easy schedulung
As you like it: Choose between forward and backward scheduling.
Working time calendars: Add individual holiday calendars and working time calendars to incorporate different working time models such as shift work or part-time work. InLoox takes these times into account for the project scheduling.
Time zones: You don't have to convert local times when planning projects for geographically dispersed teams. InLoox automatically uses the time zone settings of the device you're using.
Task Management: Take your productivity to the next level
Personal Workplace
Workplace: The Workplace is your personal cockpit where you can see at a glance which personal and project tasks are due today, which are new and which are overdue. You can decide whether you only want to see your own tasks or also delegated tasks.
Project calendar: Organize your day and the upcoming weeks and prioritize tasks. Easily drag and drop tasks to the desired day in the calendar.
Kanban boards
Agile project management: Organize tasks in a customizable virtual Kanban board.
Status: Quickly change the status of a task via drag and drop.
Collaboration: All team members see at a glance which tasks are pending, which are in progress and which are already done.
Personal and project tasks
Personal tasks: Organize your To-Dos in personal tasks without having to create a project or project plan
Global task list: Keep track of your tasks across all your projects
Task list: Display the InLoox task sidepanel in Outlook and never miss important due dates.
Project tasks: Assign tasks to actitivities in the project time planning. Tasks are in sync with the project schedule and the project's progress is automatically updated as soon as a task is completed.
Create and edit tasks
Task organization: Leave a comment on the task, link documents and lists to the task and assign tasks to team members
Lists: Add check-lists to tasks or use the list feature to organize project information in a structured way even before creating a project schedule.
Collaboration & communication: So teams can work better together
Improved information and communication flow
News: The news stram keeps you up to date and bundles news, reminders and notifications about new tasks or documents that are relevant to you. This means that you will never miss new and important project information again.
History: The project history allows you to track what happened in your projects while you were away.
Chat: Communicate with your team members and project partners in real time with the chat. This feature is exclusively available in InLoox Web App and enables you to communicate with your team quickly and easily, no matter where you are.
Coments and notes
Project communication in one place: Reduce the number of meetings, calls and emails to coordinate your project. Comments and tasks enable you to keep your project communication and information directly in InLoox.
Project notes: Use project notes to communicate important project updates and information with your team.
Task comments: Leave comments to keep your project manager up-to-date. As a project manager, you can use the task comments to leave feedback for your team members.
Notifications
Automatic notifications: The notification system informs you automatically if changes were made to the project plan, project tasks, time tracking entries or if new documents were added to the project.
Reminders: InLoox informs you about upcoming and pending tasks. You can decide when or if you want to receive reminders.
Document management: All project documents in one place
Persönliche und Projektdokumente
Project documents: InLoox organizes your file or SharePoint Server. Access your project related documents directly from your projects or from the global document list.
Personal documents: You can also organize your project-independent or private files in InLoox. It's up to you whether you want to keep them private or make them visible
Edit documents directly in your browser: You can edit and save Word, Excel and other text files directly in your web browser. This enales the team to work on one document and avoid duplicates which can cause confusion.
Easy document management
Favorites: You can mark important files as favorites and add tags that show the status of the documents (e.g. "in review", "done" etc.)
Link documents to other project elements: Create project documents directly from the project plan, time tracking or task. You can also link documents directly to these project elements.
Always available: With InLoox Web App you have access to your project documents via the internet at any time and can upload new documents to the project from anywhere.
Document storage and folders
Consistent folder structure: InLoox creates project folders according to your settings. You can predefine subfolders that will be created automatically and even add custom rules for when a folder is created.
Storage concept: InLoox Web App saves storage space and avoids duplicates simultaneously. Simply store your documents on your file server (with InLoox PM), your SharePoint server or in the InLoox now! cloud.
Time tracking: Compare planned and actual effort spent on tasks
Time tracking "en passant"
No more excel lists: You don't have to update long excel lists and add all information manually. InLoox Web App makes documenting your efforts easier and more conistent - important for purposes such as billing. You can avoid media breaks, unnecessary administrative effort and have access to detailed information on your projects' progress.
Assignment to the project plan: Project teams can easily book expenses and working hours. The system automatically assigns the expenses to the project plan and applies individual cost rates. This allows you to easily track and record actual efforts.
Plan / actual comparison
Planned & actual expenses: Compare planned and actual time spent on a task. This allows you to compare planned expenses (estimated effort it takes to complete a task) and actual expenses (actual time spent on completing the task recorded via time tracking).
Better future project planning: When team members track their time consistently, it allows the project manager to make better estimates for future projects. Better estimates lead to better project planning.
Budgeting: More accurate project budgeting
Expenses and revenues
Planning your project budget: InLoox clearly defines the project budget by planned and actual expenses and revenues.
Budget templates: You can customize all budget templates according to your needs - this makes project budgeting much quicker since you don't have to start from scratch.
Estimation & billing: InLoox enables you to create, send and follow-up project-oriented offers & invoices. Ongoing billing is also possiple based on project time tracking. The automatic billing numeration prevent forgetting any expenses or chargin twice.
Budget overview and management
Budget overview: You can compare planned and actual expenses and revenues in a dashboard. This visualization of your planned and actual expenses and revenues of your project gives you an instant overview of your budget status. You can identify budget deviations in advance & react on time if you see that a project is in danger of overrunning its budget. This allows you a complete control over the development of your project costs.
Clearly defined permissions: Only authorized users have access to the budget planning. InLoox admins can give and deny access to view or edit budgets.
Project controlling & reporting: Monitor your project's success
Multi-project views: projects, tasks, documents, time tracking
InLoox list views: Use the cross-project list views for projects, tasks, documents and time tracking to keep track of your all your projects. The list are similar to lists in Outlook and are just as simple to navigate
Sort, filter, group: The advanced list views enable you to organize, sort and group items, e.g. by resource, deadlines, project types, priorities etc. So you can be sure to find the imformation you need quickly.
Save views: You can save custom views without having to create new views every time. You can even share list views with your team.
Dashboards
Keep track of your project portfolio: You can monitor expenses, returns und deadlines and other important project KPIs effortlessly. InLoox shows you key data and developments at a glance, so you can identify budget overruns and missed deadlines in advance and react in time.
Dashboard templates out of the box: InLoox offers several dashboard templates out of the box, such as a task overview, milestone trend analysis, expenses/revenues comparison and more. Download our dashboard templates here.
Reports
Report templates: InLoox provides you with a wide range of different report types and templates, e.g. planning and budget overviews, plan-actual comparisons, cross-project timesheets, memos, status reports, cover letters, billing and quotation templates.
Integrations: Integrate InLoox into your existing systems & processes
Customizability
Custom fields & views: Define custom fields and views to get exactly the information you need.
Custom reports & templates: You can create custom reports according to your needs and corporate identity. You can also use custom templates for project plans, tasks, mind maps and budgets to optimize your workflows.
Custom notifications: The on-premise version, InLoox PM, allows you to create custom notifications to send to your project team.
InLoox and your systems landscape
Application Programming Interface (API): InLoox offers an open API which enables data exchange between InLoox and other systems, such as SAP, ERP, CRM, Salesforce and more.
Microsoft Office landscape: InLoox is not just integrated in Outlook - it's easy to integrate InLoox into the Office / Office 365 universe and doing so makes Microsoft the central platform on which users work together on a daily basis.
InLoox technology architecture: InLoox supports a number of database systems of widely varying performance levels and for different installation scenarios - so you can accurately tailor it for a secure and efficient operation. Including remote branche offices or freelance employees is also simple. InLoox supports secure internet tunnels (VPN), dial-up connections (RAS) as well as data exchange and replication between servers (replication, clustering) located in different locations. InLoox is also designed for a robust operation with Windows Terminal Server, e.g. in conjunction with Citrix.
Security: Protecting your project data is our priority
Role & user permissions
Flexible permission management concept: The finely structured security architecture allows you to assign permissions without much administrative effort. Read-only or editing permissions make sure that only authorized users gain access to sensitive data.
Role permissions: Are defined according to the function in the project (i.e. project manager, team member). InLoox assigns permissions to each role. Depending on the roles in projects, you'll see different information in different projects.
User permissions: Apply to all projects and are hierarchically above role permissions. E.g. Person A is team member in Project B + the role "team member" doesn't allow to view budgets, but Person A has the user permission for this = Person A can see budgets in project B.
Integrated security
Active Directory & Exchange Server: InLoox connects with Active Directory and Exchange accounts so you only have to create and store user accounts once. This allows you to include freelance employees, trainees or suppliers effortlessly.
Connectivity & authentication: Connecting to the InLoox database is completely secure thanks to firewalls, logical separations and powerful permission concepts. Download the PDF on connectivity & authentication here
Data security: We have installed technical measures, safety features and binding corporate procedures to ensure the safety of your data. Learn more about InLoox now! security here
Location of data: All InLoox now! (SaaS) project data is stored in Germany data centers located in Frankfurt am Main and Berlin, thus adheres to high-standard security regulations (GDPR).
