Time | Content |
00:14 | User Settings / My Profile: |
00:22 | Set profile picture & language |
00:28 | Manage password, two-factor authentication |
00:33 | Connect personal Microsoft 365 account & use it as login |
00:58 | Account Settings: |
01:10 | Personal settings (notifications, view mode) |
01:39 | Change account name, default time zone & default language |
01:46 | User management & licenses incl. permissions |
03:14 | General organizational settings (currency, Outlook settings, privacy settings & AI assistance) |
04:44 | Categories, project statuses, task statuses |
05:33 | Groups incl. purchase and sales prices & financial plan statuses |
06:08 | Divisions & map department structure |
06:18 | People skills |
06:25 | Working times & calendar incl. days off |
07:03 | Composition of project numbers |
07:08 | Cost/Benefit plan templates & Budget line item templates |
07:18 | Customers & Composition of customer numbers |
07:29 | Notifications for the whole account, external contacts, upload custom header picture |
07:53 | Documents & SharePoint Online |
08:01 | Custom Fields Please note Only available in InLoox Enterprise & InLoox On-Prem |
08:14 | Integrations, Microsoft 365 business account, InLoox for Outlook & InLoox for Teams Add-ins |
Detailed written instructions on the InLoox settings can be found here: InLoox Settings ยป