InLoox 11: Introduction InLoox Settings


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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