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- Improvements: features we have enriched or modified
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KEY FEATURE InLoox 11.15
Some new features in the InLoox financials make your budget management even easier! The new practical side panel offers you all the details on budgets and budget items at a glance - including the option to store documents and use custom fields.
Budget line item templates also enable quick debits for recurring activities - so you save time and always have an overview.
November 7, 2024
With the new side panel for budgets and line items, you now have the option of designing your financial plans in even greater detail. You can add a description to each budget item, save relevant documents directly and also use your own custom fields. This makes the management of your project budgets transparent and clear - ideal for saving contract documents, receipts or special budget notes directly on site and having them to hand at all times.
For more information, read the help articles on documents in financials and custom fields in general.
Thanks to the new budget line item templates, you can now post recurring expenses even more quickly and easily. Create a one-off template for specific budget items in the account settings - including units, purchase and sales prices and the accounting group. Later, you can select these templates directly in the financials and add them to your budget without having to create a new item. Perfect for routine expenses that are repeated across several projects.
Example: Use a template for “Office material” with a fixed price and billing group. Each time you make a new charge for this activity, simply select the template and add the costs to your budget in seconds.
You can find all the details in the help article: templates for budget items in financials.
The InLoox Web App is now even clearer: areas in which a user has no rights are automatically hidden. Administrators can define exactly which rights a person has for certain areas in the settings - be it read or edit access. However, if both authorizations are missing, the respective area is completely hidden for the person.
Example: If a user should only be able to access the project manage page, tasks, mind maps and lists, the remaining areas such as planning, documents, time and financials will not be displayed at all if they do not have permissions for them. This keeps the web app tidy and clearly structured, and users only see the content that is relevant to their work.
This innovation creates a modular structure for the InLoox web app and promotes clarity and efficiency in everyday work.
Info This change applies to all types of permissions - for user-specific, role-based and division permissions. Further details can be found in the help article: permissions.
You will now find the new “Favorites” section at the top of the main menu of the InLoox web app. All projects that you have marked as a favorite with the yellow star are displayed here, including the project image. You have two options for navigation: Expand the area to quickly and directly access and navigate through your most important projects if you have only a few favorites. However, if you have many project favorites, you can leave the area collapsed and conveniently access your favorites via the “Projects” menu item. This keeps the navigation clear and saves you valuable time.
Tip Newly created projects are now automatically marked as favorites for the project creator.
From now on, everyone who assigns tasks to other people will always be kept up to date: When important changes are made to delegated tasks, “delegators” will receive automatic email notifications about this, for example when the status of a task changes and the task is completed by the person working on it. This eliminates the need to actively track the current status, as all progress information is now automatically sent to your inbox.
Would you like to find out more about how InLoox notifications work? Read the corresponding help article: notifications.
An important improvement in the notifications: Links from comments and description texts are now clickable directly in the notification and take you straight to the desired information. In addition, formatting such as bullet points, line breaks and text formatting such as bold, italics and superscript are fully retained. This means that comments and descriptive texts in notifications are clearly structured, easy to read and even more user-friendly.
In Gantt planning, you now have the option of visually highlighting the entire project period. You can activate the “Project Timespan” slider via the three-dot menu: Periods before the project start and after the project end are thereby marked with blue areas. This allows you to keep an eye on the exact duration of the project and makes it easier to organize your planning elements in the context of the overall schedule.
You can now import Gantt plans from Microsoft Project directly into InLoox. This allows you to easily import existing project plans and seamlessly continue using Gantt charts that have already been created - without any manual effort. This function makes it easier to switch to InLoox and saves valuable time in project planning.
You can also read more information in the help article: Save, load, import and export planning templates
The Gantt planning now gives you even more information at a glance: As usual, an icon is displayed in the “Info” column if there is a time constraint. If you hover over it with the mouse, you will see the type of restriction and - new - now also the constraint date. This allows you to view the constraint date directly without having to switch to the detailed sidepanel of the activity.
Explanations of all planning columns in the planning can be found in the help article: Add columns in planning list
From now on, you can also keep an eye on important planning data directly in the Kanban board. If a task is linked in a planning, the Kanban card displays this with a planning icon. The planning end date and, if exceeded, a planning warning are also displayed. This means that you always have the key information to hand and can immediately identify any deviations.
Details on Kanban cards & Co can be found in the help article: task management with Kanban.
More flexibility in the Kanban board: The colors of the status columns can now not only be adjusted centrally in the account settings, but also directly in the project. A simple click on the color bar of the respective status column and you can select the color according to your preferences.
For more information, visit our help article on help article: task management with Kanban.
Routine tasks can now be planned even better! In addition to the existing intervals for recurring tasks, you now also have the options “bi-weekly” and “quarterly”. This allows you to tailor your recurring tasks precisely to your needs and keep recurring processes under control.
You can read more details in the help article: recurring tasks.
You can now also use your own custom fields in mind maps. This function allows you to store additional information directly in the mind map nodes - according to your needs.
Example: A checkbox “Idea approved” allows you to record which ideas/nodes in the mind map have been approved for implementation after a meeting. This allows you to keep track of which points should be followed up.
Detailed instructions on creating mind maps can be found in the help article: mindmaps. You can find more information about custom fields in InLoox in the help article: custom fields and in our video tutorial: custom fields.
You now have more options for managing report templates: you can now rename, delete and export existing templates and import new templates. This makes it even easier to share and use customized reports in a team.
You can also read all the details in the help article: reports.
You can now easily delete project and contact images, which was previously not possible. There is also a dynamic new feature for project images: If no individual image is uploaded, a project image is automatically generated with the initials of the project name. These initials now adapt dynamically - if you change the project name, the image is updated automatically.
Examples: An “Onboarding” project is given the initial “O”, “Newsletter Calendar” shows “NC” and “Media Management” is displayed with “MM”.
In the workplace, you can see all your upcoming and overdue tasks at a glance. A new feature is that the colors of the tasks are now also displayed. This is particularly practical if you sort your tasks by color according to category - you can immediately see which tasks belong to which area and keep an even better overview of your priorities and categories.
For more information on the workplace in general, visit our help article: Workplace
The global timeline in InLoox now offers you even more flexibility: you can now also filter your projects by status, project manager and favorites. This allows you to maintain an overview and focus specifically on the projects that are most important to you.
You can read all the information in the help article: Multi-project timeline
What's new in InLoox 11.15
Financials: Documents & budget line item templates
Permissions: Hidden areas with missing rights
Project favorites in main menu
Notifications: for task delegators & clickable links
Planning: Show project timespan
Planning: Import MS Project planning
Planning: Info column shows constraint date
New features in tasks & Kanban board
Reports: Import/export templates
Project & contact images: Delete/regenerate