^{July 16, 2024} 

Improvements in the document area of InLoox Web App 

The latest update of the InLoox Web App brings significant improvements in the document area, which considerably increase user-friendliness and efficiency. The following new features are available:

• Better initialization of the project directory: When setting up a new project, you can now create the folder structure simply by clicking on the "Initialize" button.
• Drag and drop: Documents can now be conveniently moved to other folders using drag and drop, making organization and management much easier.
• Folder search: If you have an in-depth folder structure with numerous subfolders, the new search field above the folders helps you to find the desired folder quickly.
• Improved handling of the document preview: When clicking on a document, the previous "Preview" and "Details" tabs are now combined. You immediately see a preview of the document and can enter details such as a description and edit your own fields.
• New field "Status": A new text field "Status" has been added within the document details, in which you can enter the status of a document, e.g. "Draft", "Final", "Approved" or other designations suitable for your use case.
• Column selection: As known from other InLoox areas, you can now show and hide columns in the document area and arrange them to suit your needs. This view is saved so that you do not have to set your preferred configuration each time. The number of possible columns has been significantly expanded and now includes e.g.:
  • Internet link path
  • Source Folder
  • Size
  • Created on (Document)
  • Changed at (Document)
  • Created by
  • Changed by
  • File name
  • Folder name
  • Relative folder path
  • Description (Document)
  • Status (Document)
  • Type (Document)
• Advanced mode: You can now also activate advanced mode and group by any column in the document area, e.g. by document status. Especially in combination with custom fields (or custom columns) for documents, you can e.g. group by approved documents. It is also possible to further filter and sort the document list in advanced mode. Read the details in the help article: filter, group and sort documents »
• Excel export: The document list can now be exported to an Excel file. The columns that you have previously displayed in the column selection are taken into account.

These improvements make managing your documents in the InLoox Web App even more efficient and user-friendly.

Further details can be found in the help article: documents »

InLoox for Outlook Modern Add-in: New tab for documents

The latest update of the InLoox Modern Add-in for Outlook brings with it an exciting new addition! Everything you need to manage your documents efficiently is now conveniently available in the new "Documents" tab in the InLoox side panel directly in Outlook.

The "Documents" tab offers you a wide range of options:

• You can save your emails in PDF format and store them in a selected project / create a new project.
• In addition, you can upload single or all attachments of an e-mail directly to the corresponding InLoox project.
• You have the flexibility to select the target folder or create new folders if required.

With this new functionality, you can create a continuous workflow: from an incoming mail in Outlook to filing in the correct InLoox project folder. You can also benefit from the option of linking the document storage to SharePoint Online.

Would you like to find out more? Read the help article functionalities of Inloox for Outlook Modern Add-in »

New features in Gantt planning

Undo and Redo functionality

With InLoox 11.12, the feature to undo and redo changes in the planning, which was previously introduced as a beta, is now available to all customers. This function allows you to quickly undo or redo changes to your project plan by using the corresponding arrows. To use this function, the auto-save function must be deactivated and manual saving activated.

This extension offers you more flexibility and security when editing your projects, as you can easily correct changes if necessary.

Read the details in the help article: Automatic save & undo/redo » 

New columns: "Calendar" and "Slack“

Column „calendar“: This new column in the Gantt chart shows which calendar is used for calculating the activities and allows a direct change of the calendar via a drop-down menu. This function is particularly useful for advanced planners who use different working time calendars for different processes. For example, a team might work in a different time zone or with different working hours, which requires precise planning.

Column „Slack“: The new "Slack" column shows the time gap between planning elements at a glance. Previously, planners had to either estimate this distance in the Gantt chart or look at the details of the respective planning elements. Now you can see directly how big the lag between the individual elements is, which makes fine-tuning and adjusting the planning much easier.

These new columns make Gantt planning in InLoox even more intuitive and help you to manage and adjust your projects more efficiently.

Details can be found in the help article: Planning list: explanation of columns »

Easy connection to SharePoint Online with Autodiscover

InLoox 11.12 significantly simplifies the setup and linking of the document storage with SharePoint Online. Instead of entering the path manually in a free text field, the possible SharePoint sites are now automatically displayed in a drop-down menu when the MS365 account is linked beforehand, and only the correct site needs to be selected.

Details on linking InLoox with SharePoint Online can be found in the help article: InLoox account settings - Select document storage »

What's new in InLoox 11.12

Improved document handling

Documents in Modern Outlook Add-in

Planning: Undo/Redo changes

Planning: New columns

Settings: Autodiscover for SharePoint connection