Create a customized project dashboard in InLoox 10 for Outlook

The dashboard view shows you the main project areas. You can get all important information to the current projects without opening one and compose your own dashboard view from the different widgets.

1. To open the dashboard view, do one of the following.

   • Click InLoox PM tab on the Outlook Ribbon and then Dashboard, in the Views group.

     In Outlook 2007, click InLoox PM Folder in the InLoox PM Toolbar and then Dashboard in the InLoox PM project list.

   • Click Dashboard in the tree structure on the left.

2. On the Start tab, perform one or more of the following actions:

• • Create a personal dashboard view  On the InLoox PM Ribbon, in the Start tab, in the Current View group, click Widgets.

    • To learn how to add a new dashboard view, see Create a new dashboard.
    • To learn how to adjust the view in the dashboard designer, see Designing dashboard.
  • Edit an existing dashboard view  Select one view from the tree structure on the left and click Edit dashboard, in the Actions group.
  • Remove anexisting dashboard view  Select one view from the tree structure on the left and click Delete dashboard, in the Actions group.

  • Print a dashboard view  Select one view from the tree structure on the left and click Print, in the Current View group.

     For more information about printing, see General features and print of the project list, in the Print in the project list area.

  • Refresh  All changes are updated and the view is reloaded when clicking the Refresh button in the Current View group.

Information rules in the dashboard view

In the dashboard view on the side panel you can filter the project information by clicking on certain project from the list.

Symbols in the dashboard view

  Clear filter.

  Dashboard parameter.

  More information about parameters you can find under Using von dashboard parameters.

  Export feature. The view will be exported as PDF or image