Usability

With the new Excel-style quick filters, you can now refine your search in table views even more easily. Depending on the field type, extended text and date filters are available. For example, you can filter your project or task list by specific date periods:

You can add one or more tasks to the project schedule at once using drag and drop. You can select multiple tasks by holding down the Shift key or CTRL key and simply drag the tasks into the project schedule.

In each status column the hours of all tasks in the column are added up. This is useful if, for example, you only have a certain number of hours reserved for the project. This feature gives you a quick overview of the estimated workload of all tasks in the project without having to open the dashboard. As soon as you move a task to another column, the number of hours in the respective status column adjust automatically.

Wichtig You need to have administrator rights to create custom fields. 

Similarly to the document structure, you can create custom fields according to individual rules. This is convenient because not every field is relevant for every department. If you have a lot of custom fields, it can be difficult to keep track of which fields need to be filled in and which are only optional. With this new feature you can now define which fields are automatically displayed for which department.

Example:

The marketing department often creates documents that go through various feedback rounds before they are released for publication. Here it is convenient to have a custom field in the documents that indicates the editing status of the document. Follow these steps to create this custom field:

1. Open the InLoox options: File -> InLoox Options
2. Under General, click Custom Fields

3. To create a new custom field, click New

   

4. The editing window opens:

   

5. Now confirm with OK. You will now find the newly created field in the list of custom fields.

   

It is possible to attach an Excel table, a contract or any type of documents to project budgets or individual budget items. This enables you to establish better comprehensibility, e.g. for invoices.

1. To attach a document, double-click on a budget or budget item.

2. In the side panel, click on New link under Documents.

   

3. In the dialog box, select the document from the list of existing project documents. You can also click New to upload a new file (New file), link to a new file or add a new internet URL.

4. You can also search for a specific document (e.g. by file name) by typing your query in the bar below the respective column header.

   

In addition to file types such as Word, PowerPoint or Excel, stored web page URLs can now also be previewed in InLoox. You can even browse the website directly in InLoox - no need to open an extra browser window.