Create new activities and milestones

To create activities and milestones, proceed as follows:

1. Open Outlook and click on the tab InLoox.
2. Click in the ribbon on the Start tab and click on Projects. Create a new project or select an existing project.
3. Click on the tab Start and in the ribbon on Planning.

The InLoox project plan consists of the planning list on the left, where you see the two fields Info and Name when you first open the InLoox planning, and the Gantt-Chart in the calendar view on the right.

Click on the tab Edit. Then click on New Activity or New Milestone to create one of these new planning elements. You can also use the short cuts Ctrl+N (or Cmd+N) for a new activity or Ctrl+M (or Cmd+M) for a new milestone.

The new planning elements are visualized in the Gantt-Chart. Activities are shown as bars and milestones are diamond shaped. If you want to create a new milestone:

1. Click on the tab Edit, and then click on New Milestone or press Ctrl+M (or Cmd+M). 

   

2. You see the New Milestone in the planning list. Give it a new name, e.g. “Kick-off meeting”. Press ENTER to save. 

If you want to create a new activity, do the same, only click on New Activity in the ribbon or press Ctrl+N.

ATTENTION: If you do not schedule these newly created planning elements (i.e. you have not set a start and/or end date) right away, InLoox will use the creation date of the project for milestones. Activities will also start at the creation date of the project and will be given a duration of one day (with a default setting of 8 work hours).

When planning element’s start date lies in the past, they are all highlighted in red and are marked as overdue by the symbol in the info column.