Outlook settings

Mark Outlook emails - add a category

When you file an Outlook email in InLoox as a task, document or time tracking entry, a new Outlook category is created as a marker. The email gets the marker "InLoox" and the marker "Project name XYZ".

This way, you can see in Microsoft Outlook at a glance which email you have already filed in InLoox.

1. In InLoox Web App, click on your profile picture in the bottom left corner.
2. Click on Settings.
3. Click on Organization.
4. Under the General tab, you can activate the slider at Add new category to the Outlook item under Outlook settings.
5. After you have filed an email in InLoox, these two categories will now appear in Outlook above the email and in the preview.
6. In Outlook, click Categorize in the menu under Categories and then click All categories.
7. Now you can set the color of the category "InLoox" and of the project.

Mark Outlook items - prefix for tracked calendar entries

If you track an Outlook calendar item for time tracking in InLoox, you can specify that a prefix is automatically created in the Outlook calendar item.

This way, you can immediately recognize in Outlook which calendar items are already tracked in InLoox Time Tracking.

1. In InLoox Web App, click on your profile picture in the bottom left corner.
2. Click on Settings.
3. Click on Organization.
4. Under the General tab, you can activate the slider at Activate prefix when tracking time from Outlook calendar entries under Outlook settings.
5. Now enter the character or word to be used in the field next to Put following prefix in front.
6. As soon as you have booked a calendar appointment as a time tracking entry in InLoox, this prefix will now be placed in front of the subject of the calendar entry in Outlook.

PLEASE NOTE These settings apply to the entire InLoox account.