inloox 10 for outlook product presentation · mindmaps. collect and organizeyour ideas and project...

© 2001-2018 InLoox GmbH

InLoox 10 for Outlook Product Presentation

The Project Management Software for Microsoft Outlook

Seite 2


InLoox 10 for Outlook

2

Content

• Project management inOutlook

• A project in detail

• Checklists

• Task management

• Project time tracking anddocumentation

• Budgets and reports

Seite 3



3

Project management software for Outlook

InLoox for Outlook is…

• …directly integrated in Microsoft Outlook• …reliable and customizable• …the solution for professional project

management

InLoox for Outlook includes…

Project planning

Task management

Budgets

Time tracking

Document management

easy to use+ 55,000 users

= a solution that works

Seite 4



4

InLoox expands Microsoft Outlook

InLoox is directly accessible in Microsoft Outlook with just oneclick.

Create visual projectdashboards comprised ofvarious diagram options and data sources.

The project list gives you an overview of all projects in InLoox. Use custom rules to highlightcertain projects.

Seite 5



5

More mobility, more flexibility: Offline availability

Offline availability

Work on your projects anytime, anyplace – even without a connection to your project serveror an internet connection.

InLoox synchronizes your dataautomatically once it reconnectswith the server.

Seite 6



6

A project in detail

Clearly structure your projectinformation with InLoox forOutlook.

InLoox uses your Outlook contacts as resources forprojects. Project responsibilitiesare clearly defined.

Use custom fields to enhanceyour InLoox as you need it.

Use project notes tocommunicate with your projectteam. You can format thecomments as needed.

Team members can file projectrequests and management canapprove or reject them.

Seite 7



7

Lists

Create checklists for your projectsand view them in the list or cardview.

Customize your lists according toyour own needs.

Link lists to project elements such as tasks or documents.

Lists

Seite 8



8

Mindmaps

Collect and organize your ideasand project information directly in InLoox for Outlook.

Use icons to visualize ideas and attach project documents directlyto your mind map nodes.

Define the progress of each nodeand assign resources to a node.

Copy mind maps into yourproject plan and turn your mindmap nodes into tasks.

Collect, structure and brainstorm ideas

Seite 9



9

Tasks

Create, assign and organize yourtasks in a virtual Kanban board –independently from your projectschedule.

Leave a comment on a task and automatically notify team membersabout any changes.

Drag and drop tasks into yourproject plan to assign them to an activity. The project‘s progress will update automatically as soon as a task is marked as „Done“.

Task management

Seite 10



10

Resources & workloadmanagement

Keep an eye on your team‘sworkload with InLoox forOutlook.

Get a comprehensiveoverview of your team‘sworkload and theutilization of equipement.

InLoox for Outlook also takes information from yourExchange calendar intoaccount.

Display the workload ofspecific teams ordepartments.

Visualize staff workload

Seite 11



11

Project scheduling

Plan simple or complex projectswith InLoox for Outlook.

Critical path

Critcal planning elements arehighlighted in red.

Synchronization

Synchronize planningelements such as activitiesand milestones with Outlook Tasks or the Outlook Calendar.

Keep your project schedule under control

Seite 12



12

Efficient scheduling

Display constraints, dependencies and the workcalendar in InLoox for Outlook.

Project groups

Connect project plans ofinterdependent projects to getan overview of multiple projectsat once.

Calendar view

The global calendar showsactivities and milestones ofeach of your projects in onecalendar view.

Professional project planning

Seite 13



13

InLoox for Outlook notifiesproject team members ofnew or overdue tasks.

The Outlook calendar and InLoox project plan arealways in sync and up-to-date.

Your open tasks arealways in sight in thetasks side panel.

Display task details with just one click.

Mark a completed task as„Done“ and the project plan will update itself.

Feedback on a project‘s progress

Seite 14



14

Time tracking

InLoox for Outlook makes it easy totrack time and record the effortneeded to complete tasks.

Time tracking with the stopwatch

Time how long you need tocomplete a task and assign itdirectly to a specific project.

InLoox for Outlook can also takeOutlook data (e.g. the sent date of emails) into account to createtime tracking entries.

Project time tracking

Seite 15



15

Consistent structureOrganize project documents accordingto your own filing structure.

InLoox for Outlook supports: • Local drives• Networks• Internet links • Micrsosoft SharePoint sites• OneDrive for Business

Document previewPreview your documents directly in InLoox for Outlook. Navigate throughinternet links directly in the preview –no need to open a browser window.

Send as emailSend project documents via email directly in InLoox.

FavoritesFavorite important documents to find them more quickly.

Smart document management

Seite 16



16

Assign emails, includingattachments, directly to a project

InLoox is always accessible in theribbon and in your email preview. This enables you to quickly addemails to projects as tasks ordocuments – with just one click.

OneClick feature

Seite 17



17

Defining a project budget is easy with InLoox for Outlook: Compareplanned and actual expenses and revenues and keep your budgetspending under control.

InLoox uses planning positions, time tracking entries and third-party-costs to calculate theproject budget.

You can also bill continuousproject costs.

InLoox automatically accessesprices, quantity and units froma company-wide budgetpositions index.

Project budgeting made easy

Seite 18



18

A comparison of planned and actual expenses is visualized in graphs and idagrams.

Select different types of costitems to be displayed.

Automatically generate monthlycost projections to help you track project costs.

InLoox is your early warningsystem – budget overruns arehighlighted to alert you topossible financial risks.

Budget overview

Seite 19



19

Project history

The project timeline displaysimportant changes in all yourprojects chronologically.

Click on a project or projectelement to access it directly.

Use filters to only see yourown projects or to only seechanges made on a specificdate.

Project timeline

Seite 20



20

Customize report templates withthe InLoox Report Designer (standard feature).

Create a project report with just one click and make them availablein various formats

Supported formats are: Microsoft Word, Excel, RTF, PDF, HTML etc.

Create comprehensive reports

Seite 21



21

Use InLoox for Outlook in combination with InLoox Web App & Mobile App

Work on one project data base, keeping all your project data up-to-date – whether you access it via InLoox for Outlook or Web App.

InLoox Web App makes it easy to collaborate with external project partners, geographically dispersed project team members and anybody who is not using Outlook.

In combination with InLoox 10 Web App & Mobile App

Seite 22



22

In your local network or as a service

InLoox for Outlook in your network

InLoox for Outlook as SaaS

Recommended for

Enterprises and globallyoperating businesses

SMBs with their own ITdepartment

Everyone who wants tohost their project data ontheir own servers

Recommended for

Departments without ITsupport

Freelancers

Small businesses

Seite 23



23

• InLoox has been a standard software since 2003

• Over 55,000 users worldwide

• Available in 5 languages

• Customers in over 50 countries, on 5 continents

General information

Read how InLoox helped companies across all industries become more efficient, productive and competitive: https://www.inloox.com

Seite 24



24

Thank you for your attention!InLoox for Outlook and InLoox Web App are software distributed by:

InLoox, Inc. | 101 Montgomery Street, Suite 2050 | San Francisco, CA 94104Phone: (415) 592-7575| Fax: (415) 592-7575 Email: [email protected] | www.inloox.com

All product names, product descriptions and logos mentioned in this document are protected by copyright and are registered trademarks and property of their respective owners.

Test InLoox for 30 days for free: https://www.inloox.com/free-trial/

https://www.inloox.com/free-trial/

inloox 10 for outlook product presentation · mindmaps. collect and organizeyour ideas and project...

Documents