Search the Project List


Du er her: InLoox Support Knowledge Base Online Help InLoox for Outlook 7.0 Online Help InLoox PM 7 Project list features Searching projects in the project list

You will find in the project list several options to find a project you are looking for. This chapter will introduce you to the search function, the use of views and filters when searching a project.

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Search function

  1. Click Project list on the Outlook Ribbon to switch to the InLoox PM project list.
     In Outlook 2003/2007, click InLoox PM Folder in the InLoox PM Toolbar.
  2. Type into the field Search projects the project name or other information on the project you want to find.
  3. Click .

    The projects, which include the entered text, are displayed.

    If the search is completed, you can clean up the search field by clicking Close search .

Use views

  1. Click Project list on the Outlook Ribbon to switch to the InLoox PM project list.
    In Outlook 2003/2007 click InLoox PM Folder in the InLoox PM Toolbar.
  2. Click the tab InLoox PM and then More Views, in the Views group. 
    All saved views are displayed by default.
  3. Choose one view from the list, e.g. Projects: project manager view. You will see an overview of all projects to which you are assigned as project manager.

    For more information on how to save a view, see Create a view.

Use filters

  1. Click Project list on the Outlook Ribbon to switch to the InLoox PM project list.

    In Outlook 2003/2007, click InLoox PM Folder in the InLoox PM Toolbar.

  2. The filter row is available above the project list .
     

    Filter

  3. Once you have selected a field (e.g. Category or Closed) and a filter operator (e.g. Equal or Contains), you can enter a text in the field behind the filter operator, e.g. marketing and press Enter.
    InLoox PM filters the projects by the selected criteria, e.g. category equal.

    If you don't see the filter row then it was hidden. Right-click and choose in the context menu Show filter in order to display it.