Getting started


Du er her: InLoox Support Knowledge Base Online Help InLoox for Outlook 8.0 Online Help InLoox PM 8 Getting started

Welcome to InLoox PM! We compiled information that helps you get started with your first InLoox PM project.

  1. First, open Microsoft Outlook in your Windows start menu: Start, Programs ...

    Start menu

     ... or from your taskbar

    Taskleiste

  2. InLoox PM fully integrates with Microsoft Outlook and is always available with one click.

    Integration

     Open InLoox PM by clicking on the InLoox PM tab in the MicrosoftOutlook Ribbon.
  3. To open your project list, click on Projects in the Common group on the InLoox PM Ribbon.

    InLoox PM ribbon

  4. Click on New Project in the New group to create a new project and enter the basic project information.

    Project

  5. Enter project related information in the management form. 

    New project

Note Every new project is automatically assigned a unique project number. If you customize the project number, make sure that you assign only unique project numbers.