Adding the task and calendar button to the quick access panel


Du er her: InLoox Support Knowledge Base Online Help InLoox for Outlook 8.0 Online Help InLoox PM 8 Interaction between InLoox PM and Outlook elements Quick access panels for tasks and calendar

InLoox PM enables you to link Outlook tasks and appointments - by using quick access panels. InLoox PM synchronizes all information automatically.

Calendar items can be connected with planing elements in the InLoox PM project planning. You don't even have to open a project to gain real-time information about the respective project. Project planning changes, e.g. appointment changes, are automatically synchronized.

Task

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Synchronize with the task list / the calendar out of the project

Please follow these steps to synchronize the Outlook task list or the Outlook calendar out of a project:

  1. Open the respective project by clicking Projects in the Outlook Ribbon. Now select the respective project from the project list and open it by double-clicking it.

    In Outlook 2007, click the InLoox PM Folder in the InLoox PM Toolbar. Then double-click the respective project in the project list.

  2. In the project, on the Start tab, in the Section group, click Planning.
  3. Click the planning element that is supposed to be synchronized. 
  4. On the Edit tab, in the Actions group, click Synchronize (With Outlook Task, With Outlook Calendar).
    A new Outlook element will be created in the Outlook task list or the Outlook calendar.

Synchronize with the task list / the calendar out of the InLoox PM workpackage view or pane

  1. This is how you can synchronize your Outlook task list or your Outlook calendar directly out of the InLoox PM workpackage view or pane:
    • Click the InLoox PM tab and then Work Packages in the Views group.

      In Outlook 2007, the workpackage list is displayed automatically in the Outlook calendar and task list, as soon as you have been added as a resource to the respective workpackage.

    • Click the InLoox PM tab and then Work Package Pane in the Extras group.
  2. Select the workpackage from the list that is supposed to be synchronized. 
  3. Select Synchronize (With Outlook Task, With Outlook Calendar) in the Actions group.
    A new Outlook element will be created in the Outlook task list or the Outlook calendar.

InLoox PM items in the Outlook task list / the Outlook calendar

The respective Outlook item now is synchronized with the InLoox PM planning. On the right side next to the project, you will find this InLoox PM information:

Element

Description

This Outlook element is linked to an InLoox PM planning element

Activate this check box if you want to keep the start and end date of this Outlook element synchronized with the start and end date of the InLoox PM planning element.

Project name

Name of related project.

Number

Number of related project.

Item name

Name of the InLoox PM planning element.

Start

Start of the InLoox PM planning element.

End

End of the InLoox PM planning element.

Description

Description of the InLoox PM planning element.

Resource

A team member that is assigned to this work package.

Work amount (h)

Workload of the resource.

Status

Shows you, whether the particular resource has completed his/her task.