Search the project list


Du er her: InLoox Support Knowledge Base Online Help InLoox for Outlook 8.0 Online Help InLoox PM 8 Project list features Search function 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 2007, click InLoox PM Folder in the InLoox PM Toolbar.
  2. Click the field Search projects above the project list
  3. Type the project name or other information on the project you want to find.
  4. Click the Search symbol .

    The projects, which include the entered text, are displayed. All search results are also displayed on the side panel of each opened project.

    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 2007 click InLoox PM Folder in the InLoox PM Toolbar.
  2. On the Start tab, in the Actual Views group, click Save to save the adjusted view of the project list. 
    For more information on how to save a view, see Generate personalized views.
  3. The saved view will be displayed under Projects in the tree structure on the left part of the window. Choose one view, e.g. Projects: project manager view. You will see an overview of all projects to which you are assigned as a project manager.

Use filters

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

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

  2. On the Start tab, in the Actual Views group, click Filter.
  3. This invokes the Filter Editor dialof box, which allows you to build filter criteria.
  4. To learn how to work with Filter Editor, see the following examples.
    1. This example shows you how to create a simple filter criteria.
      When invoking the Filter Editor for a grid control, if no filtering has yet been applied, the Filter Editor will contain a new filter condition referring to the project view or side, where it was opened. The Filter Editor displays now the comparison operator (AND), the condition's link (PROJECT NAME) together with the logical operator (Begins with).

    2. Enter a text in the field behind the logical operator, e.g. Media Consulting.
    3. Click OK.
      InLoox PM filters the projects by the selected criteria, e.g. Project name begins with.
  5. You can also group the filter criteria, e.g. by the comparison operator (OR). Learn how to do this:
    1. Click the logical operator (Begins with) and select OR from the list.
    2. Click the symbol Add  to add another criteria.
    3. Click the condition's link (PROJECT NAME) and select the field NUMBER from the list.
    4. Click the logical operator (Begins with) and select Equals.

    5. Now, click the value box and enter a
      number, e.g. 2014-0003.
      InLoox PM filters the projects by the two selected criteria, e.g. Project name begins with OR Number equals.