On-site training: Key users

Details & Pricing

Course number: PM-TC-O06-EN

Course type: Online training

Language: English

Duration: 2 days (6 hours each day))

Participants: max. 5 people

Pricing: upon request


  • Internet connection and common browser (Chrome, Edge, Firefox) in the current version and Microsoft Outlook version 2016 or later
  • Meeting room with presentation facilities
  • 1 computer with mouse per participant


The training date will be set individually after consultation with you.

Please, would you indicate in the comments field your preferred date and time for this training and a callback phone number.

I want to request this training


The course is aimed at InLoox power users who are to use InLoox in a lead role and to instruct others. However, experience with InLoox is not absolutely necessary.


Participants will receive guidance on how to use InLoox professionally and how to support and train others.

Course description

This training is modular. It includes a general part and an in-depth part. The scope and the depth of detail go beyond the introductory training. You will learn how to use InLoox optimally and receive practical tips for the implementation and training of InLoox. The training consists of theory and practice. The basic functions are explained and then tried out under expert guidance. All participants create their own project during the training and practice working with it.

The following topics will be covered:

  • Defining basic settings (assigning permissions, inviting participants, creating custom fields and calendars)
  • Creating a new project, defining responsibilities
  • Brainstorming with mindmaps
  • Creating a project schedule with tasks
  • Going through the workflow for tasks and learning to teach it
  • "Follow up" and delegating
  • Recording project work hours, reporting back on progress
  • Project related document management
  • Project communication with notes and notifications
  • Budgeting of projects incl. calculation
  • Increasing acceptance for working with InLoox
  • Project management within InLoox
  • Introduction to editing the settings for the basic configuration of InLoox permissions
  • Document path and folder
  • Creating custom fields