Basic work package features


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Clarify tasks and responsibilities with work packages. Assigned team members know exactly what to do, and when to do it. 

Create, assign and organize team tasks in work packages without having to create a timed project plan. InLoox PM prvides you with the view over all projects.

 For more information see Work packages.

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Work with the work package view

  1. To open the work package view, do one of the following.
    • Click InLoox PM tab on the Outlook Ribbon and then Work Packages.

      In Outlook 2007 the work package list is automatically displayed, if you are added as resource to the work package click.

    • Click Work Packages in the tree structure on the left under Projects.
  2. Do one or more of the following:
    • Open an associated project  Choose one work package from the list and click Open Project, in the InLoox PM group.
    • Display work package details  Choose one work package from the list and click Open Details, in the Actions group.
    • Mark work package as complete  Choose one work package from the list and click Mark Complete, in the Actions group.
    • Synchronize with Outlook elements  Choose one work package from the list and click Synchronize. Choose from the drop-down list With Outlook-Calendar or With Outlook-Task.
    • Book a time tracking entry  to a project  Choose one work package from the list and click Add Time Tracking Entry, in the Actions group.
    • Change work package view  Choose from the following in the Display group:
      • My  Displays personal work package.
      • My teams (project manager's view)  Displays work packages of all members of projects of which you are a manager.
      • All (project manager's view)  Displays work packages of all members of projects of which you are not a manager.
    • Display the done work packages  Click Include Complete in the Display group to see all work packages that marked as complete.
    • Print a work package view  Click Print, in the Current View group,  to start the quick print feature of the archive view.

       For more information see Print the project list.

    • Refresh  Via the Refresh button, in the Current View group, all changes will be updated and the view reloaded.
    • Filter the needed information  Click Filter, in the Current View group.

       

      • To learn more about the filter feature, see Search and find projects, in the Use filters section.
      • The following features as Save, Reports and Stopwatch are described in Ribbon/Toolbar

Features in the work package list

The following feature can be found in the work package list:

Features in the context menu

The context menu provides you with almost all basic features that are also on the InLoox PM Ribbon, such as Open Details..., Open Project, Open Associated Project, Work Package Completed, Synchronize. It has also such features as Reload and Show Filter. Right-click in the list to open the context menu.

Seitenpanel Arbeitspakete

Unhide the Work package side panel to get an overview of your work packages on the right side of your current Outlook folder.

This is how you can open the Work package side panel:

Click the InLoox PM tab on the Outlook Ribbon and then Show Work Package List in the Extras group.

 In Outlook 2007 the work package list is automatically displayed, if you are added as resource to the work package click.

You can find the following features on the side panel: