Getting started


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

(Additionally, you can watch our video tutorials for InLoox 9 for Outlook.)

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

    Windows 10 Startmenü

     ... or from your taskbar

    Outlook über Taskleiste öffnen

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

    Outlook-Ribbon mit InLoox

    Open InLoox for Outlook by clicking on the INLOOX PM or INLOOX NOW tab in the Microsoft Outlook Ribbon.
  3. To create your first task with InLoox, click on Tasks in the Views group on the InLoox Ribbon.

    Aufgaben im InLoox-Ribbon

  4. Click on New Task in the New group to create a new task.

    Ribbon Neue Aufgabe

  5. Use the side panel on the right to enter all the details regarding your task. 

    Seitenpanel Aufgabe bearbeiten

    Congratulations, you have just created your first task with InLoox PM!

  1. To create your first project with InLoox, please click on the INLOOX PM or INLOOX NOW tab, then click on Projects on the Ribbon in the Views group.

    Projekte im InLoox-Ribbon

  2. By clicking on New Project in the Ribbon on the Start tab in the New group, you will get to the management form.

    InLoox-Ribbon Neues Projekt

  3. Please enter all basic data regarding your project in the management form.

    Betreuungsformular