InLoox for Microsoft Teams Help
Learn how InLoox for Microsoft Teams work

The InLoox integration for Microsoft Teams allows you access to important project information directly from your channels. Pin relevant project areas, such as tasks, budgets or planning, as tabs to your channels and edit the data directly in teams. Discuss all details with your team in real-time via the Teams chat. 

Content

Requirements

  1. You need a valid InLoox now! account. Create a new InLoox now! account and test InLoox for 30 days for free: https://app.inlooxnow.de/
  2. The channel members must work on the same InLoox database and must also have the InLoox permissions for the respective project and project area in order to access the project information. Read more about InLoox permissions here

How to spin InLoox areas as tabs to your channels

  1. Open a Teams channel.
  2. Add a new tab using the plus sign in the tab bar.

    InLoox for Microsoft Teams

  3. Select the InLoox app.

    InLoox for Microsoft Teams

  4. Connect to InLoox now! and sign in with your InLoox now! account.

    InLoox for Microsoft Teams

    InLoox for Microsoft Teams

  5. (Optional) If you have more than one InLoox now! account, select an account.

    InLoox for Microsoft Teams

  6. Select the project area (management, lists, tasks, planning, time, documents, budgets) that you want to link to your channel.

    InLoox for Microsoft Teams

  7. Select a project.
  8. Check the box "Post to the chat about this tab" to notify all members and subscribers of the channel.
  9. Click on Save
  10. Work in InLoox as you would normally - directly in Microsoft Teams.

    InLoox for Microsoft Teams

Web Demo