How to Start a New Project in the Project List | InLoox PM 7

Create a new project in InLoox PM 7

1. Click Projects on the Outlook Ribbon to switch to the list of all available projects in InLoox PM.

   

   In Outlook 2003/2007, click InLoox PM Folder in the InLoox PM Toolbar.

2. Click New Project or double-click on an empty field in the project list.

   Keyboard shortcut  Press F2 in the project list to create a new project in InLoox PM.

3. Enter a project name and further information on the project.

   As a creator, you will automatically be added as project manager.

   The customer list contains the preselection of all companies that participate in an InLoox PM project. For more information see Assign a division, customer and category.

4. In the project, on the Start tab, click Save and Close after you entered all required information.