inloox 9 for outlook product presentation · inloox 9 for outlook product presentation ... please...

© 2001-2018 InLoox GmbH

InLoox 9 for Outlook Product Presentation

The Project Management Software for Microsoft Outlook

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InLoox 9 for Outlook

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Content

• Project management in Outlook

• A project in detail

• Checklists

• Task management

• Project time tracking and documentation

• Budgets and reports

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Project management software for Outlook

InLoox for Outlook is…

• …directly integrated in Microsoft Outlook• …reliable and customizable• …the solution for professional project

management

InLoox for Outlook includes…

Project planning

Task management

Budgets

Time tracking

Document management

easy-to-use

+ 50,000 users

= a solution that works

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InLoox erweitert Microsoft Outlook

InLoox is directly accessible in Microsoft Outlook with just oneclick.

Create visual project dashboardscomprised of various diagramoptions and data sources.

The project list gives you an overview of all projects in InLoox. Use custom rules to highlightcertain projects.

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A project in detail

Clearly structure your projectinformation with InLoox forOutlook.

InLoox uses your Outlook contactsas resources for projects. Project responsiblities are clearly defined.

Use custom fields to enhanceyour InLoox as you need it.

Use project notes tocommunicate with your projectteam. You can format thecomments as needed.

Team members can file projectrequests and management canapprove or reject them.

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Lists

Create checklists for your projectsand view them in the list or cardview.

Customize your lists according toyour own needs.

Link lists to project elementssuch as tasks ofr documents.

Lists

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Mind maps

Collect and organize your ideasand project information directly in InLoox for Outlook.

Use icons to visualize ideas and attach project documents directlyto your mind map nodes.

Define the progress of each nodeand assign resources to a node.

Copy mind maps into your projectplan and turn your mind mapnodes into tasks.

Collect, structure and brainstorm ideas

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Tasks

Create, assign and organize yourtasks in a virtual Kanban board –independently from your projectschedule.

Leave a comment on a task and automatically notify team membersabout any changes.

Drag and drop tasks into yourproject plan to assign them to an activity. The project‘s progresswill update automatically as soonas a task is marked as "Done“.

Task management

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Ressource & workloadmanagement

Keep an eye on your team‘sworkload with InLoox forOutlook.

Get a comprehensiveoverview of your team‘sworkload and theutilization of equipment.

InLoox for Outlook also takes information from yourExchange calendar intoaccount.

Display the workload ofspecific teams ordepartments.

Visualize staff workload

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Project scheduling

Plan simple or complex projectswith InLoox for Outlook.

Critical path

Critical planning elements arehighlighted in red.

Synchronization

Synchronize planningelements such as activitiesand milestones with Outlook Tasks or the Outlook Calendar.

Keep your project schedule under control

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Efficient scheduling

Display constraints, dependencies and the workcalendar in InLoox for Outlook.

Project groups

Connect project plans ofinterdependent projects to getan overview of multiple projectsat once.

Calendar view

The global calendar showsactivities and milestones ofeach of your projects in onecalendar view.

Professional project planning

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InLoox for Outlook notifiesproject team members of newor overdue tasks.

The Outlook calendar and InLoox project plan are alwayssynchronized and up-to-date.

Your open tasks are alwaysin sight ín the tasks sidepanel.

Display task details withjust one click.

Mark a completed task as"Done“ and the project plan will update itself.

Rückmeldungen zum Projektfortschritt

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Time tracking

InLoox for Outlook makes it easy totrack time and record the effortneeded to complete tasks.

Time tracking with the stopwatch

Time how long you need tocomplete a task and assign itdirectly to a specific project.

InLoox for Outlook can also takeOutlook data (e.g. the sent date ofemails) into account to createtime tracking entries.

Project time tracking

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Smart document management

Consistent structureOrganize project documentsaccording to your own filingstructure.

InLoox for Outlook supports:• Local drives• Networks• Internet links• Microsoft SharePoint sites

Document previewPreview your documents directlyin InLoox for Outlook.

Send as emailSend project documents via email directly in InLoox.

FavoritesFavorite important documentsto find them more quickly.

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Assign emails, includingattachments, directly to a project

InLoox is always accessible in theOutlook ribbon. This enables youto quickly add emails as a document to a project with just oneclick.

Attach emails with just one click

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Defining a project budget is easy with InLoox for Outlook: Compareplanned and actual expensesand revenues and keep yourbudget spending under control.

InLoox uses planning positions, time tracking entries and third-party-costs to calculatethe project budget.

You can also bill continuousproject costs.

InLoox automatically accessesprices, quantity and units froma company-wide budgetpositions index.

Project budgets made easy

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A comparison of planned and actual expenses is visualized in graphs and diagrams.

Select different types of costitems to be displayed.

Automatically generate monthlycost projections to help you track project costs.

InLoox is your early warningsystem – budget overruns arehighlighted to alert you topossible financial risks.

Budget overview

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Project history

The project timeline displaysimportant changes in all yourprojects chronologically.

Click on a project or projectelement to directly accessit.

Use filters to only see yourown projects or to only seechanges made on a specific date.

Project timeline

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Customize report templates withthe InLoox Report Designer (standard feature).

Create a project report with just one click and make themavailable in various formats

Supported formats are: Microsoft Word, Excel, RTF, PDF, HTML etc.

Create comprehensive reports

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InLoox Web App makes it easy tocollaborate with external projectpartners, geographically dispersedproject team members, and anybodywho is not using Outlook.

Use InLoox for Outlook in combination with InLoox Web App

Work on one project data base, keeping all your project data up-to-date – whether you access it via InLoox for Outlook or Web App.

In combination with InLoox 9 Web App

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InLoox for Outlook in your network

InLoox for Outlook as SaaS

Recommended for

Enterprises and globallyoperating businesses

SMBs with their own IT department

Everyone who wants tohost their project data on their own servers

Recommended for

Departments without IT support

Freelancers

Small businesses

In your local network or as a service

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• InLoox has been a standard software since 2003

• Over 50,000 users worldwide

• Available in 5 languages

• Customers in 50 countries, on 5 continents

General information

Read how InLoox helped companies across all industries become more efficient, productiveand competitive: http://www.inloox.com

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Thank you for your attention!InLoox for Outlook and InLoox Web App are software distributed by:

InLoox GmbH | Kantstr. 2 | D-80807 MunichPhone: +49 (0)89 358 99 88 - 0 | Fax: +49 (0)89 358 99 88 - 99Email: [email protected] | www.inloox.com

Alle in diesem Dokument genannten Produktnamen, Produktbezeichnungen und Logos sind eingetragene Warenzeichen und Eigentum der jeweiligen Rechteinhaber.

Test InLoox 30 days for free (trial ends automatically): https://www.inloox.com/free-trial/

https://www.inloox.com/free-trial/

inloox 9 for outlook product presentation · inloox 9 for outlook product presentation ... please...

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