inloox 10 for outlook product presentation · mindmaps. collect and organizeyour ideas and project...
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© 2001-2018 InLoox GmbH
InLoox 10 for Outlook Product Presentation
The Project Management Software for Microsoft Outlook
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Content
• Project management inOutlook
• A project in detail
• Checklists
• Task management
• Project time tracking anddocumentation
• 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+ 55,000 users
= a solution that works
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InLoox expands Microsoft Outlook
InLoox is directly accessible in Microsoft Outlook with just oneclick.
Create visual projectdashboards comprised ofvarious diagram options 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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More mobility, more flexibility: Offline availability
Offline availability
Work on your projects anytime, anyplace – even without a connection to your project serveror an internet connection.
InLoox synchronizes your dataautomatically once it reconnectswith the server.
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A project in detail
Clearly structure your projectinformation with InLoox forOutlook.
InLoox uses your Outlook contacts as resources forprojects. Project responsibilitiesare 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 elements such as tasks or documents.
Lists
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Mindmaps
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 yourproject plan and turn your mindmap nodes 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 progress will update automatically as soon as a task is marked as „Done“.
Task management
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Resources & workloadmanagement
Keep an eye on your team‘sworkload with InLoox forOutlook.
Get a comprehensiveoverview of your team‘sworkload and theutilization of equipement.
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
Critcal 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 ofnew or overdue tasks.
The Outlook calendar and InLoox project plan arealways in sync and up-to-date.
Your open tasks arealways in sight in thetasks side panel.
Display task details with just one click.
Mark a completed task as„Done“ and the project plan will update itself.
Feedback on a project‘s progress
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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 of emails) into account to createtime tracking entries.
Project time tracking
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Consistent structureOrganize project documents accordingto your own filing structure.
InLoox for Outlook supports: • Local drives• Networks• Internet links • Micrsosoft SharePoint sites• OneDrive for Business
Document previewPreview your documents directly in InLoox for Outlook. Navigate throughinternet links directly in the preview –no need to open a browser window.
Send as emailSend project documents via email directly in InLoox.
FavoritesFavorite important documents to find them more quickly.
Smart document management
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Assign emails, includingattachments, directly to a project
InLoox is always accessible in theribbon and in your email preview. This enables you to quickly addemails to projects as tasks ordocuments – with just one click.
OneClick feature
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Defining a project budget is easy with InLoox for Outlook: Compareplanned and actual expenses and revenues and keep your budgetspending under control.
InLoox uses planning positions, time tracking entries and third-party-costs to calculate theproject budget.
You can also bill continuousproject costs.
InLoox automatically accessesprices, quantity and units froma company-wide budgetpositions index.
Project budgeting made easy
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A comparison of planned and actual expenses is visualized in graphs and idagrams.
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 access it directly.
Use filters to only see yourown projects or to only seechanges made on a specificdate.
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 them availablein various formats
Supported formats are: Microsoft Word, Excel, RTF, PDF, HTML etc.
Create comprehensive reports
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Use InLoox for Outlook in combination with InLoox Web App & Mobile 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.
InLoox Web App makes it easy to collaborate with external project partners, geographically dispersed project team members and anybody who is not using Outlook.
In combination with InLoox 10 Web App & Mobile App
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In your local network or as a service
InLoox for Outlook in your network
InLoox for Outlook as SaaS
Recommended for
Enterprises and globallyoperating businesses
SMBs with their own ITdepartment
Everyone who wants tohost their project data ontheir own servers
Recommended for
Departments without ITsupport
Freelancers
Small businesses
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• InLoox has been a standard software since 2003
• Over 55,000 users worldwide
• Available in 5 languages
• Customers in over 50 countries, on 5 continents
General information
Read how InLoox helped companies across all industries become more efficient, productive and competitive: https://www.inloox.com
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Thank you for your attention!InLoox for Outlook and InLoox Web App are software distributed by:
InLoox, Inc. | 101 Montgomery Street, Suite 2050 | San Francisco, CA 94104Phone: (415) 592-7575| Fax: (415) 592-7575 Email: info@inloox.com | www.inloox.com
All product names, product descriptions and logos mentioned in this document are protected by copyright and are registered trademarks and property of their respective owners.
Test InLoox for 30 days for free: https://www.inloox.com/free-trial/
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