Create, Edit and Use Project Categories

InLoox uses its own categories for projects. The categories are identical for all users, because they are maintained centrally.

Examples of project categories:

• Key project
• Recurring project
• New business

Add category

1. In InLoox, click on your profile picture in the upper-right corner.
2. Click on Account Settings.
3. Click on Organization.
4. Under the General tab, click New on the right under Categories to add a category.
5. In the Add category window, enter the name in the Category name field, for example "New business".
6. Click Save.

Edit category

1. In InLoox, click on your profile picture in the upper-right corner.
2. Click on Account Settings.
3. Click on Organization.
4. Under the General tab, click in the name field of a category under Categories and type the new name.
5. Click Enter to confirm the entry.

warning

Editing a category will be executed immediately in all affected projects.

Delete category

1. In InLoox, click on your profile picture in the upper-right corner.
2. Click on Account Settings.
3. Click on Organization.
4. Under the General tab, click the red trash can on the right under Categories to delete a category.
5. Confirm the deletion by clicking Yes.

warning

Deleting a category will be executed immediately in all affected projects.

Use project categories

The new category can now be selected by all InLoox users in your account on the Manage page of a project.

• In the project list, you can show the Categories column, filter it and group the project list by it.
• In the task list, you can also show the Project categories column, filter it and group the task list by it.
• In the reports, the Project Categories record is also available.
• In the dashboards, you can use the project categories for data visualization.