Create a New Project
In InLoox, you can either create a project directly or submit a project request. Which buttons you see depends on your permissions — for example, Create project or Create project request.
If you do not see either button, contact your InLoox administrator. Permissions can be configured in the Account Settings.
Create a project
Follow these steps to create a new project in InLoox:
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Click the blue New Project button in the toolbar at the top left.
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The new project appears in the project list with the default name New Project. The person who created the project is automatically assigned as the project manager.
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Click on the project to open it and make further adjustments.
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The project opens on the right side in split view. You can resize the split view by sliding the separator left or right. Alternatively, click the double-arrow icon at the top right to switch to fullscreen view.
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At the top, you can adjust the project name.
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To the right of the name, you can select the status of the project.
For details on managing project information, toolbar functions, and project settings, see Edit a Project.
Submit a project request
If you want to submit a project request instead of creating a project directly:
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Click New Project Request in the toolbar at the top left.
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Enter the project details — you can fill in all the same information as when creating a project.
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Click the Plus icon at the top right (where you also add project members) and select a person in the Project request reviewer field.
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The project request can then be approved by the reviewer or the responsible person.