Edit a Project

Click on a project to open and edit it. The Manage tab opens first. Use the other tabs to access project-specific areas: Tasks, Mind Maps, Documents, Lists, Time, Planning, and Financials. In the InLoox Enterprise, Enterprise Plus, and Self-Hosted editions, two additional areas are available: Risks and Dashboard.

Manage the Project

The Manage tab opens by default.

In the Manage tab, you can enter the most important project information:

• Project image — Click the square field to upload an image. By default, InLoox uses the initials of the project name.

• Start and end dates — Adjust the project timeline.

  tip

  If the start date is in the future, you may need to adjust the end date first, since the start date must be before the end date.

• Project details — Enter a project description. With the InLoox AI Assistant, you can generate an automated description based on the project name.

• Project number — Automatically generated by default. Administrators can customize the format in InLoox settings.

• Division, client, and category — Select the responsible division, client, and category. If you enter a client that doesn't yet exist, InLoox offers to create a new one.

• Linked Items — Connect a project to relevant items from current or other projects (tasks, documents, time entries, mind maps, budgets, or planning elements). Links are bidirectional.

VIDEO-TUTORIAL: Linked Items

• Custom Fields — Specify additional data (e.g., detailed description, revenue potential, deadline). Administrators can customize these in InLoox settings.

VIDEO-TUTORIAL: Create Custom Fields

• Assessment — Evaluate the project based on risk, size, and value parameters.

Toolbar Functions

At the top right, you'll find a toolbar with additional functions:

• Plus icon — Add project members (project managers, employees, customers, partners, or additional contacts). You can also add user groups.
• Star icon — Mark the project as a favorite (listed in the main menu).
• Bell icon — Activate or deactivate notifications about changes.
• Arrow icon — Assign a priority (Normal or High).
• Left/Right Arrow — Navigate to the previous or next project.
• Bracket icon — Copy the project's link to the clipboard.
• Three vertical dots — Upload an image, archive, lock, or delete the project.
• Double-arrow icon — Switch between fullscreen and split view.
• X icon — Close the project and return to the project overview.

note

All information is saved automatically. You can close the project at any time and your changes will be stored.

Project Progress

In the project list, project progress is displayed as a percentage (if the Progress column is enabled). This value shows:

• 100% completed for status Completed, Accepted, or Rejected
• 0% completed for status Started or Offers