You can also display and copy database field keys directly, which is especially helpful for dashboards and reports.

• Workplace and task list visibility: Tasks where you are listed as a collaborator now automatically appear in your Workplace under My Tasks and in the global task list. A Collaborator column is available to identify these tasks at a glance.
• Activity tracking: Adding or removing collaborators is now recorded in the change history of the task and on the project's Manage page — for greater transparency in collaboration.

Note: You need at least the Read tasks permission to use these features.

• Multi-Select — Tag items with multiple values from a predefined list. Values are displayed as tags. If the Allow to add new item option is enabled in the field settings, users can also add new values directly in the field.
• Range — Select a numeric value using a slider within a defined minimum and maximum, for example as a scale or percentage.

The new field types are ideal for classifications, ratings, or prioritizations and are available in all areas that support custom fields.

Note: Custom fields are not available in the InLoox Professional Edition.

In the Account Settings, you can create, rename, sort, and delete sections. Fields can be moved between sections and rearranged using drag and drop. Note: Administrator rights are required for this.

Note: Custom fields are not available in the InLoox Professional Edition.

This action requires administrator rights and cannot be undone.

• Kanban board: Hold Ctrl or Shift and click on task cards to select them. Selected cards are highlighted with a blue border. A command bar at the bottom of the screen shows available actions such as delete, mark as complete, set status, assign a resource, or edit custom fields.

• Time tracking calendar: Select multiple time entries in the calendar view to duplicate them to the next week, track them on a project, or delete them.

Unlike the project Kanban board, My Board is completely personal: column names, order, and card arrangement are visible only to you. Moving a card does not change the task status in the project.

Switch between My Board and the classic list view at any time using the toggle in the top-left corner.

You can access the InLoox documentation directly from InLoox Web App: simply click the question mark icon. The new Help Center offers a significantly improved user experience with clearer navigation, faster access to information, enhanced search capabilities, and integrated AI assistance.

What You'll Find​

• Comprehensive product documentation: Step-by-step guidance for all InLoox features in InLoox Web App and the Outlook and Teams Add-ins.
• Getting started guides: Quick introductions to help new users set up their InLoox Account and successfully launch their first projects.
• Video tutorials and learning content: A dedicated Learning Center with short video walkthroughs for the most important workflows and use cases.
• InLoox API reference documentation: Detailed technical documentation for developers integrating InLoox through the OData REST API.
• InLoox for Outlook and InLoox for Teams integration guides: Dedicated sections covering the InLoox Outlook Add-in and Microsoft Teams integration.
• Self-Hosted installation documentation: Setup and configuration guides for on-premise deployments.

Faster Search and AI-Powered Assistance​

The new full-text search helps you quickly find relevant articles, tutorials, and API endpoints across all documentation sections. In addition, the integrated InLoox AI Assistant can answer questions directly based on the official InLoox documentation. Simply describe your issue or ask a question to receive contextual guidance instantly.

The InLoox Help Center is available in English and German:

• docs.inloox.com
• docs.inloox.com/de

With Exchange Online, browse and track appointments directly from the Time tab in the add-in. With Exchange Server, open a calendar appointment in Microsoft Outlook, launch the InLoox add-in, and track the appointment from there.

InLoox creates each selected Planner plan as a new project and imports the contained tasks directly as project tasks — ideal for a quick tool switch without manual data entry.

• Read people — Controls whether a user can see the People section. If disabled, the section is completely hidden.
• Edit people — Controls whether a user can edit contact entries. Without this permission, users can only manage their own availability.
• All people available in contact picker — Controls whether a user can see all contacts when adding project members.

These permissions are configured in the Account Settings under User Management. Administrator rights are required.

Administrators can require that only users with 2FA enabled are allowed to log in to InLoox. The setting is located in the Account Settings under User Management > Advanced. Activate the toggle Two-factor authentication required for InLoox Login.

For two-factor authentication, users can choose between a verification code via email or an authenticator app. Users who sign in via Microsoft 365 are automatically exempt from this requirement.

If a user without 2FA attempts to log in, access is blocked and instructions for setting up two-factor authentication are displayed.

• SharePoint Version — Displays the document version number from SharePoint.
• Sensitivity Label — Displays the sensitivity label assigned in SharePoint.

Add these columns using Choose Columns in the document view. InLoox displays the data read-only — the values are managed in SharePoint.

Prerequisite: The toggle Set category on processed emails must be enabled in the Integration Center.

This allows you, for example, to apply precise brand-compliant colors (CI colors) — for maximum flexibility in visually designing your project and task lists.

This allows you, for example, to highlight tasks whose due date falls within the next 14 calendar days, or to mark projects whose start date is more than 30 days in the past. It also enables you to visually represent sprint periods or upcoming deadlines.