16 posts tagged with "area:projects"

The multi-project timeline now supports additional filters. You can filter projects by category and division, in addition to the existing filters for time frame, status, favorites, and managers.

This makes it easier to focus on specific project groups and get a clearer overview of your portfolio.

The project search in the global search now also searches through project comments. When you search for a term, InLoox will return matching comments from projects alongside other results.

This makes it easier to find discussions, decisions, and context that were captured in project comments without having to open individual projects.

Two new custom field types are now available:

• 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.

You can now organize custom fields into named sections. Sections group related fields together under a clear heading in the side panel, making it easier to find and fill in the right fields.

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.

All description fields and comments in InLoox now feature a full HTML editor. You can format text with fonts, sizes, headings, bold, italic, lists, text color, and alignment. The editor also supports inserting images, links, and tables — giving you more flexibility to structure your content clearly.

You can now import plans from Microsoft Planner directly into InLoox. Activate the Planner Import in the Integration Center, then start the import via your profile picture with Import from Microsoft Planner.

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.

Custom colors are now available in conditional formatting. In addition to the predefined color options, you can now select "Custom" which opens a full color picker. There, you can define colors using RGB, Hex, or HSL values, or simply choose your desired shade using the integrated color picker.

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

Conditional formatting has been enhanced with more flexible date comparisons. New comparison operators such as "Is earlier than N days from today" and "Is later than N days from today" are now available.

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.

The project list now includes four new columns with visual indicators. These provide an instant overview of your projects' timeline, costs, and revenue — without the need for additional reports or dashboards:

• Progress Performance: Visualizes the project timeline between start and end dates. A traffic light system (red, orange, green) shows whether the project is on schedule, while a marker indicates the actual work progress. This makes delays immediately visible.
• Revenue Performance: Compares planned and actual revenue. Once the revenue target is reached or exceeded, the bar turns green.
• Cost Performance: Compares planned and actual total expenses, making budget deviations instantly visible.
• Resource Cost Performance: Based on time tracking data, this shows whether planned resource costs are being met or exceeded.

You can now search comments with ease. In areas that include comments — such as projects, tasks, or documents — a search field is now available, allowing you to filter existing comments by keywords. This helps you find relevant information and agreements much faster, fulfilling a frequently requested customer feature with this release.

Managing project participants is now easier: In the Account Settings, you can create user groups within user management and assign individual users to them. The key benefit: project roles can now be assigned at group level.

In practice, many projects regularly involve the same teams — such as Marketing, HR, Development, or Procurement. Instead of adding each team member individually to every new project, simply assign the appropriate group to the desired project role. This significantly reduces the manual effort required when setting up new large-scale projects.

This feature is available in the InLoox Enterprise, Enterprise Plus, and Self-Hosted editions only.

The contact selection when adding people to a project has been enhanced. In addition to searching by name, you can now also search specifically by email address. This is particularly useful when inviting external participants and only the company domain is known. This enables you to find the right contacts more quickly, even without knowing their exact name.

The global search field at the top of InLoox is now even more convenient: when you click into the search box, you'll not only see the regular search results but also a list of your last viewed projects. This lets you quickly return to the projects you worked on most recently, without having to search through the entire project list.

The "Changes" tab in projects has been significantly improved. InLoox now captures even more details in the change history, including modifications to custom fields, deleted elements, document uploads, changes to archive status, and approvals or rejections of project requests. This results in a much more complete log of all project activities and decisions. Additionally, when approving or rejecting a project request, a comment with a note is now automatically created.

With the new multi-editing feature, you can now edit multiple tasks, time tracking entries, and even entire projects at once – quickly, consistently, and without repetitive manual steps.

Instead of opening each entry individually, simply select multiple rows in the respective list and apply your changes in one go. This not only saves time, but also minimizes errors and brings more clarity to your day-to-day work.

For example, you can assign multiple tasks to a new resource at once – ideal for quick team changes or reassignments. Or you can update the status of several projects in one step, or restore multiple archived projects at the same time.

Previously, InLoox offered five predefined project roles: Project Manager, Team Member, Client, Partner, and Other – each with customizable permissions.

Now, role management becomes even more flexible: You can add up to five custom, dynamic project roles and adapt your project structure precisely to your organization's hierarchy, team setup, or industry-specific requirements.

These roles can be freely named and equipped with individual permissions, giving you a clear and precise access control model. This is especially useful for large organizations, project-driven departments, or highly regulated industries.