10 posts tagged with "area:settings"

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.

New global permissions let you control access to the People section more precisely:

• 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.

In addition to the option of requiring login via Microsoft 365, an alternative security option is now available for organizations without Microsoft login: mandatory two-factor authentication (2FA) for the entire InLoox account.

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.

You can now easily import contacts into InLoox using Excel or CSV files. After uploading your file, a matching assistant automatically analyzes the columns and suggests how they map to InLoox fields. The only required field is the email address — any additional information such as name, department, or phone number is optional and can be flexibly assigned.

This feature is especially useful when transferring contacts from external systems such as CRM tools or other data sources.

Custom fields can already be shown or hidden based on rules to support specific use cases. With the new Filter Designer, you now have significantly more options to define complex conditions and combinations.

A particularly useful enhancement: custom fields can now be shown or hidden depending on the values of other custom fields. This allows you to control field visibility more precisely and create cleaner, more context-aware input forms.

Example: You have two custom fields, "Idea approved" and "Approved by." The field "Approved by" can be displayed depending on the value of the other field, for example, only if "Idea approved" is set to "Yes."

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

In addition to two-factor authentication via email, you can now use multi-factor authentication (MFA) with an authenticator app for login.

Setup is done via your user profile: After activating MFA, a QR code is displayed that can be scanned with any authenticator app. Once configured, a one-time code is required for each login, significantly increasing account security.

With InLoox 26.1, permissions have been expanded and further refined. The following new rights have been introduced:

• Edit people: Editing contacts is now a separate permission. Administrators receive this right by default, but it can be specifically revoked or assigned to other users as needed.
• Add task comments: Controls who is allowed to create comments on tasks.
• Delete task comments: Defines who is permitted to remove task comments.
• Delete own task comments: Allows users to delete only the comments they have created themselves.
• Delete tasks: Determines who is generally allowed to delete tasks.
• Delete own tasks: Allows users to delete tasks for which they are assigned as the responsible resource.

These additions enable even more precise control over access rights and responsibilities.

With version 26.1, we're introducing a centralized Notification Center, now located in the top-right corner. This is where all important updates related to your projects and tasks come together — clearly organized, up to date, and always within reach.

You'll see project news, task changes, and notifications when you're mentioned in comments — all in one place.

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.