25 posts tagged with "area:tasks"

Two improvements for collaborators on project tasks:

• 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.

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.

The Time Tracking section in the task side panel now also displays all time entries linked to the task. This gives you an immediate overview of how much time has been tracked — without having to switch to the time tracking view.

You can now select multiple items for bulk editing in two additional views:

• 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.

With My Board, you organize your tasks from all projects on a personal Kanban board. It is fully customizable with your own columns tailored to your personal workflow.

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.

When saving a template with a name that already exists, InLoox now shows a Name already exists confirmation dialog. You can choose to Overwrite the existing template or Cancel to keep it unchanged. This prevents accidental overwrites of existing templates.

InLoox users are already familiar with creating tasks directly from emails — for example via the InLoox for Outlook side panel, where tasks can be generated from an email with just one click.

New in InLoox 26.1 is an additional, convenient option: after activating the feature Create tasks from flagged emails in the Integration Center, emails flagged in Outlook (e.g., Today, Tomorrow, Next Week) automatically generate corresponding InLoox tasks.

Optionally, synchronization can also be enabled here: if Update flags in emails is activated, completing the task in InLoox will automatically update Outlook and mark the email flag as completed as well. This new flag-based logic complements the existing side panel and provides another flexible way to quickly turn emails into structured tasks.

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.

The workplace has been further optimized with this release. New enhancements include:

• New "Start" column: Displays the start date of a task directly in the overview.
• Inline editing of start and due dates: Dates can now be adjusted directly without having to open the task in full.
• Direct tracking of stopwatch time: When using the stopwatch, an additional button is now available to track the recorded time immediately.
• Simplified filter selection: In the top-right corner, you can now switch only between "Today" (including overdue tasks) and "Upcoming", providing a clearer structure for day-to-day work.

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.

Project tasks can now be directly linked to your Microsoft Outlook calendar. After enabling the required permission in the Integration Center, simply toggle a switch within the task to add it to your calendar.

Synchronization Options​

Two new options are available in the Integration Center:

• Changes to InLoox tasks update calendar entries
• Changes to calendar entries update the InLoox task

When both permissions are enabled, bidirectional synchronization is possible. Changes to date, time, or duration can be made either in InLoox or directly in the Outlook calendar, ensuring the task always remains up to date and consistent.

To support more accurate allocation and planning of workloads, you can now add collaborators to tasks in addition to the owner. This makes it possible to assign workloads to specific individuals and capture resource utilization more precisely. All assigned workloads are automatically summed up to form the total effort of the task.

Two new columns have been added in this context:

• Effort (Owner) Hours: Displays the workload assigned exclusively to the task owner.
• Effort (Task) Hours: Displays the total workload of the task (owner + collaborators).

Notifications are now also sent when the start or end date of a task changes.

Task permissions have been expanded to more precisely reflect roles and responsibilities within a project. In addition to the previous permissions "Read Tasks" and "Edit Tasks," several new, more granular permissions are now available. These allow you to individually control reading, editing, and status-change rights.

Overview of new and existing task permissions:

• Read tasks
• NEW Read own tasks
• Edit tasks
• NEW Change task status
• NEW Edit own tasks
• NEW Change status of own tasks

The mobile app has been enhanced with several new features that make managing your projects on the go even more efficient:

• Document detail view: The new detail view lets you access and edit all relevant document information at a glance, such as the document name, description, and all custom fields. In addition, documents can now be moved to other project folders or new folders can be created directly.

• Multi-selection of tasks via long press: Edit multiple tasks at once, for example by adjusting due dates, assigning resources, or completing several tasks simultaneously.
• Duplicate projects: Recurring workflows can be set up faster by duplicating existing projects.

• Switch accounts: Switch between accounts with a single tap. Ideal for users managing multiple teams or clients.

Many features already available in the InLoox Web App are now also available in the Mobile App. This lets you organize and manage your tasks just as comfortably on the go:

• Checklists in tasks: Tasks can now also be structured with checklists in the mobile app – ideal for smaller, subordinate to-dos.
• Comment function: You can now read and add comments to any task directly in the app and mention team members or entire groups (e.g., "the team"). This keeps communication transparent and centralized in the right place.
• Recurring tasks: Regularly recurring activities no longer need to be created from scratch each time. With the repeat task feature, you can now also create series in the mobile app, e.g., for weekly reports or monthly reviews.

You can now create your own checklists within tasks. This is ideal for capturing smaller, subordinate to-dos directly in the task. This way, progress can be tracked more precisely without having to create separate tasks. Each checklist item can be easily checked off once completed, ensuring that you and your team always have a clear overview of the task's progress.

In the global task list, the context menu (three dots to the right of the task name) now includes more actions.

Previously, you could create a new task, mark the selected task as done, or delete it. The following options have now been added:

• Duplicate task: Creates an exact copy of the task.
• Go to project: Jumps directly to the project manage page.
• Go to project tasks: Opens the project's tasks in the Kanban board.

You can now add project-specific custom columns to the task list without needing administrator rights. These fields apply only within a specific project and appear exclusively in the task list view.

How it works: Open a project, go to the Tasks section, and switch to the List view (not the Kanban view). You'll now see the new "Add field" button, which lets you add a custom column to capture individual information directly. The available field types are: String, Datetime, Integer, Decimal, Boolean, List, or Currency.

Are you just getting started with InLoox and want to bring over your existing task lists from Excel? No problem at all: You can now easily import tasks directly from Excel files.

A mapping assistant guides you through the process of matching your custom Excel columns to the corresponding InLoox fields. This ensures that all data is transferred correctly, so you can start working in InLoox right away.

Would you like to log your time directly within a task? InLoox now makes this even easier! With the new Quick Track feature, you can select from predefined time intervals with just one click: 5, 15, 30, or 45 minutes, as well as 1, 2, or 4 hours.

Didn't find the interval you need? Simply enter a custom duration as usual. This way, you can document your efforts in seconds – flexibly and effortlessly.

Of course, you can still use other time tracking options like the stopwatch.

When assigning resources to a task, InLoox now shows project members first – clearly separated from "All People". This makes selection much easier, as you can immediately see who is already part of the project.

InLoox notifies you when a task falls outside the timeframe of its assigned activity, for example, if the task's end date has been manually extended and goes beyond the end of the activity. A corresponding warning appears directly within the task.

This deviation is now also visible in the Workplace and in the Kanban card: an orange warning triangle appears next to the due date, making scheduling conflicts immediately noticeable.

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, tasks removed from the Gantt plan were only unlinked from the timeline – but remained listed in the task overview.

With InLoox 12, you now have more control: When removing tasks from the Gantt view, InLoox will ask whether you want to remove the task from the plan only or delete it entirely from the project. If the checkbox is selected, the task will be permanently deleted – no need to manually clean up the task list afterward.

This option also applies when deleting an activity that contains tasks. You can choose whether only the activity should be removed, or whether the related tasks should be deleted as well.