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10 posts tagged with "area:views"

List views and data display

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Views: Advanced Column Chooser

A new advanced column chooser makes it easier to find and add columns to your list views. Hover over an existing column header and click the + icon to open it. All available columns are grouped into practical thematic categories. More complex columns include a description of the data they contain.

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

Advanced column chooser

Help article: Add Columns to Views

Conditional Formatting: Custom Colors

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.

Custom colors in conditional formats

Help article: Conditional Formats

Conditional Formatting: Advanced Date Comparisons

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.

note

Values are specified in calendar days. All comparisons are based on the current date ("today") and automatically shift as time progresses.

Advanced date comparisons in conditional formats

Help article: Conditional Formats

Quick Grouping for Time and People Lists

The views for people and time entries now include quick grouping options, allowing you to structure and analyze your data with just a few clicks:

People list:

  • Company
  • Department
  • Location
  • Company > Department

Time list:

  • Performed by
  • Group
  • Billable
  • Performed by > Group

These predefined quick groupings provide a fast and convenient way to get started. You can still use the Advanced Mode to group by any columns and create custom analyses.

Quick grouping in the time tracking view

New Project Performance Indicators

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.

Project performance indicators

Customization of the User Interface

You now have full control over the layout of your InLoox workspace. Customize the user interface to perfectly match your personal working style:

Customizable Main Navigation

Using the three-dot menu, you can adjust the order of the individual menu items.

  • You work a lot with the Track feature? Simply drag it further up.
  • Don't need the People section? Just hide it.
  • And for even better clarity, you can insert dividers to group content thematically.

Customizable Main Menu in InLoox

Customizable Project Tabs

Within a project, you can also decide which tabs are shown and in which order. Whether it's the Manage page, Tasks, Lists, Planning, Mind Maps, Documents, Time, or Financials – simply drag and drop the tabs to the position that suits you best.

Customizable Project Tabs in InLoox

Individual Detail Side Panels

Even on the level of individual tasks, time entries, and more, you can tailor the view to your needs: Move frequently used fields to the top, or hide fields you don't require.

You can make these changes either via the gear icon next to each section or enter layout mode through the three-dot menu to configure everything in detail.

Customizable Side Panel in InLoox

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All settings apply only to your personal view. And if you'd like to return to the default layout at any time, you can reset everything with a single click.

Help article: Customize InLoox UI

Filters with Search Function in Simple Mode

In global lists such as the global task list, the filter function has been enhanced with a search bar inside the column filters. This is especially helpful when dealing with a large number of entries: Instead of endlessly scrolling through long lists, you can now search for specific terms and select multiple values quickly and easily. This helps you get to the right results faster.

By the way: You no longer need to switch to advanced mode to use this filter. Simply hover over the column header in simple mode, and the familiar filter icon will appear.

Filters with search function in simple mode

Lists in Linked Items

The "Linked Items" feature has been expanded to include lists. For example, you can now link a task to a list and jump directly to it. This is especially useful when a task is based on or complemented by a list. It helps you keep all relevant information in view and improves clarity in your day-to-day project work.

Linked Items - Lists

Project Links in Global List Views

You can now jump directly from the global task list or time tracking list to the related project. The respective project column is now clickable and takes you straight to the project detail page with a single click. This eliminates unnecessary steps and gets you to where you want to work faster.

Help article: List views