How to add task and calender to the quick access panel | InLoox PM 7

InLoox PM 7 enables you to link Outlook tasks and appointments - by using quick access panels. InLoox PM 7 synchronizes all information automatically.

Calendar items can be connected with milestones and activities in the InLoox PM project planning. You don't even have to open a project to gain real-time information about the respective project. Project planning changes, e.g. appointment changes, are automatically synchronized.

Please follow these steps to synchronize the Outlook task list or the Outlook calendar out of a project:

1. Open the respective project by clicking Projects in the Outlook Ribbon. Now select the respective project from the project list and open it by double-clicking it.

   In Outlook 2003/2007, click the InLoox PM Folder in the InLoox PM Toolbar. Then double-click the respective project in the project list.

2. In the project, on the Start tab, in the Section group, click Planning.
3. Click the planning element that is supposed to be synchronized. 
4. On the Edit tab, in the Actions group, click Synchronize (With Outlook Task, With Outlook Calendar).
   A new Outlook element will be created in the Outlook task list or the Outlook calendar.

This is how you can synchronize your Outlook task list or your Outlook calendar directly out of the InLoox PM workpackage list:

1. Click the InLoox PM tab and then Show Workpackage List in the Extras group.

   In Outlook 2003/2010, the workpackage list is displayed automatically in the Outlook calendar and task list, as soon as you have been added as a resource to the respective workpackage.

2. Select the workpackage on the workpackage list that is supposed to be synchronized. 
3. Select Synchronize (With Outlook Task, With Outlook Calendar).
   A new Outlook element will be created in the Outlook task list or the Outlook calendar.

The respective Outlook item now is synchronized with the InLoox PM planning. On the right side next to the project, you will find this InLoox PM information:

• Start and end date that have been changed from synchronized Outlook elements will be overwritten if the project plan is changed.
• The user no longer has to move a synchronized Outlook element.