You will find in the project list several options to find a project you are looking for. This chapter will introduce you to the search function, the use of views and filters when searching a project in InLoox PM 7.
The projects, which include the entered text, are displayed.
If the search is completed, you can clean up the search field by clicking Close search .
Choose one view from the list, e.g. Projects: project manager view. You will see an overview of all projects to which you are assigned as project manager.
For more information on how to save a view, see Create a view.
Click Project list on the Outlook Ribbon to switch to the InLoox PM project list.
In Outlook 2003/2007, click InLoox PM Folder in the InLoox PM Toolbar.
The filter row is available above the project list .
Once you have selected a field (e.g. Category or Closed) and a filter operator (e.g. Equal or Contains), you can enter a text in the field behind the filter operator, e.g. marketing and press Enter.
InLoox PM filters the projects by the selected criteria, e.g. category equal.
If you don't see the filter row then it was hidden. Right-click and choose in the context menu Show filter in order to display it.