Click on Projects in the Microsoft Outlook Navigation Bar at the bottom of the window and select Projects from the tree structure on the sidepanel to the left.
Note If you are working with Outlook 2007, click on InLoox PM Folder in the InLoox PM Toolbar.
Enter a project name and any additional information available on the Management Page of the new project.
You will be automatically assigned the project manager role.
Tip The customer list contains a pre-selection of all companies that participated in previously started InLoox PM projects. For more information on assigning project related roles go to Assign a division, customer and category.
Tip Only authorized InLoox PM users have permission to start a project according to the above instructions. If you are unsure about your personal user permissions and user settings, please contact your administrator. For more information on how to edit user permissions go to Set up permissions and List of permissions.