Synchronization between InLoox 9 and Outlook


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Synchronization of InLoox planning elements with Outlook calendar or Outlook task list

In the InLoox planning you can synchronize single planning elements with your Outlook calendar or the Outlook task list. As a huge benefit of this feature, any changes to your project plan are automatically synchronized with Outlook.

1. We start from your Outlook inbox. Open the InLoox now or InLoox PM tab and click on Projects to open the project overview. Double click on a project to open it.

2. Now click on Planning in the Home tab.

3. Select the planning element (milestone, activity, task) – that you want to synchronize with Outlook – from your project plan. Then open the Edit tab and click on Synchronize With.

4. Here you can choose between two options:

All changes that you make to the project plan and affect the synchronized element are automatically synchronized with Outlook after saving.

 

Synchronization of InLoox tasks with Outlook calendar or Outlook task list

In the InLoox task overview you can synchronize single tasks with the Outlook calendar or the Outlook task list. As a huge benefit of this feature, any changes to your tasks are automatically synchronized with Outlook.

1. We start from your Outlook inbox. Open the InLoox now or InLoox PM tab and click on Tasks to open the task overview.

2. Select the task– that you want to synchronize with Outlook – from the task overview. Then open the Start tab and click on Synchronize With.

3. Here you can choose between two options:

All changes that you make to your tasks and affect the synchronized Outlook element are automatically synchronized with Outlook after saving.