Tasks

Create new tasks

You have several options for creating tasks:

1. Create a new task without an email reference:

• In the side panel, there is an empty field directly above the task list. To create a new task without referencing an email, simply type the task name into this field.
• Click the blue checkmark button to the right to create the task.
• The new task appears in the task list, where you can open and edit it.

2. Create a new task from a selected email:

• Select the email you want to use as the basis for the new task. The selected email is displayed in the side panel under Current item.
• Click the blue checkmark button next to Current item to create the task.
• A task is created using the email subject as the task name. The email body is automatically copied to the task description. The email is also tagged with the InLoox category.

3. Let the InLoox AI Assistant suggest tasks:

• For emails that may contain multiple action items, you can use the InLoox AI Assistant. Select the relevant email.
• Click the AI Assistant button. The assistant analyzes the email and suggests possible tasks, including an estimated effort and a recommended due date.
• To accept a suggestion, click the OK button next to it.
• The task then appears in your task list, ready to be edited.

Edit tasks

Here is how to edit tasks efficiently:

1. Open a task: Click the task in the task list to open the detail view.

2. Edit the task: In the detail view, you can edit the task as usual. All features available in InLoox Web App are also available here:

• Start and end date: Define the time frame by adjusting the start and end dates.
• Estimated effort: Enter the estimated effort required to complete the task.
• Description: Add a detailed description to communicate context and requirements clearly.
• Project assignment: Select the project the task belongs to.
• Comments: Leave comments to share additional information or communicate with your team.

Complete tasks

Checking off completed tasks keeps your work organized. You have two options:

1. Mark as completed in the detail view:

• Open the task and click the white circle next to the task name.

2. Mark as completed in the task list:

• Click the white circle to the left of the task name directly in the list — no need to open the task first.
• After clicking, a green checkmark appears and the task is marked as completed.

note

Completed tasks are shown crossed out at the end of the task list, giving you a clear overview of what you have accomplished during the day.