Tasks

InLoox provides comprehensive task management capabilities including project-specific tasks, global tasks, task checklists, and Outlook calendar synchronization.

Permissions for Task Management

You can restrict user access to tasks by assigning permissions globally, for departments, or via project roles. The following task permissions are available:

• Read tasks
• Read own tasks
• Edit tasks
• Edit task status
• Edit status of own tasks
• Add task comments
• Delete task comments
• Delete own task comments
• Delete tasks
• Delete own tasks

Important

You must have InLoox administrator rights to access InLoox Account Settings and configure user permissions.

For more details about global user permissions, department permissions, role permissions, and groups, see the help article on InLoox Permissions.

Topics

• Project Tasks — Create and manage tasks within a project
• Synchronize Project Tasks with Outlook Calendar — Keep tasks in sync with your Outlook calendar
• Global Tasks — Manage tasks across all projects
• Checklists for Tasks — Add checklists to break tasks into smaller steps