Product Presentation InLoox 9 for OutlookPage 1 © InLoox GmbH InLoox 9 for Outlook Product Presentation The Project Management Software for Microsoft Outlook

Product Presentation InLoox 9 for OutlookPage 2 © InLoox GmbH Content Project management in Outlook A project in detail How to structure your project information Task management Project time tracking and documentation Budgets and reports

Product Presentation InLoox 9 for OutlookPage 3 © InLoox GmbH Project Management Software für Outlook InLoox for Outlook is… … directly integrated in Microsoft Outlook. … reliable and customizable. … the solution for professional project management. InLoox for Outlook includes… Task management Budgets Time tracking Project planning Document management easy-to-use + 50,000 users = a solution that works

Product Presentation InLoox 9 for OutlookPage 4 © InLoox GmbH InLoox enhances Microsoft Outlook InLoox is accessible directly in Microsoft Outlook with just one click. Create visual project-dashboards comprising various data and diagram formats directly in Outlook. The project list gives you an overview of all projects in InLoox. Use custom rules to highlight certain projects.

Product Presentation InLoox 9 for OutlookPage 5 © InLoox GmbH A project in detail Clearly structure your project information with InLoox for Outlook. InLoox uses your Outlook contacts as resources for projects. Project responsibilities are clearly set. Use custom fields to enhance your InLoox for Outlook as you need it. Communicate easily with your project team by using project notes, which you can individually format. Staff can issue project requests and management can approve or reject them.

Product Presentation InLoox 9 for OutlookPage 6 © InLoox GmbH How to structure your project information Lists Create checklists for your projects in customizable list- or card-views. Customize lists according to your own needs. Link your lists to project elements like tasks or documents.

Product Presentation InLoox 9 for OutlookPage 7 © InLoox GmbH Collect, structure, and work on ideas Mind maps Collect and organize your ideas and project information directly in InLoox for Outlook. Use symbols to visualize ideas and make project documents directly available in the mind map. Define the progress for each node and assign resources. Transfer mind maps smoothly into your schedule and turn your mind map nodes into tasks.

Product Presentation InLoox 9 for OutlookPage 8 © InLoox GmbH Collaborate on tasks Tasks Create, assign, and organize your tasks on a virtual Kanban board – independently from your project schedule. Leave a comment on a task and automatically notify team members about any changes. Drag & drop tasks into your project plan to assign them to an activity. The project‘s progress is automatically updated, as soon as the task is done.

Product Presentation InLoox 9 for OutlookPage 9 © InLoox GmbH Visualization of staff workload Resource & workload management Keep an overview of your team‘s capacities with InLoox for Outlook. Get a comprehensive view of your staff‘s workload and the booking of your equipment. InLoox for Outlook can also take the information from your Exchange calendar (e.g. meetings or holiday leave) into account. You can additionally display the workload of teams or departments.

Product Presentation InLoox 9 for OutlookPage 10 © InLoox GmbH Keeping your project schedule under control Project scheduling Plan simple and complex projects easily in InLoox for Outlook. Critical path Critical planning elements are highlighted in red. Synchronization You can synchronize planning elements such as activities and milestones with the Outlook- task lists or –calendar.

Product Presentation InLoox 9 for OutlookPage 11 © InLoox GmbH Professional project planning Efficient scheduling Display constraints, dependencies, and the work calendar in InLoox for Outlook in one clear overview. Project groups Connect the project plans of interdependent projects to get a consistent overall planning view. Calendar view The global calendar shows all summary activities, activities & milestones of each of your projects in one calendar view..

Product Presentation InLoox 9 for OutlookPage 12 © InLoox GmbH Feedback on the project‘s progress InLoox for Outlook notifies project members of new or due tasks. Outlook-calendar and project plan are always up-to-date. Open tasks are directly integrated in Microsoft Outlook. Display task details with just one click. If a task is completed by its assignee, this can be directly communicated to the project plan, which is immediately updated.

Product Presentation InLoox 9 for OutlookPage 13 © InLoox GmbH Project time tracking Effort and time tracking InLoox for Outlook simplifies how you track time and record the effort needed to complete tasks. Time tracking with the stop watch Exactly track the time you need to complete a task and directly book it for a specific project. Data of Outlook elements e.g. the sent-date of s can be automatically used for time tracking entries.

Product Presentation InLoox 9 for OutlookPage 14 © InLoox GmbH Smart document management Consistent system Organize project documents according to your familiar system InLoox for Outlook supports: Local drives Networks Internet connections Microsoft SharePoint Sites Document preview Get a quick preview of all your documents. Send as Send project documents as an directly from InLoox. Favorites Mark documents as favorites and filter for them to get a quick overview.

Product Presentation InLoox 9 for OutlookPage 15 © InLoox GmbH Attach s with just one click Assign s, including attachments, directly to a project InLoox for Outlook has a button which enables you to file s as a project document – quickly accessible throughout Outlook.

Product Presentation InLoox 9 for OutlookPage 16 © InLoox GmbH Project budgets made easy Defining a project budget is easy with InLoox for Outlook: with planned and actual expenses and revenues compared, you keep your budget spending under control. For the calculation of the budget, planning positions, time tracking entries as well as third-party costs are used. You can also bill continuous costs of projects. InLoox for Outlook automatically accesses a company-wide budget positions index for prices, quantity, and units.

Product Presentation InLoox 9 for OutlookPage 17 © InLoox GmbH Visually compare planned and actual expenses in graphs or diagrams. Budget overview You can select different types of cost items. Automatically generated monthly cost projections help you track project costs. InLoox for Outlook is your early- warning-system – budget overruns are highlighted to alert you to possible financial risks.

Product Presentation InLoox 9 for OutlookPage 18 © InLoox GmbH Project workload tracking Project history Important changes in all your projects are displayed chronologically along a timeline. Click on a project or project element to directly access it. The project history in InLoox for Outlook can be filtered to only show your own projects or only those changes that occurred on a certain date.

Product Presentation InLoox 9 for OutlookPage 19 © InLoox GmbH Create comprehensive reports Reporting templates are fully customizable with the InLoox Report Designer (standard feature). Data transfer and reports in various formats with just one click Supported formats are: Microsoft Word, Excel, RTF, PDF, HTML, etc.

Product Presentation InLoox 9 for OutlookPage 20 © InLoox GmbH In combination with InLoox 9 Web App InLoox Web App makes it easy to collaborate with external project partners, mobile project team members, and everyone else who is not using Outlook. Use InLoox for Outlook in combination with InLoox Web App You work on one project data base, keeping all your project data up-to- date – whether you access it via InLoox for Outlook or InLoox Web App.

Product Presentation InLoox 9 for OutlookPage 21 © InLoox GmbH In your local network or as a service InLoox for Outlook in your network InLoox for Outlook SaaS Best choice for Enterprises and globally operating businesses SMBs with their own IT department Everyone who want to host their data on their own servers Best choice for Departments without IT support Freelancers Small companies

Product Presentation InLoox 9 for OutlookPage 22 © InLoox GmbH General information InLoox has been a standard software since 2003 More than users worldwide Available in 5 languages Customers in 50 countries, on five continents Read how InLoox helped companies across all industries become more efficient, productive, and competitive: InLoox case studiesInLoox case studies

Product Presentation InLoox 9 for OutlookPage 23 © InLoox GmbH InLoox for Outlook and InLoox Web App are software distributed by: InLoox, Inc. | 101 Montgomery Street, Suite 2050 | San Francisco, CA Telephone: (415) | Fax: (415) | All specified product names, product designations and logos in this document are registered trade marks and property of the respective right owners. Thank you for your attention!