Knowledge Base

Inspire Planner allows administrators to customize the Task Context Menu by adding custom actions. This enables users to access additional functionality directly from a task within the Project Schedule, making common actions more accessible and streamlining workflows. This guide walks you through how to configure and add custom actions to the Task Context Menu....

The Template Console helps you manage versioned project templates and apply template updates to active projects. Smart Sync lets you review changes, protect work already in progress, and see the schedule impact before applying updates....

The Template Console is where you manage your project templates as versioned products and roll improvements into the projects already running them. This article walks you through how to enable Template Console in Inspire Planner....

The Template Console provides a centralized location for managing your Inspire Planner project templates. Once your administrator has completed the required configurations and enabled the feature, you can migrate your existing project templates to the Template Console. Follow the steps in this article to get started....

Inspire Planner allows you to export your projects to Microsoft Excel and Microsoft Project, giving you greater flexibility in how you work with and share project information....

Administrators can selectively enable individual BETA features or use the master toggle to enable all available BETA features, giving them control over which preview features are accessible to their users....

This guide outlines the configuration steps administrators must complete to make the Migrate to Template Console feature available to Inspire Planner users....

Administrators can configure which task columns are displayed in the Unified Task List to ensure that external users see the information most relevant to their work. This help article explains how to configure the displayed task columns....

Inspire Planner can display Start Week and Finish Week values for project tasks, helping users identify when tasks are scheduled to begin and end within the project timeline. This article outlines the configuration steps administrators must complete to enable these fields and make them available to users in the project schedule....

This feature allows users to configure Inspire Planner to display the day of the week alongside task dates in all Gantt chart date columns. When enabled, dates include the weekday (e.g., Thursday, August 13, 2026), making it easier for project managers and team members to identify the day of the week when reviewing project schedules....