Admin Guide - BETA - Task Console

Last Modified On: February 26, 2026

The Task Console is a modern, grid-style workspace for managing Salesforce Tasks. Users can group, filter, and inline edit Tasks directly from the console, with color-coded indicators and auto-saved updates — delivering faster, more efficient task management in a single consolidated view.

This help article guides you through the required setup steps to start using the Task Console.

• Required Permissions
• Add the Task Console to a Salesforce App
• Add Fields to Task Console

Please note:

You must be a Salesforce System Administrator to complete the steps outlined in this help article.

Required Permissions

The following Inspire Planner standard permission sets already include access to fields and apex classes used by this feature:

• Inspire Planner Standard User - v1.12 Permissions
   

If you are using custom permission sets, you will need to grant access to the fields used by this feature.

1. In Setup, enter "Permission Sets" in the Quick Find box and click on Permission Sets.
   
   
    
2. Click on the name of your custom permission set. The image below is just an example.
   
   
    
3. Go to Object Settings.
   
   
    
4. Go to the Resource Profile object.
   
   
    
5. Click on Edit.
   
   
    
6. Enable Read Access and Edit Access for the Task Console Preferences field.
   
   This field is where Inspire Planner stores the user's task console preferences.
   
   Click Save when finished.
   
   
    
7. Repeat the steps above for all custom permission sets assigned to Inspire Planner users.

Add the Task Console to a Salesforce App

You can add the Task Console to any of your Salesforce Lightning Apps.

1. In Setup, enter "App Manager" in the Quick Find box and click on App Manager.
   
   
    

2. Locate the app you want to update. Click the dropdown arrow next to the app name and select Edit. The image below is just an example.
   
   
    

3. Next, go to Navigation Items.
   
   
    

4. In Available Items, search for Task Console and add it to the Selected Items.
   
   
    

5. Use the up and down arrows to reposition the Task Console within the navigation bar. Click on Save when finished.
   
   

Add Fields to Task Console

Administrators can control which fields appear as columns in the Task Console by configuring a Field Set.

1. In Object Manager, go to the Task object.
   
   
    
2. Go to Field Sets and click on Inspire Planner - Task Console Fields.
   
   
    
3. From the list of available fields at the top, drag the desired field into the In the Field Set box.
   
   Click on Save when finished.