Admin Guide - Task Console

Last Modified On: July 9, 2026

The Inspire Planner Task Console provides a centralized, cross-project view of Salesforce Tasks assigned to you or your team. It is designed for project managers and team leads who need to quickly assess workload, identify overdue tasks, and take action—without navigating into individual project records.
 

Available as a custom tab in Salesforce Lightning, the Task Console is part of the Inspire Planner managed package.
 

The Task Console provides a modern workspace for managing Salesforce Tasks with three flexible views: Grid, Kanban, and Calendar. Users can switch between views using the View Switcher to choose the layout that best fits their workflow.
 

Users can group, filter, and update tasks directly within the console using inline editing, drag-and-drop actions in Kanban View, and calendar-based scheduling views. With color-coded indicators and auto-saved changes, the Task Console enables faster, more efficient task management from a single, consolidated view.

Considerations

• User Preferences: The Task Console saves user preferences, including selected view, column order, column widths, and freeze-panel placement. These preferences are automatically restored the next time the user accesses the Task Console.
   
• Calendar View: The Calendar View is read-only by design. Tasks cannot be rescheduled using drag-and-drop. Schedule changes should be made directly in the project Gantt Chart.
   
• Kanban View Editing: Drag-and-drop actions in Kanban View update Status and % Complete. These updates follow the same Salesforce edit permission checks applied when editing tasks inline from the Grid View.
   
• Queue-Owned Tasks: Tasks assigned to queues are displayed based on the user’s queue membership. Users will only see queue-owned tasks for queues they belong to.
   
• Task Assignee Display: For tasks related to a Project where the Project Name is populated, the assignee display will show the associated Contact.

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

Please note:

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

Availability and Release Information

• The Task Console is only available to Inspire Planner-Licensed users.
   

• The Task Console will be included in Inspire Planner - External Portal 2.0, which will be available on August 11, 2026. This will allow external users to access and manage tasks through the portal.
   

• This help article has been updated to include support for the new features and enhancements introduced in the Inspire Planner July 2026 Major Release, which will be available in Production environments on August 11, 2026.

Task Console Administration Guide Overview

Click on any topic below to jump directly to that section of the guide. While each section can be reviewed independently, it is recommended that administrators complete all sections to ensure the Task Console is configured correctly and all features are available to users.
 

• Required Permissions
• Enable the Integrated Resource Profile
• Add the Task Console to a Salesforce App
• Add Fields to Task Console

Required Permissions

To access and use all Task Console features, users must have the appropriate Salesforce object, field, and Apex permissions. This section outlines the required permissions for enabling features such as task management, time tracking, Logged By user selection, and Chatter collaboration within the Task Console.
 

Custom Permission Sets - Required Adjustments

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 objects, fields and apex classes 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. Enable Read, Create, and Edit access under Object Permissions.
   
   
    
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. Next, go back to Object Settings and go to Tasks object.
   
   
    
8. Click on Edit.
   
   
    
9. Enable Read Access to the following fields:
   
   DueDateGroup
   StartDateGroup
   
   Click on Save when finished.
   
   
    
10. Go back to Object Settings and navigate to the Time Entries Object.
    
    
     
11. Click on Edit. Enable Read, Create, Edit, and Delete access under Object Permissions. Click Save to save your changes.
    
    
     
12. Go back to Object Settings and navigate to the Project Teams Object.
    
    
     
13. Click Edit. Enable Read access under Object Permissions.
    
    
     
14. Then, enable Read Access for User and Project fields. Click Save to save your changes.
    
    
     
15. Next, navigate to Apex Class Access.
    
    
     
16. Add the following Apex Classes which support the Logged By field when logging time from Task Console.
    
    inspire1.TimeTrackerController
    inspire1.TimeTrackerControllerTest
    inspire1.strike_lookup_filteredController
    inspire1.strike_lookup_filteredControllerTest
    
    Click Save to save your changes.
    
    
     
17. Repeat the steps above for all custom permission sets assigned to Inspire Planner users.

Enable Feed Tracking

The Chatter icon in Task Console depends on Salesforce Feed Tracking being enabled. 

Note:Chatter access is dependent on Salesforce record-level permissions. Users must have access to the associated record to view Chatter posts. If access is unavailable, the Task Console displays an informational message rather than an error.

1. In Setup, enter Feed Tracking in the Quick Find box, then under Chatter, click Feed Tracking.
   
   
2. Click on Project Task.
   
   
    
3. Select the checkbox for Enable Feed Tracking to set it to "TRUE". Click Save to save your changes.
   
   
    
4. Next, click Task.
   
   
    
5. Select the checkbox for Enable Feed Tracking to set it to "TRUE". Click Save to save your changes.
   
   

Enable the Integrated Resource Profile

The Task Console stores user preferences in the Resource Profile. This feature must be enabled to save and retain user settings. Please see Admin Guide - Resource LWC - BETA - Enable Integrated Resource Profile.

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

Field Sets continue to control which fields are displayed as columns in the Grid View of the Task Console. Administrators can customize the Task Console layout by adding, removing, or rearranging fields in the applicable Field Set.

Considerations:

• The Related To column combines the task’s related record information into a single column, displaying the related object type and record link instead of separate Related To and Name lookup columns.
   
• In the Calendar Agenda View, the Comments column displays the Task Description field. This column is controlled by the Calendar Agenda layout and is not impacted by the Task Console Field Set configuration.

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.