In order for Inspire Project Task Statuses to update correctly when the corresponding Salesforce Task Status is updated, you need to ensure that the status picklist values for these two objects align with each other, meaning that they have the exact same values.
This help article will walk you through how to make sure that status picklist options for both the Inspire Planner Project Task and Salesforce Task align with each other.
By default, Inspire Project Tasks have the following status picklist options:
You can, however, change these values or create additional values if needed.
This section will walk you through how to modify the Inspire Project Task Status picklist values.
In Inspire Planner, when you change the status of a Project Task such as marking it "complete" or "in progress", the % Complete also auto-adjusts with it. If you added custom status values in the Project Task Status picklist, you will need to adjust the Inspire Planner Custom Settings so that the it knows how to interpret your custom values. For example, if you added a custom status of "open" and want Inspire Planner to treat it the same as "not started", then you need to define it in Custom Settings.Please Note:
When you add a custom value in custom settings, it replaces the standard status that comes out-of-the-box with Inspire Planner. This means that the standard value will no longer drive % Complete or parent task roll-up. For example, if you have a custom status value called "Processing" and you add it in the custom setting for "Task Status In Progress", then Inspire Planner treats "Processing" as a replacement for "In Progress". If you choose to retain both "In Progress" and "Processing" in the status picklist, "In Progress" will no longer drive the value for % Complete or Parent Task Status roll-up. Instead, "Processing" will drive it.
This section will walk you through how to modify the Salesforce Status picklist values so that they match the Inspire Project Task Status picklist values.