Getting Started with Inspire Planner

    We’re so happy that you chose to go with Inspire Planner. Our aim is to simplify your project demands in the easiest and most inspiring way possible. Let's get started!

    Step 1 – Accessing the App

    For Lightning Experience:

    1. Log into your Salesforce instance
    2. Click on the App Launcher icon (9 dots) found at the top left-hand corner of the page
    3. Find the Inspire Planner application from search box.

    For Salesforce Classic:

    1. Log into your Salesforce instance
    2. Click on the Inspire Planner application from the dropdown menu on the top right-hand corner of the page.

    Step 2 – Creating a Project

    Once you are in the Inspire Planner application, you can either create a new project or select from existing projects. To create a new project, click on New.

    Step 3 – Creating Project Name and Description

    Fill in your project information, including Project Name, (and optionally) the project Description, Account, Opportunity, Campaign and Case.

    Step 4 – Getting Acquainted with the User Interface

    Now you are ready to begin! Familiarize yourself with the Inspire Planner user interface. You will find your Project Name in the top left hand corner, and the Toolbar containing a list of functionality icons directly below.

    Unsure of what the icons do? Hover over each one for a brief description.

    Step 5 – Creating Tasks

    Now that you’re familiar with the Toolbar icons, double-click on a row in the Tasks column to create your first task. Give your task a name, for example, Project Kick-Off.

    Step 6 – Organizing Tasks and Subtasks

    If there is a subtask to a task, you need to indent the selected task to indicate that it falls under the parent task. To do so, follow the steps below.

    1. Click to highlight the task you wish to indent. For multiple tasks, press the Ctrl key and click on the corresponding tasks.
    2. On the Toolbar, click the Indent Selected Task icon. To remove the indent, click the Outdent Selected Task icon.
    3. Red marks indicate that the actions you have made have not been saved. Remember to always click the Save Project Plan icon on the Toolbar.

    4. Alternatively, you can directly create a subtask from a row under the desired parent task by right-clicking on the row and selecting Add Subtask from the dropdown options.

    Note: Once you indent tasks, you are no longer able to modify the Duration, Start or Finish dates of the parent/ principal task, since they become a roll-up of the subtasks.

    Step 7 – Setting Start and Finish Dates

    Your next step is to set the duration of your tasks. If you are working with a standalone task, simply use the Date Finder by double-clicking on the Start column, and selecting a date from the Calendar icon. Repeat this process in the Finish column. The Duration auto-adjusts accordingly.

    Alternatively, you can enter a Start date, and instead of the Finish date, enter the number of days or hours of task Duration, and the Finish date auto-adjusts according.

    When working with subtasks, the Duration of the parent or principle task accumulates the combined start to finish dates of the specified subtask(s).

    Duration units supported are:

    • hours (h)
    • days (d) - default
    • weeks (w)
    • months (m)

    To define the duration unit, simply use the letter that represents your desired duration.  For example '1w' to represent 1 week or '2h' to represent 2 hours.

    Note: Duration in hours is calculated according to the working hours set in the Define Start and End Time of Workday.

    Step 8 – Assigning Predecessors

    Assign any predecessors that must be accomplished in order to complete the task(s). For more details, see Creating Relationships with Predecessors.

    Step 9 – Assigning Tasks 

    The first time you assign tasks to users, double-click on the Assigned Resources cell along the row of the desired Task, and then click the pencil icon.

    A dialog box pops up where you can search and assign the user or contact you wish to assign the task – enter their name and click Search.  Select the desired user/contact, and click Assign Task, and Close to minimize the window.

    Step 10 – Review Your Project

    Review your overall project and Gantt chart, and you are ready begin! Make sure to update the status of tasks and percentage complete in order to maintain an accurate view of the project.

    Ensure that the appropriate users have been given editing/viewing privileges and off you go!

    Your Gantt Chart should look similar to what you see below.

    Never worked with a Gantt Chart before? Check out Understanding Your Gantt Chart under the Inspire Help tab. For help with other questions, check out our Inspire Help tab in the top menu bar for more How to Guides andCommunity Q&A. If you still didn’t find what you were looking for, log a Help Ticket and someone from our Inspire Support Team will get back to you.

    Go forth and be inspired!

    Happy project planning from the Inspire Planner Team!


    Getting Started

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