Congratulations! Now that you have successfully installed Inspire Planner into your Salesforce organization, you are almost ready to start creating your project plans. Follow the remaining simple steps below to complete the application setup.
For Salesforce Lightning users
Navigate to the Inspire Planner Settings page by clicking the App Launcher and then clicking Inspire Planner Settings under All Items at the bottom of the page.
For Salesforce Classic users
Navigate to the Inspire Planner Settings page by clicking All Tabs and then clicking Inspire Planner Settings.
Learn more about this feature by reviewing this article: Sharing Projects
Review the following articles to update your Task/Activity page layouts with Inspire Planner related fields and your Account page layout with the Projects related list.
Review the following article to assign users the necessary permissions to use Inspire Planner: