We've designed the Inspire Planner interface to be as intuitive and easy to use as possible. If you are already familiar with Microsoft Excel, then navigating the project task list columns should be easy.
This help article covers how to:
To resize a column, simply place your cursor on top of the dividing line between columns. Your cursor will turn into a double-ended arrow and you just drag it either left or right to your desired width.
To re-order columns, click on the column header you wish to move, hold your cursor and drag it to your desired location. you want to transfer, hold and drag it to the desired location.
As you move the column around the interface, you'll see a red x and the column name of the column you are moving. This denotes that you cannot drop the column in the area you are currently at.
The red x will turn into a green checkmark once you move the column into an area where the column can be moved to. Green up and down arrows also mark the area where the column is going to be inserted.
You are able to specify which columns you want to display or hide in your project. This allows you to see and only focus on information that is pertinent to the project and unnecessary data.
To select which columns to display, click on any column header. Then click on the drop down arrow that appears beside it.
Place your cursor on top of 'Columns' in the menu. To the right, a list of all column headings will be displayed. Those with a checkmark display as columns on the project task list. Those without a checkmark are hidden columns. You can choose which columns to display by placing a checkmark beside the column. To hide a column, simply remove the checkmark.
You can also choose to filter rows within your Project Task List based on values you specify. For example, you may want to only view project tasks that have a status of 'In Progress'.
To do so, click on the column header for the value you wish to filter by. For example, if you wish to filter by 'Status', then you would click on the 'Status' column header. Then click on the drop down arrow that appears beside it.
Next, hover over 'Filters'. To the right, a list of values found within the column will be displayed. To select which tasks to display, select a value by placing a checkmark beside it. For example, if you would like to see Tasks that have a status of 'Completed', then you would place a checkmark beside it. You can select as many values as you'd like.
The project task list will refresh and only display tasks that match the value you selected within filters.
When a filter is applied, the column heading appears in italics and is underlined. This enables you to easily identify columns where a filter is in use.
To remove a filter, click on the column heading again, hover over 'Filters' and remove the checkmarks.
Please note that when you customize your project view (i.e. resizing columns, reordering columns, displaying and hiding columns), Inspire Planner remembers your project settings so that the next time you view the project, it keeps your configurations.