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.
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 features and enhancements available with the Inspire Planner July 2026 Major Release, which will be available in Production environments on August 11, 2026.
Click on a topic below to quickly navigate to that section of the guide.
To access the Task Console, simply click on Task Console tab.
Note: If you do not see the Task Console in your Navigation bar, please reach out to your Salesforce System Administrator and have them complete the steps outlined in Admin Guide - Task Console.
This section helps you learn how to navigate and work within the Task Console. The features and actions described in this section are available across all three views: Grid, Kanban, and Calendar. You can use these capabilities regardless of the view you are working in.
The KPI Summary Tiles display key task metrics for the current view, including total tasks, overdue tasks, tasks in progress, waiting tasks, and completed tasks.
Metric cards
Total Tasks - displays the total number of tasks available in the current view. If the page displays only a subset of the available tasks, it indicates the number of records currently displayed out of the total number of tasks.
Not Started - tasks not yet started.
In Progress - tasks currently being worked on.
Waiting - tasks waiting on someone else.
Completed - tasks that are finished.
Overdue - tasks past their due date that are not yet completed.
Note: These values update dynamically based on filters and search criteria, allowing you to monitor workload and quickly identify priorities.
You can click on one or more summary tiles to filter the task list, with selections applied cumulatively. To clear the filters, deselect the selected tiles or click Remove all filters to return to the full task list.
The Status Summary Footer Bar displays a visual distribution of task statuses for the current view as a stacked bar. Each segment represents a status and shows the proportion of tasks in that state, allowing you to quickly assess progress and workload distribution.
By default, the Task Console displays your assigned Project Tasks — all Salesforce Tasks assigned to you that are linked to Inspire Planner projects.
If broader visibility is needed, you can switch to another view to see additional tasks beyond your assigned work.
Available options:
When enabled, tasks marked as Completed, Deffered, or equivalent custom statuses defined in Custom Settings are excluded from the Task Console. This setting helps streamline your view by displaying only active tasks. The toggle state is saved and persists across sessions.
By default, the Task Console displays tasks in a grid view. You can change your display preference at any time by switching between Grid, Kanban, and Calendar views to view and manage tasks in the format that works best for you.
The Grid View provides a streamlined way to manage and interact with tasks directly within the Task Console. The Grid View initially displays the first 200 tasks. To load additional tasks, click Load 200 more to incrementally load more records. The Task Console supports displaying a maximum of 2,000 tasks.
This section explains the features and actions available in the Grid View, including how to navigate, manage, and interact with tasks directly within the Task Console.
You can customize the Task Console to display the information most relevant to you by choosing which columns appear, reordering them, and adjusting column widths.
To show or hide columns, right-click any column header and select Columns.
Note: Salesforce System Administrators can define which fields are available in the column picker through a Field Set on the Task object. For more information, please see Admin Guide - Task Console.
To reorder columns, drag and drop the column header to your desired position. You can also move a column into the frozen section to keep it visible while scrolling through task details.
The Task Console displays a lightning bolt icon next to critical tasks. A critical task is a task that is part of the project’s critical path and has a direct impact on the project completion date. Any delay to a critical task may affect the overall project schedule. The icon helps users quickly identify tasks that require closer attention to keep the project on track.
The Task Console displays a green flag icon next to tasks that are ready to start. A task is considered ready to start when all required predecessor tasks have been completed and there are no remaining dependencies preventing the task from beginning. The icon helps users quickly identify tasks that are available to be worked on.
The Task Console uses color-coded indicators to provide quick visual insight into task progress and status. The Task Status and % Complete ring are displayed using different colors, allowing users to quickly identify the current state of a task and its completion progress at a glance. These visual indicators help users prioritize work and monitor overall task health more efficiently.
The Task Console uses color-coded status pills to provide a quick visual indication of a task’s current status. Each color represents a different stage of task progress:
Note:Custom task statuses defined in Inspire Planner Custom Settings are respected and displayed in the Task Console. Their associated status colors will be applied based on the configured status mappings.
The Task Console uses color-coded % Complete rings to provide a quick visual indication of task progress. The ring color reflects the completion percentage of the task, helping users quickly assess progress at a glance.
One of the most powerful capabilities of the Task Console is dynamic grouping. Users can instantly organize tasks by key fields such as Start Date, Due Date, Priority, Status, Project or Task Health.
When you select Start Date or Due Date as the grouping option, tasks are automatically organized into predefined date categories based on their start or due date. These groups include:
Today
Yesterday
Tomorrow
Last Week
This Week
Next Week
Last Month
This Month
Next Month
Future Dates — tasks with a start or due date beyond next month
Past Dates — tasks with a start or due date earlier than last month
Each group can be expanded or collapsed. Click the group header to show or hide the tasks within that section. Each group header displays the total number of tasks within that group, making it easier to quickly understand task distribution and workload.
To remove the grouping, select None from the Group By picklist.
Please note:
Your Task Console layout is automatically saved, including visible columns, column order, and grouping preferences, so you return to the same view each time you open the console.
Tasks can be sorted by any visible column while in the grid view, allowing you to quickly organize your work based on the information most important to you.
To sort tasks, right-click the column header you want to sort by and select Sort Ascending or Sort Descending.
Filtering allows users to quickly focus on the work that matters most. Filters can be applied directly within the Task Console across any visible column.
Filters applied in the Grid View are automatically carried over when switching to the Kanban View or Calendar View, ensuring that the same set of tasks remains displayed across all views.
To apply a filter, right-click the column header and then select Filter.
Enter the value you want to filter by to display matching tasks. When you click outside the field, the filter is automatically applied and only matching tasks appear in the console.
You can combine filters across multiple columns to further refine the tasks displayed.
When a column has a filter applied, the filter icon displays to the right of the column header.
To edit or remove a filter, right-click on the column header and click on Edit Filter or Remove Filter.
To remove all filters across all visible columns, click on Remove all Filters on top of the task console.
Need more information? Click the Task Subject or the link in the Related To column to open the related record in Salesforce. The Related To column displays the object type and provides a link to the record associated with the task, allowing you to quickly view additional details.
The Task Console allows you to update task details directly within the grid using inline editing. This enables you to quickly make changes without opening individual task records in Salesforce.
To edit a value, double-click the field you want to update. Your changes are automatically saved when you click outside the field.
While many fields can be updated directly in the Task Console, scheduling-related fields remain read-only to preserve project scheduling integrity (e.g. Start Date, Due Date).
The Kanban View provides a visual way to organize and manage tasks using a board-style layout. Tasks are displayed as cards grouped by key fields such as Status, Priority, Task Health, or Due Date, allowing users to quickly view task progress and move tasks between groups using drag-and-drop. This section explains how to navigate the Kanban View and manage tasks using the available actions.
To switch to Kanban View, click the Kanban View icon.
Tasks are displayed as cards that provide key task details at a glance, including the Task Subject, Related Record (such as a project or other Salesforce object), Status, Due Date, Task Health, % Complete, Assigned Resource, and Priority.
When filters are applied in the Grid View, the same filters are automatically carried over when you switch to the Kanban View. This ensures that the tasks displayed remain consistent across different views.
To clear all applied filters and return to viewing all tasks, click Remove Filters.
In the Kanban View, users can instantly organize tasks into columns based on key fields such as Start Date, Due Date, Status, Priority, and Task Health. This provides a visual way to track task progress and quickly identify work items within each group.
When you select Start Date or Due Date as the grouping option, tasks are automatically organized into predefined date categories. These categories follow the same order and date ranges displayed in the Grid View, providing a consistent way to view tasks across different layouts.
Each group can be expanded or collapsed. Click the expand/collapse icon next to the group header to show or hide the tasks within that section.
Each group header displays the total number of tasks within that group, making it easier to quickly understand task distribution and workload.
Need more information? Click the Task Subject to open the related record in Salesforce.
The Task Console allows you to quickly update task details directly within the Kanban board using drag-and-drop actions. This enables you to move tasks between groups and update key fields without opening individual task records in Salesforce.
Drag-and-drop actions are available when tasks are grouped by Status or Priority. To update a task, drag and drop the task card into the desired group. The task’s Status or Priority is automatically updated based on the new group where the task is placed.
The Calendar View provides a visual way to manage and track tasks based on their dates. Tasks are displayed on a calendar, allowing users to easily view upcoming work, identify scheduling conflicts, and access task details. This section explains how to navigate the Calendar View and manage tasks using the available actions.
To switch to Calendar view, click the Calendar View icon.
In the Calendar View, tasks are displayed in a read-only format. Users can view task details and access related information, but task fields cannot be edited directly from the calendar. To update task details, switch to the Grid View or Kanban View, where editing actions are available.
The Group Tasks option is not available in the Calendar View. To group tasks by fields such as Status, Priority, Task Health, or other available options, switch to the Grid View or Kanban View.
When filters are applied in the Grid View, the same filters are automatically carried over when you switch to the Calendar View. This ensures that the tasks displayed remain consistent across different views.
The Calendar View provides two display options to help you manage tasks in the way that best fits your workflow. Switch between Month View, which displays tasks in a traditional calendar grid based on due date, and Agenda View, which presents tasks in a chronological list with key task details organized in columns. The Task Console remembers your last selected view and automatically reopens using that view the next time you access the Calendar View.
The Month View displays tasks in a traditional calendar grid, with each task shown as an event on its due date. Each calendar event displays the Task Subject and Assigned Resource, providing a quick overview of scheduled work and ownership.
Hover over a task event to view additional task details, including the Related Record (such as a project or other Salesforce object), Status, Due Date, Task Health, % Complete, and Priority. You can click the Task Subject within the hover details to open the task record in Salesforce and view additional information.
This view makes it easy to see upcoming tasks, identify busy periods, and quickly access task details.
To the right of the calendar is the Day Agenda, which displays a detailed list of tasks scheduled for the current date. It provides a focused view of the day’s workload, allowing you to quickly review upcoming tasks and access key task information.
Each task in the Day Agenda displays important details, including the Task Subject, Assigned Resource, Status, Due Date, Task Health, % Complete, and Priority.
Tasks displayed in the Day Agenda are read-only. To update task details, switch to the Grid View or Kanban View, where editing actions are available.
Click the Collapse icon to hide or show the Day Agenda panel. This allows you to expand the calendar view when you need a broader overview or display the Day Agenda when you want to focus on tasks scheduled for the day.
Use the calendar switcher on the left side of the Calendar View to quickly navigate to a different month. You can also use the left and right arrow buttons to move backward or forward one month at a time.
Click the Today button to quickly return to the current month and view tasks scheduled for today’s date.
Below the calendar switcher is the Resource Panel, which displays all resources assigned to the tasks currently shown in the Calendar View. This provides a quick overview of task ownership and helps you identify which resources are assigned to the scheduled work.
You can select or deselect resources in the Resource Panel to filter the tasks displayed on the calendar. Only tasks assigned to the selected resources will be shown, allowing you to focus on specific team members or resource workloads.
The Agenda View displays tasks as a chronological list of upcoming work, providing a detailed view of scheduled tasks in an easy-to-scan format. Tasks are organized by due date and displayed in aligned columns, allowing users to quickly review important task information.
Each task displays key details, including the Task Subject, Related Record (such as a project or other Salesforce object), Status, Due Date, Task Health, Assigned Resource, and Priority.
Tasks displayed in the Agenda View are read-only. To update task details, switch to the Grid View or Kanban View, where editing actions are available.
This section explains how to view and complete checklist items directly from the Task Console, helping you track progress and ensure all required steps are completed.
In the Grid View, the Checklist icon is highlighted when checklist items are associated with the task. The number displayed on the icon indicates how many required checklist items have been completed, allowing users to quickly track checklist progress directly from the Task Console.
Click the checklist icon to open the checklist dialog. Mark items as Done to complete them. The progress bar at the top indicates how many required items have been completed.
Click on Close to close the window. Your updates are automatically saved.
In the Kanban View, the Checklist icon is displayed on task cards when checklist items are associated with the task. The number displayed on the icon indicates how many required checklist items have been completed, allowing users to quickly track checklist progress directly from the Task Console.
Use the Chatter icon to post updates, ask questions, or collaborate with team members directly on a task. This keeps all communication centralized and linked to the relevant work.
In the Grid View, the Chatter icon is highlighted when there are posts in the Chatter feed associated with the task. This allows users to quickly identify tasks with existing conversations or updates and access the related Chatter activity.
To open the Chatter feed, click the Chatter icon. This opens the task’s Chatter panel, where you can view existing posts and collaborate with team members.
To post on Chatter, type your message at the bottom of the panel and click the Post icon.
To reply to a specific post, click on Reply below the post.
In the Kanban View, the Chatter icon is displayed on task cards when there are posts in the Chatter feed associated with the task. This allows users to quickly identify tasks with existing conversations or updates and access the related Chatter activity.
To open the Chatter feed, click the Chatter icon on the task card. This opens the task’s Chatter panel, where you can view existing posts and collaborate with team members.
Use the Log Time icon to record hours worked on a task directly from the Task Console. This helps ensure accurate tracking of effort and supports reporting on project progress.
In the Grid View, the Time Tracker icon is displayed to the left of the Task Subject. The icon is highlighted when there are existing time entries recorded for the task and appears grey when no time entries exist. The number displayed below the icon indicates the total number of time entries associated with the task, allowing users to quickly identify tasks with logged time and access time tracking information directly from the Task Console.
Note: Time entries are private by default. Users can only view time entries that they own. Time entries created by other users will not be visible unless sharing settings allow access to time entries owned by others.
To log time for a task or to view existing time entries, click the Log Time icon. A time entry dialog will appear on the screen.
At the top of the Time Entry dialog, a weekly time summary is displayed, showing the total time logged for each day of the week. The total time logged for the entire week is displayed at the end of the row, providing a quick overview of the user’s weekly time entries.
You can toggle between This Week and All Time to filter the time entries displayed in the Time Entry dialog. Select This Week to view time entries logged during the current week, or select All Time to view all time entries associated with the task.
If this is your first time logging time, the entry form will open automatically. If time has already been logged, you’ll see existing entries at the bottom—just click Add Entry to add more.
Enter your time in decimal format—for example, 0.25 for 15 minutes, 0.5 for 30 minutes, and 1.0 for 1 hour. Then, click on Save Entry.
To log time on behalf of another user, click the X next to your name in the Logged By field to remove the current selection. Then search for and select the user you want to log time for.
The search results will only include resources who are part of the project team. Once the user is selected, fill in the time entry details as usual and save the entry.
Note:Time entries are private by default. When you log time for another user, that user becomes the owner of the time entry. As a result, the time entry will not be visible to you unless sharing settings allow access to time entries owned by other users.
To edit an existing time entry, click the Edit icon next to it.
To delete a time entry, click the Delete icon next to it.
In the Kanban View, the Time Tracker icon is displayed on the task card. The icon is highlighted when there are existing time entries recorded for the task and appears grey when no time entries exist. The number displayed below the icon indicates the total number of time entries associated with the task, allowing users to quickly identify tasks with logged time and access time tracking information directly from the Task Console.
The Time Tracker dialog displayed is the same as the one available in the Grid View. Logging, editing, and deleting time entries are performed in the same way as described for the Grid View.