Last Modified On: February 26, 2026
The Inspire Planner Task Console is now available, providing a modern, grid-style workspace for managing Salesforce Tasks. Users can group, filter, and inline edit Tasks directly from the console, with color-coded indicators and auto-saved updates — delivering faster, more efficient task management in a single consolidated view.
Please note:
To access the Task Console, simply click on Task Console (BETA) tab.
Note: If you do not see the Task Console (BETA) in your Navigation bar, please reach out to your Salesforce System Administrator and have them complete the steps outlined in Admin Guide - BETA - Task Console.
This section helps you learn how to navigate and work within the Task Console.
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 list view to see additional tasks beyond your assigned work.
Available options:
Tasks can be sorted by any visible column, 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.
When tasks are grouped by a field, the list is automatically organized and sorted based on that grouping field. You can change the sort direction (ascending or descending), but sorting by a different field is not currently supported while grouping is applied. Support for additional sorting flexibility may be introduced in a future enhancement.
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 - BETA - Task Console.
To reorder columns, drag and drop the column header to your desired position.
One of the most powerful capabilities of the Task Console is dynamic grouping. Users can instantly organize tasks by key fields such as Due Date, Priority, Status, Project or Task Health.
When you select Due Date Group as the grouping option, tasks are automatically organized into predefined date categories based on their 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 due date beyond next month
Past Dates — tasks with a 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.
To remove grouping, select None from the Group By picklist.
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.
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.
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.
Filters currently support one value per column. You can combine filters across multiple columns to further refine the tasks displayed. Support for multiple values within a single column is planned for a future enhancement.
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 project name in the Task Console to open the full record and view additional details in Salesforce.
The Task Console allows you to update task details directly within the grid using inline editing, eliminating the need to open individual task records.
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).