Last Modified On: October 21, 2026
The Task Console is Inspire Planner’s cross-project task dashboard - the Salesforce tab where project managers and team leads see every task assigned to themselves or their team and act on it in place. Until now, the way you looked at those tasks was fixed: four scope buttons, plus whatever column filters you rebuilt each session.
List views change that. They bring the list views every Salesforce user already knows to the Task Console:
A list view picker - one picker replaces the four scope buttons and holds the built-in views, your own views, and views shared with you.
Six system views - the four original scopes plus two new manager views, My team’s project tasks and My team’s tasks, built on the Manager field in Salesforce.
Custom list views - name a view, choose its starting scope, add filter criteria on any task field you can access, and capture your grouping. Create, clone, edit, and delete from one gear menu.
Native sharing - keep a view private, or share it with public groups, roles, roles and subordinates, or individual users through standard Salesforce Apex managed sharing.
Save as list view - turn the filters you are looking at right now into a saved view, straight from the applied-filters bar.
A pinned default - pin any view and the console opens on it every time.
The net effect: every recurring question a team asks of its tasks - what is overdue in the West region, what is waiting on a client, what my team has due this week - becomes a named view one click away, shared with the people who need it, and never showing anyone a task they could not already see.
The picker sits at the top left of the Task Console, where the four scope buttons used to be. Click the current view’s name to open it.
System views - the six built-in views.
My list views - views you created.
Shared with me - views other people shared with you.
A checkmark marks the active view and a people icon marks views that are shared. Choosing a view reloads the tasks with its scope, filters, and grouping - in the grid, the Kanban board, and the Calendar at once - and the KPI tiles count the new set.
Beside the picker, the pin makes the current view your default, and the gear (List view controls) holds New list view, Clone, Edit list view, and Delete this view.
System views are always available, cannot be edited or deleted, and can be cloned as the starting point for a custom view.
Personal workload
Team means your direct reports - users whose Manager field is you. People who report to your reports are not included.
Your own tasks are not included; they stay in My project tasks and All my tasks.
Reports who have been deactivated still count, so a leaver’s open work stays visible until it is reassigned.
The two views appear only for users with at least one direct report.
A custom list view is a saved set of choices: a name, a starting scope, filter criteria, and the current grouping. Users create them from the gear menu in a dialog that mirrors the standard Salesforce list view editor.
To create a new list view, click on the Gear and click on New List View.
Fill in the details of the new List View.
List view name
Required. The name shown in the picker.
Start from
The base set of tasks the view filters - any of the six system views.
Filter criteria
Optional rows of field, operator, and value. Every row must match.
Who can see this list view?
Only I can see this list view, or Share with groups of users.
Grouping is taken from the grid when the view is saved and reapplied whenever the view is opened.
Click on the Gear icon to clone, edit, or delete the existing list view.Note: You can only edit or delete list views that you created. System list views and list views shared with you can only be cloned.
Clone opens the dialog pre-filled from any view - including system views and views shared with you - under the name “<view> (Copy)”.
Edit list view and Delete this view are available on views you own. Deleting asks for confirmation.
Views shared with you are read-only - clone one to make your own version.
Each criteria row has a field, an operator, and a value. The field list covers every Task field the user can access and filter on - standard and custom - so a view is not limited to the columns in the grid. The operators match standard Salesforce list views.
Picklist
equals, not equal to
One or more values; a task matches any selected value.
Checkbox
True or False.
Date, date/time
equals, not equal to, less than, greater than, less or equal, greater or equal
Date picker.
Number, currency, percent
A number.
Text and other types
equals, not equal to, contains, does not contain, starts with
Free text.
Project Status - filter tasks by the status of their project, two levels up from the task. Standard Salesforce list views cannot reach it.
Assigned To - matches the person the Assigned To column shows: the Contact on project tasks assigned to a Contact, otherwise the task owner. Equals and not equal to take several names as chips, so one view can follow a whole team.
Related To - matches the record the Related To column shows: the related record, or the Contact or Lead when a task has no related record. It takes several names the same way.
Task Record Type - filtered by record type name rather than Id, when your org uses Task record types.
The applied-filters bar above the grid lists every active filter as a chip. A Save as list view button opens the dialog with those filters already entered as criteria - so the fastest way to build a view is to filter the grid the way you want it, then save.
Column filters and the current view’s criteria carry over.
KPI tile selections, Show completed, and search text are not saved - they are momentary.
An Assigned To or Related To chip becomes a name-based criterion, so the saved view follows the same display rules as the column.
Enter a List View Name, then configure the scope, filters, and sharing settings as needed. Click Save to create and save the new list view.
Sharing uses Salesforce’s own sharing model rather than a custom visibility layer. Each custom view is a record on a Private object, and sharing a view writes a standard Apex managed-sharing row - applied by the Inspire Planner background sync, usually within a few minutes of saving.
Audiences - public groups, roles, roles and subordinates, and individual active users, chosen from a search box.
Read-only for recipients - people a view is shared with can use and clone it, not change it.
A filter, never data - a shared view is always filtered by each viewer’s own access, and its starting scope applies to the viewer: My project tasks in a shared view means the viewer’s tasks, not the owner’s.
Private by default - Grant Access Using Hierarchies is off, so a manager does not inherit a report’s private views. Users with the Inspire Planner Administrator permission set can see all views.
Click the pin beside the picker to make the current view your default; the console opens on it every time. Without a pin, the console reopens on the last view you used. Both are stored per user in the existing Task Console preferences - there is nothing to configure.