Knowledge Base

The Inspire Planner Task Console provides 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....

The Assignment Completion Rule feature gives you greater control over how Project Tasks are marked complete when multiple resources are assigned. You can now choose whether a Project Task is completed only when all assignees finish their Salesforce Tasks (current behaviour) or as soon as the first assignee completes their task....

This guide explains the Project Task Health Indicator in Inspire Planner....

This help article shows you how to copy and paste tasks in the same project or between projects....

This help article will walk you through the necessary configurations to support the Internal Only Tasks feature in Inspire Planner....

This help article shows you how to delete project tasks in Inspire Planner....

This help article will walk you through how to define non-working days and weeks for a Project....

This help article explains how % complete is updated for both project and project tasks....

This help article discusses how to use the Auto Assign Mode feature in Inspire Planner....

This help article discusses the Actual Start and Actual Finish Date for Project Tasks....