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Tags: Project Task Assignment
Auto Assign Mode
This help article discusses how to use the Auto Assign Mode feature in Inspire Planner....
2/19/2024
Karen Guanzon
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Set Salesforce Task Record Type for Inspire Planner
This help article shows how to specify the Salesforce Task Record Type to be used when Salesforce Tasks are created by Inspire Planner....
5/16/2023
Karen Guanzon
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Migrating from Role to Multi-select Role
This help article will walk you through the necessary steps to migrate values from the existing Role picklist to the multi-select Role picklist....
8/23/2022
Karen Guanzon
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Project Team - Add Total Planned and Total Actual Effort Fields
This help article will walk you through how to add the Total Planned and Total Actual Effort fields for Project Teams....
12/3/2021
Karen Guanzon
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Auto Add Project Team Members as Project Collaborators
This help article will walk you through how to automatically add Project Team Members as Collaborators on the Project....
12/2/2021
Karen Guanzon
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Project Team - Enable Option to Add as Collaborator
This help article will walk you through the necessary configurations to enable the option to add Project Team members as Project Collaborators....
12/2/2021
Karen Guanzon
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Resource Hourly Rate
This help article explains where to populate Hourly Rate for a Resource as well as how it is used in Inspire Planner....
8/12/2021
Karen Guanzon
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Assigning Tasks to Queues
This help article will walk you through how to assign tasks to a task queue....
9/3/2020
Karen Guanzon
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Configure Roles for Project Tasks and Project Teams
This help article will walk you through how to configure the Role field on Project Tasks and Project Teams....
4/27/2020
Karen Guanzon
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Auto Assign Tasks to Project Team Members using Roles
This help article will walk you through how to specify a Role for Project Tasks and how to auto assign Project Tasks to Project Team members based on Role....
4/24/2020
Karen Guanzon
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