Knowledge Base

This help article will walk you through the necessary steps to migrate values from the existing Role picklist to the multi-select Role picklist....

This help article will walk you through how to add the Total Planned and Total Actual Effort fields for Project Teams....

This help article will walk you through how to automatically add Project Team Members as Collaborators on the Project....

This help article will walk you through the necessary configurations to enable the option to add Project Team members as Project Collaborators....

This help article explains where to populate Hourly Rate for a Resource as well as how it is used in Inspire Planner....

This help article will walk you through how to assign tasks to a task queue....

This help article will walk you through how to configure the Role field on Project Tasks and Project Teams....

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....

This help article covers how to assign project tasks to resources - users and contacts....

This help article covers how to enable or disable task notification settings for project tasks assigned to users or contacts....