Knowledge Base

Admin Guide - Make Changes to Project Status Report VF Page

This help article will walk you through how to adjust the template used by the Project Status Report....

6/27/2023 Karen Guanzon

This video in this article provides an overview of the Salesforce Task View Lightning Component....

6/9/2023 Karen Guanzon

This help article discusses how to add the Inspire Planner - Salesforce Task View Lightning Component to a Lightning Record Page....

6/6/2023 Karen Guanzon

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

This help article explains how to configure the project type options displayed when you enable the override for the "New" button for Projects....

3/20/2023 Karen Guanzon

This help article discusses the Project Status Report....

2/21/2023 Karen Guanzon

This help article will walk you through how to add the "Download Status Report" button to your Projects....

2/13/2023 Karen Guanzon

This help article shows you how to add the Inspire Planner Portable Kanban to a Lightning Record Page....

8/29/2022 Karen Guanzon

This help article will show you how to add the Inspire Planner Portable Gantt to a Lightning Record Page....

8/26/2022 Karen Guanzon

This help article explains how Projects and related objects function when multi-currency is enabled....

8/8/2022 Karen Guanzon