"Administration" Articles:
« Back to previous screen Users can add custom fields to Salesforce tasks. In the Task Field Set: Inspire Planner Fields are displayed in the Assign To and List All Salesforce Tasks dialogues...
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Admin users can manage app configurations by accessing the Inspire Planner Settings tab. To do so, follow the steps below.
1.Click the All Tabs icon.
...
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Enabling this feature automatically sends an email to a contact, notifying them of a new project task assigned to them.
To do so, follow the steps below.
...
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In order for users or contacts to update projects, Inspire Planner requires that your Organization-Wide Defaults are set up for sharing. This means that the Organization...
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This article will cover a standard approach to importing project data to Inspire Planner. There are data templates available for download which will help you...
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If you would like to assign Inspire Planner licenses to new users, or update existing license assignments, follow the steps below.
Assigning Licenses to New...
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Assign Permission Set to a bulk set of users:
On the right pane, under the Quick Find box, type 'Permission Sets'.
Click Permission...
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Task Notifications (Users)
When a new task is assigned to a user (via Assigned To column), by default the user will receive an email notification informing...
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The following article will walk you through how to add the Project Related List to your page layouts. In this example, we will be adding it to an Account page...
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This help article provides a step by step guide to update your current Salesforce Activity/Task Page Layouts with all the Inspire Planner related fields and components...
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