"Administration" Articles:
« Back to previous screen Inspire Planner provides you with the ability to display fields as columns within the Salesforce Tasks Section displayed in the window when Assigning Tasks and...
Read more...
In order for users or contacts to be able to update Projects, Inspire Planner requires that the Organization-Wide Default for the Activity object is set up for...
Read more...
This article will cover a standard approach to importing project data to Inspire Planner. There are data templates available for download at the bottom of this...
Read more...
A user will need an Inspire Planner License to be able to see and use all of the features that come with the Inspire Planner App. This help article will walk you...
Read more...
A permission set is a collection of settings and permissions that give users access to various tools and functions. Although you can also specify permissions through...
Read more...
What is a Task Notification?
A Task Notification is an email that is sent to the assigned resource when a task is assigned to them. Project tasks can be assigned...
Read more...
The following article will walk you through how to add the Project Related List to your page layouts so that you are able to view a list of projects within a record...
Read more...
This help article provides a step by step guide on how to update your current Salesforce Activity/Task Page Layouts with all the Inspire Planner related fields...
Read more...
This article will walk you through how to add the Portfolio Home Page Lightning component to your home page.
Start by going to Setup - click the gear...
Read more...
By default, when you click on a Project to view it, Inspire Planner takes you to the Project Interface where you are able to view the Project Schedule.
...
Read more...
Previous