"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...
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In order for assigned resources (users or contacts) to be able to update their tasks, Inspire Planner requires that the Organization-Wide Default for the Activity...
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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 at the bottom of this...
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A user will need an Inspire Planner License to be able to see and use all the features that come with the Inspire Planner App. This help article will walk you...
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Last Modified On: November 13, 2024
A permission set is a collection of settings and permissions that give users access to various tools and functions...
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Last Modified On: November 12, 2024
What is a Task Notification?
A Task Notification is an email that is sent to the assigned resource when a task is...
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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...
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This help article provides a step by step guide on how to update your current Salesforce Task Page Layout with all the Inspire Planner related fields and components...
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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...
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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.
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