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    Assigning Project Tasks

    Once you've created a Project Plan, you can then begin to assign project tasks to resources. In Inspire Planner, a resource is the person (user or contact...

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    Gantt VF - Task Notifications and Reminders

    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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    Auto Assign Tasks to Project Team Members using Roles

    Last Modified On: November 11, 2024 When creating your project plan, you can define the role that will be responsible for each project task. When you are...

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    Configure Roles for Project Tasks and Project Teams

    In order for Inspire Planner users to be able to use the Role field on Project Tasks and Project Teams, you will need to set the field visibility for the Role...

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    Assign Tasks to Queues

    Last Modified On: November 12, 2024 There may be instances where several members of a team work together to share the workload. As such, you may not necessarily...

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    Resource Hourly Rate

    Inspire Planner allows you to define an Hourly Rate for each Resource (users and contacts). The Hourly Rate can be defined at the Resource or can also be defined...

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    Admin Guide - Project Team - Enable Option to Add as Collaborator

    The Project Team is consisted of the resources you are assigning tasks to. When a Project Team record is created where the Role is defined for the resource, Inspire...

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    Auto Add Project Team Members as Project Collaborators

    Last Modified On: May 12, 2025 What’s the Difference Between a Project Team Member and a Collaborator? In Inspire Planner, a Project Team...

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    Admin Guide - Project Team - Add Total Planned and Total Actual Effort Fields

    The Project Team is consisted of the resources you are assigning tasks to. When a Project Team record is created where the Role is defined for the resource, Inspire...

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    Admin Guide - Migrating from Role to Multi-Role

    In Inspire Planner, Roles are used to automatically assign Tasks to Project Team members. When a Role is specified for a Task and a Project Team member is added...

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