"Project Task Assignment & Action Items" Articles:
« Back to previous screen Now that you are familiar with the left icon panel called the Toolbar, you are ready to create the Task List. Inspire Planner allows you to attach files to tasks...
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Creating relationships within a project plan is the key to success. Relationships organize tasks and show a realistic view of how certain tasks affect those related...
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To export your project to Excel, just follow the next few simple steps.
Click on the Export to Excel icon found on the Toolbar, the left icon panel.
...
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Editing Projects
Project locking is invoked when the app detects that an editor has made an update in the project, but checks to ensure no other user has locked...
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Modifying Task Row Color
If a task runs past its set Finish date, the corresponding task row automatically highlights in red. In the Gantt chart, the incomplete...
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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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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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This article is for users who have administrator roles.
By default, Inspire Planner comes with a Start Date field that has already been mapped. However, if...
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