Knowledge Base

This feature allows users to configure Inspire Planner to display the day of the week alongside task dates in all Gantt chart date columns. When enabled, dates include the weekday (e.g., Thursday, August 13, 2026), making it easier for project managers and team members to identify the day of the week when reviewing project schedules....

Salesforce-style list views for the Task Console - six built-in views including two new team views for managers, saved and shareable custom views built from any task field, and a one-click default, all running on native Salesforce sharing....

See what's coming with Inspire Planner's November 2026 Major Release....

This help article will walk you through how to add custom fields in Checklist Items....

Release notes for JUL 2026 - Maintenance 2....

Release notes for JUL 2026 - Maintenance 1....

This help article will show you how to share project files externally in the Inspire Planner External Project Portal....

Learn best practices for managing Salesforce Tasks associated with completed, cancelled, and on-hold projects or records. This guide explains how to clean up existing tasks and automate future task updates to keep users focused on actionable work....

Enhanced Template Related Record Inheritance allows project-related records from a template to be automatically carried over when creating a new project from that template. This enhancement helps administrators ensure that important project information is consistently included when using templates, reducing the need to manually recreate related records....

The Project Calendar View within the Project Gantt experience provides users with an alternative way to visualize and manage project schedules. The enhancement allows users to seamlessly switch between Gantt and Calendar views, enabling improved schedule awareness across both tasks and appointments in a unified, time-based format....