Last Modified On: April 28, 2026
The Inspire Planner Task Console provides a centralized, cross-project view of all Salesforce tasks assigned to you or your team. It is designed for project managers and team leads who need to quickly assess workload, identify overdue tasks, and take action—without navigating into individual project records.
Available as a custom tab in Salesforce Lightning, the Task Console is part of the Inspire Planner managed package.
The Task Console delivers a modern, grid-style workspace for managing Salesforce tasks. Users can group, filter, and update tasks directly within the console using inline editing, with color-coded indicators and auto-saved changes—enabling faster, more efficient task management from a single, consolidated view.
Please note:
To access the Task Console, simply click on Task Console (BETA) tab.
Note: If you do not see the Task Console (BETA) in your Navigation bar, please reach out to your Salesforce System Administrator and have them complete the steps outlined in Admin Guide - BETA - Task Console.
This section helps you learn how to navigate and work within the Task Console.
The KPI Summary bar displays key task metrics for the current view, including total tasks, overdue tasks, tasks in progress, waiting tasks, and completed tasks.
Metric cards
Total Tasks — the total number of tasks in the current view.
Overdue — tasks past their due date that are not yet completed. Displayed in red.
In Progress — tasks currently being worked on. Displayed in blue.
Waiting — tasks waiting on someone else. Displayed in orange.
Completed — tasks that are finished. Displayed in green.
Note: These values update dynamically based on filters, grouping, and search criteria, allowing you to monitor workload and quickly identify priorities.
You can click on one or more summary tiles to filter the task list, with selections applied cumulatively. To clear the filters, deselect the selected tiles or click Remove all filters to return to the full task list.
The Status Summary Footer Bar displays a visual distribution of task statuses for the current view as a stacked bar. Each segment represents a status and shows the proportion of tasks in that state, allowing you to quickly assess progress and workload distribution.
By default, the Task Console displays your assigned Project Tasks — all Salesforce Tasks assigned to you that are linked to Inspire Planner projects.
If broader visibility is needed, you can switch to another view to see additional tasks beyond your assigned work.
Available options:
When enabled, tasks marked as Completed are excluded from the Task Console. This setting helps streamline your view by displaying only active tasks. The toggle state is saved and persists across sessions.
Tasks can be sorted by any visible column, allowing you to quickly organize your work based on the information most important to you.
To sort tasks, right-click the column header you want to sort by and select Sort Ascending or Sort Descending.
You can customize the Task Console to display the information most relevant to you by choosing which columns appear, reordering them, and adjusting column widths.
To show or hide columns, right-click any column header and select Columns.
Note: Salesforce System Administrators can define which fields are available in the column picker through a Field Set on the Task object. For more information, please see Admin Guide - BETA - Task Console.
To reorder columns, drag and drop the column header to your desired position. You can also move a column into the frozen section to keep it visible while scrolling through task details.
One of the most powerful capabilities of the Task Console is dynamic grouping. Users can instantly organize tasks by key fields such as Start Date, Due Date, Priority, Status, Project or Task Health.
When you select Start Date or Due Date as the grouping option, tasks are automatically organized into predefined date categories based on their start or due date. These groups include:
Today
Yesterday
Tomorrow
Last Week
This Week
Next Week
Last Month
This Month
Next Month
Future Dates — tasks with a start or due date beyond next month
Past Dates — tasks with a start or due date earlier than last month
Each group can be expanded or collapsed. Click the group header to show or hide the tasks within that section.
To remove the grouping, select None from the Group By picklist.
Your Task Console layout is automatically saved, including visible columns, column order, and grouping preferences, so you return to the same view each time you open the console.
Filtering allows users to quickly focus on the work that matters most. Filters can be applied directly within the Task Console across any visible column.
To apply a filter, right-click the column header and then select Filter.
Enter the value you want to filter by to display matching tasks. When you click outside the field, the filter is automatically applied and only matching tasks appear in the console.
You can combine filters across multiple columns to further refine the tasks displayed.
When a column has a filter applied, the filter icon displays to the right of the column header.
To edit or remove a filter, right-click on the column header and click on Edit Filter or Remove Filter.
To remove all filters across all visible columns, click on Remove all Filters on top of the task console.
Need more information? Click the task subject or project name in the Task Console to open the full record and view additional details in Salesforce.
The Task Console allows you to update task details directly within the grid using inline editing, eliminating the need to open individual task records.
To edit a value, double-click the field you want to update. Your changes are automatically saved when you click outside the field.
While many fields can be updated directly in the Task Console, scheduling-related fields remain read-only to preserve project scheduling integrity (e.g. Start Date, Due Date).
This section explains how to view and complete checklist items directly from the Task Console, helping you track progress and ensure all required steps are completed.
The checklist icon is highlighted when checklist items are associated with the task. The number displayed indicates how many required checklist items have been completed.
Click the checklist icon to open the checklist dialog. Mark items as Done to complete them. The progress bar at the top indicates how many required items have been completed.
Click on Close to close the window. Your updates are automatically saved.
Use the Chatter icon to post updates, ask questions, or collaborate with team members directly on a task. This keeps all communication centralized and linked to the relevant work.
The Chatter icon is highlighted when there are posts in the Chatter feed.
Click the Chatter icon to open Chatter. A sliding panel appears on the right.
To post on Chatter, type your message at the bottom of the panel and click the Post icon.
To reply to a specific post, click on Reply below the post.
Use the Log Time icon to record hours worked on a task directly from the Task Console. This helps ensure accurate tracking of effort and supports reporting on project progress.
The time tracker icon is highlighted when there are existing time entries for the task.
To log time for a task, click the Log Time icon. A time entry dialog will appear on the screen.
If this is your first time logging time, the entry form will open automatically. If time has already been logged, you’ll see existing entries at the bottom—just click Add Entry to add more.
Enter your time in decimal format—for example, 0.25 for 15 minutes, 0.5 for 30 minutes, and 1.0 for 1 hour. Then, click on Save Entry.