Admin Guide - Update Salesforce Task Page Layout

Last Modified On: March 23, 2026

This article provides step-by-step instructions on how to update your Salesforce Task page layout to include all Inspire Planner–related fields and components.

Add Inspire Planner Fields

Add Inspire Planner fields to your page layout to enable key project functionality.

1. Click on the Gear icon in the top right corner and go to Setup.
   
   
    
2. Go to Object Manager.
   
   
    
3. Enter "Task" in the search box and click on Task.
   
   
    
4. Click on Page Layouts.
    

   An Inspire Planner v1.75 Task Layout is included and can be assigned to your Inspire Planner users. This layout already contains all standard Inspire Planner fields.

    

   If you prefer to continue using an existing Task page layout, locate it from the list of available layouts, click the options arrow, and select Edit. If you choose to modify your existing layout, proceed with Steps 5–7 below.
   
   

5. From the page editor, add a new Section by dragging "Section" into your desired area on the page. 
   
   
    

6. Name the section “Inspire Planner” or choose a name that fits your layout (you may also place the fields in any section where it makes sense). Then, add the fields listed below.
    
   • Start Date (if you have enabled the Start Date feature from Inspire Planner Settings)
   • Parent Task
   • Inspire Task
   • Budgeted Cost
   • Actual Cost
   • % Complete
   • Ready to Start
   • Resource Name
   • Resource Type
   • Planned Effort
   • Actual Effort
   • Hourly Rate
      
7. Save your changes.