Knowledge Base

Administrators can configure which task columns are displayed in the Unified Task List to ensure that external users see the information most relevant to their work. This help article explains how to configure the displayed task columns....

Inspire Planner can display Start Week and Finish Week values for project tasks, helping users identify when tasks are scheduled to begin and end within the project timeline. This article outlines the configuration steps administrators must complete to enable these fields and make them available to users in the project schedule....

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....

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

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 Inspire Planner Resource Filter allows administrators to limit resource searches to Contacts that are marked as available Inspire Planner resources. This improves the user experience and performance for organizations with large numbers of Contacts by reducing the number of records displayed when assigning resources....

This help article shows you how to set the project Gantt Lightning Web component (LWC) to read-only....

This help article walks you through adding and configuring the Project Dashboard on your Project Lightning record page....

This help article walks you through adding and configuring the Project Dashboard on your Project Lightning record page....