Knowledge Base

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....

This help article will show you how to configure the Predecessor/Successor Lightning Web Component to hide 'Internal Only' tasks from External Experience Cloud users....

This help article will walk you through the necessary configurations to enable the Inspire Planner Task Console....

This help article will walk you through the necessary configurations to use the Task Resource Slot Assignment feature in Inspire Planner....

This help article will walk you through the necessary configurations to support the Assignment Completion Rule feature....