A Precursive Board Process Path is similar to an Opportunity process path. That includes the main stages of your project and it is displayed next to your Board's Name. It either updates automatically, if so set up by your Salesforce Admin, or it can be updated manually as your project progresses. The 

The Precursive Board Process Path can be updated in 2 ways: Manually or via a Task-Driven Automation.

Are you familiar with the Salesforce Opportunity Process Path? The Precursive Board's Process Path works exactly the same way: you can manually progress from one stage to the other by simply clicking on the Stage your project is currently in.

This automation can be set up by your Salesforce Admin or Precursive Super User. Once this is set up, you will not need to update the Process Path manually: it will update automatically as you start moving Tasks to the 'Complete' List. When a set of Tasks has been linked to each Board Stage value, the Board Path will progress automatically once all Tasks from a certain Stage have been marked as Complete and one of the Tasks from the following Stage is moved to an 'Active' List. 

That can be achieved by creating a Precursive Process Path in Precursive - please see How to Build a Precursive Board Process Path - and then adding the Stages you have created into the relevant column of your Task Template. After building your Path on the Platform, please reference to our Task Template Cheat Sheet to link a set of Tasks to each Stage.

Note - you can always override this automation by manually updating the Board Path and setting a different Stage.

One of the most powerful insights the Board Process Path provides is the ability to report on how many days are spent on each stage of the project.

Install Precursive OBX Reports & Dashboards Pack to have access to our out-of-the-box reports on: