In this Cheatsheet you can find a description for each of the fields you can add to your List Template. For a step-by-step guide on List Template creation please see our learning path:
Building a List Template.
Note - only users with Precursive Super Users permission sets can create and edit Task Templates in Precursive. Please check your
License & Permission Sets Types.
List Template Cheat Sheet
Task & List Templates are created on a spreadsheet that is then uploaded in Precursive as a csv. file.
The column headers on the spreadsheet of a List Template represent the fields you can add and define when you create or edit a Precursive List.
Note - Important! When creating a template source file, do not use commas (,) anywhere in the spreadsheet, since CSV type files read commas as commands to separate the values between rows and columns. Using commas in your source file will result in an error when uploading!
| FIELD LABEL | DESCRIPTION |
| Name |
That is the name of a List as it will be displayed on the Board.
Format: Text
Examples: Not Started, In Progress, Waiting, Complete, etc.
|
| Order |
In which the list will be displayed from left to right - first, second, third column (1,2,3,..)
Format: Number
|
| Type |
You can mark Lists as ‘Inactive’, ‘Active’ (Tasks dropped on this List will automatically marked as ‘Active’), ‘or ‘Complete’ (Tasks dropped on this List will automatically marked as ‘Complete’ and assigned a complete date).
Best practice - mark as ‘Inactive’ the List with Order =1, as ‘Active’ the ones in the middle and as ‘Complete’ the last one(s) to the right - named ‘Complete’ or ‘Did Not Happen’ for example.
Format: ‘Inactive’, ‘Active’ ‘or ‘Complete’
|
| Background Color | You can define the Background Color of the List by entering a specific Color Code (hex code value) or Web Color. You can use the same Color Code for all Lists, or you can specify a different color for each list.
Format: Text
Examples: '#D2B4DE', '#A9CCE3', '#F9E79F', '#99BC08', 'Gray', 'Green', 'Teal'
💡 If you are using a Web Color, be sure to check the following article to ensure proper spelling of the color: https://en.wikipedia.org/wiki/Web_colors |
| Default |
If set as TRUE, when a task is created for a Board and no List is selected, that will automatically appear on that List. Most commonly, the ‘Not Started’ list is makers as True and all the others as False.
A checkbox to Mark a List as Default
Format: TRUE or FALSE
|
| Show Quick Create |
That is the ‘Add Task’ action button that can appear at the bottom of a List when in Board view.
Best practice - mark this as TRUE for all the Lists on your Board but the ‘Complete’ one. No need to quickly add Tasks there.
Enable the "Quick Create" Task
Format: TRUE or FALSE
|
| Show Archive |
That enables the 'Archive' action button to manually archive a task within that List. If marked as True, the Archive button will appear on the Precursive Task in the Board view. When a Task is archived, it will be removed from the Board immediately but it will still appear in your reports.
Best Practice - we recommend archiving completed tasks to avoid storing unnecessary data volumes in Salesforce.
Format: TRUE or FALSE
Definition of Web Colors: http://en.wikipedia.org/wiki/Web_colors
|
| Enable Archive |
If True, a Task will automatically get on a queue for Archiving when moved to that List. Designed for the "Complete" or final stage List.
Format: TRUE or FALSE
|
| Archive After Days |
You can enter a numeric value if you marked ‘Enable Archive’ as TRUE to delay archiving by a set number of Days. It can be particularly useful for a 'Complete' column where you may want Tasks to remain visible for a few days after they have been completed.
Format: Number
|
| Force Ownership |
If marked as TRUE, Tasks added to the List without an owner will be automatically allocated to the user who adds the Task.
Format: TRUE or FALSE
|
| Hide Tasks from Table View |
If marked as TRUE, the Tasks will not be displayed in the Table view when in this List.
Format: TRUE or FALSE
|
| Hide Tasks from Task Inbox |
If marked as TRUE, that hides the Tasks in this List from the Task Inbox. This can be useful for final stage Lists or non-priority Lists.
Format: TRUE or FALSE
|
| Hide Tasks From Plan View |
If marked as TRUE, the Tasks within this List will not be shown in the Plan view. This also can be useful for final stage or non-priority Lists.
Format: TRUE or FALSE
|
| Internal Only | Mark this as TRUE if you don’t want a List to be displayed on the Board when that is shared via External Sharing. Tasks will also not de displayed when dropped into that List.
Format: TRUE or FALSE |
Related Resources
Turning your Workflow into a Repeatable Playbook
Precursive Task & List Templates - Samples
License & Permission Sets Types
