About

Precursive is a comprehensive App that offers multiple functionalities including the possibility to manage your projects on Project Boards.

How to create and manage Precursive Project Boards

Let's learn more about the Precursive OBX Tab to get familiar with the main components of a Precursive Project Board and then get started following the 10 steps below.

1. Set your notification preferences to make sure you’re alerted when someone adds you to their Board or assigns Tasks to you (Manage my personal notification preferences)
2. Create your first board (Create or Edit a Board)
3. Set dependences between your tasks and boards (Task Dependencies and About Board Hierarchy*)
4. Add Team Members to collaborate with you on the project (Add or Remove a Board Team Member)
5. Register any board insights you want to keep an eye on as your project progresses (Gathering Insights around your Projects)
6. Ready to share a Board with your customers? Here's how to Share a Board with External Sharing*
7. Start working on your project and logging your time against your tasks (Logging Time on Tasks)
8. Track your project health along the way (Tracking Health Rating of Projects)
9. Complete your tasks and project stages (Complete Tasks & Project Stages)
10. Use Precursive Reports & Dashboards to get 360-degree visibility of your performance across time (How to Create Precursive OBX Reports)

 *If you don't see that option, ask your Salesforce Administrator to Set-up Board Hierarchy / Set-up External sharing   for your organization first.

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