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(OBX) Precursive Task Categories

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(OBX) Precursive Task Categories
Task-Categories-1604944090023
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About

Precursive Task Categories are colorful labels that can be assigned to Tasks and usually identify the type of work that the Task requires (i.e. 'Customer Call', 'Internal Meeting', 'Admin').
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Categories can be assigned to Tasks by your Salesforce Admin or Superuser when creating Task Templates (About Precursive Templates) and you may see them appearing automatically when creating a Precursive Board using a Board Type. However, they can be also assigned manually in case you need to add a new Task to your Board.

How to Assign Precursive Task Categories

You can assign a Category when creating or editing Precursive Tasks (Add and Edit a Precursive Task). The Category field is a picklist - you will only be able to select one entry among the Categories that have been created for you by your Salesforce Admin or Precursive Superuser. If you don't see a Category previously used, please check with them if that Category has been deactivated.

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Note - Precursive OBX does not provide any Category values out of the box. Precursive Superusers can create and manage Precursive Task Categories from the Salesforce Set Up. Please check Create & Manage Task Categories for more information.

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