Onboarding Experience (OBX) Configuration
Customization
Customize Data Access

(OBX) Add Custom List Views to Tasks & Boards Menus (Precursive OBX tab)

Learn how to create customised List Views for your Tasks and Boards and embed them in different Salesforce objects to have important data easily accessible for you and your team.

  • 05-Mar-2025
  • Knowledge
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(OBX) Add Custom List Views to Tasks & Boards Menus (Precursive OBX tab)
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Add-Custom-List-Views-to-Tasks-Boards-Menus
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This video will walk you through how to create Boards & Tasks List View, pin them to the Menus in the Precursive OBX Tab and embed them in any Salesforce Object. 

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Create Custom Menu Items and Filters for use with Lightning Components
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