Precursive OBX
Managing Precursive Boards
Managing Board Lists

(OBX) Add and Edit a List

A list is a placeholder for Tasks on a Precursive Board. They are the columns in which Tasks are organized and they typically represent different workflow stages every task will go through from start to finish. Let's see how we can add a new List to our Precursive Boards and edit when needed.

  • 04-Mar-2025
  • Knowledge

Title
(OBX) Add and Edit a List
URL Name
Adding-a-List-to-a-Board-1604944090051
Body

About

Whether you are building a Board from scratch or you want to add a new column on a board you have created using a Board Type, here you can find all the steps you need to take to add a List to your Precursive Board and edit it when needed.

How to Add a List to a Precursive Board

You can add a new List either from the Precursive OBX tab or the Precursive Board record. Let's look at both options.

Add a List from the Precursive OBX Tab

  1.  Select the Board you want to add your List to in the Precursive OBX tab.
  2. Open the right-hand side pane and hover over the dropdown arrow next to the Edit button.
  3. Click Add List
  4. Enter List Details (please see below)add list.png

Add a List from a Precursive Board Record

  1. Find the Board's Record in Salesforce and go to the Related Section - that is usually a tab within the page or a Lightning component on a side-column.
  2. Find the section relevant to Board Lists.
  3. Click New
  4. Enter List Details (please see below) add list 2.png

Enter List's Details

In the window that will open, you can:
  1. Add a List's Name
  2. Enter the Order Number - that determines where the list is going to appear on the Board: the order is from left to right. For example, in the picture below 'Not Started' Order is 1, 'In Progress' is 2, 'Waiting' is 3, 'Complete' is 4.User-added image
  3. Select a List Type. This will define the behavior of tasks when they are dragged to this list. The List Type represents a Task’s current state at that point in time. A Task can either be at Active, On Hold, Inactive, or Complete.
User-added image
For more information on List Types and Advanced Options for List Configuration, please check the related resources section below.

How to Edit a List

You can Edit a List directly from the Precursive OBX tab once the relevant board has been selected and displaying, or from a Board Record.

On the Precursive OBX tab, open the relevant board and hover over the dropdown arrow next to the name of the list you want to edit. Then click Edit to access and modify its details.
e1.png

Open the Board's Record, go to the Related Section - that is usually a tab within the page or a Lightning component on a side-column - and find the section relevant to Board Lists. Then hover over the dropdown arrow next to the name of the list you want to edit and click Edit to access and modify its details.
e2.png
For more information on List Types and Advanced Options for List Configuration, please check the related resources section below.

Related Resources

Was this article helpful?
Upload Files