(OBX) Archive a Precursive BoardPrecursive Boards can be Archived or Deleted. This article shows how to mark a Board as Archived.04-Mar-2025Knowledge
InformationTitle(OBX) Archive a Precursive BoardURL NameArchive-or-Delete-a-Board-1604944089411BodyAbout Archiving a Board stops the Board from loading in the Precursive OBX tab (or embedded views) and it hides tasks from the Precursive OBX Inbox. It's good practice to archive a board when a project has stalled or has been completed to clear up Precursive OBX Board menus and search. Archiving a board is different from deleting it altogether: that doesn't delete the Board record and the board data will still show in your reports and dashboards. When you Archive a Board, its Tasks will also be archived from the lists in the Task icon of the Precursive OBX Tab. How to Archive a Precursive Board From the Precursive OBX Tab select the desired board from the lists in the Board Icon, and then click Edit on the right-had side pane.On the Edit Page, scroll to the bottom and open the 'Advanced Options' section. Tick the checkbox next to Archived and then click Save. How to Create a List View for Archived Board You can use the List Views functionality in Salesforce and also a custom Report to pull a list of all archived boards.Learn how to Create Precursive Boards and Tasks List Views and follow the steps below to create a List View of 'All Archived Boards'. In the Filters Panel select 'Filter by Owner: All precursive boards'Then Add Filter: Field = Archived; Operator = Equals; Value = TrueClick Done. Note The Tasks from Archived Boards will still show in the Precursive Tasks object/tab. They will only disappears from the Tasks List Views in the Task icon of the Precursive OBX tab. And they are not marked as archived individually. You can, however, also mark tasks as archived by following the same process when Editing a Task. Related Resources Delete a Precursive BoardDelete or Archive a TaskCreate Precursive Boards and Tasks List Views
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