(OBX) Precursive Board Header

You can check the Status of your Board directly from the Board Header. The fields that are displayed on the Header of your Precursive Boards are customizable and can vary according to how the app has been set up by your Salesforce Admin or Precursive Super Users. In this article we will give you an overview of the fields that are most commonly selected for display.

04-Mar-2025
Knowledge

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(OBX) Precursive Board Header

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Board-Status-Overview

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About

The Board Header can be used to quickly get an overview of the Status of your Board and its main details, as well as to access some of the main actions associated with a Board. Apart from the Board's Owner, the Account/Opportunity associated with the Board and the Board Type that has been selected to create it, there are some other fields and actions that are most commonly selected for display on this section. Let's go through the main ones together.

Precursive Board Process Line

The Precursive Board Process Line is similar to an Opportunity process line. It either updates automatically, if so set up by your Salesforce Admin, or it can be updated manually as your project progresses. Please check Precursive Board Process for more information on this feature.

Status Overview

The Board Status Overview is a formula field that shows you the Completion Percentage of your Board based on how many of its Tasks you have completed. Next to this percentage and in brackets, it also displays the actual number of Completed Tasks versus the Total number of Tasks on the Board. In the example above the Status Overview is 4% (2/45). This means that only 2 tasks have been completed out of the total 45 Tasks of this Board and its related Boards.

Note - In a Parent Board the Status Overview displays the Completion Percentage and total number of Completed Tasks/Tasks across all the Board that are related to it. Learn more on Board Hierarchies by checking the following article: Create a Board Hierarchy.

This field is also visible in all the different Board Views (Board, Plan and Table View), but it is displayed in a slightly different way in the Plan View: here the Completion Percentage is displayed on the Timelines of the Board and of each Parent Task.

From here you can access the Sharing Options you have available to share your Board with your Customers. This field will only appear if you have first enabled External Sharing. To do that, Edit your Board and set the External Sharing field to 'Public' in the Advanced Options section. Please see Create and Edit a Precursive Board and Share a Precursive Board for more information.

Baseline

The Baseline allows you to take a snapshot of your of the set Start and End Dates of your Board's Tasks. If you set the Baseline when you start your project, once it progresses and you start completing your Tasks or you modify their duration, the system will automatically update and you can check this field on the Board's Header to see if a project is running 'On schedule' or if it 'Scheduled to finish X day(s) late'. Please see Baseline for more information on this feature.
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Add Team Member

This button allows you to add more people to collaborate on the Board. You can also assign a Board Team Members a role - if Tasks have a role assigned to them, the new Team Member will be assigned to those tasks automatically. Please see Board Team Members for more information.
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Precursive Board Process
Create a Board Hierarchy
Board, Plan and Table View
Baseline
Board Team Members

This article is about Precursive OBX

(OBX) Precursive Board Header

Information

About

Precursive Board Process Line

Status Overview

Sharing Options

Baseline

Add Team Member

Related Resources