Many organizations use Task Templates to map to different products or services sold, as well as their different Board Types. In most cases, List Templates are used to map to the Board Types that require a different set of Lists and behaviors, so will only require enough List templates to map to existing Board Types.

You can create and upload as many List and Task Templates as you require. There is however a limit to how many templates are displayed when you choose to import a task template manually, which is 500 records. And in the Precursive OBX Templates list view, you can display up to 100 records per view. We recommend switching the list view from 'Recently Viewed' to 'All Task Templates', 'All List Templates', or a custom view to limit your results.

If you have multiple templates uploaded, we recommend creating a Custom List View in Precursive OBX Templates to display only those templates that are currently "Inactive". This will show you what's not being used and can perhaps be deleted or modified since these records do count towards your Salesforce data storage limits.

How to display active templates only:

1. From the Precursive OBX Templates tab, go to List View Controls and click New.

2. Follow steps 1 through 6 of Create a List View in Lightning Experience.

3. Then for step 7, create a Filter with these values: select "Active", "equals", "false". Click Save.
    

4. Under List View Controls again, click "Select fields to display" and choose those fields that are relevant to this view, such as Template Format, Board Type, Last Modified By etc.

Related Resources

Salesforce Files and Salesforce CRM Limits