Checklist

A to-do list for your Tasks. Separated each item with a # symbol. E.g. ‘Send Documents#R#Set up Account’

Format: Checklist

Note: Keep each checklist item under 80 characters long.

Duration (Days)

Define the planned number of days to complete a Task.

Format: Number

Internal Notes

Provide internal notes for individual tasks, found in the Details section.

Format: Text

Note: Commas (,) are not compatible with CSV files. For punctuation where commas are needed, use a semicolon (;) instead.

List Name

Define which List the Task should join. E.g. Not Started, In Progress, Waiting, On Hold

Format: Text

Note: The List name should match those in the List Template used.

Milestone

Milestones can be used to measure time spent between the completion of key Tasks.

Assign a Milestone to key Tasks directly from the Task Template, then define Milestone Measures on the Precursive Platform. Read Defining Precursive Milestones & Milestone Measures to learn more. E.g. 'KickOff', 'GoLive', 'Training Complete', 'Launch Complete', 'First Value'.

Note: The entries in this column should reflect the Milestone name you define on the Precursive Platform.

Format: Text

Name

Define the Task Name as it should appear in the Platform, e.g. Send Documents, Create Blog Post

Format: Text

Note: Keep the Name short and simple (under 80 characters) - add more details in the Internal Notes column.

Order

Define the initial order that Tasks should appear within their List in the Kanban view. The Gantt view will always order tasks chronologically.

Format: Number

Parent Reference

Enter the Task Reference in this column to assign a Parent Task. It’s possible to reference across different Templates when combining multiple Templates into one Phase. Read Precursive Subtasks to learn more.

Format: Text

Predecessor Dependencies Reference

To add a condition where a Task should start once another Task is Complete, use the Task Reference in this column to define the Predecessor Task.

Add the Lead/Lag value after the reference with underscore “_”. You can add multiple dependencies by separating them with a semicolon. Read Managing Task Dependencies to learn more.

E.g. “KickOff_+1”: the Task with Reference 'KickOff' is the predecessor and Lead/Lag value equals 1 day. “KickOff_+1;Sharing Doc_+3”: The Tasks with References: "KickOff" and "Sharing Doc" are Predecessor Tasks and the Lead/Lag value equals 1 and 3 days, respectively. Note - The value of 0 (zero) means the following Task will be set to start on the same day its predecessor is complete.

Format: Text

Reference

This field is required for Task Templates to work. Provide a unique reference value for each Tasks. The value becomes a suffix to the Salesforce Record Id that is generated automatically when the task is created from that Task Template. Keep it short and simple, and under 80 characters long. E.g. AA, BB, KickoffCall

Format: Text (letters, numbers or a short description).

Set of 3 Columns:

1 Role
2 Role Planned Hours
3 Role Reference

All 3 columns must be used together to assign 1 Task Contributor (with a Role) to a Task. The set can be repeated to create a maximum of 5 Task Contributors per Task.

Column 1/3: Role - Define the Role of 1 Task Contributor, e.g. Consultant

Column 2/3: Role Planned Hours - Define the Task Contributor's Planned Hours, e.g. 3

Column 3/3: Role Reference - Create a reference for each Contributor, e.g. Con_1 (this allows Precursive to differentiate between 2 Contributors with the same Role in the Project e.g. Con_1 & Con_2)

Note that the Role defined in the Template must match the Roles and Rate Card Roles set up in your Org.

Set of 2 Columns:

1 Contact Role
2 Contact Role Reference

All 2 columns must be used together to assign 1 Contact Contributor (with a Role) to a Task. The set can be repeated to create a maximum of 5 Task Contributors per Task.

Column 1/2: Contact Role The label of the Contact Role to assign to a Contact Contributor on this Task. The Role must exist in your org with Role Type = Contact.

Column 2/2: Contact Role Reference The API name of the Contact Role to assign to the Contact Contributor. Used alongside the Contact Role column to resolve the correct Role record on import.

Note that Contact Roles are a separate Role Type from Resource Roles and cannot be added to a Rate Card. See your All Contact Roles list view for available values.

Planned Hours are not included for Contact Contributors. The maximum of 5 active Contributors per Task applies across Resource and Contact Contributors combined.

Shared Notes

Enter any Shared Notes and HTML links here.

To attach a link to text, use this formula: <a href="https://yourlink.com">Text your want to appear on the Task Shared Notes </a>

Format: Rich Text

Shared with Customer

Use this column to define which Tasks should be visible to customers when using External Sharing or Customer Workspace.

Note that the List Template also needs to be shared in order for Tasks to be visible.

Format: TRUE / FALSE

Stage

Associate Tasks to Items on the Stage Process Path so that the Stage Process Path updates automatically as Tasks are marked as Complete.

Note - Entries in this column should reflect the Stage Picklist Values in the Salesforce Setup.

Format: Text

Start Date

Define a Start Date for your Task.

Formats:

- Dates: YYYY-MM-DD

- Relative Values to the Phase creation: e.g. TODAY+1

- Related Date field in Salesforce: e.g. preempt__startDate__c

Task Category

Define the type of work required to complete a Task (admin, internal calls, customer action, etc.). Task Categories will appear on the Task card and you can report on them.

Format: Text

You can use the Precursive default labels or define new ones for your Organization in the Precursive Task Categories Tab (read Create & Manage Task Categories to learn more).