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You can access the Tasks Menu for the Precursive OBX Tab from the red icon of the Navigation Bar on left-hand side.

Here you can find your Tasks grouped in different List Views. These can be customized by your Salesforce Admin (please see Advanced Components filters for more information). In this article we are going to look at the ones that come as out-of-the-box with the Precursive app.

Precursive Tasks List Views in the Task Menu

There are 4 main Tasks List Views that come as out-of-the-box with the Precursive app (the top ones). The rest of them are Custom List views created in the 'Precursive OBX Tasks'. To learn more on how to create Custom List View, please see Create Precursive Boards and Tasks List Views.

My Tasks

Today's Tasks

You can select the 'Todays Tasks' List View to pull a list of all the tasks that are scheduled for you to work on every day across different boards.

Remember that whatever list view you select, you can always filter and group the relevant tasks using the options on your Top Bar as explained below.

Custom Task List Views

You can also organize and manage yours work and your team’s creating custom List Views. Create Precursive Boards and Tasks List Views and access them from the Task Menu

Custom List views created in the Precursive OBX Tasks tab show up at the bottom section of the Tasks menu, under the standard list views.

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