(OBX) Uploading & Validating Templates in Precursive

Your templates are now ready to be uploaded in Precursive! Let's go ahead and validate them to make sure they don't contain any errors.

Mar 5, 2025
Knowledge

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(OBX) Uploading & Validating Templates in Precursive

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Uploading-Validating-Templates-in-Precursive

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Lesson Objectives

After completing this unit, you’ll have:

Knowledge of the most common validation errors for your Templates
Uploaded your Task and List Templates in Precursive
Validated your Templates

Precursive Templates Final Check

Your templates are now ready to be imported and all that is left to do before you can build your Board Type is to check if they contain any errors that could prevent them from running in the system. Luckily Precursive can do that for us!

In this lesson you will upload your templates in Precursive and ask the system to validate them. We will discuss what are the most common errors we tend to come across and see how we can solve them. Let’s start from the first step.

How to Upload your Templates

In order to upload your Templates in Precursive, follow these steps:

Make sure you save your spreadsheets in a .csv format
Look for the ‘Precursive Templates’ tab in your app launcher
Click ‘New’ on the right hand side top corner of the page

Here you can upload one template at a time:

Select List or Task Template at the top
Name your Template - it’s useful to use similar names for Task & List Templates that you are going to build a new Board Type with
Mark it as ‘Active’
Add a ‘Description’ of the internal workflow it reflects
Upload your .csv file
Save

You can repeat the same process to upload the other template, making sure to select the right option in the Step 1 above.

How to Validate your Templates

Once you have uploaded your Templates, you will need to validate them to make sure they don’t contain any errors. Here’s how you can do that:

Click on the Template Name to open the record
Scroll down to find the button ‘Validate’ on the right hand side
Let the system work its magic and check the Templates for you

Most Common Validation Errors

You may be born a Templates-Wizard and your Templates will be validated on the first try, but if that’s not the case - don’t worry! It’s not uncommon for it to take a few attempts before getting it right. There is a lot of information that goes into your templates and a simple spelling mistake can cause the system to alert you that they are not 100% right. So, what can you do?

First of all, you can use the error message that the system gives you as a reference to understand what the issue may be.

In this case, for example, the names for the Stages I have entered in my Task Template don’t match the picklist values of the Stage field in the Salesforce setup. It may be that I forgot to add them altogether or it may just be a spelling mistake that the system picked up straight away.

This is the first one of the most common errors you will come across:

Missing or misspelled Picklist Values for Stages and Roles
Missing or misspelled Milestones and Categories in Precursive
Template Columns named incorrectly

In the sections below you can find information and relevant links to learn how to fix each of these errors.

Missing or misspelled Picklist Values for Stages and Roles

You can follow this guide to learn How to add New Picklist Values for Stages and Team Roles and check if the spelling is correct.

Missing or misspelled Milestones and Categories in Precursive

To create new Precursive Task Categories and Milestones, you don't need to work on the SF setup. It can all be done in Precursive!

Follow this guide on how to Create & Manage Task Categories to add your new Categories if you haven’t done it yet and double-check the new entries match the spelling in your Task Template.
Follow this guide on Defining Precursive Milestones & Milestone Measures to add your new Milestones if you haven’t done it yet and double-check the new entries match the spelling in your Task Template.

Template Columns named incorrectly

You can double check the name of each field label in the SF Setup:

In Precursive, click on the gear icon on the top right to access SF Setup
Click on the Tab ‘Object Manager’ and search ‘Precursive Task’
In ‘Precursive Task’, go to ‘Field & Relationships’

You need to make sure that the names of the columns of your Task Template match the respective field label in the ‘Field Label’ column.

Check, Upload & Validate!

Have you managed to upload and validate your List & Task Templates?

If you are still struggling and need help with figuring out what the error is, please reach out to our Support team by emailing support@precursive.com

Relevant Resources

How to add New Picklist Values for Stages and Team Roles

Create & Manage Task Categories
Defining Precursive Milestones & Milestone Measures

What's Next?

Building a Precursive Board Type

This article is about Precursive OBX

(OBX) Uploading & Validating Templates in Precursive

Information

Lesson Objectives

Precursive Templates Final Check

How to Upload your Templates

How to Validate your Templates

Most Common Validation Errors

Missing or misspelled Picklist Values for Stages and Roles

Missing or misspelled Milestones and Categories in Precursive

Template Columns named incorrectly

Check, Upload & Validate!

Relevant Resources

What's Next?