Introducing Precursive 2.0
OBX
Precursive 2.0
Navigating the OBX Tab
11 articlesAvailable forOBX
(OBX) The Precursive OBX Tab
From the Precursive OBX Tab you can view, create and work on all your Project Boards and Tasks. You can access this tab from the App Launcher (in Lightning Experience) or from All Tabs (in Classic). Let's have an overview of the main sections you can find here and the actions you can perform on each one.
(OBX) Precursive Boards Use Cases and Key Users
Precursive Boards can help you better manage your internal projects and implementations to deliver value faster. Let's discover how Precursive Boards can help different teams and who are the key players in this field.
(OBX) How to Manage Precursive Project Boards in 10 Steps
Will you be using Precursive Boards routinely as part of your work? Yay! Let us help you get started! Here are the 10 steps you need to take to create your project Boards, work with your Team and customers, complete your tasks and track your progress.
(OBX) Board, Plan and Table View
There are different ways to view your work on a Project Board. Let's learn more about them and see what is the best use case of each one.
(OBX) The Precursive Task Menu
The Task Menu is a good place where to start your day with Precursive. Let's see why and what you can access from here.
(OBX) Filter and Group Tasks from the OBX Tab
For better visibility of your work, you can filter and group the Tasks of a Precursive Board by using the different options on the Top Bar.n Here is an overview of what is possible.
(OBX) Create Precursive Boards and Tasks List Views
You can filter your Precursive Boards, Tasks, Board Types and Templates and create custom List Views to make your data more easily accessible for you and your team.
(OBX) Precursive Custom Labels
Is there a Custom Label on your Precursive Tasks? Are you wondering what that is and how it can be used? Here you can find the answers to your questions!
(OBX) Personalise your Precursive Navigation Bar
Choose what’s important to you and make it stick. You can easily personalise your Precursive navigation bar to show the items that are the most relevant to you.
(OBX) Manage Your Notification Preferences
Receive Email or In-App notifications about Tasks that are assigned to you, marked as complete or when contributors post updates on Chatter. Notifications make it easier to stay on top of your Tasks.
(OBX) Calendar Sync
Sync Precursive to your organization's Calendar App and bring your Precursive Tasks into your day-to-day workflow.