Introducing Precursive 2.0
OBX
Precursive 2.0
Managing Precursive Boards
19 articlesAvailable forOBX
(OBX) Create and Edit a Precursive Board
A Board represents an individual project. It can contain one or multiple team members and a collection of tasks, subtasks, and checklist items.
(OBX) Managing Board Team Members
Board Team Members can be added and removed from a Precursive Board. You can add a Role and select a specific User to collaborate on your project.
(OBX) Share a Precursive Board
Share your Project Board with your Team and your Customers. Check how Precursive can help you improve internal and external collaboration.
(OBX) Archive a Precursive Board
Precursive Boards can be Archived or Deleted. This article shows how to mark a Board as Archived.
(OBX) Delete a Precursive Board
Precursive Boards can be Archived or Deleted. This article shows how to delete a Precursive Board.
(OBX) Resourcing Modes (Managed or Independent)
Precursive provides two ways to manage project tasks and resourcing: Managed Mode and Independent Mode. Both offer control, but they work differently depending on how tightly you want tasks and resource bookings connected. This article breaks down how each mode works, the key differences, and what to watch out for when using them.
(OBX) Add and Edit a List
A list is a placeholder for Tasks on a Precursive Board. They are the columns in which Tasks are organized and they typically represent different workflow stages every task will go through from start to finish. Let's see how we can add a new List to our Precursive Boards and edit when needed.
(OBX) Delete a List
Once a List has been added to a Precursive Board, it is not possible to delete it from the Precursive OBX Tab. A List can only be deleted from a Board Record. Here you can find out how.
(OBX) List Types
Lists Types represent the status that will be assigned to Tasks when moved to a certain List. For example, when Tasks are moved to a list that has been assigned the Complete List Types, they will be automatically marked as Completed. Let's see what are some Best Practices for assigning List Types.
(OBX) Rearrange the Order of a Precursive Board's Lists
You can change the order in which the Lists appear on your Precursive Boards. Find out how here!
(OBX) Customize Lists Advanced Options
You can customize your Lists further in the 'Advanced Options' section of their Edit Page. Let's see what each option means and what it affects.
(OBX) Precursive Board Header
You can check the Status of your Board directly from the Board Header. The fields that are displayed on the Header of your Precursive Boards are customizable and can vary according to how the app has been set up by your Salesforce Admin or Precursive Super Users. In this article we will give you an overview of the fields that are most commonly selected for display.
(OBX) Board Stage Path
You can easily track your progress on Precursive Boards by using a Process Path. Let's learn more about this feature and on the type of visibility it can give you on your project's progress.
(OBX) Board Health Ratings
Learn how you can use Board Health Ratings to drive your risk assessment and prioritize your work.
(OBX) Baseline
You can set a Baseline for your Precursive Boards to quickly identify if your project is running on schedule or behind.
(OBX) Board Insights
Track any Risk, Issue and desired Outcomes that will help you proactively manage your Boards’ progress.
(OBX) Create a Board Hierarchy
Creating a Board Hierarchy lets you be more organised when running more complex projects. You can link multiple boards to a Parent Board. This is particularly useful if you are delivering work across different phases, locations or products.
(OBX) Create Cross Board Dependencies within a Board Hierarchy
Cross Board Dependencies allow you to set a time dependency between Tasks belonging to different Boards within the same Board Hierarchy.
For Admins
(OBX) Assign and Remove Board Team Members from Related Boards
This article shows you how you can assign and remove Board Team Members to and from multiple Boards within the same Board Hierarchy.