Tracking OBX Board Health & Insights

5 articlesAvailable forOBX

(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.

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(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.

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(OBX) Board Health Ratings

Learn how you can use Board Health Ratings to drive your risk assessment and prioritize your work.

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(OBX) Baseline

You can set a Baseline for your Precursive Boards to quickly identify if your project is running on schedule or behind.

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(OBX) Board Insights

Track any Risk, Issue and desired Outcomes that will help you proactively manage your Boards’ progress.

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