Customization

(OBX) Creating Custom Fields in Precursive

(OBX) Customizing Precursive Page Layouts and Field Sets

Learn how to add or remove Fields from your Precursive Tasks' Page Layout and Field Sets

(OBX) Customize which fields show when editing a Task

(OBX) Add Repeat Task Fields to Precursive Task Layout

(OBX) Enforce Completion of Checklist Items

(OBX) Consideration on Customizing Boards Plan View

See what you need to consider when customizing the 'Plan View Columns' Field Set of Precursive Tasks.

(OBX) Embed Precursive OBX in the Lightning Record Page

Embedding Precursive OBX within a Standard or Custom object record is great to allow customers to work on boards related to specified records all from one page.

(OBX) Customize the Board Header

(OBX) Set-up Board Hierarchy

Relate Taskfeed to other Records in Salesforce

(OBX) Add Custom List Views to Tasks & Boards Menus (Precursive OBX tab)

Learn how to create customised List Views for your Tasks and Boards and embed them in different Salesforce objects to have important data easily accessible for you and your team.

(OBX) Create a Lightning Action to Launch a Precursive Board

(OBX) Customize Precursive Board and Task Menu

(OBX) Create Custom Menu Items and Filters for use with Lightning Components

Define Filters as either List Views or SOQL query to be used as a Menu Item in the Task or Board menu within the Precursive OBX tab or as a Filter for the Board List, Task List, or OBX Components.

(OBX) Custom Mass Delete Board Button (Classic only)

(OBX) Create & Manage Custom Labels

Learn how to configure Custom Labels for Precursive Tasks.

(OBX) Customize Feed Publisher Actions

Salesforce Administrators can customize the Object-Specific Actions available to use in the Feed section of Precursive OBX Boards and Precursive OBX Tasks.

(OBX) Customize Fields Displayed in Email Notifications

Learn how to customize the layout of the Email Notifications sent to users. What information do you want them to display about their Tasks?

(OBX) Integrate Precursive OBX with Cases