Introducing Precursive 2.0
OBX
Precursive 2.0
Precursive Templates & Board Types
17 articlesAvailable forOBX
(OBX) Precursive OBX Templates
Precursive Templates are used to build Precursive Board Types. Let's learn more about the different Template Types that you can create.
(OBX) Precursive Board Types
Use Precursive Board Types to create your project Boards and run consistent reports on your projects performance.
For Admins
(OBX) Task Template Cheat Sheet
Learn how to create Precursive Task Templates using this Cheat Sheet.
(OBX) Import Task Templates into a Precursive Board
Easily add a series of Task on a Precursive Board by importing a predefined Task Template
(OBX) Add Tasks as Subtasks from a Task Template
Easily add a series of Subtasks into any Task on a Precursive Board by importing a predefined Task Template as Subtasks.
(OBX) Task Template Limits
List and Task templates, as each object in Salesforce, have some volume restrictions. Here you will find more about the limitations.
(OBX) Template Import History
You can track the progress and history of uploads of your templates. The Template Import History lets you see the status as each Imported Template is processed.
(OBX) Template Import Error
Learn how to find what caused your Template Import to fail and how you can solve the issues.
(OBX) List Template Cheat Sheet
Here's your Cheat Sheet to help you edit & create new List Templates.
(OBX) Restore the Default List Template
(OBX) How to Build a Precursive Board Process Path
You can build a Board Process Path for Precursive Boards and easily visualize the stage of the project from a Board's Header. Let's see how you can do that!
(OBX) How to add New Picklist Values for Stages and Team Roles
When adding Stages and Roles to a Task Template, you need to make sure these are also added as Picklist Values in the Salesforce Setup. Let's see how we can do that!
For Admins
(OBX) Precursive Board Templates
Turn your most successful projects into new playbooks for your team.
For Admins