Customize Data Access

(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.