Introducing Precursive 2.0
OBX
Precursive 2.0
Turning your Workflow into a Repeatable Playbook
Learn how you can turn your internal processes into Precursive Board Types
8 articlesAvailable forOBX
(OBX) What Processes are Playbook Material?
Identify what of internal processes you can run in Precursive and how many project types you need to build for your team
(OBX) A Balancing Exercise
Learn how to best break down your workflow into the Tasks your team needs to complete when running a Precursive project.
(OBX) Building Parent Tasks & Task Dependencies
Build your project timeline and group similar Tasks under a common umbrella to make them more easily accessible on your Boards
(OBX) Ordering, Listing & Visualizing Tasks
Decide how Tasks will be displayed on a new Board and make sure you mark as 'Internal Only' the Tasks you don't need your customers to see
(OBX) Time Tracking
Set up the features that will allow you to track time on multiple levels for your project delivery
(OBX) Building a List Template
Let's create the second core element of a Precursive Board Type and define the look of your Board when displayed in a Kanban view
(OBX) Uploading & Validating Templates in Precursive
Your templates are now ready to be uploaded in Precursive! Let's go ahead and validate them to make sure they don't contain any errors.
(OBX) Building a Precursive Board Type
Let's use our Task & List Templates to create a repeatable playbook!