The Precursive OBX Tasks Tab displays Task records across all different Boards. You will only have access to the Task records you have access to.
You can override Tasks Time Dependency and Lock Start and End Date of your Precursive Tasks where needed.
Keep track of the time your spend on each Task and log it against them on your Precursive Boards.
A Task can have more than one person responsible for it. You can add Task Contributors to have more people collaborate on a Task.
The Task Menu is a good place where to start your day with Precursive. Let's see why and what you can access from here.
For better visibility of your work, you can filter and group the Tasks of a Precursive Board by using the different options on the Top Bar.n Here is an overview of what is possible.
Is there a Custom Label on your Precursive Tasks? Are you wondering what that is and how it can be used? Here you can find the answers to your questions!
To-do lists always come in handy to make sure you go through all the necessary steps to complete your Tasks. Let's learn how to use them and how to add new Checklist Items.
Tasks Categories allow you to track time on specific types of work that you carry out throughout your project, such as admin work, internal and external calls. Let's see what they look like and how you can assign them to your Tasks.
You can create a Parent/Child Dependency between your Tasks and group a set of Subtasks under a Parent Task. Let's see how and why this could be useful!
You can use Repeat Tasks for recurring activities such as weekly meetings, quarterly progress check-ins, and other ongoing work.
Precursive Tasks can be deleted or archived. What is the difference between archiving and deleting a Task? And how can we do that?
Tasks Categories allow you to track time on specific types of work that you carry out throughout your project, such as admin work, internal and external calls. Let's see how you can create them on Precursive.
Learn how to configure Custom Labels for Precursive Tasks.
Track your TTV using Precursive Milestones! Let's see how that works.
Track TTV using Precursive Milestones and Milestone Measures. Learn how you can define them in the relevant Tab.
When needed, you can assign Milestones to Precursive Tasks manually. Let's see how!
Precursive Boards OWD sharing settings are set as Private with Access Granted Using Hierarchies enabled by default. However, default settings can be changed and here you can learn how.
There are different ways to view your work on a Project Board. Let's learn more about them and see what is the best use case of each one.
A Board represents an individual project. It can contain one or multiple team members and a collection of tasks, subtasks, and checklist items.
Share your Project Board with your Team and your Customers. Check how Precursive can help you improve internal and external collaboration.
Precursive Boards can be Archived or Deleted. This article shows how to mark a Board as Archived.
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.
You can set a Baseline for your Precursive Boards to quickly identify if your project is running on schedule or behind.
Use Chatter in the Feed to post updates and collaborate with your Team Members
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.
A list is a placeholder for Tasks on a Precursive Board. They are the columns in which Tasks are organized and they typically represent different workflow stages every task will go through from start to finish. Let's see how we can add a new List to our Precursive Boards and edit when needed.
Once a List has been added to a Precursive Board, it is not possible to delete it from the Precursive OBX Tab. A List can only be deleted from a Board Record. Here you can find out how.
Lists Types represent the status that will be assigned to Tasks when moved to a certain List. For example, when Tasks are moved to a list that has been assigned the Complete List Types, they will be automatically marked as Completed. Let's see what are some Best Practices for assigning List Types.
You can customize your Lists further in the 'Advanced Options' section of their Edit Page. Let's see what each option means and what it affects.
Board Team Members can be added and removed from a Precursive Board. You can add a Role and select a specific User to collaborate on your project.
Assign Contacts to your Tasks and Board to identify the combined team including your internal members and Contacts that could be from a Customer or a Partner.
Use Precursive Board Types to create your project Boards and run consistent reports on your projects performance.
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.
Creating a Board Hierarchy lets you be more organised when running more complex projects. You can link multiple boards to a Parent Board. This is particularly useful if you are delivering work across different phases, locations or products.
Cross Board Dependencies allow you to set a time dependency between Tasks belonging to different Boards within the same Board Hierarchy.
This article shows you how you can assign and remove Board Team Members to and from multiple Boards within the same Board Hierarchy.