PRECURSIVE OBX SUMMER RELEASE ‘20

The Summer Release of Precursive OBX brings a new name and lots of improvements to help you collaborate internally and with your customers.


TASKFEED IS NOW PRECURSIVE OBX


OBX stands for “Onboarding Experience”. We feel this better describes how our customers are using the product to drive value for their business.


Precursive OBX is all about building repeatable onboarding and project playbooks, managing work for each customer and project, collaborating internally and with your customer.


The Taskfeed app now becomes Precursive OBX, Taskfeed Boards become Precursive Boards, and so on.


CONTACT ROLES

As we know how customer collaboration is important to you all, we have made a huge improvement in how you can work with and alongside your customers. You always run projects together with our customers so we wanted to provide a way to define your project team, including your customers and partners.

From this release, contacts can be added as board team members and task contributors. This will give you the full visibility of who is your project team.


NEW PLAN VIEW

The new plan view is now faster and more responsive and we just love the new scroll which allows you to move the timeline seamlessly. When you want to see a task that is outside of the timeline you are currently looking at, just click on the little bumper in the task row and the timeline will move you to the dates of the selected task.



BOARD TEMPLATES

Board templates are so amazing! Just build out a Board with its Lists and Tasks and set it as a board template. Create a board type for your new template and start using it.

Board Templates remove the complexity involved in scheduling your process in a spreadsheet, across multiple references, subtasks, durations, and lead/lag times.


For more advanced features like scheduling from Salesforce dates fields, you will be still able to use tasks and list templates.



NEW LIGHTNING COMPONENTS

Precursive is Lightning native and so we have created a number of Lightning components that you can embed into your standard pages. You will be able to add your boards and tasks components to your home page to see what’s coming next at a glance.

Going to the Board page you will be able to add the board team and board stage components to see who is your project team and what is the progress. Then on the Task page, you will be able to log your time, see your time logged history, add checklists, and track the list path.



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