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Writer's pictureKate Karska

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.



INLINE EDIT OF THE SIDE PANE


Edit multiple fields in the side pane at the same time with the inline edit!

Just click on any of them and start editing the details.

CROSS BOARDS DEPENDENCIES

For more complex projects with a hierarchy, you will be able to add dependencies between tasks on multiple boards which will allow having more control when a task from one board is dependent on a task from a different board.

To make it work, just enable this option on boards within the same board hierarchy that should refer to each other and then set up the predecessor on the task that is dependent on it.



REPEAT TASK & LOCK SCHEDULING


From now on, you will be able to lock the dates of a task if you don’t want it to be rescheduled based on predecessor changing. This can be useful when a date is set in stone and you do not want predecessors to impact its date.


For repeatable tasks like for example weekly customer calls, you can now start using the repeat task option. Just set up how often you want the task to be repeated and for how long. When you complete a repeatable task, Precursive will schedule a new one based on your setup.



 

Find out more on the Precursive OBX Summer Release here or find out what's new on the full Precursive platform in the Summer Showcase 2020 here.

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BY SOLUTION.

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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RESOURCE MANAGEMENT

Staff projects faster with resource planning

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PROJECT MANAGEMENT

Improve your implementation experience

IT & Professional Services 

Professional Services / Services Delivery

Organize work and collaborate with customers

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

Find out more about the people and company. You can learn more about what makes us tick. 

 

We are passionate about changing the game for the world’s best services teams. 

 

Our mission is to help you improve time-to-value and make every customer a success story.

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WHY PRECURSIVE.

About Us

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Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer

Find the right consultants, integrations and solutions for your business.

Customers

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Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.

 

Learn how we take the pain out of complex service delivery activities. 

 

Do the work, not the admin! 

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Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

Precursive AI ✨

Leverage AI capabilities for better project management and boosting customer success. 

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Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.

Blog

A vault of knowledge from in-house & guest writers

Podcast

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

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