InformationTitle(OBX) Customize Precursive Board and Task MenuURL NameCustomize-Precursive-OBX-Board-and-Task-Menu-1610727793089BodyConfigure Custom Task and Board List Views Precursive OBX now makes it possible to control, create and display custom list views in an order that makes sense to your users. Create Custom List View Create a custom list view that displays Precursive OBX Tasks or Precursive OBX Board fields and associated filters necessary to display desired criteria. Configure Custom Metadata Type This step will assign the custom listview an order in which it will display when viewed in Task Icon from the Board home page. Navigate to Setup | Custom Metadata Types | Manage Records Create a Label | Menu Item Name | SObject(Task/Board) | Type = List View or SOQL Select “List View” for lists that are not hardcoded with SOQL queries For more information on creating SOQL queries Precursive OBX Board View Configuration: Precursive OBX List View Configuration:
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