Precursive Reviews & Product Details

The best thing about precursive is its functionality that allows us to manage tasks with easy drag and drop. Also, making this the most feasible solution for the user. Review collected by and hosted on G2.com.

The support team of precursive is not that good; Once we got stuck in some issue, it took almost 2-3 days to get the resolution. The support team is not available 24/7 and is available only in EST (Working Days). Review collected by and hosted on G2.com.

Great layout using lists and tasks showing progress at a quick glance. Review collected by and hosted on G2.com.

Involved setup requiring lots of custom settings leading to a longer than expected implementation. Program also runs with some error messages even after setup. Review collected by and hosted on G2.com.

I have visibility into PS schedules and commitments. It is embedded in Salesforce, where I spend most of my time, so no need to move between two platforms. Review collected by and hosted on G2.com.

Not yet intuitive enough to pick up on the fly, especially as someone who wasn't part of the initial implementation/training. I'm not sure we have the full feature set, and there may be some obstacles purely due to how our teams are using the software so far. For example, we have four teams that touch the customer during the implementation process and other PS projects. The only notes in the systems are from our PS Ops team, but PS notes (the people performing the work with the customer) have notes scattered in email and chat; it would be best if all notes where maintained here, but it could get confused between them and the other teams that touch the customer during implementation and other PS projects. Review collected by and hosted on G2.com.

I used to use Trello to keep track of my projects and the tasks completed. I appreciate being able to use the precursive OBX boards to keep track of tasks and the timeline of projects. I'm a visual person and the UX for the boards has been nice. Review collected by and hosted on G2.com.

As an IC, I must log my time against specific tasks within each OBX board/project. Right now, that task feels quite cumbersome as there is no bi-directional sync between "My Precursive" and the OBX boards, which is important for my team. We have to log our external-facing time on each board/related task, and then also navigate to "My Precursive" to log our internal time. It is a lot of back and forth, which can be time-consuming. I understand this type of enhancement for precursive is on its way, so I am very much looking forward to that feature release. That will be a game-changer for my team. Review collected by and hosted on G2.com.

Management of tasks on the OBX boards is clear and easy to perform. I like that I am able to see all of the boards at once, so that I can reduce the amount of clicks needed to mark off work on multiple accounts. Review collected by and hosted on G2.com.

I should be able to write to OBX boards from my precursive timesheet. This would reduce the amount of back and forth needed to submit a time sheet. Currently this can add several hours of work to your week. Also, as we email customers back and forth, that activity should relate back to the time board. That way I don't need to remember the activities done that week. Precursive sees them related to the board and I can stamp the time spent on them. Review collected by and hosted on G2.com.

The ease of use. It helps give me a visual of where I am at in a workflow process. It gives my team visibility into where my clients are at in their beginning lifecycle. I can write notes in the boxes as well to detail differences in standard workflows. Review collected by and hosted on G2.com.

It's standard and basic and best used for high-level tasks or processes. I am sure there's a way that this could be flushed out more by whoever is setting up the board otherwise, functionality is simple (which isn't a bad thing, but it doesn't allow for more intricate workflows).

Also, I'm not too fond of tasks defaulting to being out of order, I cannot put tasks in the order of when they need to be completed. Review collected by and hosted on G2.com.

Top of my "like list" is the ease in which new task templates can be created, edited and launched. Whilst some of the functionality within Precusrive does require Salesforce admin knowledge, it is simple to create new automated process flows and boards. The layout of boards is clean and easy to follow and Precusrive allows for 3 different board views, the board and plan views being 2 which really provide great and clear oversight of my projects. Review collected by and hosted on G2.com.

Precursive can be slow to load within accounts and can their customer views could be better, specifically the look and feel and ability to have clients interact with boards. Precursive support team can be slow to respond to queries and do not always come back with the best responses but their help centre is great. Review collected by and hosted on G2.com.

Repeatable services processes can be baked into task templates with time estimates. These time estimates automatically become potential time logs, projected project costs and reserved time on Precursive resource availability calendars. It's amazing how one record can provide so much business value! Review collected by and hosted on G2.com.

Precursive Plan view is fantastic - it gives me that "nirvana state" of being able to see who is available when and also to find people who can deliver unassigned work on a project. I wish I could easily add additional fields to be displayed on each row of data, like a List View, but I have to use a Custom Setting instead to make these types of changes. Review collected by and hosted on G2.com.

The upside is definitly the way it integrates with Salesforce, yet has a different look and feel from Salesforce. I've also found the supoort, when required, is very good. Review collected by and hosted on G2.com.

From an admin side, I find the licencing side very arduous and tricky to maintain...it would be nice of it was more transparent Review collected by and hosted on G2.com.

I like that you're able to link to the Salesforce account/opportunity and have visibility on the progress of a given Project. It's also highly customizable, allowing you to break down each Project into as many phases/tasks as you'd like. Review collected by and hosted on G2.com.

It feels a bit tedious in that there are a lot of clicks required to get from point A to B. For example, multiple clicks to create each new task, clicks to populate the date, stage, etc. Seems like there should be a way to streamline some of the workflows and make the user experience more efficient. Review collected by and hosted on G2.com.