Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Each objective can be set using:
- Basic objectives – just like with Basic tasks, such objectives will be only visible via the app and not in the Host Platform (your Jira Instance)
- task-based objectives – pick from the list of existing tasks in the scope of a Box.
If you wish to learn more about objectives, here's a comprehensive article on objective-based planning.
Security
You can configure the Security settings in the Box Configuration and Business Administration.
To Add, Edit and Delete Objectives you need one of the following Security roles:
- Box Editor
- Box Admin
Moving objectives - drag-and-drop
When you hover the mouse over an objective, six dots appear on the left of it. Click them (left mouse button) and move an objective into a new posittion. You can:
- change the order of objectives
- move an objective to a different swimeline
- move an objective to a different column
Image Modified
Right-click pop-up menu
Right-click on an existing objective to see a list of available operations:
Image Modified
Adding Objectives
To add an objective click the + in one of the TImeboxes:
Image Modified
Objective name can consist of up to 255 characters:
Image Modified
Closed Boxes
Objectives can't be added to closed Boxes.
Image Modified
Basic and Task-Based Objectives
Each objective can be set using basic objectives which are stored by the App and will not synchronize with Jira or other connected tools.
Task-Based Objectives
Any task that is in a Box scope can be added as an Objective in the Objectives module (formerly "Roadmap"). That includes both Jira and Trello tasks.
To add a task-based Objective:
- Navigate to the Objectives module
- Click + to add a new objective
- Click the toggle switch next to the objective name field
- Search for a task
Image Modified
Basic objectives
Basic objectives are added manually directly in the app. They don't correspond to any tasks or other items in your integrations.
Just like with Basic tasks, such objectives will be only visible via the app and not in the Host Platform (your Jira Instance)
Image Modified
Image Modified
Associated work
Associated work can be added to all objectives (basic objectives and task-based objectives)
Basic objectives cannot be added as associated work - only tasks can be nested under objectives.
Image Modified
Objective Owner
You can associate resources with objectives. User avatar will be shown next to an objective.
Image Modified
Steps
- Duble left-click on a given objective. An editing box will open.
Image Modified - Click on 'Positions' to expand.
Image Modified - Click the 'Select user' drop-down.
Image Modified - Use the search box to find a user. Click on the user to select them.
Image Modified - Hit 'Save' to confirm.
Image Modified
Table of contents
Table of Contents