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Introduction
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To create, edit and delete Boxes, you need a Box Admin or sub-Box creator Security Role. (yeah, no, sub box creator can’t edit or remove boxes. Only create)
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To configure default Box type information and parent types, go to App's administration > Box types > edit (click on a Box type name) > Basics. (That is App Admin)
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Create a Box
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When you create a Box, you automatically become its Admin. |
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If needed, edit the fields:
Field | Description |
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Box type | Select a Box type from the list |
Box name | Specify the Box name |
Start/end date | Provide the start/end dates. |
Icon | Select the icon from the dropdown |
Color | Select the icon color |
Boards | Optional field You can select Monday boards that will be in the scope of the new Box. Advanced scope definition options are available after the Box has been created. |
| Info |
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If the button is greyed out and you see a message "There are no Box types available for this level":
Firstly, check the "Type" of the Box you are presently in. Go to "Administration" to verify Box Type settings. Make sure that "parent types" have been set as needed. |
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