Contents:
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Set up objectives
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.
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To Add, Edit and Delete Objectives you need one of the following Security roles:
Box Editor
Box Admin
Moving objectives
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: 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 posittionposition. You can:
change the order of
objectivesobjectives
move an objective to a different
swimelineswim lane
move an objective to a different column
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Right-click pop-up menu
Right-click on an existing objective to see a list of available operations:
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Adding Objectives
To add an objective click the + in one of the TImeboxes:
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Objective name can consist of up to 255 characters:
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Closed Boxes
Objectives can't be added to closed Boxes.
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Basic and Task-Based Objectives
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To add a task-based Objective:
Navigate to
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the Objectives module
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Click + to add a new objective
Click the toggle switch next to the objective name field
Search for a task
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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)
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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.
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Objective Owner
You can associate resources with objectives. User avatar will be shown next to an objective.
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Steps
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Double left-click on a given objective. An editing box will open.
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Click on 'Positions' to expand.
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Click the 'Select user' drop-down.
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Use the search box to find a user. Click on the user to select them.
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Hit 'Save' to confirm.
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