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Contents:

Table of Contents

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

    objectives 

    objectives

  • move an objective to a different

    swimeline

    swim 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:Image Removed

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Adding Objectives

To add an objective click the + in one of the TImeboxes:Image Removed

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Objective name can consist of up to 255 characters:Image Removed

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Closed Boxes

Objectives can't be added to closed Boxes.Image Removed

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Basic and Task-Based Objectives

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To add a task-based Objective:

  1. Navigate to

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  1. the Objectives module

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  1. Click + to add a new objective

  2. Click the toggle switch next to the objective name field

  3. 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)Image Removed

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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. Image Removed

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Objective Owner

You can associate resources with objectives. User avatar will be shown next to an objective. Image Removed

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Steps

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  1. Double left-click on a given objective. An editing box will open. 

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  1. objective-double-click.pngImage Added

  2. Click on 'Positions' to expand.

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  1. objective-position.pngImage Added

  2. Click the 'Select user' drop-down.

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  1. objective-choose-member.pngImage Added

  2. Use the search box to find a user. Click on the user to select them.

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  1. details-delect-user.pngImage Added

  2. Hit 'Save' to confirm.

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  1. objectives-details-save.pngImage Added