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Contents:

Table of Contents
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Introduction

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Info

You can change the terminology and rename modules. To avoid confusion, check the module icon, which is unalterable.

The Scope module is a customizable task list. Using this module, you can It allows you to freely arrange columns, switch between views, and show aggregated values. Double-click on a column's edge to adjust its width to the longest record in the current view.

You can also update your tasks directly using the interface and, for example, use , such as using it as a Backlog. Another common example of Scope module value is using used for reporting.

The module's key features are the multi-level hierarchies, quick filters, and advanced aggregation are the key features of this module.

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Advanced aggregations
One of the most useful features of this view is the advanced aggregations.
For example: at each parent level, set the "Children in status categories %" at each parent level to measure the progress based on Jira status categories. If you want You can add the same field multiple times to have different aggregations of the same field in one view, you can add the same field multiple times.

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Available features

Remember that once you delete a

task

here, it will also be removed from Jira.

Feature

Description

+ TaskAdd task

Using this + Add task button, you can:

  • Create create a task 

  • import tasks from a file if you have a task template in MS Project, Excel, or CSV format. This feature requires BigTemplate App.

  • Clone clone existing tasks from other Boxes, for example, if you created a Box that is used as a task template

  • Additionally, the button (go to Add task > Manage scope definition) provides to get direct access to the scope definition page.

add-task-scope-module.pngImage Added

Data

Manage data with the following features:

  • Organize tasks - use different criteria in ascending or descending order based on the fields added as columns

  • Group tasks - multi-level group your tasks and count tasks in each group

  • Expand all

  • Collapse all

  • Resynchronize - manually trigger resynchronization if your data seems out of date (requires Box Admin or Box Editor security role)

Export

To unlock Unlock the export features , and install the BigTemplate App from the Atlassian Marketplace.

The following export formats are available:

  • CSV

  • XML

  • PDF image

Manual hierarchy

Manually You can manually change the position of your tasks. The following options are available from the top menu as well as and by right-clicking on the a task.

  • Move to top

  • Move to bottom

  • Move up

  • Move down

  • Outdent

  • Indent

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Quick filter

Add your favorite filters to the header and filter the tasks from the list.

View

Change the view options to include more information in the Gantt chart or show additional features:

  • Layout - change the line spacing to fit more tasks on the screen:

    • Compact

    • Normal

    • Wide

  • Detail view - replaces replace the timeline with the Jira detailed issue view.

Column views

Change the Jira fields shown as columns. You can set aggregation options or change display settings.

Search box

The search box works in two modes:

  • TXT - simple text search based on the Summary field.

  • JQL - advanced search using JQL with additional JQL commands added by the App.

Edit tasksTo edit a task, righttask

Right-click on a task and select "Edit". Then, You can make changes to a task in a pop-up window.

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Delete tasks

Note

To delete a task:Right, right-click on a task and select "Delete". To confirm, click "Delete" again. 

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OR

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Alternatively, click on a task and then click on the bin icon. To confirm, click "Delete" again.

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delete-task-scope.pngImage Added

Note

Remember that once you delete a task in BigPicture, it will also be removed from Jira.

Role-based constraints

Note

Box viewers

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  • can't change the task structure - they can't indent/outdent tasks or use the drag-and-drop functionality to move them in the structure.

  • don't have the "delete" button (can't remove tasks) 

Live-sync 

Live - sync is available for the Scope module. It lets you see data changes in data without the need to refresh without refreshing a page.  With the With live sync, your data will be instantly updated when users update their tasks. 

Scope module in portfolio boxes

You can use the Scope module to visualize the entire scope of your projects across multiple sub-boxes of one portfolio box. To learn more, see the Gantt module in portfolio boxes page.

Info

The feature is available only on

Status
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