Contents:
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The
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timeline view introduction
The Timeline view of the Overview module shows your boxes:
in a box structure (panel on the left)
in a task-like way on a timeline (on the right)
Visible boxes
The Overview module lets you view and manage boxes nested in a box you are currently in. The name of the box you are in is visible at the top (next to the box icon). It is also shown at the top of the box structure tree on the left.
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On the right, boxes are visualized in a task-like way
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The mini-map will help you in navigating and finding when which of your Projects and Initiatives represented by Boxes are about to start or are already in progress.
View options
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on a timeline.
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How to activate the timeline view
In the Overview module, click the Timeline button in the top menu.
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Manage box attributes
Box status
Box status is indicated by color:
Color | Status |
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green | closed |
blue | in progress |
grey | not started |
To change box status:
In the Overview module, right-click on a box (either on the timeline or in the box tree). Box actions menu appears.
Use radio buttons to change the box status.
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Archived and active boxes
Archived boxes are greyed out in the box structure.
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Note: Archived boxes are visible/hidden based on view settings (skip to the relevant section).
Box start and end date
To change box dates:
Use drag-and-drop to change move a box (or group of boxes) on a timeline OR
Stretch a box on the timeline (click-and-hold start or end of a box and move the mouse) OR
Right-click on a box (on a timeline or in the box structure) to open a box actions menu. Click Edit. Enter a new box start/end date and click Save to apply changes.
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Limitations:
You can’t change the start/end date of closed and archived boxes.
When box type settings enforce sequentiality, box periods can’t overlap.
When box period is based on period of tasks, box start/end date can’t be manually adjusted.
Period warnings
When period warnings are visible, the mismatch of a parent-child period is indicated in orange on the timeline (at least one child outside of the parent period).
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To activate period warnings:
Open the View drop down menu at the top.
Put a checkmark in a box next to Period warnings.
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Enable horizontal and vertical lines on both the timeline and the list to easily distinguish between different Boxes and their dates.
Gridlines
Vertical - depending on the scale will mark days, weeks, months, and years.
Horizontal
Hierarchy lines
Vertical
Horizontal
Labels - select the position of the task label:
Hidden
On the taskbar
Next to the taskbar
Period warnings
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Period warnings
When period warnings are visible, the mismatch of a parent-child period Boxes is indicated in orange on the Gantt chart:
Collapse and Expand all Boxes
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Mini-map
Navigate through all your Boxes using the mini-map. Click on the map to adjust the main timeline.
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The
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Boxes in this mode are represented as bars just like on a Gantt chart and a "top-down" mode is used for the sub-Boxes. This means that lower-level boxes can not exceed the parent's period.
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Box actions
In this mode, you can move or resize your Boxes using drag and drop.
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Depending on your security role some operations might be disabled - to learn more go to Box security article. |
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If at least one sub-Box is in Closed status you will not be able to change its period. Moving the upper-level Box will not move the sub-Boxes in that case. |
Move and resize
The Box period is shaded yellow when adjusted (moving or resizing) and the grid lines will help you find the exact dates:
Editing Boxes
Right-click to open the Box dialog using which you can change the status of the Box, edit the Box information or delete it.
Table of contents
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