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Contents:
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Introduction
Markers highlight important dates, such as events or deadlines. They remind you about dates that call for special care
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or attention.
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Once created, markers become instantly visible to
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everybody who can access BigPicture and has proper security roles to
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see the
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box content.
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With live synchronization and a variety of colors to choose from, your timeline can be a complete source of information for everyone.
You can see markers only in BigPicture. Markers are visible on the timeline of the following modules:
Overview
Gantt
Board
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Objectives
Calendar
With live synchronization and a variety of colors to choose from, you can make your timeline a complete source of information for everyone.
Security and
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configuration
You need at least the Box editor security role to add, edit, and remove markers.
Live sync on markers
New markers are instantly displayed in the Gantt module when live synchronization is on.
To enable
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live synchronization:
Open BigPicture.
Go to App settings (wrench icon in the top right corner)> General > Live sync
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> Markers
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.
Activate the Enable Live sync on markers
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toggle.
Click Save.
Display markers
The Board,
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Objectives, and Calendar modules display markers by default.
To see markers in the Gantt module, you need to enable them first
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:
Open the Gantt module.
Click the More actions … button in the top
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right corner
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.
Activate the Markers option.
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Click on the marker to expand it or hover over it to display additional information:
Markers in sub-Boxes
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Inherited markers
Sub-boxes inherit markers so that all
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important dates are
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visible to users.
However, if you create a marker when working with a sub-
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box will not show in the upper-level
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box.
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Current
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date marker
The current date is indicated with a purple marker, which you
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cannot edit. It's graphically represented by a circle outline with a dot at the center.
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Add custom markers
Gantt module
Before you begin, make sure that markers are enabled on the timeline.
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Adding Custom Markers
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To add a new marker
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in the Gantt module:
Open the Gantt module.
Hover the mouse above the timeline date area
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.
When you see a blue indicator with
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You can color code custom markers to differentiate between types of events. Use various colors, adjust the dates, and include additional information to make sure that everyone knows everything about the event:
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the + icon, click on that.
Complete the details:
Provide a name.
Adjust the date.
Add the description (optional).
Change the color (optional).
When ready, click Create.
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Board and Objectives modules
To add a new marker in the Board/Objectives module:
Go to the Board/Objectives module.
Click on the timeline when the + icon appears.
Complete the details:
Provide a name.
Adjust the date.
Add the description (optional).
Change the color (optional).
When ready, click Create.
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Overview module
To add a new marker in the Overview module:
Switch to the timeline mode in the top left corner.
Click on the timeline when the + icon appears.
Complete the details:
Provide a name.
Adjust the date.
Add the description (optional).
Change the color (optional).
When ready, click Create.
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Actions on markers
The table presents the actions you can perform on markers in BigPicture.
Action | Description |
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Hover a mouse cursor over a marker | Display marker details (date, name, and description) |
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Left-click - to unfold/collapse a marker
Right-click - to make the dropdown menu
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: | |
All markers for the same date | Click on the number to expand a list of all markers created on the same date. A list with own and inherited markers appears: |
Move on top | Change the order of own markers displayed: |
Left-click on a marker | Unfold or collapse a marker: |
Right-click on a marker | Expand a list with the following actions:
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Table of contents
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Board and Roadmap Modules
To add a marker using the Board or Roadmap Modules, click on the timeline when the '+' appears:
You can color code custom markers to differentiate between types of events. Use various colours, adjust the dates, and include additional information to make sure that everyone knows everything about the event:
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Using the timeline mode of the Overview module, you can only see the current date marker:
Editing and deleting markers
To edit a marker, right-click on it, and select edit to change:
- Name
- Color
- Date
- Additional description
To delete a marker, right-click on it, and select 'delete'.
Double-click on a marker | Double-click to open and edit the marker: |