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Create a
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box
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When you create a Boxbox, you automatically become its Admin. |
Create a
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box in the Overview module
To create a new Box, click the "box:
Click the +Add new
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button.
Choose a box type and complete a box name.
Start and end dates are automatically set to today. You can edit start/end dates now or later.
Add monday boards to populate the scope of a box.
Adjust the icon and its color for a box.
Click Create.
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Alternatively, you can click in-between the items on the list:
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Next, select a Box a box type you want to use. Each Box box type has a specified "Parent type," which determines how the Box box hierarchy can be built.
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Depending on where you are in the App – Home View or the Overview module of a Box and where you click when adding new Boxes, the list of available Box Types might vary. |
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Field | Description |
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Box type | Select a Box box type from the list. |
Box name | Specify the Box box name. |
Start/end date | Provide the Start and end dates are automatically set to today. Click to change start/end dates.  |
Icon | Select the icon from the dropdown.  |
Color | Select the icon color.  |
Boards | Optional field You can select Monday boards that will be in the scope of the new Boxbox. Advanced scope definition options are available after the Box box has been created. |
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If the button is greyed out and you see a the message "There are no Box box types available for this level": |
Same-level
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boxes cannot be created
Sub-
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boxes cannot be created
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Firstly, check the "Type" of the Box you are
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in.
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Go to "Administration" to verify
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box type settings. Make sure that "parent types" have been set as needed.
Create same-level and sub-
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boxes
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The App can suggest the Start / End dates when your Boxes boxes are sequential. When overlapping is enabled, no end date will be suggested. To change the sequentiality settings, go to App Administration > Box types > General > Advanced administration Box types, which requires Box admin security role. |
Click the "Box type' " button or use the indent/outdent arrow, which appears outdent arrow next to the button in the box creation pop-up , to switch between same-level and sub-Boxesboxes. It appears when you want to add a Box by clicking in-between the items, and the Box type in the row above is a parent type to other Box types.
Select from the list of available Box types or click the "outdent arrow' to include the same-level Box types and the "indent arrow" to narrow the list to sub-Box box types.
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For example, parent-type Boxes for an Iteration Box are the Program Increment Boxes. Therefore, it appears in the Box type drop-down as a sub-Box:
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When you click the indent arrow, the arrow will reverse, and the available Box types are narrowed to same-level Boxes only, i.e., Iteration, as Iteration Box type is not a parent type to any other Box types:
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Duplicate the box configuration
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You can't duplicate a Box box with all its contents and tasks. You can use a Configuration of an existing Boxbox, duplicate it, and create a new Box box with an identical configuration. The scope of a box (tasks inside a Boxbox) isn't duplicated - tasks have to be added to the new Box box scope afterward. |
To duplicate a Boxbox, right-click on it or click on the wrench icon on the right and select "Duplicate configuration."
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Box configuration settings of a Box box are applied to the new Boxbox:
security Security (user roles)
modules Modules and their settings
connected Connected tools and the scope owner (tool connections get replicated)
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Inheritance mode impacts the exact setup of the newly created Box. If some settings (such as column views or Quick filers) were inherited from the upper-level Boxes, if you move a new Box to a different place in the hierarchy, inherited settings can be lost. Inherited settings are always based on upper-level Boxes and depend on placement within the Box hierarchy. Box type settings determine the inheritance mode of the following elements:
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Create a new portfolio (Home
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box only)
Set up a portfolio Box box - a Box in which you can box to nest your projects. Portfolio Boxes boxes help you organize your work and provide you with reporting capabilities.
Adjust the Box information:
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box information:
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Add sub-boxes in the Resources module
The Resources module aggregates data from sub-boxes in the portfolio box. If the portfolio box is empty, you are asked to add sub-boxes in the Resources module.
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Create new sub-boxes
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Move existing boxes
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There is no data to aggregate - add tasks
The Resources module aggregates data from sub-boxes in the portfolio box. If sub-boxes are empty, you are asked to add tasks to sub-boxes.
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Add tasks in the Overview module
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Add tasks (already existing in monday)
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Limitations
Sub-boxes
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Scope type validation
Two things determine how you can nest Boxes:
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