Page Comparison

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Create a box in the Overview module

To create a new box, click :

1. Click the

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1. +Add new

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1. button.

2. Choose a box type and complete a box name.

3. Start and end dates are automatically set to today. You can edit start/end dates now or later.

4. Add monday boards to populate the scope of a box.

5. Adjust the icon and its color for a box.

6. Click Create.

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Alternatively, you can click in-between the items on the list:

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Field	Description
Box type	Select a box type from the list.
Box name	Specify the box name.
Start/end date	Provide the Start and end dates are automatically set to today. Click to change start/end dates.  Image Added
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 box. Advanced scope definition options are available after the box has been created.

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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

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Add tasks (already existing in monday)

Limitations

Sub-boxes

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