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Contents:

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About basic box settings

Info

Box configuration refers to the settings of an individual box, which are based on the box type settings.

The basic box details include such attributes as the box type name, icon, and description. They Those details are displayed in the Overview module and the box switcher.

Info

Box configuration refers to the settings of an individual box, which are based on the box type settings.

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Icon and color

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Below, you can see an overview of the general basic box configuration options on the individual box configuration page.

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Excerpt

Box icon and color

Each box can be identified not only by its name but also by its unique icon, which is further distinguished by color coding.

A colored icon appears in both the Overview module and the box switcher, allowing for quick and easy identification of a specific box. Additionally, you are not restricted by the default settings based on the box type configuration, as you can manually override adjust them at any point. 

Image RemovedImage RemovedImage RemovedBox type settings, icon and icon background color.Image Added

Box

Name

name

The Box's name comes in handy when you're searching for it using box name is useful when searching with filters in the Overview module or using the search bar in the Box box switcher search. You can organize your Boxes It helps you organize and sort them boxes by the Box name.

The Box name appears in all modes of the Overview module as a column or on the Box tile. It is also displayed in the Box switcher.

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Box admins can edit the name directly using the Hierarchy mode of the Overview module (right-click > Edit):

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Box Lead

Info

Box Lead role does not automatically grant access to the Box configuration as in previous App versions. To learn more about security roles, go to Security configuration in box modules.

The Box leader appears in all modes of the Overview module, as a column or on the Box tile:

You can also use the JQL Enhanced and create a filter using the Box leader.

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Box Dates

The Start and End dates are used to generate the Box bar in the Overview module. Box dates do not synchronize with Jira and other tools. The dates appear in all modes of the Overview module as a column or on the Box tile in the Kanban Mode.

Dates will also appear next to the Box bar in the Timeline view when you drag and drop the bar (requires Box admin security role):

Info

Depending on the configuration, the Box period might overlap or come in a sequence. The Box period mode determines whether the Box can exceed the duration of a parent Box. To

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Description

Additional description added to the card on the Kanban mode of the Overview module only. Use it to describe the content or the purpose of a Box:

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Hover over the description when in the Kanban mode of the Overview module to show the full text:

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box name is displayed:

  • in the Name column in the Hierarchy and Timeline modes in the Overview module.

  • on the box card in the Kanban board mode in the Overview module .

  • in the box switcher.

The Overview module in the kanban board mode with a box switcher expanded.Image Added

To rename the box, Box Admins can:

  • inline edit (double left-click) the box name in the Overview module (Hierarchy mode) on the root-level.

  • select the Edit option from the context menu (right-click the box swimlane).

Context menu for the selected box.Image Added

Box start and end dates

The start and end dates indicate the duration of a given box. These dates are not synchronized with Jira or other tools. Box start/end dates are displayed:

  • in the Start Date and End Date columns in the Hierarchy and Timeline modes in the Overview module.

  • on the box card in the Kanban board mode.

  • on the taskbar sides when you mousever the taskbar (left for the start date; right for the end date) in the Timeline mode in the Overview module.

Box hierarchy in the Overview module, the Timeline mode.Image Added

Depending on the box type configuration, the start/end dates of the timeboxes (such as Sprints, Iterations, Stages) can either overlap or be arranged sequentially (like in the screenshot below).

Box hierarchy in the Overview module, the Timeline mode, showing sequential timeboxes (Iteration boxes).Image Added

Box leader

Info

Box leader is not a security role. For that reason it does not automatically grant access to the app or box.

The box leader is displayed in all view modes of the Overview module. Use the drop-down menu to assign or change the box leader. Adding a box leader is optional.

basic-box-settings-box-leader.pngImage Added

Box description

You can add a box description to provide details about the box's content or purpose. The description is displayed in all view modes in the Overview module. Adding a box description is optional.

You can inline edit the box description directly on the Description column in the Hierarchy mode in the Overview module.

The description column in the Overview module.Image Added

Security and access

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