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Feature

Description

Box switcher

Navigate between Boxes, change the currently viewed Box or narrow the scope to a Sub-Box.

Scenario mode

Try different variants of your plan, compare the results, and find the best one.

+ Add task

Use this option to add tasks by:

  • Creating new tasks in the Host platform (the Host platform is the Jira instance you are currently using)

  • Importing tasks (requires BigTemplate App)

  • Cloning existing tasks

Use this option to access the scope definition page:

  • Manage scope definition

Data

Add the following features to all tasks within the Box scope:

  • Organize tasks—change the order of your tasks in an ascending or descending way, based on fields added as columns using the Column Views Gantt

  • Scheduling mode—enable auto-scheduling or plan your task manually

  • Baselines—create and display time baselines for your tasks

  • Group tasks—multi-level group your tasks and count tasks in each group

  • Resynchronization—trigger an incremental sync your Box (requires Box Admin or Box Editor security role)

View

Change the view options to include more information in the Gantt chart or show additional features:

  • Layout—adjust the row height so that you can fit more tasks on the screen and show a larger portion of your schedule. You can also add grid lines to distinguish between dates.

  • Baselines—set project baselines to compare initial and actual schedules

  • Critical path—highlight tasks on the critical path that determine project duration

  • Period warning—show the position of parent tasks calculated based on its children tasks

  • Progress—show task progress directly on the taskbar

Taskbar

Show task information using labels added to the task on the timeline or change the task colors based on status or manually:

  • Task information - manage what task details are shown on the Gantt chart

  • Other scope info - show/hide an icon indicating that a given task is in multiple multiple Boxes with their own separate scopes

  • Task color

Dependency

Visualize two types of dependencies using Gantt:

  • Strong dependencies

  • Soft dependencies

Show / Hide Resources

Use the Resources panel to see the workload of each resource (assignee).

When enabled, an additional icon with Resources settings will appear:

Effort modes:

  • Original estimate

  • Remaining estimate

Aggregations:

  • Daily

  • Weekly

  • Monthly

Switch to Resources

Once the Resources panel is enabled, you can click "Switch to Resources" to be redirected to the Resources module.

image-20240124-105154.png

Export

Export your work as:

  • MS Project: MPP, XML, PDF

  • MS Excel: XLSX

  • CSV

  • PDF image

Info

Export requires the BigTemplate App.

Column Views

Customize the task list to display available fields as columns. You can save your Column View and mark it as a favorite. Double-click on a column's edge to adjust its width to the longest record in the current view.

Column configuration

Configure the columns the way you need. Configuration options depend on the type of field added to the view.

Manage Column Views

Add or remove columns within the task list. When you add or remove fields the current Column View is modified but will not be saved automatically.

Undo button

Undo button becomes available after a user made changes.

Undo the following actions:

  • Resizing the task on Gantt

  • Moving the task on Gantt

Shortcut: ctrl/cmd + z

Important: Only a single action can be undone.

The Undo button is grayed out by default. It becomes available when the user performs an operation that can be undone. Performing an undo operation OR reloading the page makes the Undo button grayed out again.

After pressing the Undo button, the application displays a screen asking the user if he wants to undo the change (Undo or Cancel). This screen shows the name of the operation, the task ID, and the date and time of the operation to be undone.

If it turns out that after pressing the Undo button, the last operation cannot be undone (because there were some changes elsewhere in the system in the meantime), the application displays a screen that the Undo operation cannot be performed (Cancel). This screen shows the name of the operation, the task ID, and the date and time of the operation.

Filters

Add your favorite filters to the header and filter the list tasks to see only the items which you are interested in. There are two types of filters:

Search Box

Use the search box to filter out unwanted information. Choose between two modes:

  • Text search

  • JQL

Timeline zoom

Zoom in and out, move to the current date, or fit all your tasks on the timeline.

Timeline settings

Show additional elements on the timeline:

Task structure

Indent and outdent your tasks manually or move them up and down the list. The manual structure might be in conflict with the active structure builders in which case a warning will be displayed.

Deleting tasks

You can delete the tasks from the list in which case the task will be also removed from the Host and External platforms (in case of connecting with other External Platforms such as Trello or other Jira instances).

Infobar

Show more information about your tasks:

Mini-map

Enable a mini-map to navigate through the whole timeline with a single click.

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