...
Feature | Description |
---|---|
Home | Return to the Home (Root) box. |
Box status | Change the status of your box to Not started, In progress, or Closed. |
Navigate between boxes, change the currently viewed box, or narrow the scope to a sub-box. | |
Try different variants of your plan, compare the results, and find the best one. | |
Use this option to:
| |
Data | Add the following features to all tasks within the box scope:
|
Sort by | Sort your task tree in an ascending (A-Z) or descending way (Z-A), based on the fields added as columns in the current column view. Unlike the Organize tasks option, sorting does not affect other users' views. |
View | Customize the look of the WBS and Gantt chart and add extra details to your Gantt chart view:
|
Taskbar | Show task information using labels added to the task on the timeline or change the task colors based on status or manually:
|
Visualize two types of dependencies one the Gantt chart:
| |
Use the Resources panel to see the workload of each resource (assignee). When enabled, an additional icon with Resources settings will appear next to the Show/Hide Resources button: Effort modes:
Aggregations:
| |
Switch to Resources | Once the Resources panel is enabled, you can click Switch to Resources to be redirected to the Resources module. |
Export | Export data to a specified file type (requires the BigTemplate app):
|
Column view displays field-based data for your project in a clear, tabular format. Under the Column Views button, you can find:
Click the triple dots on the selected column for column configuration options. (The available options vary depending on the column type):
Additionaly, double-click the column edge to fit the column width to its content. | |
Save changes | When you introduce changes to your current column view, click the Save changes button to save your changes. (Requires Box Admin security role.) |
Undo | The Undo button becomes available when you make the following actions:
Shortcut: ctrl/cmd + z Important: Only a single, most recent action can be reversed. 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). The screen shows the issue Key, a summary of the operation, the name of the user who introduced the change, and the date and time of the operation. If the last operation cannot be undone after pressing the Undo button (because some other changes took place elsewhere in the system in the meantime), the application displays a screen saying the undo operation cannot be performed. The screen shows the issue Key, summary of the operation, and the date and time of the operation. |
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:
| |
Use the search box to filter out unwanted information. Choose between two modes:
| |
Filter options | Apply additional filtering options to Quick Filters and Date range. |
Timeline zoom | Zoom in and out, move to the current date, or scale to 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: |
Enable a mini-map to navigate through the whole timeline with a single click. |
...
Left-click on a task or taskbar to select it.
The task is now highlighted in blue and the editor slider appears in between the work breakdown structure and the Gantt timeline.
Click on the three dots.
Click Edit.
...
Redirection to a connected tool
When you click on the Jira issue Key (either in the column view or on a Gantt timeline), you will be taken to the connected tool (for Jira, it will be the Jira issue detail screen).
...
Right-click on a task and select Delete from the context menu.
...
Editor slider
Click on a task or taskbar to select it. Select Delete on the editor slider.
...