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Contents:
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Introduction
Column Views allow you to add different fields and configure their display and aggregation settings which determine how data is presented in the Gantt type module's task list.
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Box Admins can additionally save changes made to the active view.
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We recommend using the 'Built-in" type of fields which display field values from all synchronized fields in Jira and connected tools. For example, the "Start date" built-in field shows the date values from all fields mapped as the start date in the Fields configuration and from connected tools, such as Trello. |
To add a column, click the 'cog' icon on the far right of the task list header. Use the search box to find the fields you want to add:
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Click on the Customize column icon to:
Pin column
Sort tasks
Customize
Column info
Resize all columns to fit
Remove column
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Pin column
To pin a selected column:
Click on the Customize column icon.
Click Pin column and select one of the available options.
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No pin
Pin left
Pin right
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Sort tasks
When you sort tasks, the view is temporarily modified, and the applied changes are visible only to you.
To sort tasks:
Click on the Customize column icon.
Click Sort tasks and select one of the available options:
A-Z
Z-A
None
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Customize column
Data from various fields can be aggregated at the parent task level, or you can change the way it is presented. For example, the status field has different aggregation options, and one of the most useful is the "Children status categories " which shows the task distribution in status categories:
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Column info
Click Column info to check the source of a selected column.
BigPicture built-in field:
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Jira field:
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Resize all columns to fit
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Use the Resize all columns to fit option to automatically adjust the width of all columns added to the current column view to the width of the task list.
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If there are too many columns to fit the width of the task list, a horizontal scroll is active.
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Remove column
To remove the selected column from the column view:
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Click on the Customize column icon.
Click Remove.
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Method 2:
Click the cog icon.
Click the bin icon next to a column you want to remove.
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You can't delete the column view that is in use. At least one View has to exist at all times. |
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Field mapping
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For boxes based on a single Jira project, you can configure the field mapping rules directly from a box context. For more information, see the Field mapping page.
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Affects
Switching between column views may clear the grouping. Grouping is based on visible columns - if the new column view doesn't contain columns used for grouping, grouping is cleared. If possible, grouping is maintained.
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