Markers

Introduction

There may be a number of important dates that call for special care and attention. You can highlight them using a marker. Once highlighted, they'll become instantly visible to all users with access to the App and appropriate security roles to view the Box content.

Markers can only be viewed using the App and when you add a marker, it will be visible on the timeline of the following modules:

  • Overview

  • Gantt

With live synchronization and various colors to choose from, you can make your timeline a complete source of information for everyone.

Security and configuration

  • To add, edit, and remove markers you need at least the Box editor security role.

  • To enable Live sync, go to App Configuration > General> Live sync > Markers.
    Finally, activate "Enable Live sync on markers". Once Live sync is on, new markers will be instantly displayed in the Gantt module.

Display markers

To see markers in the Gantt module, you need to enable them first. To do this, click on the timeline options button ". . ." in the top-right corner of the timeline and put a checkmark next to markers in the dialog box.

Right-click on the marker to display additional information:

Markers in sub-boxes

Markers are inherited by sub-boxes so that all the important dates are clearly visible to users. However, if you create a marker when working with a sub-box, it will not show in the upper-level Box.

Current date marker

The current date is indicated with a purple marker which you cannot edit. It's graphically represented by a circle outline with a dot at the center.

Add custom markers 

Gantt module

To add a new marker, hover your pointer above the timeline date area, and a blue indicator with a plus icon will appear. Now click to open a dialog box for adding markers.

Make sure that the markers are enabled in the Show on timeline settings.

You can color code custom markers to differentiate between types of events. Use various colors, adjust the dates, and include additional information to make sure that everyone knows everything about the event:

Overview module

Switch to the Timeline view in the Overview module to display or modify markers.

Edit and delete markers

To edit a marker, click on it (or, in the case of Gantt right-click) and select edit to change:

  • Name

  • Color

  • Date

  • Description

 

To delete the marker, right-click on the marker and select “Delete”.