Scope Definition (Box)

1 Introduction
2 Scope type
3 Scope definition elements - own scope
4 Save scope
5 monday.com folders
6 Update scope
7 Recalculate box scope aggregations

Introduction

The box scope is a defined collection of items from your monday.com boards. Items are automatically synchronized. You can add main, shareable, and private boards to BigPicture boxes. Boards that a scope owner can’t access (private or shareable) are not displayed in the search box.

Scope type

Depending on the scope type of a given box, the sections on the Scope definition page differ.

Scope type	Description

Scope type	Description
own scope	To configure the scope, add Monday boards to a box. You can add main, shareable, and private boards to BigPicture boxes.
none (portfolio)	Portfolio boxes aggregate the contents of children nested within them. They don’t have their own scope
sub-scope	Sub-scope boxes don’t have their own scope - they display a subsection of an own-scope parent box.

Scope definition elements - own scope

The table below presents elements and actions you can perform on the Scope definition page.

Element	Description

Element	Description
Board	Add monday boards to the scope of a box.
Refresh board list	Can’t see a board on a list? Use the Refresh board list button. Boards that a scope owner can’t access (private or shareable) are not displayed in the search box.
Scope Owner	A Box can contain only the items the Scope Owner can access (viewing access is sufficient). If you try to add items the Scope Owner doesn't have access to, you won't be able to save the scope successfully.
Task types	You can select which elements are displayed as tasks on the Gantt timeline and in the task tree.

Save scope

BigPicture validates the scope. In case of errors, saving the scope fails.

If you define the scope correctly (all tasks exist and filters are NOT corrupted), the total number of tasks is displayed.

You cannot save the scope when:

At least one monday.com board in the scope definition is incorrect or does NOT exist.
The total number of tasks exceeds the box's task limit.

monday.com folders

You can use monday.com folders to update the scope.

To add a folder to a scope, click the Search icon in the folder line and choose folders:

When a folder is added, all boards within it and its sub-folders are included in the scope. Moving a board to a folder within the scope automatically includes it in the scope, eliminating the need for manual addition in the settings.

Remember to verify column mapping. The boards from the folder are automatically added to a box, but column mapping needs to be manually adjusted if needed.

Update scope

When you update the scope and add more boards to the box's scope, the current box’s scope owner must have access to all of them. Otherwise, you can’t save the changes.

Example:
Current situation: There’s only Board A in the box. Alice is the scope owner of that box.

Update: You update the box and add Board B to the scope. Alice doesn’t have access to Board B (it’s your private board).

Outcome: You can’t save changes because the current scope owner (Alice) doesn’t have access to Board B.

Solution: Add Alice to Board B and update the scope again.

Recalculate box scope aggregations

Set the time interval in which BigPicture recalculates box scope aggregations. The smaller the value, the higher the performance load for BigPicture. The recommended time is 60 seconds.

Open BigPicture.
Click the wrench button on the right side.
Select Modules.
Navigate to the Overview tab.
Set the time interval in the Box scope aggregation field.