Introduction
To create, edit and delete Boxes, you need a Box Admin or sub-Box creator Security Role. (yeah, no, sub box creator can’t edit or remove boxes. Only create)
To configure default Box type information and parent types, go to App's administration > Box types > edit (click on a Box type name) > Basics. (That is App Admin)
To configure Box type scheduling rules (period mode and sequentially), go to App's administration > edit (click on a Box type name) > Advanced. (that is part of the box type information. It’s not a separate point. Box type is one point)
Create a Box
When you create a Box, you automatically become its Admin.
Create a Box in the Overview module
To create a new Box, click the "+Add new" button or hover over the list and click between the rows. A pop-up will appear with the basic Box data required to create a Box:
Alternatively, you can click in-between the items on the list:
Next, select a Box type you want to use. Each Box type has a specified "Parent type," which determines how the Box hierarchy can be built.
Depending on where you are in the App – Home View or the Overview module of a Box and where you click when adding new Boxes, the list of available Box Types might vary.
Make sure to define the "Parent type" correctly in App's administration > Box types (click on the Box type name to edit) > General > Basics > Parent types (requires App Admin Security Role).
If needed, edit the fields:
Field | Description |
|---|---|
Box type | Select a Box type from the list |
Box name | Specify the Box name |
Start/end date | Provide the start/end dates. |
Icon | Select the icon from the dropdown |
Color | Select the icon color |
Boards | Optional field You can select Monday boards that will be in the scope of the new Box. Advanced scope definition options are available after the Box has been created. |
If the button is greyed out and you see a message "There are no Box types available for this level":
Same-level Boxes cannot be created
Sub-Boxes cannot be created
Firstly, check the "Type" of the Box you are presently in.
Go to "Administration" to verify Box Type settings. Make sure that "parent types" have been set as needed.
Create same-level and sub-Boxes
The App can suggest the Start / End dates when your Boxes are sequential. When overlapping is enabled, no end date will be suggested.
To change the sequentiality settings, go to App Administration > Box types > General > Advanced administration Box types, which requires Box admin security role.
Click the "Box type' button or use the indent/outdent arrow, which appears next to the button in the box creation pop-up, to switch between same-level and sub-Boxes. It appears when you want to add a Box by clicking in-between the items, and the Box type in the row above is a parent type to other Box types.
Select from the list of available Box types or click the "outdent arrow' to include the same-level Box types and the "indent arrow" to narrow the list to sub-Box types.
For example, parent-type Boxes for an Iteration Box are the Program Increment Boxes. Therefore, it appears in the Box type drop-down as a sub-Box:
When you click the indent arrow, the arrow will reverse, and the available Box types are narrowed to same-level Boxes only, i.e., Iteration, as Iteration Box type is not a parent type to any other Box types:
Duplicate the Box Configuration
You can't duplicate a Box with all its contents and tasks.
You can use a Configuration of an existing Box, duplicate it, and create a new Box with an identical configuration. The scope of a box (tasks inside a Box) isn't duplicated - tasks have to be added to the new Box scope afterward.
To duplicate a Box, right-click on it or click on the wrench icon on the right and select "Duplicate configuration."
Box configuration settings of a Box are applied to the new Box:
security (user roles)
modules and their settings
connected tools and the scope owner (tool connections get replicated)
Inheritance mode impacts the exact setup of the newly created Box.
If some settings (such as column views or Quick filers) were inherited from the upper-level Boxes, if you move a new Box to a different place in the hierarchy, inherited settings can be lost. Inherited settings are always based on upper-level Boxes and depend on placement within the Box hierarchy.
Box type settings determine the inheritance mode of the following elements:
Column Views
Security (Security settings as they are always inherited)
Create a new portfolio (Home Box only)
Set up a portfolio Box - a Box in which you can nest your projects. Portfolio Boxes help you organize your work and provide you with reporting capabilities.
Adjust the Box information:
Scope type validation
Two things determine how you can nest Boxes:
In Box type configuration, you decide the possible parents of each Box type. Parent Box types determine how to build the Box hierarchy (nest Boxes) and prevent users from making mistakes and mixing methodologies.
Each Box type has Scope type settings (None, Own scope, Sub-scope).