Introduction
There may be important dates that call for special care and attention. You can highlight them using a marker, whatever they may be: from an important external event to a deadline, you name it. 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. When you add a marker, it will be visible on the timeline of the following modules:
Overview
Gantt
Board
Objectives
Calendar
With live synchronization and a variety of 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 BigPicture Configuration > General > Live sync, and scroll down to the Markers section. Finally, activate "Enable live-sync on markers". This requires Jira admin permission. Once Live Sync is on, new markers will be instantly displayed in the the Gantt module. This way, every viewer will know all the important dates.
Display markers
The Board, Objectives, and Calendar modules display markers by default. 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.
Click on the marker to expand it or hover over it to display additional information:
Inherited markers
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 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:
Make sure that markers are enabled.
Hover the mouse above the timeline date area.
When you see a blue indicator with a plus icon, click on that.
Complete the details:
Provide a name.
Adjust the date.
Add the description (optional).
Change the color (optional).
When ready, click "Create".
Board and Objectives modules
To add a marker using the Board or Objectives modules, click on the timeline when the '+' appears. The procedure looks exactly the same as for the Gantt module.
Overview module
Using the timeline mode of the Overview module, you can also add a marker.
Actions on markers
You can perform the following actions on markers.
Action | Description |
---|---|
Hover a mouse cursor over a marker | Display marker details (date, name, and description): |
All markers for the same date | Click on the number to expand a list of all markers created on the same date: A list will own and inherited markers appears: |
Move on top | Change the order of own markers displayed: |
Left-click on a marker | Unfold or collapse a marker:
|
Right-click on a marker | Expand a list with the following actions:
|
Double-click on a marker | Open and edit the marker |