Box lifecycle (Objectives module)

The box status determines whether you can edit items assigned to that box and whether the Actual Business Values column appears.

You can set the status of each box as one of the following:

• Not started (grey) - it will be executed in the future, so it is still in the planning phase

• In progress (blue) - it is currently in execution

• Closed (green) - it has already finished

Changing box status in the Roadmap module:

• drop-down in the 'information' pop-up
  
  

  Open

  

• right-click on a sub-box name
  
  

  Open

  

Transitions 

All the following transitions between statuses are allowed:

• Not started → In progress and vice versa

• In progress/Not started → Closed and vice versa

When you complete the work and want to close the box, you will be prompted to decide what to do with the remaining open objectives once it is already closed:

• Mark open objectives as failed and continue

• Mark open objectives as abandoned

• Do not modify the status of open objectives

After reopening the box, all objectives marked as "Failed" will remain in a given status. These objectives will also be automatically cloned and added to the next box with the Open status.

Closing an upper-level box means that all the sub-boxes of that box will also be closed.