Box lifecycle

Introduction

The Box status determines whether you are able to edit items assigned to that Box and If the Actual Business Values column appears in the Objectives module.

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.

You can see the status of the Box you're in at the top left:

There are different ways in which you can change the status, for example, you can right-click on a Box when in the Overview module, right-click on the Box in the Box configuration > Tasks > Scope definition or in the Objectives / Board modules.

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 remaining open objectives, once it is already closed:

• mark open objectives as failed and continue

• mark open objectives as abandoned

• do not modify status of open objectives

All objectives previously marked as "Failed" will remain in a given status after reopening the Box. These objectives will also be automatically cloned and added to the next Box with status "Open".

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

Open

Limitations of Closed Boxes

Box Configuration is unavailable for closed Boxes.