Box lifecycle (Overview module)
- Anna Ciepłota
- Piotr Koszela
- Marta Golab (Deactivated)
- Magdalena Żaczek
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Box Status
The box status determines whether you can edit the box information or change the box configuration.
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
When the box status is set to 'Closed,' you can't edit the box information or change the box configuration. Additionally, all its sub-boxes are closed if any exist. Closed boxes are accessible in read-only mode. Data is no longer synchronized - changes made outside closed boxes (e.g., directly in a task source) might not be reflected by closed boxes.
You can see the status of the box you're in at the top left:
And in the box switcher:
Transitions
Box status change
You can change the box status:
Overview module:
Inline editing "status" column
Right-click menu
Board module:
Right-click menu
Menu button
Objectives module:
Right-click menu
Info button
Box configuration (Scope definition) → changing the status of sub-boxes:
Info button
Right-click
Objectives vs. box status
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.
Archived boxes
An additional 'status' in the box can be set to Archived. Once a box is archived, the aggregations can no longer be calculated, and the box will not contain any valuable business information. Archived boxes can be viewed by selecting them from the view dropdown.
Action buttons are disabled.
Closed boxes
When a box is closed, all its children are also closed. Closed boxes function in read-only mode. Data is no longer synchronized, meaning any changes made to Jira issues/Trello cards after the box has been closed will not be reflected by the box. You can't change the status of a closed box if its parent/s that is/are closed.
The box configuration is unavailable for closed boxes. When the box status is set to 'Closed,' you can't edit the box information or change the box configuration.
Action buttons are disabled.
Limitations
Sub-boxes
You cannot create a sub-box under a closed or archived parent box. The plus icon is grayed out.
Synchronization and scheduling
If a task belongs only to archived or closed boxes, it has a scheduling block placed on it.
Box configuration
Closed boxes function in a read-only mode - box configuration can't be accessed.
Inline editing
Closed boxes function in a read-only mode - inline editing of box values disabled.
Exception: The status column value remains responsive and can be used to change the box status.