Home

Return to the Home (Root) box.

Box status

Change the status of your box to Not started, In progress, or Closed.

Box switcher

Navigate between boxes, change the currently viewed box, or narrow the scope to a sub-box.

Scenario mode

Try different variants of your plan, compare the results, and find the best one.

+ Add task

Use this option to:

• Create new tasks and subtasks as Jira issues and basic tasks.

• Import tasks from a file (requires the BigTemplate app).

• Clone the existing scope.

• Access the Manage scope definition page.

Data

Add the following features to all tasks within the box scope:

• Organize tasks - changes the order of the tasks in all the users' views in an ascending (A-Z) or descending way (Z-A), based on the fields added as columns in the current column view.

• Scheduling mode - enables auto-scheduling or manual planning.

• Baselines - creates and displays schedule baselines under your tasks.

• Group tasks - groups tasks by one or multiple active columns and counts them in each group.

• Resynchronization - triggers an incremental sync of the box (requires Box Admin or Box Editor security role).

Sort by

Sort your task tree in an ascending (A-Z) or descending way (Z-A), based on the fields added as columns in the current column view. Unlike the Organize tasks option, sorting does not affect other users' views.

View

Customize the look of the WBS and Gantt chart and add extra details to your Gantt chart view:

• Layout - adjusts the row height (compact, regular, wide) so that you can fit more or fewer tasks on your screen; also adds and removes horizontal and vertical lines.

• Baselines - displays schedule baselines under tasks to compare initial and actual schedules.

• Critical path - highlights tasks on the critical path that determine project duration.

• Period warning - shows the position of parent tasks calculated in relation to their children.

• Progress - shows task progress directly on the taskbar.

Taskbar

Show task information using labels added to the task on the timeline or change the task colors based on status or manually:

• Task information - determines what task details are shown on the Gantt chart and their position.

• Other scope info - shows/hides an icon indicating that a given task is in the scope of multiple boxes.

• Task color - changes the color of the taskbar based on the status of the user’s choice of color.

Dependencies

Visualize two types of dependencies one the Gantt chart:

• Strong dependencies.

• Soft dependencies.

Show/Hide Resources

Use the Resources panel to see the workload of each resource (assignee). When enabled, an additional icon with Resources settings will appear next to the Show/Hide Resources button:

Effort modes:

• Original estimate.

• Remaining estimate.

Aggregations:

• Daily.

• Weekly.

• Monthly.

Switch to Resources

Once the Resources panel is enabled, you can click Switch to Resources to be redirected to the Resources module.

Export

Export data to a specified file type (requires the BigTemplate app):

• MS Project: MPP, XML, PDF, MPX.

• MS Excel: XLSX.

• CSV.

• PDF image.

Column Views

Column view displays field-based data for your project in a clear, tabular format. Under the Column Views button, you can find:

• Current View - indicates the active column view.

• Available section - lists available views you can select.

• Star (icon) - marks a column view as a favorite.

• Manage Column View - takes you to the box configuration page, where you can manage your column views.

Click the triple dots on the selected column for column configuration options. (The available options vary depending on the column type):

• Pin column - pins the column on the left or the right side of your column view.

• Sort tasks - sorts tasks A-Z or Z-A.

• Customize - if the data cannot be aggregated, it provides options for customizing the way the data in the column is displayed (icon and name; icon; name). If the data can be aggregated, it provides a list of aggregation methods.

• Column info - displays the field name the column is based on and indicates where the given field is mapped in the field mapping settings.

• Resize all columns to fit - resizes all columns in the view to fit the screen.

• Delete - removes the column from the column view.

Additionaly, double-click the column edge to fit the column width to its content.

Save changes

When you introduce changes to your current column view, click the Save changes button to save your changes. (Requires Box Admin security role.)

Undo

The Undo button becomes available when you make the following actions:

• Resize a taskbar on the Gantt chart.

• Move a taskbar on the Gantt chart.

Shortcut: ctrl/cmd + z

Important: Only a single, most recent action can be reversed.

The Undo button is grayed out by default. It becomes available when the user performs an operation that can be undone. Performing an undo operation OR reloading the page makes the Undo button grayed out again.

After pressing the Undo button, the application displays a screen asking the user if he wants to undo the change (Undo or Cancel). The screen shows the issue Key, a summary of the operation, the name of the user who introduced the change, and the date and time of the operation.

If the last operation cannot be undone after pressing the Undo button (because some other changes took place elsewhere in the system in the meantime), the application displays a screen saying the undo operation cannot be performed.

The screen shows the issue Key, summary of the operation, and the date and time of the operation.

Filters

Add your favorite filters to the header and filter the list tasks to see only the items which you are interested in. There are two types of filters:

• Quick Filters - narrows down the visible scope based on JQL statements.

• Date range - narrows down the visible scope to the defined period.

Search Box

Use the search box to filter out unwanted information. Choose between two modes:

• Text search.

• JQL.

Filter options

Apply additional filtering options to Quick Filters and Date range.

Timeline zoom

Zoom in and out, move to the current date, or scale to fit all your tasks on the timeline.

Timeline settings

Show additional elements on the timeline:

• Markers.

• Timeboxes.

• Week numbers.

Task structure

Indent and outdent your tasks manually or move them up and down the list. The manual structure might be in conflict with the active structure builders in which case a warning will be displayed.

Deleting tasks