Create
- Anna Ciepłota
- Magdalena Żaczek
- Marta Golab (Deactivated)
- Piotr Koszela
Security and configuration
You need a box admin or sub-box creator security role to create, edit, and delete boxes.
To configure the default box type information and parent types, go to App's administration > box types > edit (click on a box type name) > Basics (box types).
To configure box type scheduling rules (period mode and sequentially), go to App's administration > edit (click on a box type name) > Advanced (box types).
Create a box
When you create a box, you automatically become its Admin.
The video presents how to create a box in BigPicture.
Simplified box creation from a Jira project
You can create a box directly from a Jira project. This simplified process allows you to effortlessly create a box that matches a project's scope.
Create a box in the Overview module
To create a new box:
Click the +Add new button.
Choose a box type and complete a box name.
Start and end dates are automatically set to today. You can edit start/end dates now or later.
Choose one or more Jira projects to populate the scope of a box.
Adjust the icon and its color for a box.
Click Create.
Alternatively, you can click in-between the items on the list:
Next, select a box type you want to use.
The list of available box types might vary depending on where you are in the App—Home View or the Overview module of a box and where you click when adding new boxes. Make sure to define the "Parent type" correctly in the App's administration > box types (click on the box type name to edit) > General > Basics > Parent types (requires App admin security role).
If needed, edit the fields:
Field | Description |
|---|---|
Box type | Select a box type from the list. |
Box name | Specify the box name. |
Start/end date | Start and end dates are automatically set to today. Click to change start/end dates. |
Icon | Select the icon from the dropdown. |
Color | Select the icon color. |
Projects | Optional field You can select Jira projects that will be in the scope of the new box. Advanced scope definition options are available after the box has been created. You can base the scope on Jira boards, and filters and narrow down the scope. |
If the button is greyed out and you see the message "There are no box types available for this level":
Same-level boxes can't be created
Sub-boxes can't be created
Firstly, check the "Type" of the box you are presently in.
Go to "Administration" to verify box type settings. Make sure that "parent types" have been set as needed.
Create same-level and sub-boxes
Click the "box type" button or use the indent/outdent arrow next to the button in the box creation pop-up to switch between same-level and sub-boxes. It appears when you want to add a box by clicking in-between the items, and the box type in the row above is a parent type to other box types.
Select from the list of available box types or click the "outdent arrow' to include the same-level box types and the "indent arrow" to narrow the list to sub-box types.
When you click the indent arrow, the arrow will reverse, and the available box types are narrowed to same-level boxes only, i.e., Iteration, as the Iteration box type is not a parent type to any other box types:
Next timebox naming scheme
When creating a consecutive "Sub scope" box, the App suggests a name.
The last number in the string (the name of the previous box) is incremented by 1, even if it isn't the last character in a string.
If no numbers are present, "2" is added to the end of the name string.
Duplicating the box configuration
To duplicate a box, right-click on it or click on the wrench icon on the right and select "Duplicate configuration."
Box configuration settings of a box are applied to the new box:
security (user roles)
modules and their settings
connected tools and the scope owner (tool connections get replicated)
Import Jira projects (Home box only)
Set up a box based on your Jira projects.
Select one or more Jira projects you want to include in the scope of a box.
Select a box type:
If you have selected multiple projects, you can create a separate box for each. Adjust a toggle switch accordingly.
When ready, click Import.
Create a new portfolio (Home box only)
Set up a portfolio box—a box in which you can nest your projects. Portfolio boxes help you organize your work and provide reporting capabilities.
Adjust the box information. When ready, click Create.