Scope module

Owned by Anna Ciepłota
Last updated: Aug 19, 2024 by Magdalena Żaczek
4 min read

Contents:

Contents:

Introduction

https://fast.wistia.com/embed/medias/tq6ts2gvyc.jsonp

You can change the terminology and rename modules. To avoid confusion, check the module icon, which is unalterable.

The Scope module is a customizable task list. It allows you to freely arrange columns, switch between views, and show aggregated values. Double-click on a column's edge to adjust its width to the longest record in the current view.

You can also update your tasks directly using the interface, such as using it as a Backlog. Another common example of Scope module value is used for reporting.

The module's key features are the multi-level hierarchies, quick filters, and advanced aggregation.

Advanced aggregations
One of the most useful features of this view is the advanced aggregations.
For example, set the "Children in status categories %" at each parent level to measure progress based on Jira status categories. You can add the same field multiple times to have different aggregations of the same field in one view.

Available features

Feature

Description

Feature

Description

+ Add task

Using + Add task button, you can:

  • create a task 

  • import tasks from a file if you have a task template in MS Project, Excel, or CSV format. This feature requires BigTemplate App.

  • clone existing tasks from other Boxes, for example, if you created a Box that is used as a task template

  • go to Add task > Manage scope definition to get direct access to the scope definition page.

add-task-scope-module.png

 

Data

Manage data with the following features:

  • Organize tasks - use different criteria in ascending or descending order based on the fields added as columns

  • Group tasks - multi-level group your tasks and count tasks in each group

  • Expand all

  • Collapse all

  • Resynchronize - manually trigger resynchronization if your data seems out of date (requires Box Admin or Box Editor security role)

 

Export

Unlock the export features and install the BigTemplate App from the Atlassian Marketplace.

The following export formats are available:

  • CSV

  • XML

  • PDF image

Manual hierarchy

You can manually change the position of your tasks. The following options are available from the top menu and by right-clicking on a task.

  • Move to top

  • Move to bottom

  • Move up

  • Move down

  • Outdent

  • Indent

 

Quick filter

Add your favorite filters to the header and filter the tasks from the list.

View

Change the view options to include more information in the Gantt chart or show additional features:

  • Layout - change the line spacing to fit more tasks on the screen:

    • Compact

    • Normal

    • Wide

  • Detail view - replace the timeline with the Jira detailed issue view.

 

Column views

Change the Jira fields shown as columns. You can set aggregation options or change display settings.

Search box

The search box works in two modes:

  • TXT - simple text search based on the Summary field.

  • JQL - advanced search using JQL with additional JQL commands added by the App.

Edit task

Right-click on a task and select "Edit". You can make changes to a task in a pop-up window.

Delete task

To delete a task, right-click on a task and select "Delete". To confirm, click "Delete". 

Alternatively, click on a task and then click on the bin icon. To confirm, click "Delete" again.

Remember that once you delete a task in BigPicture, it will also be removed from Jira.

Role-based constraints

Live-sync 

Live sync is available for the Scope module. It lets you see data changes without refreshing a page. With live sync, your data will be instantly updated when users update their tasks. 

Scope module in portfolio boxes

You can use the Scope module to visualize the entire scope of your projects across multiple sub-boxes of one portfolio box. To learn more, see the page.