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Markers

Introduction

There may be important dates that call for special care and attention. You can highlight them using a marker whatever they may be: from an important external event to a deadline, you name it. Once highlighted, they'll become instantly visible to all users with access to the App and appropriate security roles to view the Box content.

Markers can only be viewed using the App. When you add a marker, it will be visible on the timeline of the following modules:

  • Overview

  • Gantt

  • Board

  • Objectives

  • Calendar

With live synchronization and a variety of colors to choose from, you can make your timeline a complete source of information for everyone.

Security and Configuration

  • To add, edit and remove markers you need at least the Box editor security role.

  • To enable Live Sync, go to BigPicture Configuration > General > Live sync, and scroll down to the Markers section. Finally, activate "Enable live-sync on markers". This requires Jira admin permission.  Once Live Sync is on, new markers will be instantly displayed in the the Gantt module. This way, every viewer will know all the important dates.

Display Markers

The Board, Objectives, and Calendar modules display markers by default. To see markers in the Gantt module, you need to enable them first. To do this, click on the timeline options button ". . ." in the top-right corner of the timeline and put a checkmark next to markers in the dialog box.

Click on the marker to expand it or hover over it to display additional information:

Inherited Markers

Markers are inherited by sub-Boxes so that all the important dates are clearly visible to users.

However, if you create a marker when working with a sub-Box will not show in the upper-level Box.

Current Date Marker

The current date is indicated with a purple marker which you can not edit. It's graphically represented by a circle outline with a dot at the center.

Add Custom Markers 

Gantt Module

To add a new marker:

  1. Make sure that markers are enabled.

  2. Hover the mouse above the timeline date area.

  3. When you see a blue indicator with a plus icon, click on that.

  4. Complete the details:

    1. Provide a name.

    2. Adjust the date.

    3. Add the description (optional).

    4. Change the color (optional).

  5. When ready, click "Save". 

Board and Objectives Modules

To add a marker using the Board or Objectives Modules, click on the timeline when the '+' appears. The procedure looks exactly the same as for the Gantt module. 

Overview Module

Using the timeline mode of the Overview module, you can also add a marker.

Actions on markers

You can perform the following actions on markers.

Action

Description

Action

Description

Hover a mouse cursor over a marker

Display marker details (date, name, and description):

All markers for the same date

Click on the number to expand a list of all markers created on the same date:

A list will own and inherited markers appears:

Move on top

Change the order of own markers displayed:

Left-click on a marker

Unfold or collapse a marker:

Right-click on a marker

Expand a list with the following actions:

  • Edit an existing marker

  • Show markers list (own markers - editable and inherited markers - uneditable)

  • Expand all markers

  • Collapse all markers

  • Add a new marker

  • Delete a marker