Markers

Introduction

Markers highlight important dates, such as events or deadlines. They remind you about dates that call for special care or attention. Once created, markers become instantly visible to everybody who can access BigPicture and has proper security roles to see the box content.

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

You can see markers only in BigPicture. Markers are visible on the timeline of the following modules:

  • Overview

  • Gantt

  • Board

  • Objectives

  • Calendar

Security and configuration

You need at least the Box editor security role to add, edit, and remove markers.

Live sync on markers

New markers are instantly displayed in the Gantt module when live synchronization is on.

To enable live synchronization:

  1. Open BigPicture.

  2. Go to App settings (wrench icon in the top right corner) > General > Live sync > Markers.

  3. Activate the Enable Live sync on markers toggle.

  4. Click Save.

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:

  1. Open the Gantt module.

  2. Click the More actions button in the top right corner.

  3. Activate the Markers option.

Screenshot of the Gantt's timeline when markers are enabled.

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

Screenshot of expanded information about a marker.

Inherited markers

Sub-boxes inherit markers so that all important dates are 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 cannot edit. It's graphically represented by a circle outline with a dot at the center.

Add custom markers 

Gantt module

Before you begin, make sure that markers are enabled on the timeline.

  1. Open the Gantt module.

  2. Click the More actions button in the top right corner.

  3. Activate the Markers option.

To add a new marker in the Gantt module:

  1. Open the Gantt module.

  2. Hover the mouse above the timeline date area.

  3. When you see a blue indicator with the + 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 Create

Board and Objectives modules

To add a new marker in the Board/Objectives module:

  1. Go to the Board/Objectives module.

  2. Click on the timeline when the + icon appears.

  3. Complete the details:

    1. Provide a name.

    2. Adjust the date.

    3. Add the description (optional).

    4. Change the color (optional).

  4. When ready, click Create

Overview module

To add a new marker in the Overview module:

  1. Switch to the timeline mode in the top left corner.

  2. Click on the timeline when the + icon appears.

  3. Complete the details:

    1. Provide a name.

    2. Adjust the date.

    3. Add the description (optional).

    4. Change the color (optional).

  4. When ready, click Create

Actions on markers

The table presents the actions you can perform on markers in BigPicture.

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 with 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

Double-click on a marker

Double-click to open and edit the marker: