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Scheduling (Box types)

In this section, you can determine how periods of new tasks added to the scope react to other changes (e.g., task dependencies or parent/child relationship in the task structure). This option specifies a default configuration for newly created Boxes of a given type.

When the Scope definition of a Box type is set to "Sub-scope", the Period mode of a resulting Box is inherited from the parent and cannot be changed.

Changing the Box type settings from "Sub-scope" to "Own" doesn't impact the existing Boxes - this means that if a Box was created when the Scope definition of a Box type was set to "Sub-scope", neither the Scope definition nor the Scheduling of a resulting Box can be changed, as there is no way to override the individual scope settings of an existing Box manually.

Keep in mind:

  • A “Box type” contains the default settings applicable to multiple Boxes (all Boxes of a given type). Those settings are adjusted in the Box type administration.

  • The Box configuration refers to the settings of a single, individual Box. They are dependent on the “Box type” settings. 

Default period mode

Changes to the default scheduling mode of a Box type apply to all Boxes of this type (both existing and newly created); however, the scheduling mechanism does not recalculate existing tasks. In Boxes of this type, periods of the existing functions won't be altered, but if you add new tasks, the rules apply.

The period mode applies to newly created tasks only. A task is considered "newly created" when you add it to the scope of the Box for the first time. If the task already exists within the scope of any Box, its period mode will not be overridden.

For Boxes with "Own" scope, you can choose from four available period modes:

  • Auto bottom-up

  • Auto top-down

  • Lock

  • Manual

Go to this page to learn more about the scheduling mechanism and period modes.

There are different ways to add tasks that will be treated as new. These include:

  • using the +Task button in different modules (to create a new Task directly in the App)

  • changing the Box scope - for example, adding a new filter to the automatic rules

  • updating a task, so that it fits within the Box scope definition - for example, move a task to a project added to the Box scope.

NoteVersions and Sprints are always created as auto top-down to prevent them from being automatically rescheduled upon creation. This behavior occurs regardless of the default period mode set.

We recommend using the "Manual" period mode to ensure that your task will not be automatically rescheduled based on the configuration of structure builders and dependencies. You can enable the automation anytime, but you might be unable to revert changes easily.

Security and Access

  • Only users with the App admin security role can edit the Box types and access the Administration.

  • Access:

    • Click the "wrenchicon at the top right and select "Box types" from the drop-down list.

    • Click a Box type name to select it and open its settings.

    • On the left, go to Tasks > Scheduling tab.