Adding Tasks

There are different ways in which you can add tasks using the Gantt module. You can add tasks one by one or add a group of tasks to the scope of the Box. When you use Gantt's interface, besides adding Jira issues, you can also add Basic tasks which will only be displayed using the App.

Open

Creating new tasks

Open

Jira tasks

Create a new Jira task (issue) using the task creation screen. Any issue type can be added as a task. If a task is already selected, the new task will be added just beneath it on the same level in the hierarchy.

Depending on the project synchronization settings, adding new tasks might update different fields mapped as start and end dates. To learn more go to the Fields configuration page.

For example: If the "Start Date" field is not synchronized or it is not added to the appropriate issues screen when you add a task there will not be any update of the "Start Date" field. However, when the "Start Date" is synchronized, adding a task without setting the start date estimate will result in a task update, and the "Creation Date" will be used as the "Start Date" (the "Creation Date" will also be used as the "End Date" if the task is not resolved).

If the App overwrites the manually specified start/end dates, make sure to verify Box scheduling settings and scheduling mode of tasks.

Basic tasks

Create a basic task and add it to the list of tasks. Such tasks will not be synchronized with your Jira or connected tools. For example, you will not see a basic task in your Jira project.

Task templates 

This requires you to create a template first using the Task Template Creation menu in the Box configuration.

Import from file

Import your task templates from other tools like MS Project, MS Excel, or a CSV file. For detailed instructions on how to import tasks from a file, refer here.

Clone existing scope

Use your existing Boxes as templates and clone the scope to a different Box. As data needs to be stored in Jira projects, make sure that your project settings are the same as the source project.

Inline task create

You can add new tasks directly using the task list. New tasks appear on the selected level in the hierarchy.

Inline new sub-task adding

You can add sub-tasks directly under a task that has children. New sub-tasks appear on the selected level in the hierarchy.

Include existing tasks from a task source

You can add existing tasks to a Box by adjusting its scope definition. Items that already exist in tools such as Jira and Trello can be included in your Box.

Go to: Add task > Manage scope definition to make adjustments. 

Empty box

When a box doesn't contain tasks you see the following splash screen:

Create manually

This option lets you create new tasks. 

Click on the tile:

Basic task

To create a basic task select it from the drop-down:

Jira issue

To create a new task in a Jira project select it from the drop-down:

Add existing tasks from Jira

This option lets you add existing tasks from a Jira project.

Click on the tile:

Scope definition settings appear in a pop-up:

To access advanced settings click the Advanced options link at the bottom: