Box Attributes
- Anna Ciepłota
Introduction
In this section, you can modify the basic Box information including the Box type name, prefix, icon, description, and available parent-types. The Box attributes are displayed in different modes of the Overview module and in the Box switcher.
Security and Access
Only a user with a minimum Box admin security role can access and manage the Box configuration.
To change the basic Box data go to Box configuration > General > Basics
Icon and color
Color-code your Box icons - this feature makes it easy to categorize your Boxes and identify their content at first glance. A colored icon is displayed in both the Overview module and in the Box switcher, which makes finding a particular Box easy and quick. You are not beholden to the default settings resulting from the Box type configuration, as they can be manually overridden at any point.
Box Name
The name of the Box comes in handy when you're searching for it using filters in the Overview module or the Box switcher search. You can organize your Boxes and sort them by the Box name. The Box name appears in all modes of the Overview module as a column or on the Box tile. It is also displayed in the Box switcher.
Box admins can edit the name directly using the Hierarchy mode of the Overview module (right click > Edit):
Box Lead
Box Lead role does NOT automatically grant access to the Box configuration as in previous versions of the App. To learn more about security roles go to Box Security.
The Box leader appears in all modes of the Overview module, as a column or on the Box tile:
Box Dates
The Start and End dates are used to generate the Box bar in the Overview module. The dates appear in all modes of the Overview module as a column or on the Box tile in the Kanban Mode.
Dates will also appear next to the Box bar in the Timeline view when you drag and drop the bar (requires Box admin security role):
Depending on the configuration, Box period might overlap or come in a sequence. The Box period mode determines whether the Box can exceed the duration of a parent Box.
Home (root) Box
The start/end dates of the Home (root) Box can't be changed - they are based on the duration of Boxes in the tree structure:
start date = the earliest start date of a child Box
end date = the latest end date of a child Box
Description
Additional description added to the card on the Kanban mode of the Overview module only. Use it to describe the content or the purpose of a Box:
Hover over the description when in the Kanban mode of the Overview module to show the full text: