Create
- Anna Ciepłota
- Magdalena Szpunar
Create a box
When you create a box, you automatically become its Admin.
Create a box in the Overview module
To create a new box:
Click the +Add new button.
Choose a box type and complete a box name.
Start and end dates are automatically set to today. You can edit start/end dates now or later.
Add monday boards to populate the scope of a box.
Adjust the icon and its color for a box.
Click Create.
Alternatively, you can click in-between the items on the list:
Next, select a box type you want to use. Each box type has a specified "Parent type," which determines how the box hierarchy can be built.
Depending on where you are in the App – Home View or the Overview module of a Box and where you click when adding new Boxes, the list of available Box Types might vary.
Make sure to define the "Parent type" correctly in App's administration > Box types (click on the Box type name to edit) > General > Basics > Parent types (requires App Admin Security Role).
If needed, edit the fields:
Field | Description |
|---|---|
Box type | Select a box type from the list. |
Box name | Specify the box name. |
Start/end date | Start and end dates are automatically set to today. Click to change start/end dates. |
Icon | Select the icon from the dropdown. |
Color | Select the icon color.
|
Boards | Optional field You can select Monday boards that will be in the scope of the new box. Advanced scope definition options are available after the box has been created. |
If the button is greyed out and you see the message "There are no box types available for this level":
Same-level boxes cannot be created
Sub-boxes cannot be created
Firstly, check the "Type" of the Box you are in.
Go to "Administration" to verify box type settings. Make sure that "parent types" have been set as needed.
Create same-level and sub-boxes
Click the "Box type" button or use the indent/outdent arrow next to the button in the box creation pop-up to switch between same-level and sub-boxes. It appears when you want to add a Box by clicking in-between the items, and the Box type in the row above is a parent type to other Box types.
Select from the list of available Box types or click the "outdent arrow' to include the same-level Box types and the "indent arrow" to narrow the list to sub-box types.
Duplicate the box configuration
To duplicate a box, right-click on it or click on the wrench icon on the right and select "Duplicate configuration."
Box configuration settings of a box are applied to the new box:
Security (user roles)
Modules and their settings
Connected tools and the scope owner (tool connections get replicated)
Create a new portfolio (Home box only)
Set up a portfolio box - a box to nest your projects. Portfolio boxes help you organize your work and provide you with reporting capabilities.
Adjust the box information:
Add sub-boxes in the Resources module
The Resources module aggregates data from sub-boxes in the portfolio box. If the portfolio box is empty, you are asked to add sub-boxes in the Resources module.
Create new sub-boxes
Move existing boxes
There is no data to aggregate - add tasks
The Resources module aggregates data from sub-boxes in the portfolio box. If sub-boxes are empty, you are asked to add tasks to sub-boxes.
Add tasks in the Overview module
Add tasks (already existing in monday)
Limitations
Sub-boxes
Scope type validation
Two things determine how you can nest Boxes:
In Box type configuration, you decide the possible parents of each Box type. Parent Box types determine how to build the Box hierarchy (nest Boxes) and prevent users from making mistakes and mixing methodologies.
Each Box type has Scope type settings (None, Own scope, Sub-scope).