General - Basics
In this section, you can modify the basic Box information, including the Box type name, prefix, icon, description, and available parent types.
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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, making finding a particular Box easy and quick. |
Box Name | The Box's name 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 Lead | Box Lead role does not automatically grant access to a user. To learn more about security roles, go to the following page. |
Box dates | The Start and End dates are used to generate the Box bar in the Overview module. Box dates are not synchronized with monday and other tools. 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. |
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. |