Box lifecycle

Box status

The box status determines whether you can edit items assigned to that box and whether the Actual Business Values column appears in the Objectives module.

You can set the status of each box as one of the following:

• Not started (grey) - it will be executed in the future, so it is still in the planning phase

• In progress (blue) - it is currently in execution

• Closed (green) - it has already finished

You can see the status of the box you're in at the top left:

Open

You can change the status in different ways. For example, you can right-click on a box when in the Overview module, right-click on the box in the box configuration > Tasks > Scope definition, or right-click on the box in the Objectives / Board modules.

Open

Transitions 

The following transitions between statuses are allowed:

• Not started → In progress and vice versa

• In progress / Not started → Closed and vice versa

When you complete the work and want to close the box, you are prompted to decide what to do with the remaining open objectives once it is already closed:

• mark open objectives as failed and continue

• mark open objectives as abandoned

• do not modify the status of open objectives

After reopening the box, all objectives marked as Failed remain in a given status. These objectives will also be automatically cloned and added to the next box with the Open status.

Closing an upper-level box means that all the sub-boxes of that box will also be closed.

Limitations of Closed boxes

Box Configuration is unavailable for closed boxes.