Create

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 or hover over the list and click between the rows. A pop-up will appear with the basic box data required to create a box:

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	Provide the 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

The App can suggest the Start / End dates when your boxes are sequential. When overlapping is enabled, no end date will be suggested.

To change the sequentiality settings, go to App Administration > Box types > General > Advanced administration Box types, which requires Box admin security role.

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

You can't duplicate a box with all its contents and tasks.

You can use a Configuration of an existing box, duplicate it, and create a new box with an identical configuration. The scope of a box (tasks inside a box) isn't duplicated - tasks have to be added to the new box scope afterward.

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)

Inheritance mode impacts the exact setup of the newly created Box.

If some settings (such as column views or Quick filers) were inherited from the upper-level Boxes, if you move a new Box to a different place in the hierarchy, inherited settings can be lost. Inherited settings are always based on upper-level Boxes and depend on placement within the Box hierarchy.

Box type settings determine the inheritance mode of the following elements:

Column Views
Security (Security settings as they are always inherited)

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

To create new sub-boxes with monday boards:

Click Add items.
Select Import monday boards and click Add.
Select one or more monday boards to import.
If you select multiple boards, you can enable the toggle switch to create a separate box for each monday board.
Define the box type.
When ready, click “Import”.

Move existing boxes

To move existing boxes as sub-boxes to the portfolio box:

Click Add items.
Select Add existing and click Add.
Select boxes. You can move multiple boxes at the same time.
Click Add.

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

Expand to see more

You can add tasks to sub-boxes in the Overview module. Repeat these steps for all sub-boxes in the portfolio box.

Go to the Overview module.
Right-click on the sub-box or select Configure from the More actions menu.
Go to Tasks > Scope definition.
Define the scope.
When ready, click Save.

Add tasks (already existing in monday)

Expand to see more

You can add existing tasks to sub-boxes.

Click Add tasks.
If you added multiple monday boards as sub-boxes, select where you want to add tasks first.
Click Add tasks.
Tasks are now visible. If you want to change the scope, go to Manage scope definition.

Limitations

Sub-boxes

You cannot create a sub-box under a closed or archived parent box. The plus icon is grayed out.

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).