Overview Module

Introduction

The Overview module is where you can quickly navigate to different Box modules or their configuration.

You will also see status-based and time-tracking reports and additional rolled-up data related to time tracking.

Click on the Box name to narrow to the sub-Box level. You can still use all the available modules, and the Box scope will be filtered accordingly.

List of available features

Feature	Description
Add new	Click to open the add Box dialog. In this dialog, you can enter the basic Box information: Type - a clickable icon with a drop-down menu. Box type can be used as a template for newly created Boxes or bulk configure existing ones. Use different icons and colors to differentiate between different Box types. Name - displayed in the Box switcher and different modes of the Overview module. Start and End date - used to generate the Box on the timeline. The dates are also displayed as columns in the Hierarchy mode and on the Box tiles in the Kanban mode. Icon and color - a colored icon is shown next to the Box name in the Box switcher and different modes of the Overview module. You can use colors and icons to categorize your Boxes by type, domain, etc., to find the one you are looking for quickly. There are hundreds of icons to pick from. Monday boards - start typing to find your monday boards you want to connect a new Box to.
Column view	Column views can be modified (add/ remove/ configure columns to adjust the view).
Inline editing	You can use inline editing to change Box information.
Inline add new Box	Click in-between the lines to open the add new Box dialog. You can add a new Box or indent (click arrow) and add a Sub-Box depending on where you click. When you click in-between sub-Boxes, you will be able to add siblings or sub-Boxes only.
Box dialog	Right-click on a selected Box to the Box dialog. The following actions are possible: Configure - open the Box configuration Edit - change the Box name, start and end date Duplicate configuration Archive Delete Status Not started - grey In progress - blue Closed - green When a Box is in the "Closed" status, you will not configure and edit the Box.
Sort by	The order of the listed Boxes can be changed. Boxes can be sorted in all modes (Kanban, Timeline, and Hierarchy) ascending/ descending. : Name ID Type Status Start date End date Leader Manual Box order: Re-order Boxes using a drag-and-drop mechanism. You can switch between sorting and manual modes without losing the manual data order.
Modes	Present your Boxes using different modes. Each mode provides a different view and options. There are three modes to choose from: Kanban Hierarchy Timeline
View	Adjust the row height using three available view options: Compact Regular Wide
Filters	Filter the list of Boxes based on selected criteria: Type Leader Start date End date Status Description Note: When a filter is applied: The parent boxes (of the matching box) are greyed out The child boxes (of the matching box) are hidden Hide parent Boxes When using filters, you can hide the greyed-out higher-level elements: