Security and configuration

  • To create, edit and delete Boxes, you need a Box Admin or sub-Box creator Security Role.
  • To configure default Box type information and parent types, go to App's administration > Box types > edit (click on a Box type name) > Basics.
  • To configure Box type scheduling rules (period mode and sequentially), go to App's administration > edit (click on a Box type name) > Advanced.

Creating a Box 

When you create a Box, you automatically become its Admin.

Simplified Box creation from a Jira project

You can create a Box directly from a Jira project. This simplified process allows for the easy creation of a Box that exactly matches the scope of a given project. 

Creating a Box in the Overview module

To create a new Box, click the "+Add new" button or hover over the list and click in-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. 

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:

fielddescription
Box typeSelect a Box type from the list
Box nameSpecify the Box name
Start/end date

Provide the start/end dates. 

Icon

Select the icon from the dropdown

Color

Select the icon color

Projects

Optional field

You can select Jira projects that will be in the scope of the new Box.

Advanced scope definition options are available after the Box has been created. You can base the scope on Jira boards, and filters and narrow down the scope.


If the button is greyed out and you see the message "There are no Box types available for this level":

  • Same-level Boxes can't be created
  • Sub-Boxes can't be created

Firstly, check the "Type" of the Box you are presently in.

Go to "Administration" to verify Box type settings. Make sure that "parent types" have been set as needed.

Creating 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 v8.0, which requires a Box admin security role.

Click the "Box type" button or use the indent/outdent arrow, which appears 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. 

For example, parent-type Boxes for an Iteration Box type are the Program Increment Box type. Therefore, it appears in the Box type drop-down as a sub-Box. Same-level Box types include the Program Increment and Stage (which is greyed out as BigPicture Enterprise is not enabled):

When you click the indent arrow, the arrow will reverse, and the available Box types are narrowed to same-level Boxes only, i.e., Iteration, as the Iteration Box type is not a parent type to any other Box types:

Next Timebox naming scheme

When you create a consecutive "Sub scope" Box, the App provides a name suggestion. 

The last number in the string (the name of the previous Box) is incremented by 1, even if it isn't the last character in a string.

If no numbers are present, "2" is added to the end of the name string.

Duplicating 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. Scope of a Box (tasks inside a Box) isn't duplicated - tasks have to be added to the new Box scope afterward. You can clone a scope of an existing Box to expedite the process or use the import function.

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:

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.

More about the inheritance mode can be found in the Box type settings.

Import Jira projects (Home Box only) 

Set up a Box based on your Jira projects.

Select one or more Jira projects you want to include in the scope of a Box.

Select a Box type:

If you have selected more than one project, you can create a separate Box for each. Adjust a toggle switch accordingly.

Create a new portfolio (Home Box only)

Set up a portfolio Box - a Box in which you can nest your projects. Portfolio Boxes help you organize your work and provide you with reporting capabilities. 

Adjust the Box information: