Scope module

Add task (+)

Use this option to:

• Create new tasks and subtasks as Jira issues and basic tasks.

• Import tasks from a file (requires the BigTemplate app).

• Clone the existing scope.

• Access the Manage scope definition page.

Data

Add the following features to all tasks within the box scope:

• Organize tasks - changes the order of the tasks in all the users' views in an ascending (A-Z) or descending way (Z-A), based on the fields added as columns in the current column view.

• Scheduling mode - enables auto-scheduling or manual planning.

• Baselines - creates and displays schedule baselines under your tasks.

• Group tasks - groups tasks by one or multiple active columns and counts them in each group.

• Resynchronization - triggers an incremental sync of the box (requires Box Admin or Box Editor security role).

Sort by

Sort your task tree in an ascending (A-Z) or descending (Z-A) order based on the fields added as columns in the current column view. Unlike the Organize tasks option, sorting does not affect other users' views.

Export

Export data to a specified file type:

• XLSX

• CSV

• PDF image

Manual task structure

You can manually change the position of your tasks. The following options are available from the top menu and by right-clicking on a task.

• Move to top

• Move to bottom

• Move up

• Move down

• Outdent

• Indent

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Filters

Mark your favorite filters and filter the list of tasks to see only the items that you are interested in. There are two types of filters:

• Quick Filters - Narrows down the visible scope based on JQL statements.

• Date range - Narrows down the visible scope to the defined period.

• Custom - Combine two values from the dropdowns.

Search box

The search box works in two modes:

• TXT - Simple text search based on the Summary field.

• JQL - Advanced search using JQL with additional JQL commands added by the App.

View

Change the view options:

• Layout:

  • Compact

  • Normal

  • Wide

• WBS Lines:

  • Horizontal

  • Vertical

Column views

Add or remove the columns in the current view, then save the changes as a new view.

Edit task

Right-click a task to prompt a context menu letting you edit, reposition, and delete a task.

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Delete task

To delete a task, right-click on it and select Delete from the context menu. Confirm action with Delete. 

Open

Alternatively, click a task and then click the bin icon. To confirm, click Delete again.

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Live sync

Jira admins can enable the Live sync feature. It lets you see data changes without refreshing a page. With live sync, your data will be instantly updated when users update their tasks. 

Detail view panel

Displays task details similarly to the Jira issue details page.