Add existing tasks to a box

Contents: 1 Include existing tasks from a task source 2 Empty box 2.1 Add existing tasks from Jira 3 Portfolio boxes (none scope boxes)

Contents: 1 Include existing tasks from a task source 2 Empty box 2.1 Add existing tasks from Jira 3 Portfolio boxes (none scope boxes)

Task duration

Find out more about task dates on the Task dates page.

Box scheduling settings and scheduling mode of tasks can automatically overwrite start/end dates.

Include existing tasks from a task source

You can add existing tasks to a Box by adjusting its scope definition. For example, items that already exist in tools such as Jira and Trello can be included in your box.

Go to: Add task > Manage scope definition to make adjustments.

Empty box

When a box doesn't contain tasks you see the following splash screen:

Add existing tasks from Jira

This option lets you add existing tasks from a Jira project.

Scope definition settings appear in a pop-up:

To access advanced settings, click the Advanced options link at the bottom:

Portfolio boxes (none scope boxes)

You can’t add tasks to portfolio boxes (none scope boxes). The +Add task and inline create features are disabled.

To add new tasks, go to the sub-box of the portfolio box.

To add new tasks:

Go to the sub-box where you want to add new tasks. To find it faster, add the Sub-box column to the view.
Add tasks at the sub-box level.
Return to the portfolio box to see the updated view.