Scenario mode

Try different variants of your plan, compare the results, and find the best one.

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.

View

Customize the look of the WBS and Gantt chart and add extra details to your Gantt chart view:

• Layout - adjusts the row height (compact, regular, wide) so that you can fit more or fewer tasks on your screen; also adds and removes horizontal and vertical lines.

• Baselines - displays schedule baselines under tasks to compare initial and actual schedules.

• Critical path - highlights tasks on the critical path that determine project duration.

• Period warning - shows the position of parent tasks calculated in relation to their children.

• Progress - shows task progress directly on the taskbar.

Taskbar

Show task information using labels added to the task on the timeline or change the task colors based on status or manually:

• Task information - determines what task details are shown on the Gantt chart and their position.

• Other scope info - shows/hides an icon indicating that a given task is in the scope of multiple boxes.

• Task color - changes the color of the taskbar based on the status of the user’s choice of color.

Dependencies

Visualize two types of dependencies on the Gantt chart:

• Strong dependencies.

• Soft dependencies.

Show/Hide Resources

Use the Resources panel to see the workload of each resource (assignee). When enabled, an additional icon with Resources settings will appear next to the Show/Hide Resources button:

Effort modes:

• Original estimate.

• Remaining estimate.

Aggregations:

• Daily.

• Weekly.

• Monthly.

Switch to Resources

Once the Resources panel is enabled, you can click Switch to Resources to be redirected to the Resources module.

Export

Export data to a specified file type:

• MPP, XML, MPX

• XLSX

• CSV

• PDF image

Column view

Column view displays field-based data for your project in a clear, tabular format. Under the Column Views button, you can find:

• Current view - indicates the active column view.

• Available section - lists available views you can select.

• Star (icon) - marks a column view as a favorite.

• Manage column view - takes you to the box configuration page, where you can manage your column views.

Click More actions (…) on the selected column for column configuration options. (The available options vary depending on the column type):

• Pin column - pins the column on the left or the right side of your column view.

• Sort tasks - sorts tasks A-Z or Z-A.

• Customize - if the data cannot be aggregated, it provides options for customizing the way the data in the column is displayed (icon and name; icon; name). If the data can be aggregated, it provides a list of aggregation methods.

• Column info - displays the field name the column is based on and indicates where the given field is mapped in the field mapping settings.

• Resize all columns to fit - resizes all columns in the view to fit the screen.

• Delete - removes the column from the column view.

Double-click the column edge to fit the column width to its content.

Undo

The Undo button reverses a single, most recent action. It becomes available when you take the following actions:

• Resize a taskbar on the Gantt chart (live and scenario mode)

• Move a taskbar on the Gantt chart (live and scenario mode)

Filters

Add your favorite filters to the header 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.

Search box

Use the search box to filter out unwanted information. Choose between two modes:

• Text search.

• JQL.

Filter options

Apply additional filtering options to Quick Filters and Date range.

Timeline zoom

Zoom in and out, move to the current date, or scale to fit all your tasks on the timeline.

Timeline settings

Show additional elements on the timeline:

• Markers.

• Timeboxes.

• Week numbers.

Task structure

You can manually indent and outdent your tasks or move them up and down the task hierarchy. The manual task structure might conflict with the active structure builders, in which case a warning will be displayed.

Delete task

You can delete tasks from the list, in which case they will also be removed from the Host and External platforms (in case of connecting with other External Platforms such as Trello or other Jira instances).

Infobar

Show more information about your tasks:

• Change history

• Critical path

• Dependencies

• Milestones

• Overdue tasks

• Bulk change

Mini-map

Enable a mini-map to navigate through the whole timeline with a single click.