Box lifecycle

Box status

The box status determines whether you can edit items assigned to that box and whether the Actual Business Values column appears in the Objectives module.

You can set the status of each box as one of the following:

• Not started (gray) - the box will be executed in the future, so it is still in the planning phase

• In progress (blue) - the box is currently in execution

• Closed (green) - the box is finished

You can see the status of the box you're in at the top left:

Open

Change box status

You can change the status in the following ways:

Location		Instruction	Screenshot

Location		Instruction	Screenshot
Overview module	Hierarchy mode	Right-click a box swimlane. or Open the dropdown under More actions (…) next to the box.	Open
	Timeline mode	Right-click a box swimlane (left pane). or Right-click a box bar on the timeline (right pane).	Open
	Kanban board mode	Right-click the box card (anywhere on the whitespace). or Open the dropdown under More actions (…) at the bottom of the box card.	Open
Board module	Right-click the box. or Open the dropdown under More actions (…) on the box.		Open
Objectives module	Right-click the box. or Open the dropdown under More actions (…) on the box.		Open
Box configuration page	On the box configuration > Tasks > Scope definition: Right-click the box. or Open the dropdown under More actions (…) on the box.		Open

Transitions 

The following transitions between statuses are allowed:

• Not started → In progress and vice versa

• In progress / Not started → Closed and vice versa

When you complete the work and want to close the box, you are prompted to decide what to do with the remaining open objectives once it is already closed:

• mark open objectives as failed and continue

• mark open objectives as abandoned

• do not modify the status of open objectives

After reopening the box, all objectives marked as Failed remain in a given status. These objectives will also be automatically cloned and added to the next box with the Open status.

Closing an upper-level box means that all the sub-boxes of that box will also be closed.

Open

Limitations of closed boxes

• Box configuration is unavailable for closed boxes

• Close boxes are in a read-only mode

• Data in closed boxes is not being updated.

Open