In this section, you can set up a default Basics configuration of a given Box Type. Specify the Box type name, prefix, icon, description, and available parent types. The Box attributes are displayed in different modes of the Overview module and the Box switcher. 

Once a Box is created, you can override the default configuration in the Box configuration section.

Keep in mind:

  • A "Box type" contains the default settings applicable to multiple Boxes (all Boxes of a given type). Those settings are adjusted in Box type administration.
  • Box configuration refers to the settings of a single, individual Box. They are dependent on the "Box type" settings. 

Security and access

  • Only a user with the App admin security role can access and manage the Box type configuration.
  • For a given Box type, you can modify the settings in the App drop-down at the top > Administration > Box type > edit (click the Box type name) > General > Basics.
 Click here to expand...

Box type name

Default Box names describe the purpose of a template, e.g., Hybrid Project. Feel free to create your own types with different names, such as "Tom's Box with Tom's favorite configuration," for example.

A Box type name:

  • appears in the drop-down used for selecting a Box type (during the creation of a new Box)
  • is available as a Box type filter
  • is displayed in a column in the Overview module
  • is listed in a column in the Box types tab of Administration; a Box type name works as a clickable link to the Box type editing page.

Changing a Box type name updates all existing Boxes of that type.

In the example below, you can see the drop-down used for selecting a Box type (during the creation of a new Box):


Every time you create a new Box, the App will use a prefix + a generated number to create a unique Box ID. The prefix length cannot exceed five characters. The resulting Box ID is displayed in the Overview module and as a column in Administration (Administration > Box type)

For example, if the Waterfall type has a "WSTA" prefix, adding the first Waterfall stage sub-Box to your Waterfall Project Box results in a "WSTA-1" prefix. The next stage will be created with a "WSTA-2" prefix.

Changing a prefix of a Box type doesn't impact existing Boxes - only Boxes created after a Box type configuration has been updated will be affected.

Icon and color

Color-code your Box type icons - this feature makes it easy to categorize your Boxes and identify their content at first glance. A colored icon is displayed in both the Overview module and the Box switcher, making finding a particular Box easy and quick. The default setup can be changed (either during the creation of a Box or later in its configuration). 

Changing the color and icon of a Box type doesn't impact existing Boxes - only Boxes created after a Box type configuration has been updated will be affected.

Changing the color from blue to green will update the Box type column. The colored icon will remain unchanged. 

When you create a new Program-type Box, color and icon are automatically recommended, but you can change them.

The Type column will always display the color selected for a Box type. 

The icon and its color can always be changed for an individual Box. They don't have to follow the Box type convention. 


A Box template status can exist as a: 

  • Draft - any Box does not use a Box type. You can delete it.
  • In use - a Box type is used by at least one Box. 

Even if you archive a Box type, if any existing Box is using it, the status remains as "In use," and a type can't be deleted.


An additional description field allows you to summarize the Box type configuration or add instructions on when it should be used. The description is shown as a column in Administration - to edit it, you must go to Administration> Box type > edit (click on a type name) > General > Basics. 

You can't a description using a simplified creation pop-up.

Parent Types

Parent Box types determine how you can build the Box hierarchy (nest Boxes) and thus, prevent users from making mistakes and mixing methodologies. During Box type configuration, you decide under what parent types a particular Box type can be nested. Then, after you have specified parent types for a given Box type, the App knows what possible parent/child relationships are; therefore, when creating a sub-Box, the list of available Box type options is limited. Also, the validation mechanism will prevent you from freely using the drag-and-drop mechanism to rearrange the Box hierarchy.

If you don't add any Parent types, the Box type can't be used, as validation rules will not allow it to be placed anywhere in the hierarchy. Make sure to add at least one parent type. To use a Box type in the Home (root) Box, add "Main" as a parent type. 

Changes made to Parent types assigned to a Box type apply to all Boxes of that type (both existing and newly created); however, existing hierarchy won't be altered (a Box will remain under a parent "A," even if you can't nest it anymore under a different "A" type Box).

Learn more about working with Boxes or go to the next section - Advanced Administration.