Introducing Box configuration templates - Box types!

You can now save your favorite Box configuration as templates and use the Inheritance mode of popular features like Card Views, Quick Filters, Security, and more, to manage your Boxes more efficiently!

Click the links to learn more about Box types and other new features.

In this section, you can manage the Column Views of a given Box. Column Views allow you to add different fields and configure their display and aggregation settings which determine how data is presented in the columns of Scope type module's task list.

Security and access

Only a user with the with a minimum Box admin security role can access and manage the Box configuration.

To edit the Column Views go to Box configuration > click the Scope type module's tab (Gantt is the default module name used) > Column Views.

The Card View configuration page will not be visible, if the Scope module is not active or the Inheritance mode is set to 'inherited only'.

Alternatively, to access this page you can click the "Manage Column views' button in the Card View drop down of the Board type module:

Active Column View

If you apply one of the available Views from the Column View drop-down, it becomes "Active" and a green check mark will show up next to its name. This means that whenever a user opens the module or returns to it, this view will be applied.

Inheritance mode 

The Column Views can be inherited by the sub-level Boxes when the Inheritance mode is set to "Inherited only" or "Own with inherited" in the Box type configuration of the upper-level Box. This way, every time you create new views or edit the existing ones, all available views will be updated in the sub-level Boxes as well.

To learn more about the inheritance mode go to Column Views.

Default Column Views

When the "Inheritance mode' is set to "Own" or "Own with inherited" App Admins can create the default Column Views which will be used every time a new Box of a given type is created.

To learn more about the inheritance mode go to Column Views.

Adding new Column Views

Click the  "Add new Card View" button to add a new layout and fill in the fields marked with an asterisk. Set the visibility to public, so other users will be able to select the view from the Card View drop-down.

For example: Ann wants to create her personal view, so she can see the cost field values as a column. She creates a new view named 'Ann's Column  View':

 Use the Column View creator to drag and drop the fields from the list of available fields onto highlighted area:

Your projects can use different field mapping or or Use the In-built fields to show the field values from all fields used by the App.


Once created, the new will appear on the list of Column Views in the Box configuration and users can select the new view using the Column View drop-down. To modify the view, click the summary link in the Summary column:





Users can now apply the new view by selecting it from the Column View drop-down of the Scope type module:

Alternatively, as a Box Admin, you can add/remove columns using the Scope module's interface. When you modify the current view, a "Save" option will appear in the Column View drop-down:

Editing views

Click the 'Details' button to edit the name, visibility options and description field of a given Card View and apply the changes by hitting the 'Save' button:

Alternatively, as a Box Admin, you can add/remove columns using the Gantt modules interface. When you modify the current view, a "Save" option will appear in the Column View drop-down:

Duplicating Column Views

You can duplicate an existing view and adjust it to you needs. Click the 'Duplicate' button and the App will create a copy of a selected view:

Deleting Column Views

To delete a Column View, click the 'bin' button. You can not delete the active view and, as a minimum, there must be at least one view defined: