Each objective can be set using:
- Basic objectives – just like with Basic tasks, such objectives will be only visible via the app and not in the Host Platform (your Jira Instance)
- task-based objectives – pick from the list of existing tasks in scope of a Box.
If you wish to learn more about objectives, here's a comprehensive article on objective-based planning.
To Add, Edit and Delete Objectives you need one of the following Security roles:
- Box Editor
- Box Admin
Moving objectives - drag-and-drop
When you hover the mouse over an objective, six dots appear on the left of it. Click them (left mouse button) and move an objective into a new posittion. You can:
- change the order of objectives
- move an objective to a different swimeline
- move an objective to a different column
Right-click pop-up menu
Right-click on an existing objective to see a list of available operations:
To add an objective click the + in one of the TImeboxes:
Objective name can consist of up to 255 characters:
Objectives can't be added to closed Boxes.
Basic and Task-Based Objectives
Each objective can be set using basic objectives which are stored by the App and will not synchronize with Jira or other connected tools.
Any task that is in a Box scope can be added as an Objective in the Roadmap module. That includes both Jira and Trello tasks.
To add a task-based Objective:
- Navigate to the Roadmap module
- Click + to add a new objective
- Click toggle switch next to the objective name field
- Search for a task
Basic objectives are added manually directly in the app. They don't correspond to any tasks or other items in your integrations.
Just like with Basic tasks, such objectives will be only visible via the app and not in the Host Platform (your Jira Instance)
Associated work can be added to all objectives (basic objectives and task-based objectives)
Basic objectives cannot be added as associated work - only tasks can be nested under objectives.
You can associate resources with objectives. User avatar will be shown next to an objective.
- Duble left-click on a given objective. An editing box will open.
- Click on 'Positions' to expand.
- Click the 'Select user' drop-down.
- Use the search box to find a user. Click on the user to select them.
- Hit 'Save' to confirm.