Keep in mind, if you want the task period to be adjusted to match the Box period, you have to adjust task scheduling settings (Box Configuration > Tasks > Scheduling > Set alignment on lower levels). To learn more go to Task period alignment.
You can make sure that tasks are automatically planned for (assigned to) Timeboxes (sub-Boxes that don't have their own scope). Usually those will be Iterations and Program Increments - they are used to organize tasks within a parent Box.
Scope of sub-Boxes will be automatically updated by synchronizing with a specified field.
The synchronization is bidirectional:
- planning a task for a specific Box will update the synchronized field
- correspondingly, changing a field value will automatically assign a task to a Timebox
The only field types that can sync with a scope of a sub-Box are SPRINT, TEXT, and SELECT.
When synchronizing with a "Sprint" field, the search only finds the given sprint on the board where it was originally created. Remember to select the correct board using the filter, before searching for a Sprint.
Let's look at a simplified example. We have a Box with multiple Iteration sub-Boxes.
In the Box configuration of the "Box scheduling" Box we have to go to Box Configuration > Tasks > Scope definition (the tab "Scheduling" is dedicated to Tasks, not sub-Boxes). Below the scope settings we can find our sub-Box scheduling settings.
Let's select "Sprint" as the field we want to use for our synchronization. Then, we should select the Jira board that contains our sprints.
Since there are no Teams added to this Box, the only item listed is "Unassigned". On the right, we select Sprint 1 to match our first Iteration.
When we zoom out more Iterations become visible on the timeline. Once we are done, all we need to do is hit "Save" button at top right to confirm our changes.
When we go to the Board module, we can see that tasks have been successfully assigned to Iterations based on getting synchronized with a Jira Sprint field.
If we add a new Jira task using, for example, the Gantt module and during the creation process set the value of the Sprint field to "Test Sprint 1" the task will automatically get planned for the Interation.