Box View

Box view helps you answer these three questions:

1. What are people working on? 

2. What have people done? 

3. Who needs more tasks and who has too many tasks? 

With Box view, you can also see Workload charts for tasks, time estimates, and even agile/scrum points! 

Plus, managing resources is as easy as drag and drop. 

How to Add a Box View

1. Click + View

2. Select Box

3. Enter a name for this view

4. Check the Personal view box if you don't want anyone else to access it

5. Check the Pin view box if you want it to always display

6. Click Add View

How to Use Box View

Boxes

Each box in this view represents a person or a box for 'unassigned' tasks. 

Boxes contain workload details for each person in the group of tasks (Space, Folder, or List) that you're viewing. 

Tasks are grouped by status to give you a better vision of the state of work for each Workspace member. 

Task Progress: 

Task progress is based on tasks in done or closed statuses vs those in active statuses.

Time Progress:
Select Time Estimate from the Workload dropdown.

Here's what you'll see in each person's box:

Time progress is based on the time estimated for tasks in done or closed statuses vs those in active statuses.

Sprint Points:

Select Sprint Points from the Workload dropdown to measure your Workspace's progress:

Points:

Select Points to create a Custom Field to track effort, workload, and capacity.

Workload Report

Workspaces on the Business Plan will have access to Box View's Workload Report:

This gives you quick insight into who in your Workspace gets the most done, has the most open tasks, and who could use a bit more to do. 

You can base Workload progress on:

• Tasks completed (done/ not done)

• Time estimated

• Sprint Points

More Box View Features

Show and Resolve Assigned Comments

Enable assigned comments from your Box View's settings to quickly see how many assigned comments a user has in the group of tasks you're in. Simply click an assigned comment to view and/or resolve it!

Expand All

Expand all drop downs with one click to avoid opening the drop downs for each status.

Unique Sorting Options

By default, the boxes will be sorted by a users name, but don't miss out on your other options!

• Number of tasks: lets you quickly see who has a heavy workload

• Number of incomplete: tasks shows who needs to get started

• Time estimate: ranks users by the amount of time expected to complete the tasks in this view

• Scrum Points: Tasks will be arranged according to who has the most scrum points

Required Views

If Box View is crucial to your workflow, you can include it as one of your required views, and set a default view template to create every Box view with the same view!

Be sure to let us know what else you would like to see on our feedback board here!