---
title: "Scope module"
canonical: "https://support.appfire.com/space/BPEdc/2534670926/Scope%20module"
format: markdown
---
## About the Scope module

> Macro (iframe)

The **Scope module** is a customizable task list. It lets you freely [arrange columns](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534703728), switch between views, and show aggregated values. Double-click on a column's edge to adjust its width to the longest record in the current view.

You can also [edit task details inline](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534802721) and [export](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534540537) the view for reporting.

The module's key features are the multi-level hierarchies, quick filters, and [advanced aggregation](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534409183).

![Screenshot of the Scope module.](media://0ac61334-583e-419d-8dba-40f8f038a246)

## Available features

| **Feature** | **Description** |
| --- | --- |
| [Add task](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2533818964) (+) | Use this option to:<br>- Create new tasks and subtasks as Jira issues and [basic tasks](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2533687815).
- Import tasks from a file (requires the BigTemplate app).
- Clone the existing scope.
- Access the *Manage **[scope definition](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534343387)* page. |
| Data | Add the following features to all tasks within the box scope:<br>- [Organize tasks](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534375954) - changes the order of the tasks in all the users' views in an ascending (A-Z) or descending way (Z-A), based on the fields added as columns in the current column view.
- [Scheduling mode](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2533327803) - enables auto-scheduling or manual planning.
- [Baselines](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534867453) - creates and displays schedule baselines under your tasks.
- [Group tasks](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534212001) - groups tasks by one or multiple active columns and counts them in each group.
- [Resynchronization](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2535325708) - triggers an incremental sync of the box (requires [Box Admin or Box Editor](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2533425825) security role). |
| Sort by | Sort your task tree in an ascending (A-Z) or descending (Z-A) order based on the fields added as columns in the current column view. Unlike the [Organize tasks](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534375954) option, sorting does not affect other users' views. |
| [Export](https://appfire.atlassian.net/wiki/spaces/BTdc/pages/3536879655) | Export data to a specified file type:<br>- XLSX
- CSV
- PDF image |
| [Manual task structure](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534933617) | You can manually change the position of your tasks. The following options are available from the top menu and by right-clicking on a task.<br>- Move to top
- Move to bottom
- Move up
- Move down
- Outdent
- Indent<br>![Screenshot showing the buttons used to change the position of a task.](media://37cadd0e-7311-4362-8797-62db16b4aa93) |
| [Filters](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534605192) | Mark your favorite filters and filter the list of tasks to see only the items that you are interested in. There are two types of filters:<br>- Quick Filters - Narrows down the visible scope based on JQL statements.
- Date range - Narrows down the visible scope to the defined period.
- Custom - Combine two values from the dropdowns. |
| Search box | The search box works in two modes:<br>- TXT - Simple text search based on the **Summary** field.
- JQL - Advanced search using JQL with additional JQL commands added by the App. |
| View | Change the view options:<br>- Layout:
  - Compact
  - Normal
  - Wide
- WBS Lines:
  - Horizontal
  - Vertical |
| [Column views](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534375870) | Add or remove the columns in the current view, then save the changes as a new view. |
| [Edit task](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534015742) | **Right-click** a task to prompt a context menu letting you edit, reposition, and delete a task.<br>![Screenshot showing the context menu options Edit, Position, Delete.](media://e177247b-0559-4d59-908f-41c87ed1cc7c) |
| [Delete task](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534834674) | To delete a task, **right-click** on it and select **Delete** from the context menu. Confirm action with **Delete**.<br>![Context menu with the Delete option selected.](media://37f63321-69a3-42c0-af45-c1b8a4781541)<br>Alternatively, click a task and then click the **bin **icon. To confirm, click **Delete** again.<br>![delete-task-scope.png](media://4f341e98-891c-4eee-ac29-92c8c9c9ec52)<br>> ⚠️ Remember that once you delete a task in BigPicture, it will also be removed from Jira. |
| [Live sync](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2535325708) | Jira admins can enable the Live sync feature. It lets you see data changes without refreshing a page. With live sync, your data will be instantly updated when users update their tasks. |
| [Detail view panel](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534244877) | Displays task details similarly to the Jira issue details page. |

## Permission role-based constraints

**Box viewers**

- Are not permitted to change the [task structure](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2533917253) (they cannot indent/outdent tasks or use the drag-and-drop functionality to move the tasks within the structure).
- Are not permitted to delete tasks (the **Delete** button is unavailable).

## Scope module in portfolio boxes

You can use the Scope module to visualize the entire scope of your projects across multiple sub-boxes of one portfolio box. To learn more, visit the [https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534507806](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534507806) page.