---
title: "Create."
canonical: "https://support.appfire.com/space/DLP/297768085/Create."
format: markdown
---
| **Contents:**<br>> Macro (toc) |
| --- |

## Security and configuration

- You need a box admin or sub-box creator security role to create, edit, and delete boxes.
- To configure the default box type information and parent types, go to App's administration > box types > edit (click on a box type name) > [Basics (box types)](https://appfire.atlassian.net/wiki/spaces/DLP/pages/298289300).
- To configure box type scheduling rules (period mode and sequentially), go to App's administration > edit (click on a box type name) > [Advanced (box types)](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297636248).

## Create a box 

> ✅ When you create a box, you automatically become its Admin.

The video presents how to create a box in BigPicture. 

### Simplified box creation from a Jira project

You can create a box directly [from a Jira project](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297602987). This simplified process allows you to effortlessly create a box that matches a project's scope. 

### Create a box in the Overview module

To create a new box:

1. Click the **+Add new** button.
2. Choose a **box type** and complete a **box name**.
3. Start and end dates are automatically set to today. You can edit start/end dates now or later.
4. Choose one or more Jira projects to populate the scope of a box.
5. Adjust the icon and its color for a box.
6. Click **Create**.

![Overview module, adding a new box](media://f40f5c80-f901-40c1-bd52-751d37ee723a)

Alternatively, you can click in-between the items on the list:

![Overview module, plus icon between boxes](media://7a18cfa8-14e7-4080-9862-fef09f77d580)

Next, select a box type you want to use. 

> ℹ️ The list of available box types might vary depending on where you are in the App—Home View or the Overview module of a box and where you click when adding new boxes. Make sure to define the "Parent type" correctly in the App's administration > box types (click on the box type name to edit) > General > Basics > Parent types (requires App admin security role).

![Box types choosing when adding a box](media://3eecf0e6-b10f-48fc-a785-969fa053e9ba)

If needed, edit the fields:

| **Field** | **Description** |
| --- | --- |
| **Box type** | Select a box type from the list. |
| **Box name** | Specify the box name. |
| **Start/end date** | Start and end dates are automatically set to today. Click to change start/end dates.<br>![Box adding panel](media://2b156fd7-130c-4b38-b62e-d8d8d26909f4) |
| **Icon** | Select the icon from the dropdown.<br>![Choosing an icon during box creation](media://c4bceee3-bf9d-49d3-ac42-7ca0493ab1f0) |
| **Color** | Select the icon color.<br>![Choosing an icon during box creation](media://466717a6-6fcc-4f16-85f6-f6e84453c507) |
| **Projects** | **Optional field**<br>You can select Jira projects that will be in the scope of the new box.<br>Advanced [scope definition](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297572829) options are available after the box has been created. You can base the scope on Jira boards, and filters and narrow down the scope.<br>![Choosing a project during box creation](media://556c356d-6ab5-4ee3-a5d0-20a221955982) |

> ℹ️ If the button is greyed out and you see the message "There are no box types available for this level":
> ℹ️ 
> ℹ️ - Same-level boxes can't be created
> ℹ️ - Sub-boxes can't be created
> ℹ️ 
> ℹ️ ![Greyed-out plus icon](media://e0c4bfa6-923d-4855-8763-c08ea3b594c1)
> ℹ️ 
> ℹ️ Firstly, check the "Type" of the box you are presently in.
> ℹ️ 
> ℹ️ ![Program Increment in the Type column](media://9000142e-7f49-492c-9cc1-e751bb8564b1)
> ℹ️ 
> ℹ️ Go to "Administration" to verify [box type](https://appfire.atlassian.net/wiki/spaces/DLP/pages/298289300) settings. Make sure that "parent types" have been set as needed.

### Create same-level and sub-boxes

> ℹ️ The App can suggest the Start / End dates when your boxes are sequential. When overlapping is enabled, no end date will be indicated.
> ℹ️ 
> ℹ️ Go to App Administration > box types > General to change the sequentiality settings.

Click the "box type" button or use the indent/outdent arrow next to the button in the box creation pop-up to switch between same-level and sub-boxes. It appears when you want to add a box by clicking in-between the items, and the box type in the row above is a parent type to other box types.

Select from the list of available box types or click the "outdent arrow' to include the same-level box types and the "indent arrow" to narrow the list to sub-box types.

![Choosing the Box Type during adding box](media://d24b9bef-a913-428c-9e9c-57a5b36fc971)

When you click the indent arrow, the arrow will reverse, and the available box types are narrowed to same-level boxes only, i.e., Iteration, as the Iteration box type is not a parent type to any other box types:

![Clicking the indent arrow during bo creation](media://a5023029-aac4-466f-9237-e1f26e84e7f5)

### Next timebox naming scheme

When creating a consecutive "Sub scope" box, the App suggests a name. 

The last number in the string (the name of the previous box) is incremented by 1, **even if it isn't the last character in a string**.

If no numbers are present, "2" is added to the end of the name string.

![Panel of adding a box](media://1390fbe2-747c-404a-b0fa-295cf9bde7d6)

### Duplicating the box configuration

> ℹ️ You can't duplicate a box with all its contents and tasks.
> ℹ️ 
> ℹ️ You can use a Configuration of an existing box, duplicate it, and create a new box with an identical configuration. **The scope of a box (tasks inside a box) isn't duplicated** - tasks have to be added to the new box scope afterward. You can [clone a scope ](https://appfire.atlassian.net/wiki/spaces/DLP/pages/298192292)of an existing box to expedite the process or use the [import](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297505168) function.

To duplicate a box, right-click on it or click on the wrench icon on the right and select "Duplicate configuration."

![Context menu in the box tree](media://003cf812-bc9d-4c5c-bd8f-d1c64b6c5046)

[Box configuration](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297602813) settings of a box are applied to the new box:

- [security](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297994764) (user roles)
- modules and their settings
- [connected tools](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297769174) and the [scope owner](https://appfire.atlassian.net/wiki/spaces/DLP/pages/296982489) (tool connections get replicated)

> ℹ️ [Inheritance mode](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297505026) impacts the exact setup of the newly created box.
> ℹ️ 
> ℹ️ If some settings (such as column views or Quick filers) were inherited from the upper-level boxes, if you move a new box to a different place in the hierarchy, inherited settings can be lost. Inherited settings are always based on upper-level boxes and depend on placement within the box hierarchy.
> ℹ️ 
> ℹ️ More about the inheritance mode can be found in the [box type settings](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297538577).

## Import Jira projects (Home box only)

Set up a box based on your Jira projects.

![Panel with starting a box](media://7c25a537-5e5e-4b6a-a507-7688840bd20c)

Select one or more Jira projects you want to include in the scope of a box.

![Import Jira Projects](media://0ef5496a-e3e2-42ea-9656-cf25c4d27d35)

Select a box type:

![Drop-down list in the Import Jira Projects panel](media://c1e7bff3-2c2a-4024-b1ae-91eedf8e72e0)

If you have selected multiple projects, you can create a separate box for each. Adjust a toggle switch accordingly.

When ready, click **Import**. 

![Create a separateAgile Project for each Jira Project ](media://9bedcbdb-8a28-4b37-a754-23668e739fd0)

## Create a new portfolio (Home box only)

Set up a portfolio box—a box in which you can nest your projects. Portfolio boxes help you organize your work and provide reporting capabilities. 

![Adding data to boxes](media://faf82d78-2506-46bd-88cd-910e2b707f54)

Adjust the box information. When ready, click **Create**. 

![Adding a new box panel](media://e91ee441-555a-408b-996b-b293f620df9f)

## Limitations

### Sub-boxes> Macro (excerpt-include)