---
title: "Scope module."
canonical: "https://support.appfire.com/space/DLP/297996810/Scope%20module."
format: markdown
---
| **Contents:**<br>> Macro (toc) |
| --- |

## Introduction

> ℹ️ You can change the terminology and rename modules. To avoid confusion, check the module icon, which is unalterable.

The **Scope module** is a customizable task list. It allows you to freely arrange columns, 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 update your tasks directly using the interface, such as using it as a Backlog. Another common example of Scope module value is used for reporting.

The module's key features are the **multi-level hierarchies, quick filters, and advanced aggregation**.

![image](media://887de03b-9c7b-4326-8b35-50d26e87e7a9)

> ℹ️ **Advanced aggregations**   
> ℹ️ One of the most useful features of this view is the advanced aggregations.   
> ℹ️ For example, set the "Children in status categories %" at each parent level to measure progress based on Jira status categories. You can add the same field multiple times to have different aggregations of the same field in one view.

## Available features

| **Feature** | **Description** |
| --- | --- |
| + Add task | Using + Add task button, you can:<br>- create a task
  - [Task templates](https://appfire.atlassian.net/wiki/spaces/DLP/pages/296982601) available
- import tasks from a file if you have a task template in MS Project, Excel, or CSV format. This feature requires BigTemplate App.
- clone existing tasks from other Boxes, for example, if you created a Box that is used as a task template
- go to **Add task** > **Manage scope definition** to get direct access to the scope definition page.<br>![add-task-scope-module.png](media://d7ae2acf-07a7-4dfd-817c-5684bf748043) |
| [Data](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297865940) | Manage data with the following features:<br>- Organize tasks - use different criteria in ascending or descending order based on the fields added as columns
- Group tasks - multi-level group your tasks and count tasks in each group
- Expand all
- Collapse all
- Resynchronize - <span style="color: #4d5156">manually trigger resynchronization if your data seems out of date</span> (requires Box Admin or Box Editor security role) |
| [Export](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297540080) | <span style="color: #333333">Unlock the export features and install the BigTemplate App from the </span>[Atlassian Marketplace.](https://marketplace.atlassian.com/apps/1215229/bigtemplate-export-to-pdf-word-excel?hosting=cloud&tab=overview)<br>The following export formats are available:<br>- CSV
- XML
- PDF image |
| Manual hierarchy | 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>![manual-hierarchy-scope.png](media://4017fbfc-0170-4b7b-ae18-b57eeea954c1) |
| Quick filter | Add your favorite filters to the header and filter the tasks from the list. |
| View | Change the view options to include more information in the Gantt chart or show additional features:<br>- [Layout](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297539911) - change the line spacing to fit more tasks on the screen:
  - Compact
  - Normal
  - Wide
- [Detail view ](https://appfire.atlassian.net/wiki/spaces/DLP/pages/298419175)- replace the timeline with the Jira detailed issue view. |
| Column views | Change the Jira fields shown as columns. You can set aggregation options or change display settings. |
| 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](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297767103) added by the App. |
| Edit task | Right-click on a task and select "**Edit**". You can make changes to a task in a pop-up window.<br>![image](media://e23a493d-951f-4084-a04d-e546ffc53333) |
| Delete task | To delete a task, right-click on a task and select "**Delete**". To confirm, click "**Delete**".<br>![image](media://3ded154c-3087-47a5-9a8c-a041994c5b99)<br>Alternatively, click on a task and then click on the bin icon. To confirm, click "**Delete**" again.<br>![delete-task-scope.png](media://b71975f5-baa0-4738-bc91-8edecea13b71)<br>> ⚠️ Remember that once you delete a task in BigPicture, it will also be removed from Jira. |

## Role-based constraints

> ⚠️ **Box viewers**
> ⚠️ 
> ⚠️ - can't change the task structure - they can't indent/outdent tasks or use the drag-and-drop functionality to move them in the structure.
> ⚠️ - don't have the "delete" button (can't remove tasks)

## Live-sync 

Live sync is available for the Scope module. It lets you see data changes without refreshing a page. With live sync, your data will be instantly updated when users update their tasks. 

## 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, see the [https://appfire.atlassian.net/wiki/spaces/DLP/pages/1047200455](https://appfire.atlassian.net/wiki/spaces/DLP/pages/1047200455) page.  

> ℹ️ The feature is available only on [Jira cloud].