How to mark a slice or box as Not Needed

You can set a slice to not needed or a process box to not needed so they won't be used and counted in the project reporting. This is like hiding a slice or hiding a box, but it's really visually hidden. It's deactivated and any data used for reporting is hidden from the reports. 

How-To Video

How to market a slice as not needed

Only the project admin or the workspace admin permission person can set a slice to not needed or back to needed.

Here are the steps:

1. Click into your slice that you want to not count.
2. If your slice has boxes, click on any box to show the task list.
3. Click the more options kabob icon at the upper right of the task list to get the options popup.
4. Click on the option "Mark entire slice as not needed".
5. This will then place the slice in a not needed state.
   - All data for reporting under this slice will be ignored by the reports
   - Team members will not be able to add or edit anything in this slice
   - The project admin can still edit the slice's content if needed
6. To turn the slice back to needed, click the Undo button where it says the slice is in the not needed state, or go back to the more options list and reset it from the option there.

How to market a process box as not needed

Only the project admin or the workspace admin permission person can set a slice to not needed or back to needed.

Here are the steps:

1. Click on your process box that you want to set as not needed to display its tasks.
2. Click the more options kabob icon at the upper right of the task list to get the options popup.
3. Click on the option "Mark this box as not needed".
4. This will then place the box in a not needed state.
   - All data for reporting in this box will be ignored by the reports
   - Team members will not be able to add or edit anything in this box
   - The project admin can still edit the box's content if needed
5. To turn the box back to needed, click the Undo button where it says the box is in the not needed state, or go back to the more options list and reset it from the option there.

Can I set a board slice or a board column as not needed?

Sorry, this option is not available for board slices and their board columns.