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During the first onboarding for next Monday Account Admins and all App Admins, you will create a first box and set up field column mapping rules. During any other than the first onboarding, the box creation step can be skipped (the “Proceed without creating” button in the screenshot below)

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In the next step, you can create field column mapping for monday.com items and subitems.

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If you cannot find the right fields, try using the Refresh cache option.

App User (Business User)

During onboarding for App Users, you will go through a short questionnaire that will help us understand your needs.

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Answer 5 questions about your role and responsibilities. Choose a response from the dowp-down lists:

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That’s all! You are now in BigPicture, ready to explore its functionalities.

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