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Use monday.com boards

Organize your monday boards and items in BigPicture boxes.mp4

Connect monday.com boards

Start working with BigPicture and connect your monday boards to see your projects in the app.

  1. Click Connect monday.com boards

image-20240212-094534.png
  1. Select monday boards to create box(es) and type a box name

image-20240212-094920.png

If you have problems finding the board you are looking for, just refresh board list.

  1. Click Connect button

Create a box

  1. Click Add new

  2. Enter box details

    1. name

    2. start/end date

    3. add boards to scope (box scope configuration can be modified at any later point)

  3. Click Create

Add a box.mov

Configure scope definition

On this screen, you can add/remove boards from a box scope. In the Advanced configuration, you can decide if you want your boards and groups to be visualized on the Gantt timeline as tasks.

Steps:

  1. Use the Configure Scope button in the message to access scope configuration OR

    Configure scope .mov
  2. Go to a box (click on its name)

    1. From the module switcher, select Configuration

    2. on the left go to Tasks > Scope definition

Configure task structure

Task structure settings automatically arrange your tasks into a task tree.

Steps:

  1. Use the Configure Scope button in the message to access scope configuration OR

    Configure task structure.mov
  2. In Box Configuration, go to Tasks > Task structure

Configure the field mapping

Field mapping lets BigPicture know where data can be found in board columns, regardless of the column name. This lets you work with all items in a single BigPicture box, even if your monday boards don't have an identical column setup.

Access field mapping.mov

Field

Description

Start/end date

  • timeline column - if you use one timeline column per board, the start/end dates are automatically mapped.

  • date columns - manually configure the mapping. Use two different columns for the ‘start’ and ‘end’ dates.

  • not synchronized - It is possible to leave the fields as ‘not synchronized’. You will still be able to use BigPicture, but data will not be synchronized with any board columns.

Status

Use a status column for the filed mapping. By default, the leftmost status column of a monday board is used.

Assignee

Use a people column for the field mapping. By default, the leftmost people column of a monday board is used.

Original Estimate

Use a numbers column for the field mapping.

Time spent

Use a numbers column for the field mapping.

Story Points

Use a numbers column for the field mapping.

Actual cost

Use a numbers column for the field mapping.

Estimated cost

Use a numbers column for the field mapping.

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