Organize monday boards in BigPicture boxes

Introduction

BigPicture boxes let you aggregate monday boards from across all workspaces into portfolios.

To create a box:

  1. Go to the Home box in the Overview module.

  2. Click the "+" icon at the top and provide the name of your box.

  3. Complete its start and end dates.

  4. Add two or three monday boards from different workspaces to populate the scope of the box.

https://fast.wistia.com/embed/medias/n8282zfgo7.jsonp

Use basic tasks as placeholders for temporary work

BigPicture basic tasks are versatile and serve well as notes and placeholders. Basic tasks are tasks stored by BigPicture but NOT synchronized with monday. However, you can convert basic tasks to monday items at any time.

Basic tasks can be viewed in:

  • the Gantt module

  • the WBS widget

  • the Resources module

  • the Calendar module

Convert a basic task into a monday item

To convert a basic task into a monday item:

  1. Go to the Gantt module.

  2. Right-click on the basic task.

  3. Select the Convert to monday item option.

  4. Select a board and group to which the task will be added.

  5. Click Convert to confirm.

See the video: