Introduction
There are different ways in which you can create tasks in BigPicture. Besides monday items and subitems, you can also create basic tasks that are displayed only in BigPicture.
Create new tasks
Creating tasks looks exactly the same in the Gantt, Resources, and Calendar modules.
You can create:
monday items
basic tasks
Find out more about task dates here.
monday items
To create a monday item:
Click the Add task menu icon.
Select Create task > Monday item.
Provide a name.
Complete the “Board” and “Group” fields.
To keep the creation modal opened after creating the current task, check the Create another option.
Click Create to confirm.
Basic tasks
Create a basic task and add it to the list of tasks. Such tasks will NOT be synchronized with monday or connected tools.
To create a basic task in a box: Click Add task > Create task > Basic task. You can also add a basic task directly on the task tree using the “plus” icon. Fill in the task information. To create a milestone, activate the Create as a milestone toggle switch. Only one date input will be available, because a milestone is a point in time and cannot have a duration of several days. To keep task creation modal open after creating the current task, check the Create another option. Click Create to confirm.
Create subtasks
You can easily create subtasks in the Gantt module.
BigPicture enables the creation of complex structures with multiple indents, creating parent task-subtask relations. Creating a subtask simplifies the process by creating a new item as a child of the selected item. You can do or reverse those structural changes anytime by doing an indent or outdent of the tasks in the Gantt module.
Subtasks can be:
monday items
monday subitems
basic tasks
To create a subtask:
Select a task on the task list to which you want to create a subtask.
Click the Add task menu icon.
Select Create subtask > monday item, monday subitem, or basic task.
Provide necessary information depending on the selected subtask type.
Click Create to confirm.
monday subitems CANNOT be created if there is no other subitem in a monday board. You need to create a first subitem in monday to be able to create other subitems in BigPicture.
Create tasks and subtasks inline
You can quickly create new tasks and subtasks inline in the Gantt module without leaving the task tree.
If structure builder rules are active and you try to create a task in a particular spot in the task tree, a task can be moved according to existing structure builders.
You can check structure builder rules on the Box configuration > Tasks > Task structure page.
Structure builder rules can be manually broken. This means that when you create a new task, it is placed according to structure builders, but afterward, you can move it.
If structure builders don't apply, tasks will be created exactly where you have manually specified.
Create new tasks inline
Create new tasks (monday items, basic tasks) directly from the task tree. New tasks appear on the selected level in the hierarchy.
Create new subtasks inline
Create subtasks (monday items, monday subitems, basic tasks) directly under a task with children. Subtask is created when you click between a parent task and its first subtask.
Include existing tasks from a task source
You can add existing tasks to a box by adjusting its scope definition. Items that already exist in monday can be included in your box.
Go to Add task > Manage scope definition to make adjustments.
Next, select boards from the drop-down menu and click “Save”.
Empty box
When a box doesn't contain tasks, you can see the following splash screen:
Connect monday boards
This option lets you add existing tasks from a monday board.
Click Connect monday.com boards.
Define the scope by selecting a board or boards.
To access advanced settings, click the Advanced options link.
When ready, click Save.
Constraints
Changes made to columns, such as adding new ones or adjusting status colors for monday subitems are visible in BigPicture with a delay of up to one hour.