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How to get started with MeetVista on monday.com

This guide will walk you through the steps to access and use MeetVista and get started with visual collaboration directly within your monday.com workspace.

Installation and Setup Requirements​

Before we can get started, please ensure the following:

  • Your device has an updated web browser that supports modern web applications.
  • An active internet connection is required for syncing and real-time collaboration features
  • You have an active monday account (if you don’t have one, you can sign up during the setup process).
  • That you have created a board in your monday account.

Installation​

  • Go to the monday.com Marketplace, or MeetVista website.
  • Install the MeetVista app.
  • Read the required permissions and click on ‘Install’.
  • Once installed, you can access MeetVista from the apps section within your monday account.

Uninstalling MeetVista​

warning

If you uninstall MeetVista, all resources associated with your account — including boards, members, and data — will be permanently deleted.
This operation cannot be undone.. You can reinstall MeetVista later, but all your previous data will be lost.

warning

Your subscription to MeetVista is managed separately from your monday.com subscription. Uninstalling the MeetVista app from monday.com does not automatically cancel your MeetVista subscription. To avoid being charged for a subscription you are no longer using, please ensure you cancel your MeetVista subscription through monday marketplace.

First-Time-Use Account Setup​

  • Sign In or Sign up for a MeetVista account to create your free MeetVista account.
  • The first user to onboard MeetVista from a monday account will automatically become the Account Manager for the MeetVista account.
  • Each user needs sign in/signup to MeetVista individually to gain access to the MeetVista features.

Creating your first MeetVista board​

Connect Items from monday.com​

Use rolemapping to bring in data from monday.com​

Manage users in your MeetVista account​

  • When a user signs in/signs up to MeetVista from a monday account, a seat will be allocated to that user in the MeetVista account.
  • The number of seats available in the MeetVista account is determined by the MeetVista plan you have subscribed to.
  • The Account Manager can manage users and seats from the MeetVista dashboard.

Need Help?​

If you encounter any issues or have questions, MeetVista support is here to assist you!

Thank you for choosing MeetVista!