monday.com FAQs

Your opinion matters to us! You can reach out to us from the mobile app to report a bug or share a feature request. Our team will make sure to get back to you within the next hour

How to report a bug or suggest a feature?

Step 1

Click on the three bars menu located on the upper left of your screen

[email protected].

Step 2

Next, click on contact us as below:

Step 3

Choose whether you want to report a bug, suggest an improvement or just ask a question.

Step 4

Type your message. Try to be as detailed as possible (specially if you are reporting a bug). This will help us solving the issue faster. You can even add screenshots and screen recording!

Send a screen recording

You can send a screen recording directly from the mobile to provide us even more details Simply click on screen recording as below:

Next click on record and start recording your screen.

If you have any questions further questions, please feel free to reach out to our customer success team atWe are available 24/7 and happy to assist.

Want to track the overall progress from your team and their projects? Introducing the Battery View on your board.

How to add the Battery View?

Step 1

To add a calendar view, click on the button "table" which shows the view of your main board located on the top left side of your board.

[email protected]

Then you will see all the views available on mobile, click on "battery" as below:

Success! You've just created a battery board view!

Note:The battery view will show the first status column on your board.

How to see the information inside that label?

When clicking the item you can see the items inside that status label in a card view that you can easily swipe left and right to see all of them:

How to filter on the battery view?

If you would like to filter your board by your columns, by group or by date you can simply go into the filter feature on the top right corner of your board:

Then according to the columns on your board you can filter the battery view:

This is a great way to see your board and statuses in a unique way!

Find more helpful resources like this by clicking the?at the bottom right of your account. Further questions? You can contact us 24/7 at.

Stay on top of all the updates posted on your preferred boards by subscribing to them. You can do it right from your mobile app in few easy steps!

What does subscribe to a board mean?

When you subscribe to a board, you will automatically start being notified each time someone is posting an update on that board. Your notifications will reflect in your inbox.

You can also receive e-mail notifications if you change the settings of your e-mail preferences under your profile section. This can only be done through the web or desktop version of the app.

How to subscribe to a board?

Step 1

Click on the three dots menu on the top right of the board you'd like to subscribe to.

here

Step 2

Next, click on add board subscribers to add yourself or other members to the board.

And you are all set!

How to unsubscribe to a board?

To unsubscribe to a board, simply click on the cross next to your name to remove yourself.

Note:If you unsubscribe to a private or shareable board, you will loose complete access to that board.

If you have any questions about the subscribers, please feel free to reach out to our customer success team right.We are available 24/7 and happy to assist :)

Why is my automation not running as intended? Here is aquick troubleshooting step to check-off your list!

There are three scenarios in which such a thing can happen:

The First Scenario - Disabled user

What happens to an automation that was configured by a user when that has since been disabled from your account? When a user is disabled from an account, so too are their automation recipes.

How do I know when an automation has been disabled for this reason?

You can check which of your recipes have been affected by taking note of a specific notification that will only appear on the disabled user's automation recipes. Head to your board's Automation Center to check it out:

[email protected]

How can I re-enable this automation?

We know things are constantly changing and we want to minimize your workflow interruption. Here are a few quick steps to re-configure your automation:

Option 1: Create a new automation

As an enabled user, you can create the same automation from scratch to add it back to your workflow. To first add the automation, go to the board you want to create an automation for and click on the automation button, located on the upper right of your screen as below:

Once on the page, you will see a list of the automation recipes we offer, then go ahead and select the automation of your choice, and re-configure it to match the previous recipe!

Select "Update Automation" and you'll be all set!

Option 2: Reactivate the team member

Note: Do you have a team member who built your automation recipes and is now no longer with the company? By re-activating their login, and changing their credentials, you can now access their entire list of automations.

You also have the option to reactivate the team member in your account, of course! To do so, please follow the steps below:

Click yourProfile Picture(avatar)

Click Admin

Click Users

Select "Deactivated Users" from the dropdown menu

Scroll to the right of the user's name to view a pencil.

Click the pencil.

Click on "activate user"

Send a password reset and change the credentials

Tip: Please make sure to activate the team members as either members or guests, as viewers do not have access to automation creation :)

The Second Scenario - Unauthorized user

What happens to an automation that was configured by a user that has since been unsubscribed from that board OR was changed from a team member/guest to a viewer? When a user is unsubscribed from a board OR his type has changed, their automation recipes are deactivated as this user is unauthorized to make changes on a that board

Note: When a user is unsubscribed from a board he is unauthorized to make any changes on that board. The same thing goes to viewers, viewers are unauthorized to perform any actions on any board in your account.

How do I know when an automation has been disabled for this reason?

You can check which of your recipes have been affected by taking note of a specific notification that will only appear on the disabled user's automation recipes. Head to your board's Automation Center to check it out:

How can I re-enable this automation?

We know things are constantly changing and we want to minimize your workflow interruption. Here are a few quick steps to re-configure your automation:

Option 1: Create a new automation

As an enabled user, you can create the same automation from scratch to add it back to your workflow. To first add the automation, go to the board you want to create an automation for and click on the automation button, located on the upper right of your screen as below:

Once on the page, you will see a list of the automation recipes we offer, then go ahead and select the automation of your choice, and re-configure it to match the previous recipe!

Select "Update Automation" and you'll be all set!

Option 2: Re-subscribe the user to the board

You can simply re-subscribe this team member to the board by clicking on "who's on this board" and entering in their name or email!

You can learn more about it here

Option 3: Change the user back to a member/Guest (and not Viewer)

To do so, please follow the steps below:

Click yourProfile Picture(avatar)

Click Admin

Click Users

Select "Activated Viewers" from the dropdown menu

Scroll to the right of the user's name to view a pencil.

Click the pencil.

Click on the drop-down menu and choose "member"/"Guest"

The Third Scenario - User is not allowed to use automations

What happens to an automation that was configured by a user that has since been revoked from creating automations?When an Admin revokes the user's right to create automations, so too are their automation recipes.

How do I know when an automation has been disabled for this reason?

You can check which of your recipes have been affected by taking note of a specific notification that will only appear on the disabled user's automation recipes. Head to your board's Automation Center to check it out:

An Admin can revoke the user's right to create automation from the Admin section. When this happens, all the automations that were created by this user will be deactivated and won't work.

How do I know if the right to create automation had been revoked for a specific user?

The only way that this can happen is if the Admin of the account had revoked it from the Security Section of his Admin page.

Note: If the Admin of the account clicks on "Reset" the right to create automation will be revoked from this user.

How can I re-enable this automation?

To re-enable the automation in this scenario you'll have to re-create the connection for this user. This can only be done on our end. So, should you encounter this error message and this scenario please reach out to [email protected] and be sure you send a screenshot of the error message you're seeing as well as the user's email (the user that was revoked) and the board's URL.

Tip:If you wish to claim ownership over this user's automations, we are able to grant you ownership on our end! All you need to do is send over the user's email and the URL of the boards in which you want to claim ownership over his automations

More Assistance

If you have any further questions or feedback about automations or this article, don't hesitate to reach out to us at. We are here for you 24/7!

If you haven't read our first article about SAML, we recommend you to check out this article right here prior reading this one.

We are currently working with two main SAML providers: OKTA and OneLogin but we also offer you the option to custom SAML 2.0 with the provider of your choice. Here is how!

Step 1: Get the data

You have two options to get the data in order to set up your custom SAML SSO.

SP (monday.com) metadata:

You can get the metadata of monday.com from this URL:

https://<YOUR_DOMAIN>.monday.com/saml/saml_metadata

Assertion Consumer Service URL

SSO post-back up URL - https://<YOUR_DOMAIN>.monday.com/saml/saml_callback (Also known as the Assertion Consumer Service URL)

Entity ID - https://<YOUR_DOMAIN>.monday.com/saml/saml_callback

Step 2: Attributes to be included in IDP response

NameID (Required)

<saml:Subject>

<saml:NameID Format="urn:oasis:names:tc:SAML:2.0:nameid-format:persistent"

NameQualifier="YOURDOMAIN.monday.com" SPNameQualifier="https://monday.com">Your

Unique Identifier</saml:NameID>

</saml:Subject>

OR

<saml:Subject>

<saml:NameID Format="urn:oasis:names:tc:SAML:2.0:nameid-format:emailAddress"

NameQualifier="YOURDOMAIN.monday.com" SPNameQualifier="https://monday.com">Your

Unique Identifier</saml:NameID>

</saml:Subject>

Email Attribute (Required)

<saml:Attribute Name="Email"

NameFormat="urn:oasis:names:tc:SAML:2.0:attrname-format:unspecified">

<saml:AttributeValue xsi:type="xs:anyType">[email protected]

</saml:AttributeValue>

</saml:Attribute>

First Name Attribute (Required)

<saml:Attribute Name="FirstName"

NameFormat="urn:oasis:names:tc:SAML:2.0:attrname-format:unspecified">

<saml:AttributeValue xsi:type="xs:anyType">FirstName

</saml:AttributeValue>

</saml:Attribute>

Last Name Attribute (Required)

<saml:Attribute Name="LastName"

NameFormat="urn:oasis:names:tc:SAML:2.0:attrname-format:unspecified">

<saml:AttributeValue xsi:type="xs:anyType">LastName

</saml:AttributeValue>

</saml:Attribute>

Step 3: Certificates

monday.com requires that the SAML response is signed, and you will need to paste a valid X.509.pem Certificate to verify your identity. This is different from your SSL certificate.

Encryption Certificate: When configuring your SAML settings, you will see a check box to "Enable Monday Certificate". If your organization is hoping to send encrypted SAML responses, select "Enable Monday Certificate". This will provide you the public encryption certificate to input into the IdP that ensures monday.com will be able to decrypt the SAML response.

Step 4: Provisioning

By default monday.com uses just in time provisioning, meaning the user is create in monday.com upon first login if he does not exist

If you wish to enable full provisioning, please generate the token, and follow your IDP instructions to enable this.

Monday.com supports IDP Initiated Flow or SP Initiated Flow.

here

Fig1. - SAML token generator.

If you have any further questions about setting up SSO with monday.com, feel free to reach out to our customer success team anytime right .

We accept all major credit cards - please see below.

Major Credit Cards Accepted:

Visa

Master Card

American Express

Discover

Diners Club

JCB

Carte Bleue

Check out this article to learn how to upgrade or purchase a plan.

If you have any questions, feel free to reach out to our customer success team at [email protected]

Board filters allow you to hone in on specific information you would like to see within your board. By combining multiple criteria, you'll be able to drill in and see information as granularly as you'd like.

Take a look below for information filtering within your mobile app.

Where to find Board Filters?

Clicking on the "tornado" menu in the upper right hand corner will open the filtering menu:

[email protected]

Filtering - Combining Criteria

Once the filtering menu is open, you'll be able to select and combine multiple criteria to pull up the specific information you are looking for. In the example below, we are simultaneously filtering by person, group and a status column denoting whether or not inventory is in stock.

Filtering - Tips and Tricks

A few things to note about the board filter options:

1. In order to clear a board filter, click on "Clear" in the top lefthand corner of the filter menu:

2. Once you've completed filtering the board to your liking, you'll be able to see how many items meet the criteria that you've selected. Take a look at the middle top of the window:

If you have any questions please don't hesitate to reach out to us at

Not sure about which plan to use for your team and yourself? Look no further This article will help to understand the main differences between all plans.

[email protected]

The Free Plan

The free plan offers you all the very basic features of the platform. It is great if you are using monday.com to organise your projects in a simple way, and to communicateand collaborateinternally. The free plan includes the following features:

Unlimited viewers

You can invite as many as viewers as you want in your account. This will not count towards your billing plan. To learn more about viewers, click here.

Main boards with limitation

The main boards are accessible and visible by all your team members. You can create as many main boards as you want however, the total amount of items you can create in your account is limited. To learn more about the free plan and its limitations, check out this article.

Communication

You can communicate with your team members in context using the @mention. You can also create teams and manage all your files through the updates section of each item.

Simple search function

You can use the board filter located on each of your board to filter the tasks you are assigned to or just any specific information within your board. You can learn more about it just here. If you would like to filter anything across your monday.com account, you may need the search everything available from our standard plan below.

Limited Column Center

Most of the columns of the column center are available on the free plan except the formula and the time tracking columns. To learn more about our column choices, check out this article.

Files View

The Files View allows you to see all the files uploaded within your board in one place. You can view them as a list or as thumbnails. From there, you can download the files, preview them or open them in the update section they are connected to. To learn more about it, check out this article.

Forms View

Convert your boards into forms in just one click, send them to your contacts and watch the information roll in as new items. Click on the Add View tab to add this feature to your board! Check out this article to learn more about it!

KanBan View

You can visualise the content of your board using the popular project management methodology known as Kanban! :)To see how to use this feature, read this article here.

1 board/dashboard

Dashboards are a great way to display what's important in just one place. With 15 available widgets users can now understand project progress, track budget, estimate teammates workload and much more!In the Free plan, you can create as many dashboards and widgets you’d like. But, each dashboard can contain informationfrom 1 board.

The Standard Plan

The Standard plan is the most popular plan. It offers all the features included in the free plan plus the following:

Limited guests

On the Standard plan, you can add 3 guests for free. The 4th guest will count as a billed user towards your billing plan.To learn more about the guests, check out this article.

Shareableboards

Shareable Boards are boards that you are able to work withoutside users (guests).It offers you the ability to share projects with your outside users without giving them access to your full account. To learn more about the shareable boards, click here.

The Timeline

The standard plan offers you access to the timeline feature which is our own version of the Gantt chart. Check out this article to see how it works in action.

Advanced filter search

With the Search Everything, you can search for anything across all of your boards (files, updates, items).You can also use the board filter to filter any information within a board.

The Calendar view

The calendar board view allows you to visualize all your tasks that have a date/timeline column in a calendar. You can customize your calendar view per day, week or month. You can also decide which column you want to appear on your calendar.Check out this article to learn more about it.

The Map view

The map view allows you to see your location and/or country columns in one single map. Check out this article to learn how it works.

250 Automations/ Integrations

Do you want to remove manual steps and automate your processes? Looking to integrate monday.com with other platforms? On the Standard plan, you are allotted 250 actions for Automations and 250 actions for Integrations each month. Click here for more information on the pricing structure for automations/ integrations.

Integrate with Excel, Google Drive, Dropbox and your own calendar on an unlimited basis on the Standard plan.

3 boards/dashboards

Dashboards are a great way to display what's important in just one place. With 15 available widgets users can now understand project progress, track budget, estimate teammates workload and much more!In the Standard plan, you can create as many dashboards and widgets you’d like. But, each dashboard can contain informationfrom 3 boards.

Full API

Having an API is a great way to connect any softwares together. Click here to see how it works!

The Pro Plan

The pro plan is the plan your trial is based on. It is the most sophisticated plan that we offer thatincludes everything in Free and Standardplus the following features:

Private boards

The private boards are meant toonly be seen by the user and anyone that s/he invites into the board.This is great for when you would like to create a project, to do list or plan before executing it to your team. To learn more about them, click right here.

Unlimited guests

The pro plan is great if you need to collaborate with a lot of external users. It allows you to invite unlimited amount of guests in your account. To learn more about the guests, check out this article.

Higher Automations/ Integrations limit

On the Pro plan, you are allotted 25,000 actions for Automations and 25,000 actions for Integrations each month. Click here for more information on the pricing structure for automations/ integrations.

Full access to the column center

This plan offers you a full access to the column center. This includes the time tracking column, formula and more!

The chart view

You can enjoy the full access of our views center. This includes all the views available on the free and standard plans as well as the amazing chart view. To learn more about the chart view, check out this article.

The Tag feature

Using the Tags column will help you to group items from different groups or different boards throughout your account by a consistent keyword! Learn more about the tags just here.

The formula column

This column allows you to make calculations with other columns. It goes from simple mathematical equation to more complex functions and formulas. Learn more about it right here.

The time tracking column

Wondering how much time you spend on each task? You now have the ability to track it with the time tracking column! Check out how it works in this article.

25,000 Automations/ Integrations

Do you want to remove manual steps and automate your processes? Looking to integrate monday.com with other platforms? On the Pro plan, you are allotted 25,000 actions for Automations and 25,000 actions for Integrations each month. Click here for more information on the pricing structure for automations/ integrations.

10 boards/dashboards

Dashboards are a great way to display what's important in just one place. With 15 available widgets users can now understand project progress, track budget, estimate teammates workload and much more!In the Pro plan, you can create as many dashboards and widgets you’d like. But, each dashboard can contain informationfrom 10 boards.

Google authentication

Google Authentication allows you to login to your monday.com account through your Google account. No need to store any new password in your brain :)

Unlimited Storage

No need to worry anymore about how much storage you have left! It is unlimited on the Pro Plan. For more information about your storage, click here. On the Standard plan, the storage is limited to 50GB.

The Enterprise Plan

The Enterprise plan is our highest plan. It includes all the features of the pro plan plus the following:

Higher Automations/ Integrations limit

On the Enterprise plan, you are allotted 100,000 actions for Automations and 100,000 actions for Integrations each month. Click here for more information on the pricing structure for automations/ integrations.

100,000 Automations/ Integrations

Do you want to remove manual steps and automate your processes? Looking to integrate monday.com with other platforms? On the Enterprise plan, you are allotted 100,000 actions for Automations and 100,000 actions for Integrations each month. Click here for more information on the pricing structure for automations/ integrations.

25 boards/dashboards

Dashboards are a great way to display what's important in just one place. With 15 available widgets users can now understand project progress, track budget, estimate teammates workload and much more!In the Enterprise plan, you can create as many dashboards and widgets you’d like. But, each dashboard can contain informationfrom 25 boards.

Higher API limit

Our API is currently limited according to the plan you have purchased. For the Standard and Pro plans, the limit is 60000/day and 300/minute. For our Enterprise plan, the limit is 120000/day and 600/minute. You can read all about it right here.

Advanced security features

With this plan, you have access to the panic button, which allows you to momentarily block your account in case your team's login credentials have been compromised. You will also get the session timeout which allows you to control your users sessions and no activity time-out.

Single Sign On

No need to store any more passwords in your head! You can now login with your SAML account (Okta, One login or custom SAML). Check out this article to learn more about it.

HIPAA compliance program

We want to make it as easy as possible for you to learn how to keep your account secure and meet your legal requirements. We have put together a few tips that you should consider when configuring your accounts. For more info, check out this article.

Audit log

Theaudit log allows Admin to see when the users have last logged into the account, what device they used, and what their IP address for the session was. It allows spot any suspicious activities and activate the panic button if needed.

VIP support with account manager

Get personalised support from your own dedicated customer success manager (available only for 25+ users).

If you have any questions please don't hesitate to reach out to us at

SurveyMonkey allows you to create surveys, polls, or quizzes to gather feedback and provides a simple way of showing and analyzing your data. Now you can get all your SurveyMonkey results in your monday.com account to help facilitate lead management and implement these responses into your workflow!

How to add it to your workflow?

Step 1

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below:

[email protected]

Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "SurveyMonkey":

Step 2

Once you click on the SurveyMonkey integration banner you will find the recipes the integration offers:

When a survey response is submitted in SurveyMonkey, create an update in this item.

When a survey response is submitted in SurveyMonkey, create an item.

Select the integration you wish to create.

Step 3

Once you click on one of the recipes you will be asked to enter connect your monday.com account with your SurveyMonkey account :

Then you will be asked to log in to your SurveyMonkey account login credentials as shown below :

Congrats :) You've connected your SurveyMonkey account with monday.com - now let's set up a recipe!

Step 4

Once you've connected the account, you will be presented with the recipe. This is where you will be able to set up your integration.

Use case 1 - When a survey response is submitted in SurveyMonkey, create an update in this item.

This is helpful for keep track of submitted survey's under a specific Item (leads/ feature feedback or even applications). This option will allow you to consolidate the collection of your various surveys within one Item on your monday board.

First, you will need to choose the relevant survey from the surveys you created on SurveyMonkey:

Once done, choose the Item for which you would like your results to appear:

Then select 'update integration' and you're all set:

Use case 2: When a survey response is submitted in SurveyMonkey, create an item

This is helpful to keep track of submitted survey responses on a board (leads/ feature feedback). This option will allow you to collect responses as individual items on your monday board. In order for your results to populate, you will first have to create the columns on your monday board to map the submission details.

For example, a text box in SurveyMonkey equates to a Text column in monday.com and this column type would have to be added to your board prior to setting up the recipe. See more on the mapping and recommended fields here:

Now, to set up this recipe, you will need to choose the relevant survey from the surveys you created on SurveyMonkey (see Use Case 1).

Once done, you'll begin the mapping process by selecting which responses you would like to map into each column on your monday board:

Now watch all your survey results populate onto your monday board!

SurveyMonkey integration column

When selecting which data will be mapped into each column, theintegration column will be added automatically - the purpose is to maintain the connection between the parameters in both apps. Feel free to click on this link to go directly to your SurveyMonkey survey

More Assistance

If you need help building integrations, we have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!

And if you have any questions about this or anything else in this article, feel free to reach out to our Customer Success team at.

Manage your leads and their latest updates efficiently and openly with the rest of your team!The platform was created for companies and people to work together, collaborate, create transparency and visibility; most importantly it is endlessly customizable. With that, you can easily customize monday.com to support your team's lead management.

What is lead management?

First let's understand better what is a lead. Leads are customers that have shown an interest in your solution but haven't made a purchase yet. They can come from many different sources: an event you've organized, emails, website, ads...

Lead management is basically the process of managing all these leads and ensuring that they get the attention they need.

Why lead management is important?

As your company scales, you are getting more and more leads. Sometimes more than what your sales team can handle.Consequently, they can no longer ensuring attention to each lead properly and things begin to fall through the cracks.

Implementing a good lead management process allows you to never miss out on opportunities. You can see the lead information, maintain communication, discern the hot leads from the cold ones and therefore improve conversion

Get started with a template

If you are not sure how get started, you can use our lead management template. You will find it in the templates section of your monday.com account.

[email protected]!

You can also check out this monday.com story that a monday.com user created to manage their sales process, and add it directly to your board.

Get your leads directly in monday.com!

Instead of receiving information from your clients and then spending even more time inputting it into the platform, we've created a time-saving, client-pleasing solution: the forms

Simply create a board, tailor-made to your specifications. With a few clicks of a button, you'll be able to create a form based on that board, share it with your clients by link or by embedding it on a website. Each response will create a new item with all the answers you need.

Customize your board

Add your groups

We’ve organized our board into groups to categorize our clients on our board by whether or not they’ve been assigned to a sales representative yet. Each item, under the group, is the name of our client.

Add your columns

With over 20 different column types, there’s really no limit to how you can customize your board to fit your team’s needs.

People Column: Each lead can be assigned to a sales representative. This column helps to provide transparency on who is taking care of what.

Status Column :By adding multiple status columns and customizing the labels, you're able to track each stage the lead goes through! Remember, add and edit labels to fit your needs!

Numbers Column : The deal size of each lead can be tracked here, which your team can use to determine how to prioritize leads.

File column : Add a file column to keep the invoices of each lead or just any document you want.

Date column : You can add a date column to set up a next contact date with each lead. It is a great way to stay organized and make sure you give the attention needed to all your leads, on time.

Automate your workflow

Our amazing automations center allows you to automate and streamline your workflow. We have so many different automations available. You can read more about it right here.

Automatically move a lead whether it is won or lost

Whenever a proposal's status is changed to approved/refused, you can automatically move the active lead to either the won or lost group using the below automation:

Automatically inform your team when a deal is closed

We can create automatic notifications to let our team know when we've won a deal! This way, each time a leads been won and the contracts been approved the team will be informed, so they can celebrate accordingly!

Get an automatic reminder to reach out a lead

When creating your board, you can set up a date column to add the next date and time of contact. With that, you can set up an awesome automation to get an automatic reminder about reaching out to that lead.

Get even more insights about your leads with an integration

You can connect monday.com with Clearbit to get even more insights on your leads. For example, when a new lead will register to your platform (thanks to your embedded form), Clearbit will identify the email address and provide the relevant company data associated to that lead.

This integration is a great way to deeply understand your customers, identify future prospects, and personalize every single sales interaction.

You can also create an integration with Gmail or Outlook to directly communicate with your clients through monday.com. Check out how it works right here.

Connect your boards together!

To go along with your lead management board on monday.com, you can create aCRMor a Contacts board to manage all your clients’ contact information! By linking these boards together, you will be able to quickly access any contact information.Check out our mirror column to see how you can connect items from another board. You can also check out our CRM article right here.

Create a sales pipelines

To go along with your CRM and Lead Manager on monday.com, you can also build sales pipelineand use our bright and colorful status columns to visually present the status of ongoing leads to ensure you and your team are up to date on the life cycle of every client, keep all of your client information in one centralized place and much more.Want to learn more about how to use monday.com for your Sales Pipeline? Check out this video.

If you have any further questions please don't hesitate to reach out to our customer success team atWe are here for you 24/7.

Dashboards is the new black, and now my week is available on dashboards. Be sure to check out all your assignments from previous weeks, current, and future.

[email protected]

How to add it?

Click on "Add New" at the top of the Dashboard page to see the list of options and select "more" as below:

Search "My Week" in the search bar and add to dashboard:

How does it work?

Step 1:

Choose users you'd like to follow on your My Week widget

Note: When the My Week widget is created it will only pull assignments you are currently assigned to and not other team members you may be following in My Week.

Step 2:

Choose if you want to see all dates or deadlines only.

Deadlines only will show the status and you can update it straight from the widget!

How to rename it?

Once added, you can rename your widget. To do so, click on the three dots menu on the right of the widget's title and select "rename"

How to delete it?

To delete your widget,click on the three dots menu on the right of the widget's title and select "delete" as below:

If you have any further questions about dashboards widgets please feel free to contact Customer Success atwe are here to help!

Bitbucket is more than just Git code management. Bitbucket gives teams one place to plan projects, collaborate on code, test, and deploy. With our new monday.com and Bitbucket integration,you can track your deploys in one place, never miss a release or have to hunt down a feature owner again!

How to add it to your workflow?

Step 1

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below:

[email protected]

Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "Bitbucket":

Step 2

Once you click on the Bitbucket integration banner you will find the below recipes the integration offers:

Select the integration you wish to create.

Step 3

Once you click on one of the recipes you will be asked to enter connect your monday.com account with your Bitbucket account :

Then you will be asked to log in to your Bitbucket account login credentials as shown below :

Congrats :) you are connected to your Bitbucket account!

Step 4

Once you've chosen one of the two recipes and inserted your token, you will get to the configuration window. This is where you will be able to set up the integration between monday.com and Bitbucket.

Supported fields for mapping

Currently, the following fields are supported for mapping the integration between Bitbucket and monday.com:

Issues: Created On, Kind, Priority, Reporter, State, Title, Updated On.

Pull requests:Author, Created on, State, Title, Updated on.

Bitbucket integration column

When selecting which data will be mapped into each column, theintegration column will be added automatically with thetipthat will explain the column purpose, to maintain the connection between the two apps.

Use Cases

1 - When a pull request is opened in this repository, create an item and sync future changes

With this integration, you can track your deploys in one place, never miss a release or have to hunt down a feature owner again! By putting all pull requests in our highly-visual platform, you can track recent changes to your repositories and share this information with other stakeholders such as support teams.

First, you will need to choose a repository to track in Bitbucket:

Once you've selected a repo, map details about the pull request from Bitbucket to monday.com:

You're done. Now, you can add automations to notify people on other teams when features are deployed and added by your dev team :)

Note: Only some fields in Bitbucket can be mapped to columns in monday.com

2 - When an issue is created in Bitbucket, create an item and sync future changes

This integration will let you take issues in Bitbucket and open them up to stakeholders outside your tech team. You can use monday.com's different column types to add more context or use our communication features to discuss issues with stakeholders such as support agents or leadership.To set up this use case, first create a board using the Bugs Queue template:

Then, add the integration to your board and map the fields to the columns on your board:

Now, every time an issue is created in BitBucket, you can track it in monday.com. This will add tons of visibility to your dev team's tasks and let you share the state of your product with your organization!

More Assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!

And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at

A pricing model that is tied to Usage and Users

Dashboards goal is to allow teams of all sizes to gain visibility on their progress and to be more motivated to achieve their goals. We believe that it’s a core part of the platform and we want the pricing model to be as fair as possible and to be tied to the value accounts are getting from it.

The new model is based on the number of boards per each dashboard. You can create as many boards and widgets that you’d like.

Limitations based on the different plans

In the Basic plan, you can create as many dashboards and widgets you’d like. But, each dashboard can contain information from 1 board.

In the Standard plan, you can create as many dashboards and widgets you’d like. But, each dashboard can contain information from 3 boards.

In the Pro plan, you can create as many dashboards and widgets you’d like. But, each dashboard can contain information from 10 boards.

In the Enterprise plan, you can create as many dashboards and widgets you’d like. But, each dashboard can contain information from 25 boards.

What happens if I exceed my number of boards per each dashboard?

We will not automatically charge your account if the number of boards per dashboard has been exceeded.

We will not automatically disable your dashboards if the number of number of boards per dashboard has been exceeded..

However, if you intend to keep on using these dashboards we will ask you to upgrade to the relevant plan based on the number of boards in each dashboards or to reduce your usage.

Why did we decide to change the original model?

When we released the dashboard feature, we mentioned that their pricing model is still a work in progress and the original model we had in mind was based on a number of dashboards each account can create.

We got a ton of feedback pointing out to the fact that the existing model doesn’t take into consideration the number of users in the account. Also, we saw that smaller accounts see a lot of value in using dashboards with one board, while bigger one need even more than 10.

In the new model, based on the number of boards per dashboards the pricing of the is connected directly to value accounts are getting from the dashboards. Also, it’s correlated with the number of users in the account.

Thoughts? We’re here 24/7

If you have any further questions, feel free to reach out to our Customer Success team at [email protected]. We are here and happy to help 24/7.

No one wants to miss something important like finishing a project, launching the new marketing campaign or your boss's birthday.Knowing how much time is left to your goal or event is pure motivation to get it done quicker and setting a sense of urgency.Display the countdown of any event or project thanks to our countdown widget.Keep reading to learn how to use it! 123 [email protected]

How to add it?

Click on "Add New" at the top of the Dashboard page to see the list of options and select "countdown" as below:

How to rename it?

Once added, you can rename your widget. To do so, click on the arrow on the right of the widget's title and select "rename"

How to delete it?

To delete, rename or view the widget in full screen, simply click on the drop-down menu next to My Widget-

How does it work?

Once the widget added to your dashboard, you can customize it to display the countdown of your choice.

Pick the date and time of the event

When clicking on the drop down on "date", a calendar will open allowing you to pick your date easily.

Pick the time at which the event will start. For example, our NYC Campaign will start on January 14th at 10am.

Pick the units

Pick the units you'd like your countdown to display. It can be months, weeks, days etc.

Note: The countdown will by default count from the moment you have added the widget to your dashboard.

Once all these settings are customized, you will see the countdown of your event displaying on your dashboard

If you have any further questions about board types, please feel free to contact Customer Success at

Nietzsche once said, “without music, life would be a mistake.” This rings true for us! This is why we have created the playlist widget. Enjoy listening to your favorite tunes directly from your dashboard

[email protected]

How to add it?

Click on "Add New" at the top of the dashboard page or click on the + sign in a blank widget. From the drop down list, click "more".

Once in the dashboard center, select "Playlist".

How does it work?

Once the widget added, you will need to add the link of the playlist or song you'd like to be displayed. It can be from Deezer, Spotify or just any playlist. In this example, I want to add my "work playlist" from Deezer in my dashboard.

Step 1

Open your Deezer playlist and click on the share icon right below the title:

Step 2

Copy the link of your playlist.

Step 3

Paste this link in the widget

Once done, you will see your song or playlist displaying on your dashboard and enjoy playing your favorite tunes right from monday.com

If you have any further questions about board types, please feel free to contact Customer Success at

Display any YouTube video on your dashboard with the YouTube widget! You might use this widget to get a daily dose of entertainment, quickly view an instructional video, or keep any other video you need at the tips of your fingers. Keep reading to learn how it works.

[email protected]

How to add it?

Simply click on "Add New" at the top of the Dashboard page or click on the + sign in a blank widget. From the drop down list, click "more".

Once in the dashboard center, select "YouTube".

How to rename it?

Once added, you can rename your widget. To do so, click on the arrow on the right of the widget's title and select "rename"

How to delete it?

To delete, rename or view the Table Widget in full screen, simply click on the drop-down menu next to My Widget-

Once the widget added, you will need to add the link of the video you'd like to be displayed.

How to resize your widget?

Once you have added your widget, you can resize it by dragging the bottom right corner to the size you'd like it to be.

You can also see a full size view whenever you want by clicking on the button on the top right hand corner.

How to embed a video?

Simple! Just copy and paste the URL of your YouTube video from the URL bar into the box in the widget.

Before:

After:

If you see an error screen, please try copying and pasting the link again, ensuring there are no extra spaces.

You'll see your Youtube video displayed on your dashboard.

Tip: You can also use this widget with Vimeo. Follow the same instructions but just paste a Vimeo URL into the box.

If you have any further questions, please feel free to contact Customer Success at

Collect articles, ideas, and stories from anywhere! Save them to your monday.com account using the bookmarks widget! Easy to use and perfect for quick reference, this widget will display bookmarked items in a concise list. Keep reading to learn more.

How to add it?

Click on "Add New" at the top of the Dashboard page to see the list of options and select "more" as below:

[email protected]

Once on the dashboard center, select "Bookmarks".

How to rename it?

Once added, you can rename your widget. To do so, click into the text box that reads, "Bookmarks". You can then rename the widget as you please.

How to delete or duplicate it?

To delete, rename or duplicate the Bookmarks Widget, simply click on the three horizontal dots that will launch a menu. Select the action you desire.

How does it work?

Once the widget added, click into the box that reads, "create a new bookmark" . Copy and paste the link you are trying to bookmark. Press enter to save.

The bookmark bar will appear with the link displayed two times. To edit the label of the bookmark, click into the top text box displaying the link. Rename the bookmark label. Press enter to save.

Add as many bookmarks as you please! Save videos, articles, useful websites, etc. To delete a bookmark, click on the trashcan next to the bookmark.

Enjoy!

If you have any questions about this or anything else in this article, feel free to reach out to us at customer success at

The Inboxis where you are able to find all updates from all of the boards that you are subscribed to. It is a great way to stay up to date with all of the communication, changes and updates in all of the boards that you are interested in following! This differs to the bell notification [email protected]!, which shows youupdates that are only relevant to you (e.g. items you were assigned to).

How does it work?

The small number indication on the right,reflects the number of unread updates.

The Inbox is broken down by 'Open'updates and 'All Updates.'All unread updates will be displayed in "Open" and all read messages will be moved to "All Updates".

You can easily mark messages read or unread with the simple "checkmark" circle found to the right of the update.

How to filter within your inbox?

You can filter by posts that you and your team were mentioned in! This is a great way to be able to filter through all the messages and see what is relevant for you and your team.

Just below that, there is the option to see all updates throughout the account as well as the updates you have bookmarked. Click here for more information on how to bookmark an update.

On the bottom right you will find a list of all boards you are subscribed to so you are able to filter your updates by board. This way, you are able to see all updates for a particular board at one time!

Check out this article to learn more about all type of notifications within monday.com.

If you have any other questions about the Inbox, please feel free to reach out to us at

Interested in purchasing a monday.com subscription? You've come to the right place! We have created this short guide to help you understand how our pricing works.

Terminology

Let's go over a fewterms you need to understand before reading this article:

Pro rated charge - the amount charged whenever you are adding users calculated from the day the user was added until the remaining time in your subscription.

Pro rated credit - the amount credited whenever you are removing users calculated from the day the user was removed until the remaining time in your subscription.

Billing cycle -The billing cycle varies whether you are on a monthly/yearly. During that cycle, we will take into consideration all users changes that have been made to your account.

On a monthly plan, your billing cycle will be every month since the day you've bought the plan. If you've bought a plan on January 10th, your billing cycle will be the 10th of each month.

On a yearly plan, your billing cycle will be every 2nd of each month.

Now let's get started

A quick overview

The following criteria needs to be taken into account when purchasing a plan:

The duration of the subscription

The type of plan

The amount of users that will be part of your monday.com account

Our pricing is per user meaning you will be paying for who ever is on your account.

Subscription duration

We offer three types of subscriptions:

Monthly subscription

You will be billed each month for your plan. This plan is good if you have a short term project or if you just want to test monday.com before committing to a long term plan. It is however more expensive than if you were purchasing a yearly plan.

Yearly subscription

You will be billed one time for one year upfront. This plan is cheaper than the monthly plan. In addition, if you change your mind within 30 days following the transaction and decide to cancel, you will receive a full refund.

Plan type

We have four type of plans depending on your needs:

Basic

Standard

Pro

Enterprise

[email protected] Tip: This article will help you understand the difference between each plans.

If you are still unsure which plan to pick, you can always reach out to us at [email protected] and we will be happy to help you out!

Amount of users

Our pricing policy is fair: you will only be charged for the users in your account. In other words, the pricing is per user. So how does this work exactly?

I am on a trial account and want to upgrade

When upgrading your plan for the first time after your trial, you willbe charged for the members that you have added during your trial period.

I already have a paid plan and want to add more users

If you are already on a paid plan and add more users to your account, we will only charge for the cost of the time used. Let's take a look at the below use case to understand better how it works.

Use Case:

Let's say you have purchased a Monthly Standard Plan which costs $12 per user on January 2nd. You have 2 members meaning you are paying a total of $24.

On January 16th, you are adding a new member. You are already 14 days into your billing period meaning you have another 19 days until your cycle renews.

The pro rated cost of this new user will be calculated the following way: price of one member ($12) divided by the number of days in that month (31 days), multiplied by the number of days remaining in the billing cycle (calculated from January 16th to February 2nd so 19 days). This means that you will pay for this new user $7.35.

(Price per one user / number of days in the month) * (Remaining days)

If you pay annually it works exactly the same. We will take the price of one user per year divided by the number of days in a year (365 days). Then we would multiply by the amount of remaining days until the next billing cycle.

(Price per one user / number of days in the year) * (Remaining days)

I already have a paid plan and need to remove users

Our system will detect as soon as you deactivate a user and will credit you the pro rated amount on your monday.com account. How does it work exactly?

Use Case:

You have purchased a Monthly Standard Plan which costs $12 per user on May 2nd. You have three members meaning you are paying a total of $36 per month. Your billing cycle will be on every 2nd of the month.

On June 16th, one of your team members leaves the company and needs to be deactivated from your monday.com account. It means that you have paid the full amount of $12 for that user for the month of June but he only used 14 days of this month.

The pro rated credit will be calculated the following way:price of one member ($12) divided by the number of days in that month (30 days). This multiplied by the number of days remaining in the billing cycle (calculated from June 16th to July 2nd so 17 days). This means that you will be credited $6.80.

This credit will be applied if you add new members or on your next renewal charge (in case you don't add any other members).

Manage your billing

How do I get notified of a change in my account? Who gets notified? How do I access my billing history? You will find the answer to all these questions and more right here on this article.

If you have any questions, feel free to reach out to us at. Our Customer Success team will be more than happy to answer any questions you may have!

Have your team's login credentials been compromised? Don't worry we have a panic button!

By activating the Panic Mode, your account will momentarily be blocked and no one will be able to access it until the admin of the account sends a request to our Customer Success team.

This feature is available in our Enterprise plan. Only the admin of the account has the option to activate it by doing the following:

Go to the Admin section

Click on "Security"

Select "Advanced"

Click on "Activate panic mode"

[email protected]

Once the account is blocked, please make sure to contact us at the following e-mail: . We will investigate and send you the instructions to unblock your account and reinforce the security.

If you have any more questions about the panic button, please don't hesitate to reach out to us. We are available for you 24/7.

Similar to Syncing date columns between boards, this article will guide you through the steps of creating an Integromat scenario for syncing timeline column values. They will be sent from one board's timeline to another as long as thepulse names match.

We will be working with 3 different monday.com modules and 2 filters:

this form

Module 1 - List pulses in the board

Filter 1 - Timeline is populated

Module 2 - List pulses in the board

Filter 2 - Pulse name check

Now that we have a bundle of data containing pulses with timeline values from the first board and pulses with the same name from the second board, let's set up the last module, to synchronize the values.

Module 3 - Update a timeline column's value

Adjust the clock from the first module to schedule the frequency of the scenario if you want to avoid running it manually.

More assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill outand someone will be in touch shortly!

When using any tool or platform, there’s always those smaller features or tips which can easily be overlooked. No matter if you’re new to monday or you’ve been with us for longer, there’s always new hacks to learn!

Dashboards. Timeline View. Automations there are plenty of big features to be excited about but we’re just as enthusiastic about the small touches that make your use of monday.com that much better and simpler. Here’s a quick rundown of some of our favorite hidden features that will save you time and boost your workflow.

Watch our recorded webinar

If you'd like to watch our recorded webinar right about "5 tips to save you time on m onday.com" click right here

1. The column permissions

Keep what you need on your board but hide information from certain people

Column permissions allows information to be shown to or editable by just the relevant team members. Lock a column to limit who can edit it or hide the column from view completely for everyone except those chosen to keep information really confidentialgreat for when using shareable boards with multiple clients or where you have sensitive information which certain team members don’t need to see in your boards.

[email protected]!

2. The new board list

Find your boards more easily with the new board list.

The new unified board list lets you see all of your boards in one single list, with no divisions between Main, Shareable, or Private boards. Boost board organization by adding any type of board into a folder, making groups of boards more logical! Search for a board using the Boltswitch, and filter the list to see just the boards you’re subscribed to or by board type to keep things simple.

3. Update on a status

Add an update on a status so your teammates see visually when a status changes

Team communication is easier on monday.com, we all know that. But did you know that you can update your team members, managers, and clients when a status of your task changes, directly from the status column on your board? Just hover over the dog ear flap on the corner of the status and add an update right from the column itself! You can even add a file into the comment. Pretty cool, right?

4. Shift your timeline in one click

Push all your timeline dates by a certain amount of days in one click

Sick of manually changing dates item by item? Has your project been delayed by a week? Use batch actions to quickly change all of your dates on your board by X number of days, in just one click, saving you so much time and making sure your timelines stays in tact. Learn more here.

5. Add appointments to your calendar

Add important appointments directly to your main calendar in just a couple of clicks. Set the date then add a time on your date column in monday.com then sync the board to your Gmail, iCal or Outlook calendar to have the items appear there. You can even choose to sync just the items you’re assigned to, keeping everything aligned in both places and removing the need to manually create calendar events! Read about it.

If you have any further questions please don't hesitate to reach out to our customer success team atWe are here for you 24/7.

Sure! We offer monthly and yearly. A lot of our customers prefer to go for yearly plans because they’re the most economical choice - you can save up to 18\%. But monthly is totally cool, too. To purchase a monthly plan follow these steps:

Step 1

Click on the upgrade button located at the bottom right of your screen as below:

here.

Step 2

On the top of your pricing page, you should see the option "yearly/monthly" as in the screenshot below:

Step 3

Make sure to select the option monthly (the option should be purple as below):

Once done, validate your choice by clicking on "continue" located at the bottom right of your page and you will be all set.

If you have any questions further questions, please feel free to reach out to our customer success team rightWe are available 24/7 and happy to assist.

Now you can integrate your Todoist projects with monday.com and sync your projects and stay up to date on changes made in Todoist without leaving your monday.com boards. Create one centralized location for all of your projects and optimize your workflow!

How to add it to your workflow?

Step 1

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below:

[email protected]

Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "Todoist":

Step 2

Once you click on the Todoist integration banner you will find this recipe the integration offers:

When a task is created in this project, create an item and sync future changes from Todoist

Select the automation you wish to create.

Step 3

Once you click on one of the recipes you will be asked to enter connect your monday.com account with your Todoist account :

Then you will be asked to log in to your Todoist account login credentials as shown below :

Congrats! You're now

Step 4

Once you've chosen one of the two recipes and inserted your token, you will get to the integration window. This is where you will be able to set up your automation.

Use case:When a task is created in this project, create an item and sync future changes from Todoist

This is helpful for keeping track of new tasks in your Todoist projects from inside of a dedicated group on a monday.com board. This option will allow you to dive into each project individually and add additional context if needed.

First, you will need to choose the relevant project from the projects you created in Todoist.

Once done, choose the information that you'd like to appear in the item that will be created in monday.com.

Todoist integration column:

When selecting which data will be mapped into each column, theintegration column will be added automatically with thetipthat will explain the column purpose, to maintain the connection between the parameters in both apps:

Supported fields

The supported fields for the todoist integration are: 'Task Name', 'Due Date', 'Priority', 'Completed At', 'Created At', 'Completed' and 'Integration'

More Assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!

And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at

You most definitely can upgrade or downgrade your plan even if you're already paying. This can be done in just a few steps. Keep reading to learn more.

Step 1

Click on your Profile Picture (avatar) and then select Admin as below:

[email protected]

Step 2

Once in the admin section, click on the billing option. You will get to the overview tab. From there click on "change plan" as below:

If you are on a free plan you can upgrade by clicking on "upgrade account" as below:

Step 3

Pick the plan you'd like to be on. Once done, click on continue and you are all set!

If you have any questions about this or what's in this article, feel free to reach out to our customer success team at

[email protected]

WooCommerce is an e-commerce platform for online stores and retail point-of-sale systems.Now, with our WooCommerce integration, you can get a high-level view of your store and automatically track your products, inventory, and orders all in one place.

How to add it to your workflow?

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below:

Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "WooCommerce":

Once you click on the WooCommerce integration banner you will see all the recipes we offer in terms of integration between both platforms, we focused on making monday.com as a command center from which you will be able to manage every aspect relating to your online shop - from keeping track of inventory to approving new designs for your products.

When an order is created, create a new item and sync future updates from WooCommerce

When the status of an order changes to something in WooCommerce, create a new item

When a product is created, create a new itemand sync future updates from WooCommerce

When a product's inventory level in WooCommerece is below this number, create a new item

Select the integration you wish to create.

Generate API keys

Once you click on one of the recipes located in the WooCommerce integration banner you will then need to connect your WooCommerce details.

Note: You would have to be an admin in WooCommerce to access the Admin panel.

The WooCommerce REST API works on a key system to control access. These keys are linked to WordPress users on your website. To create or manage keys for a specific WordPress user:

Step 1

Go to:WooCommerce > Settings > Advanced > REST API.

Note:Keys/Apps was found atWooCommerce > Settings > API > Key/Appsprior to WooCommerce 3.4.

Step 2

SelectAdd Key. You are taken to theKey Detailsscreen.

Step 3

Add aDescription.

Select theUseryou would like to generate a key for in thedropdown.

Select alevel of access for this API key Readaccess,Writeaccess orRead/Writeaccess.

SelectGenerate API Key, and WooCommerce creates API keys for that user.

Step 4

Now that keys have been generated, you should seeConsumer KeyandConsumer Secretkeys, a QRCode, and a Revoke API Keybutton.

TheConsumer KeyandConsumer Secretcan then be entered into monday.com using the WooCommerce API, and the app should also request your URL.

So how does it work?

To understand better how this integration works, let's dive into an easy example: When an order is created create an item and sync future changes.First, connect your WooCommerce account:

Then pick the recipe that you want to use:

Then, choose the group to add the new order to. In this case, it might make sense to have a "New orders" group so you can see all of your incoming orders.

Map in the fields you'd like to pull in from WooCommerce and click on "Update Integration."

It's that easy

What Woocommerce fields are supported?

The following fields from WooCommerce are supported by our integration:

Order

Order Number, Created Via,Status, Currency, Date Created, Date Created (GMT), Date Modified, Date Modified (GMT), Discount Total, Discount Tax, Shipping Total, Shipping Tax, Total, Total Tax, Prices Include Tax, Customer Note, Payment Method, Transaction ID, Date Paid, Date Paid (GMT), Date Completed, Date Completed (GMT), Billing Name, Billing Company, Billing Address 1, Billing Address 2, Billing City, Billing State, Billing Postcode, Billing Country, Billing Email, Billing Phone, Shipping Name, Shipping Company, Shipping Address 1, Shipping Address 2, Shipping City, Shipping State, Shipping Postcode, Shipping Country, Line Items, Shipping Items

Product

Name, Slug, Permalink, Date Created, Date Created (GMT), Date Modified, Date Modified (GMT), Type, Status, Featured, Catalog Visibility, Description, Short Description, SKU, Price, Regular Price, Sale Price, On Sale, Purchasable, Total Sales, Virtual, Downloadable, External Url, Manage Stock, Stock Quantity, Stock Status, Backordered, Sold Individually, Weight, Shipping Required, Shipping Taxable, Shipping Class, Average Rating, Rating Count, Purchase Note

More Assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!

And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at

Sure! We offer monthly and yearly. A lot of our customers prefer to go for yearly plans because they’re the most economical choice - you can save up to 18\%. But monthly is totally cool, too. To purchase a monthly plan follow these steps:

Step 1

Click on the upgradebutton located on the left of your account. Alternatively, you can purchase a plan by clicking the following:

Your profile picture in the bottom left corner (Avatar)

Admin

Billing

See plans

here.

Step 2

On the top of your pricing page, you should see the option "yearly/monthly" as in the screenshot below:

Step 3

Make sure to select the option monthly (the option should be purple as below):

Once done, validate your choice by clicking on "continue" located at the bottom right of your page and you will be all set.

If you have any questions further questions, please feel free to reach out to our customer success team rightWe are available 24/7 and happy to assist.

Whenever you purchase a monday.com subscription, you will be able to find your invoices under the billing tab of your admin section.

here.

Note:Only admins of the account can access the invoices.

Where can I find my invoices?

To find your invoices, follow these steps:

Step 1

Click yourProfile Picture (avatar) and select admin as below:

Step 2

Once in the admin section, click on Billing and then invoices

From there you will be able to see all your invoices.

Step 3

To view the full invoice open one of the invoices and click "click here to view full invoice"

Where can I update my invoice details?

To update your invoice details, click on the billing section and select "settings"

Once done click on "save settings" to save your changes. Any changes made to these settings will reflect on the next invoice.

If you are looking to get a VAT refund, please kindly reach out to us at [email protected] with the subject line: "Please Provide VAT Refund."

If you have any questions further questions, please feel free to reach out to our customer success team rightWe are available 24/7 and happy to assist.

You most definitely can upgrade or downgrade your plan even if you're already paying. This can be done in just a few steps. Keep reading to learn more.

Step 1

Click on your Profile Picture (avatar) and then select Admin as below:

[email protected]

Step 2

Once in the admin section, click on the billing option. You will get to the overview tab. From there click on "change plan" as below:

Step 3

Pick the plan you'd like to be on. Once done, click on continue and you are all set!

If you need to deactivate the number of users with your plan, in an effort to downgrade your plan, click here.

If you have any questions about this or what's in this article, feel free to reach out to our customer success team at

All your billing details can be managed easily in the billing section of your monday.com account. This article will cover all you need to know about managing your billing information.

Who can manage the billing?

Only admins of your account can access and manage the billing section. When creating a monday.com account, you are by default the admin of the account. You can then add as many as admins as you want. This article explains how to add or remove an admin from your account.

How to get an overview of my billing?

Step 1

Click on your Profile Picture (avatar) and then select Admin as below:

here.

Step 2

Click on billing and then select the tab overview as in the screenshot below:

Top part

This part is a summary of what you have paid for. It includes:

The plan you are on

The amount that was charged

The renewal date of your plan

The amount of billed users.

Middle part

This part displays a breakdown of your billed users (guests, members, viewers). For more information about the different type of users, check out this article.

Bottom part

You can check our support center at any point to find answers to your questions. In case you need any further assistance, you can also reach out to the customer success team right from this tab.

Where can I see my billing history?

Transparency is crucial for us especially when it comes to billing. You can keep track of any changes happening in your account on thehistory tab:

You will be able to see:

The date of the change

What is the change (add/deactivate a user, change plan etc...)

The amount of billed users

How many seats are left on your plan.

How can I manage my invoices?

To learn more about how to manage your invoices, check out this article.

If you have any questions further questions, please feel free to reach out to our customer success team rightWe are available 24/7 and happy to assist.

You can integrate your Active Directory Federation Services (ADFS) instance to help manage seamless single sign-on for your members. Keep reading to learn more!

Set up ADFS for monday.com

Step 1

Configure the relying party using the metadata file that can be found here:

Step 2

Next, you'll create rules, or assertion claims, for your relying party trust in this case, your monday.com account.

monday.com only receives the outgoing claim type attributes and values, so the list of attributes might look different. Keep in mind, you will need two claims: one for monday.com Attributes and one for NameID. To create a new rule, click on "add rule". For example, the first one we will create is "Email".

here

Step 3

Create a rule to send LDAP attributes as claims. Remember, outgoing claim types are case sensitive. The claims supported by monday.com are: Email, FirstName, LastName.

Step 4

You can now edit the rule as below:

Step 5

Next, create another rule to transform an incoming claim.

Integrate monday.com with your IDP

https://support.monday.com/hc/en-us/articles/360000460605-SAML-Single-Sign-on

If you have any further questions about setting up SSO with monday.com, feel free to reach out to our customer success team anytime right.

There are so many ways to say help, but we understand this one just feels better.

Send us an email, we can not only help you with managing your work we also have a great list of adjectives to help make it through the day.

Email : [email protected]

Our customer success team is available 24/7 and we are answering within 30 minutes.

We're still trying to figure that out ourselves, in the meantime, try out monday.com by opening up your free 14day trial today :)

Let's talk about the Admin section!

Before anything, lets first clarify how someone is or becomes an Admin. You are an Admin if you created the account or were added by another admin. You can find the Admin section in your Avatar located on the bottom left of your screen.

[email protected]

The admin section consists of multiple section. Let's check how each section works.

General

Profile

You are able to change your account name and the URL you use to log in to your account. Check out this article to learn how.

Account

You can also change the first day of the work week to Sunday or Monday and show/hide weekends within the timeline. Check out this article for more info about it.You can export your entire account data from that tab as well

Customization

Branding

You are able to change the logo on the top right-hand corner to your own logo. You can also change the e-mail header. The email header is the logo that will appear for the e-mail notifications. This article explains how.

Features

You can also enable or disable the GIFs from this section. You can also enable or disable link and file preview.

Boards

You can create default status labels for your monday.com account. This is useful to stay aligned and keeping the same statuses across your boards. To learn how to create default labels, check out this article.

Users

In this section you can see all of your team members and guests, including everyone that has been deactivated. From here, you have the ability to deactivate, activate or change a team member into a guest.

Users

Activated Users all team members and guests on your account that have been invited and successfully activated.

Team members Team members can see and edit all information on main boards, and can be invited to collaborate easily on both Shareable and Private Boards. In other words, main users are your teammates or employees in your department or organization with whom you work with every day!

Guests Guest usersare users that are external to your team, such as a vendor, client, freelancer or outside consultant. Guests can only be invited to a Shareable Board/s and as such, will NOT be able to view information on Main or Private Boards. Guests must be invited one board at a time to boards in the Shareable area and will be limited to what they can see and do in your account. This amazing feature helps you to collaborate safely with guests while maintaining the security of the information stored on Main and Private Boards.

Deactivated all team members or guests that have been deactivated from your account

Pending Team members or guests that have been invited to the account but have not yet activated their invitation or created their login.

To view your plan and number of included team members and guests see Billed Users under Admin > Billing.

Admins

Add or remove your admins from this section.

Board Ownership

Did someone leave your account and a board is left without owner? From this section you can assign a new owner to a board.

Security

In this section, you are able to manage how your users sign into your monday.com account. You are also able to choose who is able to invite new users to your monday.com account; either Admins only or everyone.

You are can also enable two factor authentication, Google Authentication and SAML through this section for extra security.

API Token

This section gives you your personal API token as well a company API token.

To learn more about the API, feel free to check out this page.

Billing

You are able to see which plan you are on, how much time remains within your account, and the breakdown of billed users, team members, and guests. You are also able to change your billing details here as well as view your invoices.

Stats

Basic stats

You are able to see a basic rundown of the activity in your monday.com account.

Storage stats

You are also able to see a breakdown of the storage used within your account. Each plan comes with a different storage. You can see the difference in our plans right here.

Advanced stats

Our amazing stats page shows usage stats of the past month in some interesting categories:

What are the most trending boards

Showing the number of items and Updates created this month.

Who are the top communicators,and top creators

A weekly drill down that reflect the changes from the last 4 weeks in terms of updates/items and groups

Tidy Up

The tidy up section is a summary of all the active boards you currently have within your account. You can archive them from there. You can also access all the archived boards by clicking on "archived boards". To learn more about it click right here.

If you get stuck or have any more questions, please feel free to email us at

Hubspot is a software platform used for sales, customer service, marketing as well as a CRM. Now, with the help of this monday.com integration, you can haveall your leads, contacts and companies managed in monday.com. Make sure your entire company iscollaborating, managing, building and growing from one single hub using this quick and easy integration!

How to add it to your workflow?

Step 1

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below:

[email protected]

Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "Hubspot":

Step 2

Once you click on the Hubspot integration banner, you will find three recipes the integration offers. These integrations will allow you to sync your Hubspot to monday.com as well as sync it the other way around.

These integrations include:

When a new contact is created in Hubspot, create an item and sync all future changes from Hubspot

When a new company is created in Hubspot, createan item and sync all future changes from Hubspot

When a new deal is created in Hubspot, createan item and sync all future changes from Hubspot

Select the automation you wish to create.

Step 3

Once you click on one of the recipes you will be asked to connect your monday.com account with your Hubspot account:

Then you will be asked to log in or choose the correct Hubspot account as shown below :

{screenshot}

Congrats! You're officially connected to your Hubspot account - let's boost things up!

Note: You will need to be a Super Admin on your Hubspot account in order to set up the integration.

Step 4

Once you've chosen one of recipes, you will get to the integration window. This is where you will be able customize your automation and map out all the fields from the Hubspot contact, company or deal in monday.com.

Supported Hubspot Fields:

Currently, all Hubspot fields can be mapped onto a new item on monday.com, including both custom and non-custom fields.

Supported fields (for Company) for full sync:- Company Domain Name- NameSupported Fields (for Deal) for full sync:- Deal name- Pipeline-Deal Stage-Amount-Close Date-Deal Owner-Associate Deal with company -Associate Deal with contact-Associate Deal with product

Supported fields for full sync (for contact):- Email-First name-Last name-Contact Owner-Job Title

For mapping new item, all fields - custom and NON-Custom are supported

Note: The sync will occur only for non-custom fields (ie, the default fields for the relevant contact, company or deal in Hubspot).

Hubspot integration column

After selecting which data will be mapped into each column, an integration column will be added automatically to your board, with a tip explaining the column's purpose- to maintain the connection between the parameters in both apps:

Great! You're all set up!

Now, any changes you make to the non-custom columns in Hubspot will be made in monday.com as well, eliminating the need for double work and allowing you to work from one, collaborative space!

Note: Each recipe will generate a different integration column.

More Assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!

And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at

this article Note:This article is a library of all the current available formulas. If you are looking for explanation on how to use it, check out

FORMULA FIELD REFERENCE

Column names with multiple words should be wrapped in braces:SUM({apples},{oranges})

Formulas may include parentheses () to change the order of operations:(Apples + Oranges) / Guests

AVAILABLE COLUMNS

Text, Status, Person, Numbers, Date, Rating, Vote, Check, Country, Creation Log, time tracking.

FUNCTIONS

Text functions

Function: CONCATENATEDescription: This operator concatenate text values into a single text valueExample: CONCATENATE(I,love,monday.com) => Ilovemonday.com

Function: UPPERDescription: Convert a specified string to uppercaseExample: UPPER(monday.com) => MONDAY.COM

Function: LOWERDescription: Converts a specified string to lowercaseExample: LOWER("Some STRING") => "some string"

Function: TEXTDescription: Formats the given value based on the given text formatExample: TEXT(8500.6,"$#,##0.00") => $8,500.60

Function: REPLACEDescription: Replaces a part of a string with the new string.Example: REPLACE("Goat",1, 2,"Fl") => "Flat"

Function: SUBSTITUTEDescription: Replace text in a given text string by matching.Example: SUBSTITUTE("goodmorning", "morning", "night") => goodnight

Function: SEARCHDescription: Searches a string within another stringExample: IF(SEARCH("love", "I love monday", 1) > 0, "Exist", "Not") => "exist"

Function: LEFTDescription: Extracts a given number of characters from the left side.Example: LEFT("monday.com", 3) => mon

Function: RIGHTDescription: Extracts a number of characters from the right side of a given text string.Example: RIGHT("monday", 3) => day

Function: LENDescription: Returns the amount of characters of a given text string.Example: LEN("hello") => 5

Function: REPTDescription: Repeats a string a given number of times.Example: REPT("monday",3) =>mondaymondaymonday

Function: TRIMDescription: Removes all spaces from a string except for single spaces between words.Example: TRIM(" I love MDY ") => "I love MDY"

Logical functions

Function: ANDDescription: Checks if all the given logical conditions are true and if sop returns trueExample: AND(3>1, 4>2) => True

Function: ORDescription: Returns true if any one of the argument is trueExample: OR(3 >10, 4>2) => True

Function: XORDescription: Returns a logical exclusive Or of all the argumentsExample: XOR(3>0, 2>9) => True

Function: IFDescription: Checks if a condition is met. If so, returns the first value, otherwise returns the otherExample: IF({some columns}>100, big deal,small deal)

Function: EXACTDescription: Compares two values, returns true if they are the same and false if they are different.Example: EXACT({Status},{Status})) =>TRUE

Numeric functions

Function: SUMDescription: Sums up all the given numbersExample: SUM(2,3,8) => 13

Function: MINUSDescription: Difference of two numbersExample:MINUS(5,3) => 2

Function: MULTIPLYDescription: Product of two numbersExample:MULTIPLY(5,2) => 10

Function: DIVIDEDescription: One number divided by anotherExample: DIVIDE(10,5) => 2

Function: AVERAGEDescription: Returns the average of the given numbersExample: AVERAGE(1,2,3) => 2

Function: COUNTSDescription: Counts the number of numerical itemsExample: COUNT(1,2,"a") =>2

Function: ROUNDDescription: Rounds a number to a specific number of digitsExample: ROUND(1.123456, 2) => 1.12

Function: MODDescription: Returns the remainder of the division of the given number in the divisorExample:MOD(10,3) => 1

Function: ROUNDUPDescription: Always rounds a number upExample: ROUNDUP(1.1,0) => 2

Function: ROUNDDOWNDescription:Always rounds a number downExample: ROUNDDOWN(1.1,0) => 1

Function: LOGDescription: Gets the logarithm of a numberExample: LOG (16,2) => 4

Function: MINDescription: Returns the smallest value from a set of dataExample: MIN(1,3,5,9) => 1

Function: MAXDescription: Returns the largest value from a set of dataExample: MAX(1,3,5,9) => 9

Function: SQRTDescription: Positive square root of a positive numberExample:SQRT(9) => 3

Function: POWERDescription: A number raised to a powerExample: POWER(2,3) => 8

Function: ABSDescription: Returns the absolute value of a given numberExample: ABS(-1) = 1

Date and time functions

Function: TODAYDescription: Gets the current dateExample: TODAY() =>05.07.2018

Function: DATEDescription: Returns the value for the given parametersExample: DATE(2018,5,30) => Wed May 30 2018

Function: DAYSDescription: Returns the number of days between the two datesExample: DAYS({end date column name, start date column name}) => diff between dates in days

Function: YEARDescription: Returns the year of a given date.Example: YEAR({created at}) => 2018

Function: MONTHDescription: Returns the month of a given date.Example: MONTH({created at}) => 7

Function: WEEKNUMDescription: Returns the yearly week number of a given date.Example: WEEKNUM({created at}) => 42

Function: DAYDescription: Returns the day of the month of a given date.Example: DAY({created at}) => 31

Function: HOURDescription: Returns the hour as a number from 0 (12:00 A.M.) to 23 (11:00 P.M.).Example: HOUR(NOW()) => 23 (in case it's 23:00 - 23:59 o'clock now)

Function: MINUTEDescription: Returns the minute as a number from 0 to 59.Example: MINUTE(NOW()) => 10 (in case it's 23:10 now)

Function: SECONDDescription: Returns the second as a number from 0 to 59.Example:SECOND(NOW()) => 1 (in case it's 23:00:01 now)

Constants

Function: PIDescription: PI value (3.14159)Example: PI() => 3.14159

Function: TRUEDescription: Logical true valueExample: IF(3>5 = TRUE, a,b) => b

Function: FALSEDescription: Logical false valueExample: IF(3>5 = FALSE, a, b)=> a

Columns are part of the foundation of your board. We offer many types of columns allowing you to build your board exactly the way you want it to be.

How to add a column?

In order to add a column, please do the following:

Click on the+ buttonon the far right side of the board.

Choose the type of column that you would like to add from the options below.

Select the column you would like to add either from the drop-down menu or the column center.

here

You can also add a column directly to the right! Just open an existing column menu and create what you want, where you want it.

To learn more about our different types of columns, check out this article.

How to delete a column?

To delete a column, hover over the column header you would like to remove and click the drop down arrow. Select "delete column" and here you go!

How to sort a column?

Use the sorting option found above each column in each group of items. Clicking on the sort button once will sort your items one way. Clicking it again will sort them the opposite way.

Once you have sorted a column, if you want the sort to save, you can click on the tick button to the left of the sort button. You will see a pop up which will ask you if you want to save the sort for just the specific group you sorted or for the entire board.

Tip: To sort according to the opposite order, i.e. Z-A instead of A-Z, click the sort button twice. To undo the sort, click on the 'x' button to the right of the sort button.

You can also sort multiple columns at once. Check out this article to learn more about it.

How to duplicate a column?

To duplicate a column, hover over the title of the column you would like to duplicate and you will see a arrow appearing on the right side. Click it and choose Duplicate Column.

Note:When duplicating a column any set column permissions will also be duplicated.

How to collapse a column?

You can collapse any of the columns of your board. This way, you'll be able to keep your boards nice and tidy This option works the same as the existing group collapse option, so when you're collapsing a column it'll only affect your view.

To collapse a column, click on the arrow located on the top right of your column's title. Select "Collapse" and you are done!

How to resize a column?

If you need make your column width smaller or larger so you are able to see what is in the cell, these simple steps will show you how!

Click on your cursor in the middle of any two columns (right in between the column title) that you'd like to resize and glide it along to change the column width.

How to move a column?

To move a column simply hover over the column that you'd like to move, in this case -Helper.You will see a set of8 little dotsappear, take your cursor and simply drag and drop to another column area on the board.

For any further questions about how to add a column, please don't hesitate to reach out to us right .

monday.com offers you a large choice of columns to customize your board the way you want it to be. This article covers each column one by one. Click here to learn how to add a column to your board.

The People column

With the People column,you can assign each task to a specific team member or multiple users to a single item in a single column!It allows you to visually see who is responsible of what and give ownership of tasks to your team. Click here to find out more!

here.

The Status column

This column allows you to visually keep track of the progress of your tasks.It comes with a choice of 20 color labels that you can customize. The status column can also be used to prioritize and categorize your tasks. Check out this article to learn more about it.

The Text column

This column allow you to add any type of text such as a phone number, address or short comment.

The Date column

The date column allows you to set up due dates for your tasks. With this column, you will be able to receive deadline reminders. Check out this article to learn more about it.

The Numberscolumn

You can use this column for pretty much anything related to a number: it can be to keep track of a budget, of a quantity of item, of the number of hours you spent on a task etc... Learn more about it on this article.

The Timeline

One of our favorite column at monday.com . It is our own version of the Gantt chart and allows you to manage people and their workload in a totally visual way. Check out this article to learn more about it.

The Tags

This allows you to list a number of keywords that will appear next to a hashtag symbol (#).Using the Tags column will help you to group items from different groups or different boards throughout your account by a consistent keyword. Check out this article to learn more about it.

The Rating column

Available in our column center, this column allows you to visuallyrate or rank your items. Check out this article to learn more about it.

The World Clock Column

This amazing column is a life saver if you are managing leads or have a contact list of users you need to reach out to. It allows you to see what time it is according to the timezone of each person. Check out how it works just here.

The Checkbox column

We all know that satisfying feeling to mark as "check"the item you have completed We now give you the option to do it through our checkbox column! Learn more about it in this article.

The Link column

The link column allows you to add an hyperlink to any website.You can customize each item with a specific web address and text to display. Learn more about this column right here.

The Creation Log column

The Creation Log column adds the creator and date of creation for each item automatically! Check out this article to learn more about it.

The Auto Number column

The auto number column allows you to number your items according to the time their order in the group/board. It is an amazing column to use if you want to keep track of how many tasks are in your board. It is also great if you have orders and want to have specific tracking numbers for them 1 2 3. Check out how it works in details just here.

The Country column

This column will not only displays the name of the country but also the flag associated to it! Learn how it works right here.

The Vote column

The vote column gives the opportunity to your team members and board subscribers to vote for their favorite items. Learn more just here.

The Team column

Sometimes, one single task needs to be handled by several team members. This is the reason why we came up with the team column. This column allows you to assign a team to a item. Check out how it works in details just here.

The Location column

The location column allows you to add the address of a specific location and see it on a geographic map.Check out how it works in details just here.

The week column

This handy week picker is great to visually see when your project or task is due Learn more about it by clicking right here.

The Progress Tracking column

The progress tracking column allows you to combine all the status columns of each item into one, beautiful battery-like view. This column is a must to keep visually keep track of the progress of your tasks. Learn more about it in this article.

The Long Text

The long text column is the same as the text column... but longer It can be used to add a guideline, a description or any long text related to your item.Learn more about it in this article.

The Phone column

You can now start a call with your contacts directly from monday.com through the phone column! This column is amazing if you are using monday.com as a CRM and need to reach out to your clients, suppliers or more.Learn more about it in this article.

The Item ID column

The item ID column allows you to have a unique ID number associated to each item of your board.1 2 3Learn more about it in this article.

The Formula column

Missing the Excel formula and mathematic capabilities? Not to worry! We came up with the formula column just for this. This column allows you to make calculations with other columns. It goes from simple mathematical equation to more complex functions and formulas.Learn more about it in this article.

The Color Picker Column

Working in design and need a column to help you pick and work with specific colors? We came up with the Color Picker Column just for that! With this new feature, you'll be able to use this column to work with specific colors and track down their respective color codes. You are also able to select whether you'd like to work with the Hex Color Code or the RGB Color Code.Learn more about it in this article.

The Last Updated column

Want to see in one glance when and by who your item was last updated? Look no further! All you need to do is add the last updated column. Check out this article to learn more about it.

The Time Tracking column

Wondering how much time you spend on each task? You now have the ability to track it with the time tracking column!Learn how it works right here.

The File column

The file column allows you to attach files to each item within your board. Check out this article to learn more about it.

The email column

The Email Column allows you to attach anemail address to a item and send emails to that contact with a single-click!Learn how it works right here.

If you have any questions further questions, please feel free to reach out to our customer success team rightWe are available 24/7 and happy to assist :)

Communicating through monday will make things easy to refer back to at a later date and ensure nothing falls through the cracks. This article explains step by step how to communicate with your team.

How to send a message to a team member?

To send a message to a team member, simply open the item you wish to communicate on and use the @mention followed by your message.

[email protected]

Your team member will receive an instant notification on his belllocated on the upper left the screen. He/she can also turns on his/her email notifications to receive an email about it.

Being able to communicate in context will save you from sending back and forth e-mails. You can even see if your team member read your message by putting your cursor on the little eye located on the bottom right of the update.

How to send a message to a team?

Step 1

The first step of this process is to create a team. To learn more about how to create a team, check out this article.

Step 2

Once your team is created, click inside the item you wish to communicate on and use the @mention followed by your message as below:

All the members of your team will receive a notification on their bell regarding that message.You can even assign a team to an item! Click here to learn how.

Can I mention everyone in my board?

To make communication faster and easier, you can now mention everyone who's subscribed to a board in just one click! Use the @mention and then select "everyone on this board". All the subscribers of your board will receive a notification about this message on their bell.

Note:On Shareable boards, this mention will also include your guests, making it easier to communicate with all of them at once.

Where do I see my notifications when I am mentioned in an item?

Whenever you are mentioned in an update, you will receive a notification on your bell icon. You can also turn on your e-mail notifications to receive an email about it. To learn more about how notifications work, check out this article.

Does monday.com have a chat?

Although we currently don't have a chat, you can always integrate monday.com with Slack through our internal integration or our third party Zapier.

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!

If you have any additional questions, please don't hesitate to reach out to our customer success team right at . We are here for you 24/7 :)

Already have a list of tasks or to-do's but want an easy way to place it on monday.com? It's as easy as 1-2-3! Just follow these steps.

Step 1

Highlight and copy your list of tasks (can be from any other document or excel platform such as Google Docs or Microsoft Word).

here

Step 2

Click inside a new item on the board you would like to add this list to.

Step 3

Paste!

If you have any other questions about how to copy and paste your information into monday.com, reach out to our customer success team!

With our brand new MS Teams integration, you are now able to instantly turn updates, new items and changes from a specific item into messages in MS Teams so everyone will have the most up to date information and be able to work from both platforms and stay synchronized!

How to add it to your workflow?

Step 1

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below:

[email protected]

Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "MS Teams":

Step 2

Once you click on the MS Teams integration banner you will find the recipes the integration offers:

When date arrives, notify team in channel

When an item is created, notify team in channel

When a Status changes to something, notify team in channel

When a column changes, notify team in channel

When an update is posted in this item, send it to team in channel

When any update is posted, send it to team in channel

Select the integration you wish to create.

Step 3

Once you click on one of the recipes you will be asked to enter connect your monday.com account with your MS Teams account :

Then you will be asked to log in to your MS Teams account.

Note: In order to create the connection you need to have admin access to your MS Teams account, if you don't have admin access you will not be able to create the connection.

Yay! You have successfully connected your account to MS Teams. Now you can get busy building recipes to communicate efficiently with your team!

So how does it work?

Once you've chosen one of the six recipes and authorized monday.com to integrate with MS Teams, you will arrive to the integration window. This is where you will be able to set up your integration. You can customize the message that will be sent to the MS teams team in channel.

Use case 1: When an item is created, notify team in channel:

This can be helpful to stay on top of new tasks and items being added to a group so you canbe instantly notified of new tasks that are added to a board and make sure the entire team is aligned! First, begin by choosing the message you want to appear in MS Teams. You can customize and include the user name who created it, the board name, and the item name as well as your custom message about it!

Once done, choose any channel in any team from your MS Teams account you want to be notified of this message!

Note: We have created pre-defined notification message if you wish to use it (and not custom your own notification message)

Use case 2: When a status changes to something, notify team in channel

This is extremely helpful to stay up to date on the progress of the status of your projects and tasks. You can notify those who need to know when something is stuck or done without having to check-in or schedule meetings. Sit back and know that once it has been updated, your entire team will be notified!

First, choose the status that you want to keep track of:

Then choose the status that you want to be notified of changing, or you can choose anything to stay on top of each change.

Once you have created the custom message, and chosen your desired channel in the team, you are all set!

This is the way the message will appear in MS Teams so you know it is coming from monday.com:

This really helps teams work efficiently and closely together on projects, especially with many task owners and dependent tasks.

More Assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!

And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at

LinkedIn is a social platform geared for professionals, businesses, and employment opportunities. Now, you can directly integrate with your LinkedIn account and create and share posts directly out of monday.com!

How to add it to your workflow?

Step 1

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below:

[email protected]

Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "LinkedIn":

Step 2

You will then see the following LinkedIn recipes:

When Datearrives, create a newpost and share it.

When a status changes to something, create a new post and share it.

Step 3

Once you click on the recipe, you will be asked to enter connect your monday.com account with your LinkedIn account:

Then you will be asked to log in to your LinkedIn account login credentials as shown below :

Congrats you are connected to yourLinkedInaccount. Let's take it to the next level!

Step 4

Once you've chosen the recipe and connected your two accounts, you will get to the integration window. This is where you will be able to set up your integration.

SupportedLinkedIn columns

Currently, the following columns onLinkedInare supported by our monday.com integration: Item Name, Status, Long Text. You can use these fields to create the data that you want to share.For instance, you could track the different phases of the production of the post within the same status column, and once you are ready to publish it, simply change the status label to published!

Tip: Use notification automations to notify reviewers, managers, or other team members to streamline this process even more!

First, select the status column that you want to use and which label in that status that you want to be the trigger:

After setting your integration, you can select which data will be mapped into each column by clicking on the blue plus sign:

The columns on your monday.com board will be the blue bubbles, and the fields that they are populating are in relation to your LinkedIn post.

Note:Make sure all of your fields are mapped.

LinkedIn integration column

When selecting which data will be mapped into each column, theintegration column will be added automatically with thetipthat will explain the column purpose and to let you quickly jump to the post onLinkedIn.

Note:The link created in the LinkedIn column will fail if you try making the exact same post within a 10 minute period.

If you're seeing the error message "Creation failed" in the LinkedIn integration column, please contact us at [email protected].

More Assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!

Moreover, if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at

[email protected]

Pipedrive is a cloud-based sales software that helps you organize your customer relations management!Now you can streamline all of your insights from Pipedrive organized in your monday.com account by convertingthem into workflows to better manage deals, contacts, activity and more...

How to add it to your workflow?

Step 1

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below:

Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "Pipedrive":

Step 2

Once you click on the Pipedrive integration banner you will find the four recipes the integration offers:

When a new activity is created, create an itemand sync all future changes from Pipedrive

When a person is created, create an item and sync all future changes from Pipedrive

When an organization is created, create an item and sync all future changes from Pipedrive

When a new deal is created in this pipeline, create anitem and sync all future changes from Pipedrive

Select the integration you wish to create.

Step 3

Once you click on one of the recipes you will be asked to enter connect your monday.com account with your Pipedrive account :

Then you will be asked to log in to your Pipedrive account login credentials as shown below :

Then you will be asked to allow monday.com to connect with your Pipedrive account:

Congrats! You are connected to your Typeform account, let's boost things up

Step 4

Once you've chosen one of the two recipes and inserted your token, you will get to the integration window. This is where you will be able to set up your integration.

Note:Please note that the Pipedrive account's Admin will need to create the first connection between Pipedrive and monday.com. Meaning, he'll need to approve the first connection. After that, every Pipedrive user will be able to add the integration to the wanted boards

Supported Typeform Columns

Currently, the following Entities on Pipedrive are supported with our monday.com integration:

Deal, Activity, Person, Organization

And, the followingfield types are supported across all entities:- varchar, varchar_auto, text (all textual types)- double (numbers)- monetary (currency)- date- user (will export user name as a text for now)- org (will export org name as text for now)- people (will export person name as text for now)- phone- time- enum

Also, the following special fields for activity are supported:- deal (will export deal title as text for now)- Deal Email- Deal Phone

Use Case

When a new activity is created, create an itemand sync all future changes from Pipedrive

This is helpful for keep tracking of all the activities you have! Whether it's a phone call, email, meeting, task, deadline or lunch, all we'll be automatically inserted and synced to your monday.com account!

After selecting your the recipe, you will need to select which data from your Pipedrive account will be mapped into each column in monday.com:

Pipedrive integration column

When selecting which data will be mapped into each column, theintegration column will be added automatically. This column's purpose is to maintain the connection between the parameters in both apps

More Assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!

And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at

Adding a guest to your account is useful when you only want to share one or two boards with someone, but you don't want to give that person access to see all of your main boards. Guests areoutside userssuch as contractors, clients, freelancers, lawyers, graphic designers, etc...Guests can only be invited to Shareable Board/s and as such, will NOT be able to view information on Main or Private Boards. Check out what guests can see and do on your account here.

Inviting a guest to your shareable board

Step 1

To add a guest to your account, you need to create a shareable board first. Shareable boards allow you to share projects and tasks with people outside of your team (like a client or temporary employee).

Step 2

Once you have added a shareable board, you can invite a guest by going to the shareable board you want them to see and clicking on "Guests & Subscribers."A window will open, showing you the team subscribers on the board, and the guest list will be on the right side.

contact our Customer Success Team

Step 3

Enter the email address of the person you want to add as a guest, and they will receive an email invitation to join just that board.

Once a guest is added to a shareable board, you can add them to other shareable boards on the account. They will not be able to see the other shareable boards unless they are specifically invited to them.

Limitations

There is a daily limit of invites you can send. The amount is calculated as "maximum users allowed in your account * 3. This means that for example, if you have purchased the 10 users package and need to grow your team, you can invite 10*3=30 users or guests per day.

In case you need to invite more users than your limit urgently, please reach out to us at [email protected].

If you have further questions about inviting guests, please feel free to ! We're happy to help :)

"My Week" is a great way for you to see everything you and your team need to accomplish this week, next or even what is overdue. It works by collecting all the tasks across your monday.com account that are due in the current week.

How to set it up?

You will find My Week in the left pane of your monday.com account underneath the Inbox.

[email protected]

This feature will pull all tasks automatically when you use these default settings on your boards:

Tasks assigned to youand/or your team members via the People or Team columns

A Date orTimeline column in deadline modefor each of your tasks

How to view my own tasks?

Once this is set, you will see all the tasks assigned to you for the current week. You will also have the option to see all overdue tasks from the previous weeks included in your tasks for this week:

You can also change the date range by clicking on "previous" or "next" at the top of your screen as below:

In the My Week settings you'll be able to decide if you want to see deadlines or tasks with dates that are not in deadline mode. For this, toggle between "only deadlines" or "all dates", as shown below.

Tip:To learn more about the deadlines, check out this article.

Can I View Tasks without A Date?

We know that some tasks just don't require a date or deadline but you'd still like to see those tasks in the My Week view to keep yourself organized; so we added this as an option in the settings as well! Tasks will show here whether the board has date columns with empty values, or no date columns at all:

Ensure the "Show assignments without a date" option is checked to have those date-less tasks appear in My Week as well under the "Without a date" section:

How to hide specific boards from My Week?

Being a part of multiple boards, can make My Week a bit overwhelming. Now, you can choose to hide tasks from specific boards if youdon'twant to see them in My Week. To hide a board, simply click on the eye icon next to any assignment from that board.

How to view the tasks I have already completed?

In each of your board, you can choose the labels that define a status as done. Click on your status column and pick "column settings". From there, click on the label color you want to pick as "done".

This feature is super useful as it will have an impact on which tasks shows in your "done tasks" in my week. It will also impact the deadline mode and progress tracking column.

How to view your team's tasks?

To view what is your team up to, click on "following" located on the upper right of My Week. From here, choose which team members' tasks you want to see in your My Week.

Once done, go back to My Week. You will now be able to see all the tasks of the team members you've followed.

Use the filter by person to view the tasks of one specific person.

What is the item pop-up view?

You can update any of your tasks directly from My Week. Simply click on the person icon and a card will open as below:

A card will show you all of the information of the linked item in your Client board. You can update information in the card and the item in the Client board will update automatically with these changes.

This card will show you all the information related to this item. You can update information in the card and this will automatically update the board the item belongs to.

Have any questions about the My Week feature or anything else? Reach out to us at Customer Success 24/7! Send an email to :)

At monday.com, we offer both import and export Excel functionalities. Keep reading to learn how it works!

Import from Excel

Import from Excel is now here! With just a simple upload you can turn your Excel spreadsheets into a beautiful board in just a few steps.

here Note: You can currently import a maximum of 20 columns and 3,000 rows at a time. You can not import into an already-existing board.

Step 1

Click on your profile picture (avatar) located on the bottom left corner of your screen and select "Import Data".

Step 2

In the "Import Data" page, select Excel.

A pop up will appear to upload your Excel sheet

Either drag or click to browse for the Excel sheet you'd like to import

Next, you will have the ability to customize your new board. This will allow you to manually control the board layout. Or "Upload file again."

Step 3

If you selected "Let's customize your new board" follow the below:

Follow the steps provided, starting with choosing your Headers

Select the column you'd like to be the First column

Select your column types. The System will suggest column types for you. You can manually change this by clicking the drop down menu.

Select "Create Board" and you have your new board!

Note: When selecting the Header and First column, everything to the left and above the selections will not be included in your board.

Export to Excel

Export a board

Click the MenuIcon(3 dots) on the upper right hand side of the board. Then choose "Export to Excel" and that's it!

Once you export, the updates (and replies to updates) will also be exported into a different sheet/tab:

If you export your board to excel you will also get the time tracking column data as a separate sheet (tab) in your export:

In addition, if you hide columns on your board using the new feature they won't appear in the export :)Added times to your date column? The export will list the full date, with time included, in the export!

Note: Currently, you can export one board at a time, but not yet multiple boards. We are working on this, so stay tuned!

Export an item

Click on the item you'd like to export to Excel and then click theHamburger MenuIcon(3 lines) on the upper right hand side of the item.Then chooseExport to Exceland that's it!

Export multiple items at once!

You can export multiple items to Excel at once by using the batch actions:

Hover over the color line of one of the items you'd like to export.

Use the boxes to selectthe items you'd like to export.

As you select items, you will find the count of items with actions at the bottom of the screen.

Click on "Export", and you'll be able to export to Excel all the items selected!

To learn more about internal integrations, feel free to check out this article.

How to import data from Excel into an existing board?

To import data from Excel into an existing board, you can use the " add heaps of items " feature. In one click, you will be able to paste a list in Excel into your existing board as new items.

If you require further support to migrate your data, we do have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!

For any further questions, don't hesitate to reach out to our customer success team right . We are available 24/7!

You asked, we listened! Your email can now be integrated with monday.com

Are you looking to connectyour inboxwith your monday.com workflows? With the Gmail and Outlook integration you cantransformemails into action items, and automatically align everyonetostayseamlessly connected.

How to add the integration?

Step 1

To add the Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below:

[email protected]

From there, select "Gmail" or "Outlook" as below:

Step 2

Once you click on the "Gmail" or "Outlook" integration banner you will find the 8 recipes our integration offers:

When an email is received, create an item in a group

When a status changes to something, send emailto someone

When a column changes, send emailto someone

When a new item is created, send an email to someone

Every time period, send emailto someone

When an email with this email column is received, add it as an update

When status changes from something to something else, send an email to someone

When date arrives and status issomething, send anemail to someone

Select the integration you wish to create!

Set up the Gmail integration

Connect you gmail account

Once you click on one of the recipes you will be asked to connect your monday.com account with your Gmail account :

Choose the email account you want to associate with monday.com:

Woohoo! It's that easy You have successfully connected your account to Gmail. Now you can get busy building recipes to communicate efficiently with your team!

How to unsync your Google Account from monday.com?

1. Go to https://myaccount.google.com/security 2. Scroll down and click Manage third-party access 3. Click monday.com, and then click the blue Remove Access button 4. Recreate the integration with a new connection

Set up theOutlook integration

Once you click on one of the recipes you will be asked to connect your monday.com account with your Outlook account:

After choosing your Outlook account, a permissions screen will appear. In order to continue with the set up click "accept:"

You have successfully connected your account to Outlook. Now you can get busy building recipes to communicate efficiently with your team!

Note:To add the Outlook integration, you will need Outlook as your email host

How do I know if my Outlook account will integrate?

In Outlook, click account preferences and locate the email provider icon on the top of the Account's screen. if there's an Outlook icon, then the email account will integrate with monday.com.

Example of an Outlook account that's not hosted by Outlook.

How to unsync your Outlook Account from monday.com?

Follow these steps to revoke third-party access from your Outlook account:

1. Head to account.microsoft.com/account and log into your account.2. Click on the Privacy tab at the top of the page. You may need to verify your identity via an email code.3. Scroll down to the Other privacy settings section.4. Go to Apps and services > Apps and services that can access your data.5. Review the list of apps and establish which you want to revoke.6. Click on Edit below the corresponding apps name.7. Select Remove these permissions.

Also, if you're an admin you can remove from Here

So how does it work?

Once you've chosen one of the seven recipes and authorized monday.com to integrate with Gmail/ Outlook, you will arrive to the integration window. This is where you will be able to set up your automation. You can customize the email message and the frequency, as well as the action of the email.

Use case 1: Every certain days, send email with subject to someone

This can be a great way to stay on top of recurring weekly tasks or to have continuous follow-up with prospective clients.

First begin by choosing day and time you want the email to be sent. You can then customize the subject line, and email message they receive as well as who receives this.

Use case 2: When an email is received, create an item in a group

This can be a great way to update all your important client emails and inquiries straight into monday! No more copy paste and never miss an important email.You can choose to have any email create a new item in a board:

Or you can have filter the conditions that must be met to create an item:

Does the email integration support files?

Currently the email integration does not support files. That being said, if you want to send files to your monday.com account, we do have a work around!

You can send a file to a board or to an item (in the updates section). Check out this article to learn the step by step process.

Does the email integration support multiple email addresses?

YES! The email integration now supports multiple emails!!

We have now added an increment that will serveboth Outlook and Gmail integrations where you can define multiple emails in a Text Column separated by ";"and the email will be sent to each of those emails separately

For example in this recipe:

If you choose the Email (column) option from the resulting menu >> And choose a text column:

Then, you can define the values ( the email addresses) of the Text column as follows:" [email protected] ; [email protected] "

And the integration will send an email to both [email protected] & [email protected] !

Note: If you experience any issues with the text column in your email integration - Please let us know at [email protected]

More assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!

And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at

GitHub is a version control platform that allows you to track changes to your codebase, flag bugs and issues for follow-up, and manage your product's build process.

With the monday.com integration with GitHub, you can supercharge GitHub's task-management capabilities and discuss builds with your team before they enter your codebase

Adding the integration to your workflow

Step 1

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen.

Important: Only the admin of the Github account will have access to set up the integration.

[email protected]

Once you've opened the integrations page, you'll see all the wonderful apps we integrate with :) Go ahead and click "GitHub".

Step 2

Connect your GitHub account by clicking "Connect to GitHub" and then logging in with your GitHub credentials.

Step 3

Select the integration you want to add to your board. The GitHub actions supported by monday.com are:

When tagging a commit inthis repository, create a pulse inthis group withthis prefix.

When a new pull request is opened inrepository, create a pulse ingroup.

When a pulse ID is mentioned in a commit inthis repository, create an update to the relevant pulse.

When push to master branch ofrepository, create pulse ingroup.

When issue created inthis repository, create a pulse inthis group.

When a new pulse is created, create an issue inthis repository.

Step 4

When setting your integration, you can select which data will be mapped into each column:

GithubIntegration column

When selecting which data will be mapped into each column, theintegration column will be added automatically with thetipthat will explain the column purpose, to maintain the connection between the parameters in both apps:

Note: Want more ideas for how to automate and integrate monday.com with other platforms? Check out this article: monday.com Automations

Supported Columns and Fields

Below you will find the supported fields for commit, pull requests, tags and issues.

Additionally, you can integrate with both public and private repositories. You must be an admin of the private repository in order to integrate it with monday.com.

Use Case: Using monday.com to log Github Issues

With the GitHub integration, you can supercharge your Sprint Planning board by syncing it with your codebase in GitHub! This way, you can communicate about specific issues in monday.com while still having them tracked in GitHub for easy access.

First, add the "When a new pulse is created, create an issue in this repository" to your board.

Then, set up a Sprint Planning board with each pulse as a bug or feature that your team is working on.

As you add more tasks to your team's sprints, they will also appear in GitHub!

Note: Need a refresher on using monday.com to communicate with your team? Check out this article: Communicating in monday.com

More assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!

And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at

It is finally possible to set up SAML SSO with monday.com! This article explains you all the steps to process. 3, 2, 1.. go!

What is SAML?

Security Assertion Markup Language (SAML)gives users access to monday.com (SP) through an identity provider (IDP) of your choice. It works by transferring the users identity from one place (the identity provider) to another (monday.com). Enabling SAML through monday.com can be done in few easy steps!

Step 1: Configure your identity provider

The first step here is to set up aconnection for monday.com SSO -also known as a connector- with your IDP. We are currently working with two main providers: OKTA and OneLogin, but you also have the option to use your own provider.

To enable SAML using OKTA please click here.

To enable SAML using OneLogin, please click here.

To enable SAML using Azure AD, please click here.

To enable SAML using customSAML 2.0, please click here.

Step 2: Set up SAML SSO for monday.com

Once you've configured your identity provider, you just need to enable SAML into monday.com

Sign into Monday.com and go to the Admin section

here

Select Security and make sure to click on "open" next to SAML

Fill in the details from your IDP

Step 3: Provisioning

By default monday.com uses just in time provisioning, meaning the user is create in monday.com upon first login if he does not exist.

If you wish to enable full provisioning, please generate the token, and follow your IDP instructions to enable this.Monday.com supports IDP Initiated Flow or SP Initiated Flow.

What will happen once your SSO is enabled?

When you've finished setting up your SSO, each member will receive an email letting them know about the change. The email will prompt members to connect their monday.com accounts with your identity provider.From now on, all members will sign in to monday.com with their identity provider account.

Common errors after signing into your SSO provider

Some users might experience difficulties and not be able to use SSO. For example, after entering the credential of the user into the login page of the SSO provider, instead of being redirected back to monday.com page, the user gets an error message saying that the signed in user '[email protected]' is not assigned to a role for the application (the wording might be slightly different depending on the SSO provider). This means that the Admins of the account should go into the SSO provider your team is using and assign/add this user to the monday.com account.

If you have any further questions about setting up SSO with monday.com, feel free to reach out to our customer success team anytime right .

Yes! There are a number of templates that you can choose from whenever you create a new board in your account. Just follow the steps below to access them

Create a board from a template

Step 1

Click on the + icon as in the screenshot below and select "choose from a template"

[email protected]

Step 2

The top 3 favorites templates will appear. You can click on "see more" to see the full list of available templates.

Step 3

Click "Use" to apply it to your new board.

Once done, start customizing! You can then easily edit the name of your items, groups and columns according to your needs.

Create your own board template

You can now utilize your own boards as templates for your account in just few steps:

Step 1

On themain boardyou'd like to use as a template, click the three dots menu and select "template/duplicate board" and then "save board as template".

Step 2

Once done, you will see the following description dialog:

On the left of your board title, you will see a wand indicating that your board is a template.

If you are editing the board, deleting it or archiving it, keep in mind that this will affect the template as well. Only admins and board owners will be able to change the template.The other users can utilize it but won't be able to change its structure or content.

Access your customized templates

You will find your customized templates at the top of the templates section as below:

Select the template of your choice by clicking on use and you are done!

Removing my board from the templates

To remove a board from your template list, click on the hamburger menu (the three little bars) located on the right of your board. From there, select template/duplicate board, and then click on "remove from templates."

Want to see and use our users best templates?Think you can share your ownworkflow?

Visit https://monday.com/stories to find real stories from our users through a variety of categories, explaining how monday.com helps them to set their goals and improve their teamwork

If you have any further questions please feel free to reach out to us at . We are available 24/7.