
lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostr navigation et dolore magna aliqua.


George Apostolov

John Doe

Mark Dinn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a005b243f01ed60a4e086/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the board where you want to set up the recurring task.</li>
 <li>Click on the 'Automations' button at the top right corner of your board.</li>
 <li>From the automations center, click 'Add automation'.</li>
 <li>Select a trigger such as 'every time period'.</li>
 <li>The every time period allows you to choose from daily, weekly or monthly. </li>
 <li>Set it to repeat Every week on Monday at a specific time.</li>
 <li>Choose 'Create an item' or 'Duplicate an item' for the action.</li>
 <li>Once configured, save your automation by clicking 'Create automation'. This will automatically create or duplicate the task every Monday.</li>
 <li>By following these steps, it allows great flexibility with automation, ensuring that tasks are created without manual effort every Monday.</li>
</ol>

How Do You Do Repeat Tasks on Mondays

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2cf5a98365d0865704e6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>To add column color to your board, click on the '+' icon located on the top right of your board.</li>
 <li>Select 'More columns'.</li>
 <li>Search for the 'Color Picker column' and click 'Add to board'.</li>
 <li>To pick a color, click the cell to open up the color spectrum.</li>
 <li>You can click and drag the circle around the color picker until you see the color you want to use.</li>
 <li>Open the settings by clicking the arrow beside the column's name, select 'Column Settings' and click Customize Color picker column.</li>
 <li>You can choose between the HEX Color Code or the RGB Color Code for your design items.</li>
 <li>Whatever you select will change all of the color codes in your board to this code type.&nbsp;</li>
</ol>

How to Add Column Color on Monday

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ed8d673bd5aa8e60e95/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In the upper-left corner of your interface, click on your profile picture or avatar.</li>
 <li>From the dropdown menu, select 'Administration' to enter the admin settings.</li>
 <li>Once you're in the admin settings, click on the 'Users' tab in the sidebar.</li>
 <li>Scroll through the user list or use the search bar to find the person you want to promote to admin and click the drop-down arrow under the 'User role'.</li>
 <li>In the dropdown menu, click on 'Admin'.</li>
 <li>That’s it! The user is now an admin and has access to the admin settings.</li>
</ol>

How to Add Someone as Admin in Monday

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fadd673bd5aa8e62268/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Zap' to create a workflow.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Select 'Google Form' as the trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Google Form account.</li>
 <li>Click 'Allow' for Zapier to access your Google account.</li>
 <li>Add the form you want to use and click 'Continue'.</li>
 <li>Click on the 'Test trigger' button to confirm data is being pulled correctly from Google Form.</li>
 <li>Click 'Continue with selected record'.</li>
 <li>In the 'Action' step, choose 'Monday.com' as the app.</li>
 <li>Select the action event.</li>
 <li>Connect your Monday.com account.</li>
 <li>Use Zapier's mapping tool to link the Google Form fields to the appropriate columns in your Monday.com board and click 'Continue'.</li>
 <li>Test the mapping to ensure data flows correctly by clicking the 'Test step' button.</li>
 <li>Once everything works as expected, click 'Publish'.</li>
</ol>

How to Automate Monday.com Workflow from Google Forms Responses with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a300ad673bd5aa8e629ab/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Hover over the task you want to move. To the left of the task, check the box to select it.</li>
 <li>After selecting the task, go to the menu section found at the bottom of your board. Select 'Move to'.</li>
 <li>From the menu, select 'Move to board'.</li>
 <li>Select the board where you want to move the task.</li>
 <li>Once the board is selected, confirm the move by selecting 'Move item' and the task will be transferred to the new board.</li>
 <li>By following these steps, you can easily move tasks from one board to another. </li>
</ol>

How to Bring Task from One Board to Another in Monday.com

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3076d673bd5aa8e6328a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your 'Profile Picture' in the top right.</li>
 <li>Select 'Administration' from the dropdown menu.</li>
 <li>In the admin settings, click on the 'Billing' section on the left-hand menu.</li>
 <li>Click 'Close my account'.</li>
 <li>Click 'Close account'.</li>
 <li>By closing your account you have also cancelled your <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a> account and you should receive a confirmation email. Ensure you keep this for your records.</li>
</ol>

How to Cancel Monday.com

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a30d7d673bd5aa8e6397c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the board where you want to use different currencies.</li>
 <li>Click the + button on the far right of the board columns to add a new column.</li>
 <li>In the pop-up, select the 'Numbers' column.</li>
 <li>Once the number column is added it allows you to handle monetary values and assign different currencies.</li>
 <li>Click 'Settings'.</li>
 <li>Select 'Customize Number Column'.</li>
 <li>Select your preferred currency or create your own.</li>
 <li>That's it! You have successfully changed currencies on Monday.</li>
</ol>

How to Change Currencies in Monday

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3220ab56e05a00fd5a72/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your board and click the add button on the far-right of the board columns.</li>
 <li>Select 'Status' from the column types.</li>
 <li>Click on the header of the 'Status' column to edit the labels.</li>
 <li>To change the progress of a task, simply click the status dropdown and select the appropriate status</li>
 <li>That's it! Using the 'Status' column is one of the most common ways to track progress.</li>
</ol>

How to Change Progress Monday.com

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3341ab56e05a00fd7565/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>To add the 'Connect Boards Column', click on the + icon located next to your last column, at the far right-hand side of your board.</li>
 <li>From the resulting dropdown menu, select 'Connect boards'.</li>
 <li>A screen will pop up prompting you to select which board(s) you'd like to link to. Click 'Select boards'.</li>
 <li>Start selecting the board(s) that you would like to create a connection with by clicking the checkbox.</li>
 <li>You may also click 'Create a two way connection' to allow bidirectional linkage.</li>
 <li>Once set, click 'Connect boards'.</li>
 <li>A notification pops up once the two boards have been connected successfully.</li>
 <li>You can click inside any cell within the Connect Boards Column.</li>
 <li>Once clicked, it will reveal the items from the connected boards for you to choose from</li>
 <li>When you have multiple items linked, the column will show the number of items and you can hover over the number to show the names of the linked items.</li>
</ol>

How to Connect Boards in Monday.com

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3422ab56e05a00fd8a0a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Create' button.</li>
 <li>Select the 'Trigger' event'.</li>
 <li>Search for and select 'Monday.com'.</li>
 <li>Choose a trigger and click on it.</li>
 <li>Connect your Monday.com account.</li>
 <li>Click 'Continue'.</li>
 <li>Select the relevant board. </li>
 <li>Click on the 'Test trigger' button to ensure Zapier can detect data from Monday.com.</li>
 <li>Search for and select 'Slack'.</li>
 <li>Select an action event that will Notify specific team members.</li>
 <li>Connect your Slack account.</li>
 <li>Configure the action by selecting the slack channel and customizing the message text.</li>
 <li>Test the integration by clicking the 'Test step'.</li>
 <li>Confirm that the Slack message is sent to the specified channel and click 'Publish'.</li>
</ol>

How to Connect Monday.com tasks to Slack for Team Updates using Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3423ab56e05a00fd8a3c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Create' button.</li>
 <li>Select 'Zaps'.</li>
 <li>Search for and select 'Calendly'.</li>
 <li>Choose an event for scheduling.</li>
 <li>Configure your trigger event and click 'Continue'.</li>
 <li>Test the trigger to ensure Zapier can detect event data.</li>
 <li>Set Monday.com as the action. Search and click on it.</li>
 <li>Choose an action event.</li>
 <li>Configure your event and click 'Continue'.</li>
 <li>Test the integration to confirm data flows correctly from Calendly to Monday.com by clicking 'Test step'.</li>
 <li>Once the test is successful, click on the 'Publish' button to activate the Zap.</li>
</ol>

How to Connect Monday.com to Calendly for Resource Scheduling using Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36ecab56e05a00fdc05f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On the board, click the add icon located at the top of the board next to the Main table.</li>
 <li>From the dropdown menu, choose 'Form' under the 'Views' section.</li>
 <li>Click 'Build form'.</li>
 <li>Once the form is created, you'll be able to customize it based on the columns of your board.</li>
 <li>Click on the 'Preview' button to see how the form will look to those filling it out.</li>
 <li>You can make adjustments based on how the form appears in the preview.</li>
 <li>Once you're satisfied with your form, click 'Publish'.</li>
 <li>You can share your form in several ways by clicking the 'Copy link' or 'Share via Social'.</li>
 <li>By following these steps, you can quickly create and share forms in <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a> to collect and manage data efficiently.</li>
</ol>

How to Create a Form in Monday.com

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3a0dab56e05a00fe0ed6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Automations' button at the top of the board.</li>
 <li>Click 'Add automation'.</li>
 <li>Select one of the following automation recipes.</li>
 <li>Click the 'Every time period' option.</li>
 <li>After choosing the automation recipe, you'll be prompted to define the frequency of the recurring task. Select 'Weekly' or 'Daily'.</li>
 <li>Choose the day(s) of the week to repeat the task.</li>
 <li>Customize the task details and select what the recurring task will look like.</li>
 <li>Choose the group where the duplicate will be created.</li>
 <li>Select the team to notify about the recurring task.</li>
 <li>Once you've set the frequency and the task details, click 'Create automation' to activate the automation.</li>
 <li>By following these steps, you can easily set up recurring tasks in <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a>, helping you automate repetitive tasks and stay organized.</li>
</ol>

How to Create Recurring Tasks in Monday.com

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3aebab56e05a00fe20dd/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the board where you want to delete a column.</li>
 <li>Click on the column that you want to delete. </li>
 <li>Access the column's settings by clicking the ellipsis icon found on the column that you want to delete.</li>
 <li>Select 'Delete'.</li>
 <li>Click 'Delete' to confirm. </li>
 <li>That's it! You have successfully deleted a column in Monday.</li>
</ol>

How to Delete a Column in Monday

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3b6aab56e05a00fe2b55/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your 'Profile Picture' in the top right corner.</li>
 <li>Select 'Administration'.</li>
 <li>Select 'Billing'.</li>
 <li>Click 'Close my account'.</li>
 <li><a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a> will ask for a final confirmation before permanently deleting your account. Confirm the action by clicking 'Close account'.</li>
 <li>Once you have successfully closed your account, click 'Delete my account'.</li>
 <li>Select 'Delete account data for good'.</li>
 <li>Check the check box to start the deletion process.</li>
 <li>Click 'Delete data anyway'.</li>
 <li><article>That's it! Once your account is deleted, all associated data, boards, and workspaces will be permanently lost.</article></li>
</ol>

How to Delete Monday Account

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3dcdab56e05a00fe57a7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Select the board that you want to export to excel.</li>
 <li>Go to the ellipsis icon found at the upper-left side of your board view.</li>
 <li>Click 'More actions'.</li>
 <li>After clicking 'More actions', select 'Export board to excel'.</li>
 <li>Click 'Export' to confirm the action.</li>
 <li>Once the download has been successful, you may now access your exported excel file.</li>
</ol>

How to Export Monday Board to Excel

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4044ab56e05a00fe8572/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the top menu bar and then click 'Monday Marketplace'.</li>
 <li>Search for 'ActiveCampaign' and then select 'ActiveCampaign Integration' from the suggested results.</li>
 <li>After that, tap 'Install App' to proceed.</li>
 <li>Configure the access settings of the ActiveCampaign Integration and then click 'Install'.</li>
 <li>Next, specify the workspace and board where you wish to install the ActiveCampaign Integration plugin. Once done, click 'Add App'.</li>
 <li>Choose the integration template you wish to use and then click the 'Use Template' button below it. </li>
 <li>Following that, provide the API credentials of your ActiveCampaign account.</li>
 <li>Once done, tap 'Connect' to proceed.</li>
 <li>After completing these steps, your ActiveCampaign account will be integrated instantly with monday.com.</li>
</ol>

How to Integrate ActiveCampaign with monday.com

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a412dab56e05a00fe9835/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Calendly" to set it as Trigger App.</li>
 <li>Choose a trigger event, then sign in to your Calendly account.</li>
 <li>Enter a "Webhook subscription scope."</li>
 <li>Click “Test trigger.”</li>
 <li>Select “Continue.”</li>
 <li>Search and select “<a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a>" as the action app.</li>
 <li>Choose an action event, then click "Sign in" to continue.</li>
 <li>You will be redirected to <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a> to generate your API. Go to your profile picture, then click on "Developers."</li>
 <li>Select "My access tokens."</li>
 <li>Click "Show."</li>
 <li>Click "Copy" to copy the API Token.</li>
 <li>Paste your API Key then select "Yes, Continue to monday.com."</li>
 <li>Select your Board ID.</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Calendly with <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a>, boosting your content management and productivity.</li>
</ol>

How to Integrate Calendly with Monday.com

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a417eab56e05a00fe9d14/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a> then click the "Product switcher" icon on the upper right corner.</li>
 <li>Select "Marketplace."</li>
 <li>Search for "Canva" and select "Canva Integration."</li>
 <li>Click "Install app."</li>
 <li>Choose a workspace, then click "Install" to continue.</li>
 <li>Select a board you want to connect with Canva.</li>
 <li>Click “Add app” to complete the integration.</li>
</ol>

How to Integrate Canva with Monday.com

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4316ab56e05a00febccf/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Login to your <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a> account and find the puzzle icon on the top right corner.</li>
 <li>You will be taken to Monday Marketplace.Search for "HubSpot" in the search bar and select the HubSpot app.</li>
 <li>Click on the Use App button.</li>
 <li>Hit Add app.</li>
 <li>Now, click on the Add to board button.</li>
 <li>Hit Connect.</li>
 <li>You will be taken to a HubSpot page. Select your account and hit the Choose account button.</li>
 <li>Click on Connect app.</li>
 <li>Set how columns in the current board will populate fields from HubSpot.</li>
</ol>

Hubspot monday integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4491ab56e05a00fedcef/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Choose an event app and click on it.</li>
 <li>Set the trigger event.</li>
 <li>Connect your Gmail account.</li>
 <li>Set the keyword.</li>
 <li>Click on the 'Test trigger' button to confirm data is being pulled correctly from Gmail.</li>
 <li>Click 'Continue with selected record'.</li>
 <li>Search and select 'Monday.com' as an action app.</li>
 <li>Set the action event.</li>
 <li>Connect your Monday.com account.</li>
 <li>Choose the board and group on Monday.com where the task will be added. Click 'Continue'.</li>
 <li>Run a test to ensure the trigger and action are working as expected by clicking 'Test step'.</li>
 <li>Click 'Publish' and turn on the Zap to activate the workflow.</li>
</ol>

How to Integrate Monday.com Project Boards for Task Management with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4492ab56e05a00fedd28/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Select 'HubSpot' as the trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your 'HubSpot' account.</li>
 <li>Configure trigger filters and click 'Continue'.</li>
 <li>Click on the 'Test trigger' button to confirm data is being pulled correctly from HubSpot.</li>
 <li>Wait for the record to load and click 'Continue with selected record'.</li>
 <li>In the 'Action' step, choose 'Monday.com' as the app.</li>
 <li>Select an action event.</li>
 <li>Connect your Monday.com account using the access token from your Monday.com account.</li>
 <li>Configure the actions and click 'Continue'.</li>
 <li>Click 'Test step' to test the workflow to ensure entry flows correctly between HubSpot and Monday.com.</li>
 <li>Click 'Publish' to turn on the Zap to start automation.</li>
</ol>

How to Integrate Monday.com with HubSpot for Project Tracking through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4494ab56e05a00fedd5b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the top navigation bar, then click 'Apps'.</li>
 <li>Choose 'Explore More Apps' from the list of options.</li>
 <li>Following that, search for 'monday.com' and then select the specific type of monday.com-Jira integration you prefer to use.</li>
 <li>Tap 'Try It Free' at the top-right corner.</li>
 <li>Subsequently, click 'Start Free Trial' to proceed.</li>
 <li>Following that, click the 'More Options' button and then select 'Configure'.</li>
 <li>Click 'Create Connection' to start the integration process.</li>
 <li>Fill out the input fields with the required information, then click 'Next' afterwards.</li>
 <li>Once again, tap 'Next' to proceed.</li>
 <li>Review the integration details and then click 'Authenticate'.</li>
 <li>After that, head over to the top-left corner and click 'Connect to Your Monday Account' using your active user credentials.</li>
 <li>Subsequently, click 'Authenticate' to grant the necessary permission.</li>
 <li>After completing these steps, your monday.com account will be integrated instantly with Jira.</li>
</ol>

How to Integrate monday.com with Jira

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4496ab56e05a00fedd7c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the top menu panel of the board and then click 'Integrate'.</li>
 <li>Browse the available integration options and then select 'Mailchimp'.</li>
 <li>Select your preferred integration template, then click the 'Add to Board' button inside.</li>
 <li>Click 'Connect' to continue.</li>
 <li>Provide your Mailchimp user credentials and click 'Log In' afterwards.</li>
 <li>Subsequently, click 'Allow' to agree with the terms and grant the necessary permission.</li>
 <li>After completing these steps, you will be redirected to the customization page of your selected integration template, indicating that your monday.com has been successfully connected to Mailchimp.</li>
</ol>

How to Intergrate monday.com with Mailchimp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4498ab56e05a00fedd96/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the top menu bar, then click 'monday.com Marketplace'.</li>
 <li>Search for 'SurveyMonkey' and then select it from the suggested results.</li>
 <li>After that, click 'Use App' to proceed.</li>
 <li>Specify the monday.com Workspace and Board where you wish to install the integration. Once done, click 'Add App'.</li>
 <li>Click the 'Use Template' button below the integration template you wish to implement.</li>
 <li>Finally, click 'Connect' and then log into your SurveyMonkey to activate the integration.</li>
</ol>

How to Integrate monday.com with SurveyMonkey

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4499ab56e05a00feddb6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the top menu bar, then click 'Monday Marketplace'.</li>
 <li>Search for 'Zendesk' and then select it from the provided results.</li>
 <li>After that, click 'Use App'.</li>
 <li>Specify the workspace and board you prefer to use for the integration, then tap 'Add App' to continue.</li>
 <li>Choose your preferred integration template and then click the 'Use Template' button.</li>
 <li>Subsequently, enter your Zendesk subdomain into the provided input and then click 'Connect' to proceed.</li>
 <li>Tap 'Allow' afterwards to grant the necessary permissions.</li>
 <li>Finally, configure the template settings based on your preferences. Once done, click 'Add to Board'.</li>
 <li>After completing these steps, your monday.com account will be integrated instantly with Zendesk.</li>
</ol>

How to Integrate monday.com with Zendesk

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a449aab56e05a00feddd2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the board you want to create an Integration for and click on the 'Integrate' button, located on the upper right of your screen.</li>
 <li>Select 'Asana' from the options below. </li>
 <li>Click 'Connect'.</li>
 <li>Choose an account that you want to connect.</li>
 <li>Click 'Use automation'.</li>
 <li>The&nbsp;integration column will be added automatically to your board. This column will maintain the connection between the parameters in both apps.</li>
</ol>

How to Integrate Monday with Asana

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a449bab56e05a00fede01/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Visit the Zapier website, click 'Create'.</li>
 <li>Click 'Trigger'.</li>
 <li>Search and select '<a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a>' as the trigger app.</li>
 <li>Choose a trigger event based on your requirements.</li>
 <li>Select a value for Board ID.</li>
 <li>Search and select 'Github' as the action app.</li>
 <li>Select the action event for your action app.</li>
 <li>Sign in and connect your Github account. </li>
 <li>Click 'Authorize zapier' to grant Zapier access to your Github account.</li>
 <li>Once you have connected Github with Zapier, click 'Continue'.</li>
 <li>Configure the data from Monday to Github and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the zap has been tested click 'Publish'.</li>
</ol>

How to Integrate Monday with Github

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a449cab56e05a00fede2b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your desired board and click on it. </li>
 <li>Click on the 'Integrate' button, located on the upper right of your screen.</li>
 <li>Select 'Google Calendar' from the options below.</li>
 <li>Select a template from Google Calendar.</li>
 <li>Click 'Connect'.</li>
 <li>Choose an account to continue to Monday.</li>
 <li>Click 'Continue'.</li>
 <li>Click 'Select all' to grant access to your Google Calendar. </li>
 <li>That's it! You have successfully integrated Monday with Google Calendar.</li>
</ol>

How to Integrate Monday with Google Calendar

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a449eab56e05a00fede60/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Visit the Zapier website, click 'Create'.</li>
 <li>Click 'Trigger'.</li>
 <li>Search and select 'Monday.com' as the trigger app.</li>
 <li>Choose a trigger event based on your requirements.</li>
 <li>Log in and authorize Zapier to access your <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a> account.</li>
 <li>Click 'Continue with selected record'.</li>
 <li>Search and select 'Google Sheets' as the action app.</li>
 <li>Select the action event for your action app.</li>
 <li>Log in and authorize Zapier to access your Google Sheet account.</li>
 <li>Click 'Allow'.</li>
 <li>Once done, click 'Continue'.</li>
 <li>Configure the data from Monday to Google Sheets and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the zap has been tested click 'Publish'.</li>
</ol>

How to Integrate Monday with Google Sheets

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a449fab56e05a00fede8e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Visit the Zapier website, click 'Create'.</li>
 <li>Click 'Trigger'.</li>
 <li>Search and select '<a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a>' as the trigger app.</li>
 <li>Choose a trigger event based on your requirements.</li>
 <li>Search and select 'Microsoft Outlook' as the action app.</li>
 <li>Select the action event for your action app.</li>
 <li>Log in and authorize Zapier to access your Microsoft Outlook account.</li>
 <li>Configure the data from Monday to Microsoft Outlook and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the zap has been tested click 'Publish'.</li>
</ol>

How to Integrate Monday with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44a1ab56e05a00fedead/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your desired board and click on it.</li>
 <li>Click on the 'Integrate' button, located on the upper right of your screen.</li>
 <li>Search for 'Teams' and select ' Microsoft Teams' from the options below.</li>
 <li>Select a template that you want to use from Microsoft Teams.</li>
 <li>Click 'Connect'. </li>
 <li>You can customize the message you want to appear in MS Teams and click 'Add to Board'.</li>
 <li>This is the way the message will appear in MS Teams so you know it is coming from <a target="_blank" rel="noopener noreferrer nofollow" href="http://monday.com">Monday.com.</a></li>
</ol>

How to Integrate Monday with Teams

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44caab56e05a00fee360/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Settings &amp; members' located at the left side of your Notion workspace.</li>
 <li>Under your Workspace settings, click 'Import'.</li>
 <li>From the 'Import data' section, select 'Monday.com'.</li>
 <li>Enter the authentication details such as email address and API token.</li>
 <li>Click 'Authenticate' to proceed.</li>
 <li>A notification appears once you have successfully integrated Notion with <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a>, select 'OK' to start importing data to Notion from Monday.com.</li>
</ol>

How to Integrate Notion with Monday

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a45a4ab56e05a00fefaf9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your Slack workspace. Click on '+Add apps' in the left sidebar.</li>
 <li>Search for '<a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a>.' in the search bar and click 'Add'.</li>
 <li>Click on 'Add to Slack' button.</li>
 <li>Click 'Allow' to authorize the app to connect to your <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a> account.</li>
 <li>Select 'Authorize'.</li>
 <li>By following these steps, you can integrate Slack with <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a> can improve your team's efficiency by centralizing notifications and allowing for seamless task management.</li>
</ol>

How to Integrate Slack with Monday

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4660ab56e05a00ff0e08/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On monday.com's project dashboard, head over to the top menu bar and click 'Integrate'.</li>
 <li>Search for 'Toggl' and select it from the recommended matches.</li>
 <li>After that, choose your preferred integration template and click its corresponding 'Use Template' button.</li>
 <li>Subsequently, enter your Toggl API token into the provided input field and click 'Connect'.</li>
 <li>Provide the required details associated with the automation.</li>
 <li>Once done, click 'Create Automation'.</li>
 <li>After completing these steps, your Toggl account will be integrated with monday.com based on your input.</li>
</ol>

How to Integrate Toggl with monday.com

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a47efab56e05a00ff28e1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your board and click the add icon to add a column.</li>
 <li>Select 'Connect boards' from the options.</li>
 <li>To link the board click 'Select boards'.</li>
 <li>Choose a board that you want to link and click on it.</li>
 <li>After selecting, click 'Connect boards'.</li>
 <li>That's it! You have successfully linked the board to another board.</li>
</ol>

How to Link Different Boards in Monday

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4a00ab56e05a00ff50c2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the board where you want to move items up and down. </li>
 <li>Hover to the left of the item's name you wish to move. A small checkbox will appear. Click to select the item.</li>
 <li>After selecting, click on the 'Move to' option that appears at the bottom of the screen and choose 'Move to top'.</li>
 <li>By following these methods, you can efficiently organize and manage your items to suit your project's needs.</li>
</ol>

How to Move Items Up and Down in Monday.com

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4b25ab56e05a00ff685e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search for and select 'Monday.com'.</li>
 <li>Choose the trigger event.</li>
 <li>Authenticate your Monday.com account.</li>
 <li>Set up your trigger and click 'Continue'.</li>
 <li>Click 'Test trigger' to ensure Zapier can fetch a test issue from Monday.com.</li>
 <li>Click 'Continue with selected record'.</li>
 <li>Search for and select 'Google Sheet'.</li>
 <li>Select the action event.</li>
 <li>Authenticate your Google Sheet account by logging in and allowing access. Click 'Allow'.</li>
 <li>Once you have set up your action event and account, click 'Continue' to proceed.</li>
 <li>May your data and click 'Continue'.</li>
 <li>Test the action by clicking the 'Test step' button.</li>
 <li>Click 'Publish' to enable the zap to go live.</li>
</ol>

How to Push Monday.com Project Data to Google Sheets via Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4e6bab56e05a00ffa4e4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the board you want to share.</li>
 <li>If you already have a board you want to share, click the three-dot menu next to the board’s name.</li>
 <li>Select 'Settings'.</li>
 <li>Click 'Change board type'.</li>
 <li>Select 'Change to shareable'.</li>
 <li>Click 'Change board to shareable' to confirm the action.</li>
 <li>Click the 'Invite' button, and a pop-up will appear where you can add your team members.</li>
 <li>Enter their email addresses or usernames to invite them.</li>
 <li>Click 'Invite a new member' to share your Monday board.</li>
 <li>Once you’ve added everyone, click 'Invite as a member' to send the invitation.</li>
 <li>Your team member will receive a notification and can then access the board.</li>
</ol>

How to Share a Monday Board

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4f54ab56e05a00ffb78e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Zapier dashboard, select 'Zap' under the 'Start from scratch' section.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search for and select 'Monday.com'.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Monday.com account and authorize Zapier to access it.</li>
 <li>Configure the board and any specific trigger conditions. Click 'Continue'.</li>
 <li> Click 'Test trigger'.</li>
 <li>Once you have the records, click 'Continue with selected record'.</li>
 <li>In the 'Action' step, choose 'Notion' as the app.</li>
 <li>Select an action event.</li>
 <li>Select an account you want to connect to.</li>
 <li>Click 'Continue'.</li>
 <li>Map Data Between Monday.com and Notion, then click 'Continue'.</li>
 <li>Click 'Test step' to test the workflow to ensure data flows correctly between Monday.com and Notion.</li>
 <li>Click 'Publish' and turn on the Zap to start syncing data automatically.</li>
</ol>

How to Sync Monday.com Boards with Notion Databases using Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4f56ab56e05a00ffb7be/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on "Zaps" to begin creating a new integration between Monday.com and Coda.</li>
 <li>Choose Monday.com as your trigger app to pull task data from.</li>
 <li>Pick "New Item in Board" to sync tasks whenever new items are created in Monday.com.</li>
 <li>Connect your Monday.com account by signing in when prompted.</li>
 <li>Select Coda as the destination for your <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a> data.</li>
 <li>Choose "Update Row" as your action.</li>
 <li>Sign in to your Coda account.</li>
 <li>Select which Coda document and table will receive the Monday.com task information.</li>
 <li>Run a test to confirm integration.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

How to Sync Monday.com Tasks with Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4ff6ab56e05a00ffc782/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Search and select 'Monday.com' as the trigger app.</li>
 <li>Select an event for your trigger app.</li>
 <li>Connect your 'Monday.com' account.</li>
 <li>Select the specific Board or Workspace to monitor.</li>
 <li>Click 'Test trigger'.</li>
 <li>Choose 'Microsoft Teams' as the action app.</li>
 <li>Choose an action like 'Send Channel Message'.</li>
 <li></li>
 <li>Configure the action details and click 'Continue'.</li>
 <li>Click 'Test action' to check if Zapier successfully posts the message to the specified Microsoft Teams channel.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Trigger Monday.com Notifications in Microsoft Teams via Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4ff7ab56e05a00ffc7b8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Select 'Typeform' as the trigger event.</li>
 <li>Select a trigger event.</li>
 <li>Connect your 'Typeform' account.</li>
 <li>Add the form you want to use and click 'Continue'.</li>
 <li>Click on the 'Test trigger' button to confirm data is being pulled correctly from Typeform.</li>
 <li>Once the data has been pulled out, click 'Continue with selected record'.</li>
 <li>In the 'Action' step, choose 'Monday.com' as the app.</li>
 <li>Select the action event.</li>
 <li>Connect your Monday.com account.</li>
 <li>Select the board and column you want to update.</li>
 <li>Configure the actions and click 'Continue'.</li>
 <li>Click 'Test step' to test the workflow to ensure entry flows correctly between Typeform and Monday.com.</li>
 <li>Click 'Publish' and turn on the Zap to activate the workflow.</li>
</ol>

How to Trigger Monday.com Status Changes from Typeform Submissions via Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a502eab56e05a00ffcd53/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>To undo in Monday select a column that you want to delete.</li>
 <li>Click 'Delete'.</li>
 <li>Click 'Delete' to confirm.</li>
 <li>A confirmation message pops up once the deletion has been completed, click the 'Undo' option beside the message to restore the column.</li>
 <li>By following these steps you can easily undo actions in Monday.</li>
</ol>

How to Undo in Monday.com

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a520eab56e05a00fff122/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>To create a new board, click the add icon then select 'Board'.</li>
 <li>You can choose between a main board or a private/shareable board.</li>
 <li>Select 'Projects' and click 'Create Board'.</li>
 <li>Use the 'Person Column' to assign tasks to your team members.</li>
 <li>Track your tasks by using a status column.</li>
 <li>Use the 'Date Column' to set deadlines for each task.</li>
 <li>Add 'columns' to track different data for each task by clicking the add icon.</li>
 <li>You may add columns such as formula, priority and numbers. </li>
 <li>You can set an automation by clicking 'Automate'. It can help you automatically update statuses, notify team members, or even create recurring</li>
 <li>View progress with dashboards by clicking the add icon beside the dashboard.</li>
 <li>Switch to the Gantt view to visualize tasks over time and ensure you’re meeting deadlines.</li>
 <li>Add widgets like Gantt and Pie chart. They allow you to see task completion rates, upcoming deadlines, or team workload in one glance.</li>
 <li>Click on the add message icon for updates within each task to communicate. Team members can leave comments, attach files, and provide status updates.</li>
 <li>In the 'Update Section', you can also @mention team members to notify them or request information.</li>
 <li>Click 'Integrate' to connect with various tools such as Slack, Jira, Google Calendar, Outlook, Microsoft Teams, and more.</li>
 <li>Click the message icon to regularly communicate with your team members. </li>
 <li>By leveraging <a target="_blank" rel="noopener noreferrer nofollow" href="http://monday.com">Monday.com</a>’s customization, automations, and powerful views, you can effectively manage projects from start to finish while keeping your team aligned and productive.</li>
</ol>

How to Use Monday.com for Project Management

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a520cab56e05a00fff0d4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a>, sign up for an account and click 'Continue'.</li>
 <li>Give your board a name and select 'Next'.</li>
 <li>Add Columns by selecting the relevant columns for your board and click 'Next'.</li>
 <li>Select your preferred view for your board and click 'Next'.</li>
 <li>Add a name for each tasks or lists for your board and click 'Next'.</li>
 <li>Group your task and list for a better update. Click 'Next'.</li>
 <li>Create a status column for better visibility.</li>
 <li>Assign a task owner for effective teamwork.</li>
 <li>Make a copy of one of your items to plan and execute all your work faster.</li>
 <li>Add subitems to break down bigger items.</li>
 <li>Click the add icon to add more columns. </li>
 <li>You can select and add different types of columns to represent information.</li>
 <li>Click 'Integrate' and go to the Integrations Center to connect your favorite tools to <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a>, enabling smoother workflows.</li>
 <li>Click 'Automate' to select a template and set up automation.</li>
 <li>Click the message icon above the board to collaborate with your team for updates.</li>
 <li>Create a board discussion and select 'Update'.</li>
 <li>Click 'Invite' to share your board.</li>
 <li>Add updates and comments to each task, enabling communication directly on the board by clicking the message icon column.</li>
 <li>To add a view, click the add icon.</li>
 <li>Select your preferred view and start customizing your board.</li>
 <li>You can add a 'Gantt' chart, useful for managing schedules and project timelines.</li>
 <li>That's it! By following these steps, <a target="_blank" rel="noopener noreferrer nofollow" href="http://Monday.com">Monday.com</a> work management platform helps teams plan, track, and manage their projects and tasks.</li>
</ol>

How to Use Monday.com

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a5349ab56e05a00000e0e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Identify which trigger will start your automated workflow.</li>
 <li>Connect 'ManyChat' as your trigger app to start your automation.</li>
 <li>Select the ManyChat trigger that will initiate your workflow.</li>
 <li>Select a value that determines how your automation responds.</li>
 <li>Click 'Test trigger' to test your automation to ensure data flows correctly.</li>
 <li>Select 'Monday.com' as your destination platform for this automation.</li>
 <li>Select the monday.com action to automatically create a new board.</li>
 <li>Connect your existing account to integrate with your workflow.</li>
 <li>Personalize your automation with dynamic data or custom text.</li>
 <li>Configure how your data flows between ManyChat and <a target="_blank" rel="noopener noreferrer nofollow" href="http://monday.com">Monday.com</a> and click 'Test step'.</li>
 <li>Refine your workflow by mapping the correct data fields and clicking 'Publish'.</li>
</ol>

ManyChat Monday Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a5355ab56e05a00001097/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'monday.com' as your trigger app.</li>
 <li>Choose and click an event for your trigger app.</li>
 <li>Connect your monday.com account.</li>
 <li>Select your preferred board to connect. </li>
 <li>Click 'Test trigger', proceed to the action setup.</li>
 <li>Click 'Miro' to set up the integration with your visual workspace.</li>
 <li>Select and click the action event for Miro.</li>
 <li>Connect your Miro account to continue the action setup.</li>
 <li>Configure your action details.</li>
 <li>Click 'Test step' to proceed with your automation workflow.</li>
 <li>Click 'Publish' to activate your Zap between monday.com and Miro.</li>
</ol>

LIVEDEMO

Showing tutorials from monday category

Tutorials