Plans 💳 : Premium, Unlimited, Unlimited+

User Permissions 👥: Admins

Required add-ons: *Tasks (Needed for the Tasks functionality)

monday.com is an amazingly versatile project management platform that helps teams stay on track when executing complex business plans or deliverables - now made all the better with our comprehensive Timely integration!

How it works

When enabled, the monday.com integration will automatically sync the following activities FROM your monday.com instance TO your Timely workspace:

Projects

Projects imported via the monday.com integration will appear in Timely in the Projects dashboard and will have a "imported from monday.com" signifier. These are mapped from either a Board or a Group from monday.com, depending on your selection during set up.

Those users who are assigned to a Board/Group in monday.com should also be assigned to that same Project in Timely if they already exist within the workspace.

Clients

Clients imported from monday.com can be imported from monday.com "Boards". These can be viewed and managed in the Project Dashboard area of Timely, after clicking the "Manage Clients" button.

Tasks

Tasks created in monday.com can be synched to Timely, but please note, that Tasks created in Timely do not sync to monday.com. Tasks are required to have a "owner" in order to sync properly. The Tasks add-on in Timely is required for this functionally.

Please see the Task Import Configuration section below for more information on the mapping of different Task fields between monday.com and Timely.

Users

Users will be imported via the monday.com integration if they are attached to a monday.com Group or Board and not already present within Timely. These new users will appear in the "Unassigned Users" section of the People Dashboard - they will not be automatically invited to Timely.

Workspace admins will need to review those users imported and click the "Send invite" button to ensure they are added to Timely moving forward. Subscription fees associated with additional seats/users will apply.

User permissions for those users will be automatically assigned based on their role in monday.com - admin users in monday.com will be admin users in Timely. All other users will have the "Employee" role. These user access levels can be adjusted if needed in Timely before you issue the invite, for more information on access levels we have a handy article HERE with additional context.

Connecting monday.com to Timely

Getting your monday.com instance and Timely workspace connected just takes a few clicks!

🚨 It's important that you use the same email address for both your Timely account and monday.com account in order to set up and configure this integration.

Log into Timely
Navigate to the Settings section by clicking the plug icon to the bottom left-hand side.
Click the Ecosystem tab.
Click the monday.com icon.
Click the "Install Timely for monday.com" button to get started. A new window or tab will open into your monday.com account - you'll want to make sure you are logged into the monday.com workspace you'd like to integrate and should be an admin level user in both platforms to move forward.
You'll be prompted to "Install Timely time tracking" and asked to review the permissions that Timely needs to function.
1. Along the top, select either the "All workspaces" or "Specific workspaces" option to choose the monday.com workspace you'll be connecting.
Click the "Install" button to being the installation process.
Click the "Save" button to confirm this selection.
Once the installation is complete, it's important that you close out that tab or window and navigate back to the Timely ecosystem page where you started from in order to complete the second portion of this integration set up.
Next, click the "Connect new account" button to integrate monday.com into your Timely workspace. You may be asked to log into your monday.com account again to confirm.
Confirm the monday.com workspace you are connecting to Timely and click the "Authorize" button to move forward.
Use the radio buttons to select if you'd like to create "Projects & Clients" in Timely from monday.com, or create "Projects" in Timely from monday.com. Note - this selection is important as it can't be changed without completely disconnecting the integration and going through this process again to re-connect
1. If you select the option to import Projects & Clients - "Groups" in monday.com would be mapped to "Projects" in Timely and "Boards" in monday.com would be mapped to "Clients" in Timely.
2. If you select the option to import just Projects - "Boards" in monday.com would be mapped to "Projects" in Timely. These projects will be under a single "Monday" client.
Next, under the "Sync" header, you can opt to import all available objects from monday.com by selecting "Sync everything" or choose the specific boards you'd like under the "Sync from selected boards" option.
1. If you elect to sync specific boards, you'll be given a prompt to select those boards you'd like to include or exclude
Once you've made your selection, click the "Import and sync everything" or "Sync from selected boards" button to finalize setup.
Success! You should be all set and will begin to see the selected items sync from monday.com to Timely after a short while.

Task Import Configuration

Note: You must have the optional Tasks add-on subscription within Timely to import Tasks from monday.com

By default, and without any special set up, the following fields are imported from monday.com Tasks and mapped to Timely Tasks as follows:

monday.com	Timely
Item name	Task Title
Owner	Task Assignee
Tags	Tags
Item URL	Task Description
Timeline	Task Deadline
Status set to Done	Task Completed

🆕 As an additional enhancement, we are now able to offer custom field mapping on a case by case basis. This is typically reserved for larger enterprise level workspaces, due to the level of developer involvement needed.

If your team needs a special configuration outside of the default above, you can work with the amazing Support Team here at Timely to configure some of the specific fields you'd like to configure and depart from the default mapping.

➡️ 📧 To get started, please reach out to the team via Support@Timelyapp.com and we'll provide instructions on how to provide us with your desired mapping and next steps. It's important to note that the following items can be configured for this integration:

monday.com	Timely	Notes
Text	Description	Specified text field
People	Task Assignee	Users must exist in both platforms
Dates	Task Deadline	Specified date column
Labels	Tags	Specified label column
Drop downs	Tags	Specified drop downs
Number (Minutes, Hours, Days)	Task Deadline	We will work with you to configure how the numbers translate between these two platforms - i/e minutes, hours, days
Long Text, Link, and Phone Numbers	Task Description	May select one of these options to map to the description field in Timely

❎ Any fields not explicitly listed in the table above can not be custom mapped at this time.

FAQs

If I remove the monday.com integration, will the items imported from monday.com be deleted as well?

No. Removing the monday.com integration will not remove any items that have synced over or been imported into Timely. This is why it's very important to select the appropriate sync mapping during the integration's initial set up, as imported items will need to be removed individually if required.

If I delete an item in monday.com, does that also remove it from Timely?

No. The monday.com integration is designed to import items into Timely, it doesn't keep the two platforms perfectly in sync.

How do the columns in monday.com impact what is imported into Timely?

We use the default columns with consideration to the data that is synced between the two platforms, but it should be noted that we use the "Person" column to know which (if any) user is assigned to a specific task within monday.com

What happens to Tasks that I mark as "Done" in monday.com?

Those Tasks marked as "Done" in monday.com will also then be "completed" in Timely after the two platforms sync.

Who can set up the Timely.com integration?

This is a workspace wide integration and must be managed by users with admin level access in Timely.

Oh no - I've made a mistake and need to change my mapping for monday.com, can I do that?

If you need to change the import mapping for this integration you will need to first remove it entirely and then go through the steps above to add it once again, selecting the other import mapping option at that time.

I've tried it out and it's just not for me - how do I go ahead and remove the monday.com integration?

Not to worry, sometimes needs change or platforms shift and an integration is no longer needed. Admin level users can remove it by heading to the Settings < Ecosystem section in Timely, clicking the monday.com option, and then the "Remove" button. You'll be asked to confirm by clicking the "Remove" button. Previously imported items will remain within Timely after the integration's removal, but no new items will sync over.

I have some thoughts I'd like to share about the monday.com integration and how it's worked for me - how do I get in touch?

monday.com is one of our new integrations and we'd love to know your thoughts and feedback! Please just click the link HERE to share your thoughts.

Still have questions?

Click the chat icon at the bottom of your screen

or send an email to support@timelyapp.com