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 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 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 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.
Tags are automatically imported from monday.com Boards using the hashtags in the "Tag" column. These will appear as individual tags in Timely, not part of a specific list.
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!
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.
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 "import Projects & Clients" from monday.com, or "Only import Projects 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
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.
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.
Click the "Save" button to confirm this selection.
Success! You should be all set and will begin to see the selected items sync from monday.com to Timely after a short while.
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 email@example.com