Monday.com Integration

Connect your Monday.com account to import items, sync statuses, and manage work from Sunsama.

The Monday.com integration in Sunsama lets you browse your Monday.com boards, import items as tasks, keep Monday.com in sync via automations, and more.

Installation and Account Management

Adding the Monday.com integration

There are two ways you can integrate Monday.com:

  • From your Integration Settings
  • By clicking on the Monday.com icon in the right hand panel, which may be hidden under the + button

To integrate your Monday.com account, click the “Add Monday account” button. You’ll be prompted to provide Sunsama with a Personal Access Token to allow access to your Monday.com account.

How to find your Personal Access Token

  1. Login to the Monday.com account you wish to connect.
  2. Click on your avatar/profile picture in the top right corner.
  3. Select Developer. This will open the Developer Center in another tab. If you do not see this option, you might not have the right permissions to do so for your workspace. Contact an admin for your workspace to gain access.
  4. Go to the My Access Tokens section.
  5. Click on the blue Show button to expose your API token and copy it.

Please note that you can always regenerate a new token; however, doing so will cause the previous token to expire and the integration to stop working until you provide Sunsama the new token.

Connecting additional Monday.com workspaces and/or user accounts

Sunsama supports integrating multiple Monday.com user accounts and workspaces.

To connect another Monday.com user account or workspace, navigate to your Monday.com integration settings in Sunsama and click “Add Monday Account”.

From your Monday.com integration settings page, you can also remove any of your connected Monday.com user accounts or workspaces, or reconnect any that have become disconnected.

Browsing and Importing Tasks

Accessing the Monday.com integration

To open the Monday.com panel, click the Monday.com icon in the right hand navigation panel.

Alternatively, use the Command Palette (CMD+K) to search for “Monday.com”.

Selecting your Monday.com user account / organization account

If you have multiple connected Monday.com user accounts and/or organizations, you can select the one you want to view issues from by clicking on the icon in the top-right corner of the panel.

Browsing Monday.com Boards

Browsing Monday.com workspaces, boards, and folders

Sunsama gives you access to all of the Monday.com boards you have access to. Click the main board dropdown to see a list of your boards. The boards you’ve most recently interacted with on Monday.com itself are shown at the top. Below these, you’ll find boards organized by workspaces and folders.

Find any specific board more quickly by typing its name in the search box, filtering the list down to boards with names that have closely matching names.

Filtering items

Filter by already imported

Use this filter setting to show or hide items from the integration panel that you have already imported into Sunsama.

Filter by me

Use this filter setting to only show items that include your user account in any of the item’s person columns.

Filter by status

Use this filter to find items with a certain status set. Filtering is done per status column, with items having to pass each filter to be shown. Per status column, an item is required to have any of the selected statuses. When no statuses are selected, the filter is disabled, allowing the status of the item to be anything.

Importing items

When you are ready to import a certain item from Monday.com, you can pull it into your plan in Sunsama. There are three ways to do this via the in-app integration:

  • Drag and drop the task from the Monday.com panel into your Sunsama task list.
  • To timebox the task directly, switch to calendar view (keyboard shortcut tab) and drag and drop the Monday.com item directly onto your Sunsama calendar at the time you plan to work on it. This will add the task to that day in Sunsama and create a working session on your calendar.
  • Click on the item in the Monday.com panel and click “Add to today” or select a specific date for the task.

Add via URL

If you’re struggling to find your item in the integration panel for whatever reason, or you’re already viewing your items within Monday.com directly, you can always import an item into Sunsama from Monday.com using the add via URL method.

Simply copy the URL for an item in Monday.com, and paste it into a new task modal within Sunsama or with the global add task modal if using the Sunsama desktop app.

Interacting with Imported Tasks

Once a Monday.com item is imported into Sunsama, it becomes a Sunsama task, with an embedded Monday.com item. This section explains how data flows between Monday.com and Sunsama and where you should do your work.

Imported items

Once a Monday.com item is imported into Sunsama, it becomes a Sunsama task, with an embedded Monday.com item. You can tell which tasks are imported from Monday.com via the Monday.com icon on the card. Clicking on this icon will bring you to the item in Monday.com.

Viewing Monday.com item details

Click on a Sunsama task that’s linked to Monday.com to see a preview of your Monday.com item embedded inside the Sunsama task.

Interacting with Sunsama specific task information

Your associated Sunsama task acts like a worksheet for your Monday.com item. Inside your Sunsama task, you can add notes, time tracking information, subtasks, and comments without messing with your Monday.com item. Use your Sunsama task to track the minutia of the task that your collaborators might not care about inside of Monday.com.

Completing a task

When you complete a Monday.com item in Sunsama, you can have Sunsama show a prompt to automatically update the status of the item back in Monday.com. This is explained in the automations section below.

Keep Monday.com in Sync via Automations

Monday.com Automations let you control how items in Monday.com should be updated when you take actions inside Sunsama like importing or completing the task.

Import Automations

Show prompt to update status in Monday.com: If toggled on, Sunsama will ask you to update the Monday.com item’s “status” columns right after you import the task. This is useful for making sure items move along from “To do” to “Doing” statuses, for example.

Completion Automations

Show prompt to update status in Monday.com: If toggled on, Sunsama will ask you to update the Monday.com item’s “status” columns as soon as you mark it complete. This is useful for making sure items move along from “Doing” to “Done” statuses.