Maximize Productivity: Integrate Timely with monday.com

Maximize Productivity: Integrate Timely with monday.com

Table of Contents

1. Introduction
2. What is Monday.com?
3. Benefits of Using Monday.com
4. Getting Started with Monday.com Integration on Timely
5. Configuring the Integration
6. Importing Projects and Clients from Monday.com
7. Importing Projects Only from Monday.com
8. Navigating the Task Section in Timely
9. Managing Imported Data from Monday.com
10. Syncing Tags from Monday.com
11. Conclusion

Introduction

In this article, we will explore the integration between Monday.com and Timely, a comprehensive project management platform. We will learn how to get started with the integration, import projects and clients from Monday.com, navigate the task section in Timely, and manage imported data. By the end of this article, You will have a clear understanding of how to utilize the Monday.com integration on Timely efficiently.

What is Monday.com?

Monday.com is a versatile project management platform that helps teams stay on track when executing complex business plans or deliverables. It provides a visual workspace where teams can collaborate, organize, and manage their projects effectively. With Monday.com, teams can streamline their workflows, track progress, assign tasks, and communicate seamlessly.

Benefits of Using Monday.com

Before diving into the integration details, let's briefly discuss the benefits of using Monday.com.

• Enhanced Collaboration: Monday.com provides a centralized workspace that promotes collaboration among team members. It allows users to assign tasks, communicate, and share files within a single platform, improving team efficiency.
• Efficient Task Management: With Monday.com, teams can organize and prioritize tasks effectively. The platform offers customizable project boards, task statuses, due dates, and reminders, ensuring that everyone is aligned on project timelines and goals.
• Streamlined Workflows: Monday.com simplifies project workflows through automation. Users can Create custom automation rules to trigger actions Based on specific events or changes in the project, reducing manual repetitive tasks.
• Real-time Updates: Stay up-to-date with the latest project developments using Monday.com. The platform provides real-time updates, notifications, and activity logs, allowing team members to monitor progress and identify bottlenecks.
• Integrations and Customization: Monday.com offers a wide range of integrations with popular tools like Timely, empowering users to connect their project management workflows with other essential tools seamlessly. .

Getting Started with Monday.com Integration on Timely

To start utilizing the Monday.com integration on Timely, follow these steps:

1. Navigate to your Timely workspace.

2. In the bottom left-HAND corner, click on the small icon Shaped like a plug. This is the settings icon for integrations.

3. Scroll down and find the Monday.com option. Click on "Connect" to proceed with the integration setup.

   Note: Make sure you have a Monday.com account and the necessary permissions to authorize the integration.

4. In the authorization window from Monday.com, review the permissions required for the integration. Click "Authorize" to proceed.

Pros:

• Seamless integration between Monday.com and Timely.
• Enhanced project management capabilities.
• Centralized workspace for improved collaboration.

Cons:

• Requires authorization and necessary permissions from Monday.com.
• Users need to have existing accounts on both Monday.com and Timely.

Configuring the Integration

After authorizing the integration, you can now configure how you want the items in Monday.com to appear in Timely. This step is crucial to ensure that the imported data aligns with your specific workspace's needs.

1. Select one of the two options:
   • Import projects and clients from Monday.com: This option imports boards from Monday.com as clients within Timely and groups within Monday.com as projects within Timely.
   • Import projects only from Monday.com: This option imports boards from Monday.com as projects within Timely.

Note: Choose the option that best suits your workflow requirements.

2. Click the "Save" button to confirm your selection. You will receive a brief confirmation message indicating that your settings have been saved.

Pros:

• Flexibility to choose between importing projects and clients or projects only from Monday.com.
• Customization options to Align with your workspace's needs.

Cons:

• Once the settings are saved, changing them later requires removing the integration entirely and starting from scratch.

Importing Projects and Clients from Monday.com

With the integration configured, Timely will begin importing your data from Monday.com. This process may take a few minutes to complete.

To view the imported projects and clients within Timely, navigate to the task section. Here you will see a list of tasks that have been brought over from the integration.

Pros:

• Automatic import of projects and clients from Monday.com to Timely.
• Seamless integration between the two platforms.

Cons:

• Dependent on a stable internet connection for smooth data import.

Importing Projects Only from Monday.com

If you choose to import projects only from Monday.com, Timely will import the boards from Monday.com as projects within its platform. The imported projects will be reflected in the projects dashboard.

Pros:

• Simple and focused import of projects from Monday.com.
• Allows for better organization and management of projects within Timely.

Cons:

• Client information may not be imported, depending on your selected configuration.

Navigating the Task Section in Timely

The task section in Timely provides a comprehensive view of the imported tasks from Monday.com. You will find information about the tasks, including assigned team members, task descriptions, due dates, and Relevant attachments.

By hovering over a task, you can see the specific URL of the board within Monday.com. This indicates that the task was imported via the integration.

Pros:

• Centralized view of tasks imported from Monday.com within Timely.
• Easy access to task details, attachments, and board URLs.

Cons:

• User interface may vary based on personalization and selected view settings.

Managing Imported Data from Monday.com

When importing data from Monday.com, some users may appear as unassigned within Timely if they do not already exist within the Timely workspace. As the Timely admin, you will need to decide whether to invite them to Timely or assign the tasks to existing users.

To manage imported users, navigate to the people tab in the user dashboard. Unassigned users will appear here, allowing you to take appropriate actions.

Pros:

• Ability to manage imported users and assign tasks accordingly.
• Flexibility to either invite new users or allocate tasks to existing users.

Cons:

• Requires manual review and assignment of tasks to imported users.

Syncing Tags from Monday.com

If you use tags in the tag column within Monday.com, the integration with Timely allows you to sync these tags as well. In Timely, you can view and manage the Synced tags by going to the settings section and clicking on "Tags."

Pros:

• Seamless synchronization of tags between Monday.com and Timely.
• Enhanced organization and filtering capabilities within Timely.

Cons:

• Tags should be correctly assigned in Monday.com for accurate synchronization.

Conclusion

The integration between Monday.com and Timely offers a powerful solution for managing projects and enhancing team collaboration. By following the steps outlined in this article, you can easily set up the integration, import data from Monday.com, and effectively utilize Timely's feature-rich platform. With this integration, your team can streamline their project management workflows and stay on top of deliverables effortlessly.

Highlights

• Monday.com is a versatile project management platform that helps teams stay on track with complex business plans and deliverables.
• The Timely integration with Monday.com enhances project management capabilities by seamless synchronization of tasks, projects, and clients.
• Users can choose to import projects and clients or projects only from Monday.com, depending on their specific workspace needs.
• The task section in Timely provides a comprehensive view of the imported tasks, allowing users to manage and track progress effectively.
• Timely allows the synchronization of tags from Monday.com, enabling enhanced organization and filtering capabilities.
• The integration provides a centralized workspace, real-time updates, and efficient task management for teams.

FAQ

Q: Can I import tasks from multiple boards in Monday.com? A: Yes, you can import tasks from multiple boards in Monday.com by using the integration with Timely. When configuring the integration, select the option to import projects and clients from Monday.com, and all relevant tasks will be imported accordingly.

Q: How often does the data sync between Monday.com and Timely? A: The data sync between Monday.com and Timely occurs in real-time. Any updates made in Monday.com or Timely will be reflected in both platforms instantly.

Q: Can I customize the imported data from Monday.com in Timely? A: Yes, you can customize the imported data from Monday.com in Timely. Timely provides various features and settings to tailor the visibility and organization of the imported tasks, clients, and projects based on your specific requirements.

Q: Can I invite new users to Timely from the imported tasks? A: Yes, if there are users attached to a board in Monday.com who do not exist within Timely, they will appear as unassigned in the user dashboard. From there, you can choose to invite new users to Timely if necessary.

Q: Can I use Timely and Monday.com independently without the integration? A: Yes, both Timely and Monday.com can be used independently without the integration. However, leveraging the integration enhances project management capabilities and promotes seamless collaboration between the two platforms.

Q: What happens if I need to change the integration settings after it's been set up? A: Unfortunately, changing the integration settings after they've been saved requires removing the integration entirely and starting from scratch. It is recommended to carefully configure the settings initially to avoid any inconvenience later on.