Installation & User Guide Manual
Key Features
With a click of a button in monday.com, set the item you wish to work on within Outlook.
Add item updates from within your Outlook
Edit items and subitems with the item card feature
Create new boards, groups, items and subitems from outlook
Save your most used boards, groups, items and subitems by marking them as favorites
Add the monday.com for Outlook add-in
Go To our Microsoft AppSource page: monday.com for Outlook Or just download it straight from your Outlook by clicking ‘Get add-ins’ and search for ‘monday’.
Click ‘Get it now’.
Open a new email window (or forward/reply to an existing email), and click on the monday.com add-in.
You should be prompted to authenticate your monday.com account with your monday.com login credentials and by clicking ‘connect to monday’
Start working with the add-in
Add one of our integration recipes, for example: "when a Button is clicked, set this item as current working item in outlook", to your selected board in monday.com
Select an item to work on by clicking the button we just created
When you open the outlook add-in, the item you selected with the button will be selected for you automatically
Get your last outlook conversation within monday.com
Add our 'deep link' integration recipe: "When an update is created add conversation to *link column*", to your selected board in monday.com, to connect to the "link column"
When you use the outlook add-in to send an update. The email itself will be added as a link to said column.
The last email you sent will be available as a monday.com item update & as a link you can open and reply to.
Please note that only the user who sent the email can access the link. While sending an email the conversation link will append under the email's signature.
Sales CRM
Create new CRM leads and contacts within Outlook.
Lead/Contact name, email and company will be filled automatically based on the email content
Opion to send the body of the email directly to the lead/contact update
Make sure you have the Sales CRM product on monday
To be able to create lead/contact add the product to the user through Administartion -> Users on monday.
Our pricing is based on the maximum number of user licenses your account needs.
You choose the plan you want directly through monday.com, then assign licenses to specific users from the 'Purchase tab' in the app.
If you wish to create a new item, simply click the ‘create new item’ option, and give it a name.
This will create a new item in the group selected above and set it automatically as your current working item.
If you wish to use your email's subject as your item's name, you can do so by clicking on the 'Copy email's subject' checkbox.
You can choose your favorite Boards, Groups, Items and Subitems, simply click on the grey star, when it turns to gold it is marked as a favorite.
Next time you will open the Outlook add-in, these will be available at the top.
Select your board, group & item you wish to view, edit, or add an update to. (This can be done directly from monday as described above)
Select 'Bcc', 'Cc' or 'To' in the email options and click ‘Add Item to Bcc'.
Finish editing your email and press 'Send', your monday.com item will be automatically updated with the email subject, body & attachments.
You can edit each Item or Sub-Item by clicking the 'View item card' button.
Here you can edit all the item's columns (that are currently supported by the monday API) and the Item's name.
Click on the field that you would like to update, and A dropdown will open with all the available options.
The last item you worked on will be saved automatically for later use within the Outlook add-in, you can change this behavior from the 'Settings' menu.
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Yes, You can open the add-in directly from your phone!
Thank you!
You are now ready to use Outlook Integration. We hope you will enjoy the productivity gain!
