Using Monday for project management and crm, we keep a log of each meeting we have with a client. Nearly every meeting has actions (items) they need raising. It would be good to start typing the actions in the meeting category in emails & activities and have the option to create items in a new board ie the clients task list
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Create items in any board in monday.com from outlook (web or app) | 0 | 6 | July 30, 2025 | |
| Link monday_docs to boards and items | 0 | 2392 | February 5, 2022 | |
| Tasks board imbedded in a doc to track meeting related tasks | 0 | 1947 | November 2, 2021 | |
| Teams as Members in Create Boards automation | 0 | 2205 | June 1, 2022 | |
| Additional feature on 'Create an item on board' that allows to add a link from which the item is created from | 0 | 15 | November 6, 2024 |