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
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| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Create items in any board in monday.com from outlook (web or app) | 0 | 11 | July 30, 2025 | |
| Additional feature on 'Create an item on board' that allows to add a link from which the item is created from | 0 | 16 | November 6, 2024 | |
| CRM - ability to create an Activity from a column in a board. | 0 | 2 | August 22, 2025 | |
| Support for Incoming Webhooks | 1 | 740 | August 25, 2025 | |
| Pulling data element from one board to another using AI tool | 0 | 6 | May 16, 2025 |