How to Use Monday.com as a Personal Task Manager (Similar to Asana)?

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Hi everyone,

I’m looking to set up Monday.com as my personal task manager. Currently, I use Asana for this purpose and love its features, such as:

  • Creating tasks directly from Gmail.
  • Setting tasks with reminders.
  • Easily creating recurring tasks.

Since I already use Monday.com for all my work-related workflows, I’d prefer to streamline everything and use Monday.com for personal task management as well.

Does anyone have recommendations on how to replicate these features in Monday.com? Specifically:

  1. How can I integrate Gmail to create tasks directly from emails?
  2. What’s the best way to set up reminders and recurring tasks in Monday.com?
  3. Are there any helpful automations or integrations I should consider?

Looking forward to your tips and ideas!

Thanks!

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2

Hello @asanders! Here is a few of my top tips of how you can replicate your desired features in Monday.com for personal task management:

  1. Integrating Gmail to Create Tasks Directly from Emails
  • Use the Gmail Integration:
    • Go to your Monday.com board, click on “Integrate” at the top.
    • Choose the Gmail integration and set up an automation like:
      • “When an email is received in Gmail, create an item in this board.”
    • You can customize the integration to pull in specific fields (e.g., subject line, email body) and map them to your board columns.
  • Use the Gmail Add-on:
    • Install the Monday.com add-on for Gmail from the Google Workspace Marketplace.
    • This allows you to create tasks directly from Gmail emails without leaving your inbox. Simply open an email, click the Monday.com icon, and create an item on your chosen board.

2. Setting Up Reminders in Monday.com

  • Use Deadline Mode:
    • Add a “Date” column and set it as a “Deadline” column. Enable reminders to notify you via email or in-app notifications.
  • Custom Automations:
    • Example: “When a date arrives, notify me in the app.”
    • You can also create automations that notify you a specific number of days/hours before a deadline.

3. Creating Recurring Tasks

  • Use Automations:
    • Set up automations like:
      • “When a status changes to Done, duplicate the item and push the date by X days.”
      • “Every time period (e.g., weekly/monthly), create an item.”
  • These automations can help you create recurring tasks tailored to your needs.

4. Helpful Automations and Integrations

  • Automations:
    • “When an item is created, assign it to [yourself].”
    • “When a date arrives, move the item to a specific group (e.g., Today).”
  • Integrations:
    • Google Calendar: Sync your Monday.com tasks with Google Calendar to stay on top of deadlines.
    • Zapier/Integromat: Use these platforms to connect Monday.com with other apps for advanced workflows, like creating tasks from other tools or platforms.

By combining these features, you can create a streamlined and efficient personal task manager within Monday.com. Hopefully, this sparks a few ideas! Let me know if it was helpful by giving it a like :blush:.

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