Just getting started with Monday and am trying to figure out the best way to manage it. I work as a kind of liaison/project manager between my organization and various architectural firms. I am using Monday to try to introduce some structure and accountability to a process that has gotten too cumbersome to manage in the absence of some collaborative solutions.
I communicate with my architectural partners primarily via e-mail. We exchange drawings, concepts, ideas, comments, and redlines multiple times throughout the course of any given project or task. I know that I can copy the address of a board in an email, and it will add that subject line as a new task, which is great. However, what I’m wondering is, is there a way to continue to assign emails pertaining to that task to the task itself as notes, or anything else? I was hoping to be able to have a quick, dashboard level view of a task and any of the exchanges associated with it without having to manually copy those exchanges (be it text, pdf attachments, etc) into Monday as that seems duplicative.
Thanks in advance for any help.
So, I’ve been messing around with that and it appears as though you need an additional $265/yr subscription to integrate w/Outlook? That’s going to be hard to justify unless it does exactly what I need it to do. So, that was my question. Can I automate Outlook/Monday such that it keeps emails within an email chain grouped together as notes within a task?
I just did a test with my account and integrated with Outlook and there was no additional fee. The catch is you can only integrate one email address per account so if you need several addresses it will require additional users. It looks like the recipe below should do what you want. Every workflow is different so give it a try and let me know how it goes.
That was in reference to the required Office 365 Business Premium subscription. I’ve since learned that I cant integrate it with my Outlook anyway as we have a On-Premise Exchange Server, so I guess I’m just out of luck on the deal. I do wish they were a little more clear about that but such is life. Thanks for the help, I appreciate it
You might also look at the Emails and Activities App:
That is a really cool feature.