Monday.com Integration
Connect your Monday.com account to import items, sync statuses, and manage work from Sunsama.
Bring your Monday.com items into your daily plan. Browse your boards in a panel beside your task list, drag in what you’ll work on today, and update the item’s status without leaving Sunsama.
Installation and account management
Go to Settings > Integrations > Monday.com, or open Monday.com in the right hand panel (it may be under the + button), and click Add Monday account. Sunsama asks for a Personal Access Token: paste it into Paste your Personal API access token here.
How to find your Personal Access Token
- Log in to the Monday.com account you want to connect.
- Click your avatar in the top right corner.
- Select Developers. This opens the Developer Center in another tab. If you don’t see this option, ask an admin of your Monday.com workspace for access.
- Go to the My Access Tokens section.
- Click the blue Show button and copy the token.
If you regenerate your token, the old one expires and the integration stops working until you paste in the new one.
Choosing boards for Daily Highlights
After you connect, Sunsama asks you to Choose your boards. Updates from the boards you select appear in your Daily Highlights. To change the selection later, click Edit boards next to the account in settings.
Managing accounts
To connect another Monday.com account or organization, click Add Monday account again. The settings page also has an Include your activity from this tool in your Daily Highlights? toggle, a Remove button for each account, and a Reconnect button when an account needs a new token.
Browsing and importing tasks
Open Monday.com in the right hand panel (keyboard shortcut Shift M), or search for Monday.com in the Command Palette (⌘ K).
Selecting your Monday.com account
If you’ve connected more than one Monday.com account or organization, click the icon in the top right corner of the panel to pick one.
Browsing Monday.com boards
Click the board name at the top of the panel to see your boards. Boards you’ve recently used in Monday.com are at the top, followed by your boards grouped by workspace and folder. Type in the search box to find a board by name.
Filtering items
- Imported: click to show items you’ve already imported. They’re hidden by default.
- Me: shows only items with you in one of their person columns.
- Status: pick statuses to show. With several status columns, an item must match one of the selected statuses in each column. With none selected, every status shows.
Importing items
When you’re ready to work on a Monday.com item, pull it into your plan:
- Drag the item from the Monday.com panel onto your task list.
- To timebox it right away, switch to calendar view (
J) and drag the item onto your calendar at the time you’ll work on it. Sunsama adds the task to that day and creates a working session on your calendar. - Click the item and choose Add to today (or hover and press
S), or pick another date.
You can also copy an item’s URL in Monday.com and paste it into a new task. See Add tasks via URL.
Interacting with imported tasks
An imported Monday.com item becomes a Sunsama task linked to the original. Click the Monday.com icon on the task (or hover and press G) to open it in Monday.com.
Editing the Monday.com item from Sunsama
Click an item in the panel, or open the imported Sunsama task, to see the Monday.com item and its columns. Changes you make there are saved straight to Monday.com. You can:
- Change status columns, on the item and its subitems
- Tick checkbox columns
- Set date columns
- Post an update
Values Sunsama can’t change show a Why this can’t be changed here note. Editing needs a token with write access; with a read-only token, you can view the item but not change it.
The Sunsama task works like a worksheet for the Monday.com item. Add notes, subtasks, time tracking and comments there without touching what your collaborators see in Monday.com.
Understanding synced fields
Sunsama doesn’t keep dates or completion in sync with Monday.com:
- Dates: the task shows on the day you planned it, its Sunsama start date. Monday.com date columns aren’t linked to any Sunsama date. Change them from the Monday.com preview inside the task.
- Completion: completing the task in Sunsama doesn’t change the item on its own. Turn on the status prompt (see Automations) to update the item’s status columns, for example to “Done”, as you complete it.
Keep Monday.com in sync via automations
Open the Monday.com panel in the right hand sidebar and click the Automations tab to control what Sunsama does when you import or complete a Monday.com item.
Import automations
What actions should Sunsama take when you import a Monday.com item?
- Show prompt to update status in Monday: asks you to update the item’s status columns right after you import it, for example from “To do” to “Working on it”. On by default.
Completion automations
What actions should Sunsama take when you complete an imported task?
- Show prompt to update status in Monday: asks you to update the item’s status columns when you complete the task, for example to “Done”. On by default.
Task export to Monday.com
Export a task to Monday.com
Drag and drop a task into your Monday.com panel to export it. This removes the task from Sunsama and creates an item on the board you’re viewing, in the group you drop it in. The title and due date are carried over, the notes become the item’s first update, and subtasks become subitems. The due date goes in the board’s due date column (or its first date column).
Exporting needs a Personal Access Token with write access. If your token is read-only, Sunsama tells you and keeps the task.
Copy a task to Monday.com
Hold ⌘ (Mac) or Ctrl (Windows) while you drag to copy the task instead. The task stays in Sunsama, linked to the new item, and the item’s first update links back to it.
To undo an export, press ⌘ Z (Mac) or Ctrl Z (Windows) within a minute. The first time you export, Sunsama also shows an Undo button.
Sunny and Autoplan
Sunny can read your Monday.com items when you ask about them, for example “what’s on my Monday.com board this week?”. Autoplan also looks at Monday.com when it drafts your day. To stop Autoplan from using Monday.com, open Integrations on the daily planning screen and turn Monday.com off.