What goes
Your board’s own columns are read, and each one that matches is filled:
A board with none of those still gets every task by title.
Open tasks go. A task that has already been sent keeps its item up to date, including when it is done, so nothing is left looking open on your board.
What you need
- A personal API token from monday.com, under Administration, then Connections, then API. There is no app to install and no marketplace listing.
- Your Board ID: open the board in monday.com, and it is the number at the end of its web address.
Set it up
1
Get your token
In monday.com, open Administration → Connections → API and copy your personal API token.
2
Add the integration
In RescueConsole, open Settings → Advanced & security → Integrations, find monday.com under CRM and marketing, and add it.
3
Enter the token and the board
Paste the API token and type the Board ID, then press Save it. The token is stored and never shown again.
4
Test the connection
Test the connection asks monday.com for the board and reports back in their own words. A wrong Board ID is caught here.
5
Turn tasks on, going out
Under Which way choose Out, tick Tasks under What to sync, choose How often, and Save.
Tasks go at most hourly, and only the ones that changed. monday.com’s Free, Basic and Standard plans allow a limited number of API calls a day, and an hourly send of only what changed stays well inside it.