monday.com Integration - Best Practices and Recommendations

  • Updated

This article describes integration best practices and recommendation from the OnePlan team regarding the monday.com with OnePlan integration.

 

Board Creation Limitation

Currently, this integration does not have the capability to create new boards within monday.com. However, it can import groups, their tasks and sub-tasks from OnePlan into existing monday.com boards.

Dependency Constraint

Due to limitations in monday.com’s API, dependencies supported by OnePlan are restricted to the Finish-to-Start relationships. monday.com’s API constraints restrict the range of supported dependency types.

 

Field Sync Limitation

While monday.com offers various fields to its users, not all fields are compatible for synchronization with OnePlan. The following fields cannot be imported into OnePlan:

Auto Number Button Connected Boards
Creative Brief Files Hour
Meeting Notes Mirror Monday Doc
Progress Tracking Week  

 

Empty Group Import Exclusion

While OnePlan supports groups, only groups containing tasks will be imported into the OnePlan Work Plan. Empty groups will not be included in the import process.

 

 

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