r/mondaydotcom

Okay, we started using Monday as a business, we like it! But... Since this morning all accounts are blocked, including admin accounts. It seems that in some way panic-mode has been activated, but we don't know how, when, where and by whom. I tried contacting support but the chatbot Tim does not help AT ALL! It sends me to pages to contact support through a form, but there is no form. Please help, because we can't work right now.

Does anyone else feel the monday AI agents are more annoying than helpful?

I've had 3 clients complain about them, and our own internal team, dislikes them.

The good news is you can turn off AI for the entire account. Here is how:

• Click your profile picture in the corner of the page and choose Administration.
• Click on Customization in the left menu, then select Features.
• Scroll down to the AI features section.
• Toggle the Enable AI features option to Off.

ETA - SOLVED!!

Hoping someone can help. I've been working with Monday for about a year (building boards/forms/automations), but this is my first foray into workflows, and its specifically for the delay feature.

We have an executive whose assistant gets asked for a lot of "extra tasks" and I was asked to set up a board and form for those tasks to come in, but also for the executive to approve tasks and add comments, and for that info to get emailed to her assistant so she knows what she needs to do.

My assumption is that she's going to choose an approval status first, and then add her comments (and if it's a straight "Approve" without contingencies, she may not have comments to add. So I can't make the comment column the automation trigger.)

So I set up a workflow that triggers when the approval status on an item changes. There's then a 5 minute delay, to allow the executive time to enter her comments. And then it emails her admin with the name of the task, the approval status, and any comments.

But the comments are not coming through, despite having been entered within a minute of the status change. (I thought Monday would wait until the end of the delay period, before querying the data in the board, but apparently this was a wrong assumption.)

Can anyone tell me how to fix this, please?

Our team uses monday.com heavily but everyone communicates on Microsoft Teams — and there's no native monday.com → Teams integration.

We built Smart Notify to fill that gap. It sends real-time notifications to Slack or Teams when items on your monday.com boards change.

What makes it different from the native Slack integration:

• Microsoft Teams support (Incoming Webhook)
• Filter by specific columns — only get notified for status changes, not every edit
• Custom message format so notifications are actually readable
• No IT setup: just paste your webhook URL and you're done in 2 minutes

It's a Board View app, so it lives directly inside monday.com.

Questions for the community:

1. Is Teams the missing piece for your team, or are you all-in on Slack?
2. What board changes do you most want to be alerted about?
3. Would "2-minute setup" actually matter to you vs just using Power Automate?

Genuinely trying to understand if this solves a real problem before pushing forward. Any feedback appreciated.

I am not sure if this is possible but can u set up an automation to trigger a button press: as in: when item created, trigger button?

I was testing a few things using Claude to do a complex workflow. I'm currently stuck because even when trying simple use cases, Claude doesn't seem to be able to connect an item in a connected board column.

Claude makes numerous tentative but never achieve to actually do the connection. Is it an unsupported use case?

Hi everyone,

I’m looking for advice on the best way to set this up in monday.com Work Management.

I have a board where we track new hire evaluations during their first 6 weeks of training. Each week is set up as a main item, and each day of that week is set up as a subitem. The subitems represent the days that the new hire is on the counter processing transactions with customers.

Our trainers go into the subitems and assign status labels across several evaluation columns for each day. I then have a formula column on the subitem level that calculates a total score for that day.

What I’m trying to do now is calculate an average for the entire week on the main item based on the daily subitem totals. After that, I’d like the main item to automatically assign an overall weekly status label based on that average, such as whether the trainee is doing well, needs improvement, etc.

Has anyone set up something similar?

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I’m running a kitchen/bath remodel with a plumber, electrician, tile guy, and painter. The work is moving, but I’m constantly stuck in the middle. One trade is always waiting on another, and all communication gets funneled through me instead of happening directly between them. I've looked into construction management software, but most of it seems built for office based PMs rather than someone splitting time between the field and coordination. Is there a better way to handle this back-and-forth, or is this level of micromanagement just part of the job at this scale?

I'm trying to send emails with images and formatting straight from monday, and having trouble. What are the easiest ways to do this? It needs to look REALLY good. Bonus if you can attach files. tx

Hey everyone — curious if this is something people actually need.

Our team uses monday.com heavily, and one thing that keeps coming up is WhatsApp. A huge portion of our clients and vendors communicate primarily on WhatsApp, but there's no native way to send WhatsApp messages from monday.com automations.

What I'm imagining:

• Status changes → automatically send a WhatsApp message to the assignee or client
• Deadline approaching → WhatsApp reminder
• New item created → WhatsApp confirmation to a contact

Has anyone found a good workaround for this? And would a dedicated monday.com app for this actually be useful to your team?

Would love to know which use case would matter most to you.

Hi,

Does anyone have advice on how to go about requesting a new customer success rep?

Myself and my team are just very much over our current rep. Every person on my team has had frustrations with this individual and as our company’s vendor manager I can confirm I’ve never heard any of them have this experience with any of our vendors.

It’s rep specific and I’ve got to make a change. 😬

I would love to see tasks without a due date on the bottom of the split calendar view, that way I can drag and drop to assign due dates. Currently it seems like the only way around this is to assign a "dummy" due date for every new task and then reorganize? Not the end of the world but it seems silly to not be able to see tasks there unless they have a due date already.

We utilize Monday’s CRM. It is the backbone of our data layer however, Mondays UI leaves a lot to be desired, especially with connectivity and intricate features. We have close some of the gap by utilizing monday vibe apps.

However, some of our processes are too much for a vibe app, we you monday apps, but I’m wondering if anybody has built an entire UI layer on top of the CRM within one monday app do you recommend doing that or is the best course of action to build a few mini apps that work work alongside the Monday board and board views?

I’m a fairly new PC with a Director that struggles keeping on top of what is happening in a complex project. Essentially, if you ask the boss “where are we with this part of the project, there’s a 50/50 shot that they can answer.)

We lost a key team member who was keeping boss updated/acting as historical memory, so now it’s falling to me. We have Work Management / pro (I think)

I’m working on a way to collect status updates and report them out so that details stop getting lost. Here’s what I’ve created:

A single board in Monday that has a status (red green yellow). Anything that happens during the week, I feed into the status “updates” area, which is an ongoing feed. This gets auto-summarized into a column. At the end of the week, I run an AI agent to create an executive summary of the status/updates.

Questions: what do you think of this plan overall? Should I retain ownership of the board or should I allow my team to send updates to it?

I’m hoping to also build out our task board to auto-update this board.

I’m also hoping to use this summary to reduce our team meeting which goes up to two hours. I would like to guide it towards decisions/stuck points rather than updates. I cannot stress enough that my boss does not know/retain what’s going on/loses everything in the inbox. Send help

I need help

I'm looking to build a 'production line' style workflow for a specific operation in my business. It’s an operation I’m already running in my business, but I want to automate the entire thing like this:

I need a dashboard where I can set tasks, and my team can see them on their side, then mark them as complete once done. The task should then automatically move to the next stage where the next team member can do their job, mark it as complete, and so on…

Can this be done on Monday, or do I need to build custom software for this?

How I want it to work:
I (the admin/manager) set the tasks. For each project, I need to be able to customize the following variables:
- Project name
- Project description
- Notes for team members at each stage (different notes for each stage)
- Start date
- Optionally, which steps to skip
- Optionally, an intentional pause/delay from one stage to the next

Workflow:
There are 7 stages in the workflow. Each stage has a different team member responsible for it. Some stages may have multiple team members assigned.
The project can only proceed once the team member(s) on the current stage marks it as complete.

Team members at later stages should not be able to see the project until the previous stage is marked complete. This is because each stage must be done in order, the previous steps need to be finished before the task can move on.

Stage-by-stage breakdown:

Stage 1: Once I set the project, it becomes visible on the dashboards of team members A and B.
These two team members don't work together, they each have a separate dashboard, and both need to mark their task as complete before the project moves to stage 2.

Team member A uses Premiere Pro to create a video based on the project description. Once done, they need a field to upload a link to the MP4 file, then mark their task as complete.

Team member B needs to watch the video, approve it, then mark their task as complete.
Once both A and B mark complete, the project moves to stage 2.

Stage 2: The project becomes visible on the stage 2 team member's dashboard.
They write a multi-page description for the project, based on the video from stage 1.
Once done, they share a link to the project report directly with me only — not in the system where future team members can see it.

Stage 3: Simple. The team member writes a report, shares it directly with me, then marks the task as complete. They must not share the report in the system where future team members can see it.

Stage 4: Same as stage 3. Not too difficult.

Stage 5: Same as stages 3 and 4. Not too difficult.

Stage 6: This is where it gets complicated again. There are 2 team members on this stage (team member A and team member B), each with separate dashboards. Both need to do their task and mark it complete.

Their task takes a long time (weeks), so I need a way to see when they've initiated it, when (if) they're having trouble, and when they complete it.
As with stage 1, A and B work separately. The stage is only complete once both mark it complete, not just one.

End state
Once the project is completed at stage 6, it should be marked as COMPLETE on my dashboard. I also need to be able to see all the assets (videos, docs, etc.) submitted by the team members at each stage.

Thanks in advance

Other than pricing, what do you all think about monday.com's AI direction?

I'm a developer, so I'm already comfortable using Claude or Codex to do things with my monday setup. Because of that, I'm trying to understand what I actually get from "monday agent."

If you read Eran Zinman's LinkedIn post, you probably know why I'm asking. It's hard to cut through the noise on LinkedIn. Everyone congratulates everyone there, which isn't wrong, but after a point it's just too much.