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First-time use

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Settings

Select where the item will be created:

• Choose a workspace.
• ⬇️
• Choose a board.
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• Choose a group.

• This is a required section for starting using the add-on.

✏️ You can change your selection by returning to the settings page and changing those values.

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Select the default values of your items:

• A status column and its value. Choose a default value within the column's labels.
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• A date column and its value. Choose a default value within the following options: Today, Tomorrow, or Next week.
  The date will automatically be calculated based on this selection when opening an email.
• ⬇️
• A people column. Choose a people column.

This is not a required section.

✏️ If you do not choose a status, date, or people column, you cannot set values to items on the email card.

✏️✏️ If only the columns are selected but not their values, you can set values to items, but no default values will be displayed.

✏️ ✏️✏️You can change the column values when creating an item or return to the setting page.

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monday.com recipe

When changing the board in the add-on settings, you need to redefine the recipe.

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Go to the new board you chose.

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Go to "Integrate" at the top right of the board.

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Search for "monday.com for Gmail".

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Choose a link column.

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Add to board.

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Create an item

Open an email.

• ⬇️

Open the add-on.

✏️ Go to settings to change the board on which the item will be created.
When you change the board on the settings page, make sure to add the recipe to the new board so the link column can be updated with the email's URL.

The new setting will remain for future actions.

• ⬇️

Edit the columns' values if needed.

✏️ You can edit the columns' values you defined on the setting page.

✏️ ✏️ Go to settings to set values to different columns.

The new setting will remain for future actions.

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Click on "Create item" to create the item.

✏️ A single item can be created for an email thread. After creating an item, you can update the associated item when opening the email.

✏️ In the case of an item connected to an email is deleted, the user can create a new item.

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Update an item

Open an email.

• ⬇️

Open the add-on.

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The updated columns' values of the columns selected in the settings are displayed

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Edit the columns' values if needed.

✏️  Go to settings to set values to different columns.

The new settings will remain for future actions.

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Click on "Update item" to update the item.

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