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Integrating Monday - COMING SOON
Integrating Monday - COMING SOON

Connect your Monday account and create boards directly from a document

Sabrina Barron avatar
Written by Sabrina Barron
Updated over a week ago

To connect your Monday account:

  1. Click the settings icon in the sidebar and then click 'Integrations'.

  2. Choose Project Management and then 'Monday'.

  3. Install the Better Proposals app in your Monday account. Click here to install it or search the App Marketplace to find it.

  4. Click the 'Connect Monday' button and follow the instructions to log in to your account, and authorize the Better Proposals app.

  5. You'll be sent back to a page that looks like this which confirms that you've connected your account.

Creating a board

Simply click on the document you want to create a board for and click the 'create board' button on the right hand side.

In the sidebar that opens, if you have multiple workspaces set up in your Monday account then you'll be asked to choose which workspace the board is for. Give your board a name and click 'Create Board'.

Once the board has been created, the sidebar will close and the button will change to say 'view board' so you can access it directly from this page any time you need.

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