Monday.com

You can integrate your TeamRetro team with your Monday.com account to automatically publish team action items as tasks. 

Configure in TeamRetro

1. On the TEAM > SETTINGS > INTEGRATIONS screen

   

   
   

2. Click CONNECT next to monday.com

   

   
   

3. You will be prompted to sign in to your Monday.com account.

   Click on SIGN IN TO MONDAY.COM.

   

   
   

4. Monday.com will prompt you to authorize TeamRetro to publish to your Monday.com workspace.

   Click Authorize

   

   
   

5. Once you authorize TeamRetro, you will be redirected back into TeamRetro to chose your desired Monday Workspace and Board to publish this team's action items to.

   

   
   

   Once you have chosen your workspace and board, click the Next button (->)

   
   

6. You will then have the option to PUBLISH TEST ACTION ITEM to see if the integration was successful.

   

If you do, you will then have a link directly to that action item in Monday.com to see what it looks like.

7. Back in TeamRetro, click on SAVE CHANGES and if the connection was successful, you should see CONNECTED.

   

   
   

Using Your Integration

Back on your TEAM > HOME screen, click the publish icon and you will see monday.com as an option. After selecting, TeamRetro will post all action items to Monday.com.