Looking for a seamless connection between your email inbox and your monday.com account? Read on, as this guide will help bridge the gap between your emails and boards in a few simple steps! The Email to Board feature allows you to send emails from your email inbox directly to your monday.com boards in the form of new items or updates! Let’s take a look at the Email to Board and Email to Item features!
Who can send emails to my boards or items?
Any member or guest on your monday.com account, as well as trusted colleagues outside of your account, can send emails to boards or items.
- Account members
Account members can send an email to any private, shared, or main board they are a member of! The account member must send the email from the email address associated with their monday.com account (i.e., the email address they used to join the account).
- Guests
Guests on your monday.com account can send an email to any shareable board they are a member of! The guest must send the email from the email address associated with their monday.com guest account.
- Trusted viewers and colleagues
Viewers and colleagues who are not logged into your monday.com account can send emails to your items or boards using the same email address that members use. It’s important to note that this email address allows people who are not members of your account to create items and updates in your account, so you should be careful when sharing your email address and only give it to people you trust.
How can I send emails to my boards?
There are three ways you can connect your emails to your monday.com boards! You can:
- Send an email as a new item to your clipboard
- Send an email as an update to an existing item
- Set up integration with your Gmail or Outlook email inbox
Sending an email to the board as an item
Both account members and non-account members can send an email to the board as a new item. Let’s take a look!
- Account members and guests
When you send an email to a monday.com board, the email becomes a new item on the board! The first step is to find your board’s unique email address! To find out what this is, go to the board you want to send an email to and click the three-dot menu in the top right corner. From the drop-down menu, select “Board Settings” and then “Create Items via Email”:
At the bottom of the pop-up window, you will find your clipboard’s unique email address! You can click “Copy” to copy it to your clipboard so you can paste it directly into your email.
Additionally, you can also create a custom email address to make it easier for account members to remember! Click the down arrow next to “Use a custom address” and edit the email address as desired. Click “Copy” to copy it to your clipboard:
- Custom email addresses can only be used by account members.
- Only account administrators can customize clipboard addresses.
- Board subscribers can see and copy the customized address.
- Board owners can ask administrators for permission to edit the customized board address.
Now, it’s time to access your email inbox to create your new email!
Before sending the email, we may need to tweak our email a little to make sure it looks the way we want it to within our board!
- The recipient line must contain the clipboard address ( which we saved as a contact for security purposes mentioned earlier )
- The subject line will become the name of the item in our board.
- The content of the email will become an update on the new item, so it’s important to make sure that everything within the body of the email is what we would like to see in the updates section of our item – including files !
And there you have it! Your email will appear as a new item in a new group called “New Customers” at the top of your dashboard! All your future emails will appear in this group, so you can customize the group name to suit your needs! All you have to do is fill in the rest of the columns for the new item by hand once it appears in the dashboard.
Click on the conversation balloon to open the item’s updates section to look at the body of your email. Now, you’ll have all the details in one place!
Send an email to an item as an update
When you send an email to an item on your board, the email becomes an update in the item’s updates section! To do this, Retrieve the item’s unique email address in the item’s updates section. Click “Write updates via email” and copy your unique email address.
Here at Greenfield Gardeners, we often receive email requests for work from clients and send clients emails to let them know what work has been done in their gardens since we last visited their property! To make sure we can see all of this correspondence on our monday.com board as well, we send the email to both our client and our item address!
The email will appear as a new update to your existing item on the board! The subject line of your email will be in bold, followed by the body of your email.
Additional email methods
What we’ve described here is just one of the ways you can use email with monday.com. To learn more about all your options, check out How to Send or Receive Email with monday.com!
