Monday - Create an Item

The Create an Item Action in Workmaster allows you to interact with Monday.com by adding new items to a board within your Monday.com account. By configuring this action, you can automate tasks such as creating tasks, updating boards, and managing project workflows directly from your Workmaster app.

Note: Before using this action, ensure that you have access to a Monday.com account, and the required Board ID and Group ID are available. The API token must also be generated for authentication.

For detailed instructions on how to work with Monday.com, refer to https://support.monday.com/hc/en-us/articles/115005305649-Get-started-with-monday-com.

Properties and Explanation

To configure the Create an Item Action in Workmaster, you need to define the following properties:

1

Access Token

This property is required to authenticate the API request with Monday.com. You will need to generate an API token in your Monday.com account. This token allows Workmaster to interact with your Monday.com boards securely.

2

Board ID

The Board ID specifies the Monday.com board where the item will be created. You can find the Board ID in the Monday.com UI or through their API. This ID allows Workmaster to identify the target board for the new item.

3

Group ID

Monday.com organizes tasks into groups within boards. The Group ID identifies the group within the specified board where the new item will be placed. Ensure you select the correct Group ID for the item placement.

4

Item Name

The Item Name is the title of the item to be created in Monday.com. This can be dynamic, and you can pass values from Workmaster fields or other dynamic sources. For example, the item name can be the user's input or a value from a form field.

All properties use Formula Editor to enter the specific data. For detailed instructions on how to use the Formula Editor, refer to the User Manual: Formula Editor.

Example Use Case

Let’s say you want to create a new task on a Monday.com board when a user submits a form in Workmaster.

1. Set Up the Board in Monday.com:

   • Create a board in Monday.com, for example, Project Tasks.

   • Create a group within the board, e.g., To Do, where the new tasks will appear.

2. Workmaster Configuration:

   • Access Token: Paste the API token generated from Monday.com.

   • Board ID: Enter the Board ID for the Project Tasks board.

   • Group ID: Enter the Group ID for the To Do group.

   • Item Name: Enter the Item Name

Once the form is submitted in Workmaster, the Create an Item Action will trigger, creating a new task on the Monday.com board under the To Do group, with the name provided by the user.