First time use

#1 step

Install the app on monday.com

1. Search for "Gmail for monday.com" on the monday.com marketplace.

2. Finish the authorizations process on monday.com.

#2 step

Install the app on Gmail marketplace

1. Go to your Gmail.

2. If the side panel isn't displayed, on the bottom right, click "Show side panel".

3. On the side panel, click + to add add-ons.
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4. On the Google Workspace Marketplace, search for Gmail for monday.com.
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#3 step

Choose your default settings

Select where the item will be created:
This is a required section for starting using the add-on.
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1. Choose a workspace.

2. Choose a board.

3. Choose a group.

‍✏️ You can change your selection by returning to the settings page and changing those values.
‍✏️ One monday.com account can be linked to each Gmail address.

Select the default values of your items:
This is not a required section.

1. A status column and its value. Choose a default value within the column's labels.

2. 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.

3. A people column. Choose a people column.

✏️ 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.


Select the default values of your items:
This is not a required section.

1. A status column and its value. Choose a default value within the column's labels.

2. 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.

3. A people column. Choose a people column.

✏️ 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.

#4 step

Add the recipe to your board

With the recipe added, you'll be able to access the email with a link.

1. Go to your board.

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

3. Search for "Gmail for monday.com".

4. Choose a link column.

5. Click add to board.

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

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Create an item

1. Open an email.

2. 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.

3. Edit the columns' values if needed.
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✏️ 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.

4. 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.

Update an item

1. Open an email.

2. Open the add-on.

3. The updated columns values of the columns selected in the settings are displayed
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4. Edit the columns' values if needed.

✏️  Go to settings to set values to different columns.
The new settings will remain for future actions.

5. Click on "Update item" to update the item.