Emails & Activities: settings

4 min read

Feature

CRM banner.png

Your Emails & Activities settings allow you to control the look, privacy, and connectivity of your actions on the app. The power is in your hands! Read on to learn more about the different settings and options.

Locate your settings

To access the email settings, click on the gear icon on the right-hand side of the app home screen. You will see seven categories:

Manage connected accounts

Here you have the option to choose the email address you will use with the app. Check or uncheck the box next to your email address to make your choice. By clicking on the Gmail or Outlook button, you can manage the email accounts that are connected to monday.com or add a new account.

To reconnect, click on the Gmail or Outlook button and then click on the email address that you would like to reconnect. Follow the prompts to connect your accounts.

Log outgoing emails

By default, the app will log outgoing emails from your email program (i.e. Gmail or Outlook) into the app. If you prefer to only see select emails in the app, you can check the box to only log outgoing emails that have the app's email address BCCed:

BCCed emails will be added automatically to the app. The app determines which item to log the email under by looking at the email address in the Email Column on your board.

If you choose to "Create a new contact if the recipient email address does not exist in my monday.com account", a new item will be created for each new email address that you contact.

Set up automations

Create automations to save time, streamline your workflows, and get notified when new messages are received. Choose from pre-made automations or customize your own. When you click "Set up automations" you will be taken to this screen:

You can choose any of these recipes to make your communication seamless.

You also have the option to navigate to these automation recipes from the automation symbol (🤖) on the app's homepage:

Email signature

Click on the blue "Create signature" button to set up your email signature. When setting up your signature, you'll have the option to set up simple or HTML. If you choose "Simple", you can use the text editor to format your signature. If you choose HTML, you can format your signature using HTML.

Beneath the signature composer, you can check or uncheck two boxes:

Check the box if you always want to show your signature when composing a new email.
Check the second box if you always want to show your signature when replying to an email.

Email branding

By default, all emails you send from the app will have "Powered by monday.com" at the bottom of the email. If you have purchased the Pro or Enterprise plan, you have the option to remove this branding from your emails. Check the box under this setting to remove all branding.

Never log

Note: Only admins can view or change this setting.

If you add an email address to the list under this setting, emails sent or received from the addresses you define will never be saved to your timeline. You can add as many addresses as you want to your "Never log" list.

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

Cassandra Eddington - Quality check December 05, 2023 14:06