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
- 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.
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.