4 min read

Feature

pp 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 my connections

Here you have the option to choose the email address you will use with the app. You can add a new connection by clicking on the "Add account" button.

Frame 27.png

To remove a connection, open the three-dot menu to the right of the email address:

Frame 28.png

You can also change your "Share options" from this menu. To learn more about sharing, check out the "Emails & activities: sharing and privacy" article.

Removing and deleting connections

Remove a connection

Frame 30 (1).png

When you click on "Remove account" you will stop all future emails from that email address from logging in Emails & activities. Choosing this option will only deactivate the connection in Emails & Activities. Removing the connection will not delete it from your monday.com account where it may be used in other integrations.

Delete a connection

Completely deleting a connection:

allows you to hide the history associated with that email address
allows another user to set up the email address on the same account or a different account
removes the email connection across the entire account, including any integrations unrelated to Emails & activities

If you would like to delete the connection completely, click on the "Add account" button and choose the email provider:

Frame 31.png

This will open the integration connection. Click on the trash can icon to delete the connection:

Frame 32.png

Once an email connection is deleted, it becomes private. All the emails that were previously sent or received by this connection will no longer be visible for anyone in the account.

If you want to gain access to that connection's history agaiin, you will need to reconnect the email account through Emails & activities.

Note: Only the email account owner and system Admins can use the "Remove account" option. System Admins can remove any connection in their account.

Automatically create contacts

You can automatically create contacts from outgoing emails sent to new email addresses. You can enable this option under "My connection" in the Emails & activities settings.

Open the three-dot menu to the right of the connection that you'd like to manage:

Frame 21 (2).png

And select the "Automatic contact creation" option:

Frame 22 (1).png

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:

Frame 23 (1).png

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.

Emails & Activities: settings