Monday.com Integration

Monday.com Integration

View your Monday.com boards and items directly within your notes and in a dedicated sidebar panel.

Features

• Embedded Dashboards - Insert monday code blocks to display board items in your notes
• Sidebar Panel - Browse all your boards and items in a dedicated view
• Team Summary Panel - View task counts per team member with status badges
• Click-to-Create Notes - Click any item to create a linked note with task metadata
• Duplicate Detection - Checks for existing notes before creating new ones
• Create Tasks - Create Monday.com items from selected text in your notes
• Change Status - Update item status via dropdown or context menu (including subtasks)
• Assign/Reassign - Assign or reassign people to tasks and subtasks
• Add Comments - Post comments to items directly from the sidebar
• Live Data - Fetch real-time data from Monday.com's API
• Customisable - Configure note folder, naming templates, and display options

Installation

Manual Installation

1. Download the latest release from GitHub
2. Extract to your vault's .obsidian/plugins/monday-integration/ folder
3. Enable the plugin in Obsidian Settings > Community Plugins

From Community Plugins (Coming Soon)

Search for "Monday.com Integration" in Settings > Community Plugins > Browse

Setup

1. Get your Monday.com API token:

   • Go to Monday.com
   • Click your profile picture > Developers
   • Select "My Access Tokens"
   • Copy your API token

2. Configure the plugin:

   • Open Obsidian Settings > Monday.com Integration
   • Paste your API token
   • Click "Test" to verify the connection
   • Click "Load boards" to fetch your boards

Usage

Embed a Dashboard

Add a code block to any note:

```monday
board: 1234567890
title: My Tasks
limit: 25
```

Options:

• board - Board ID (required if no default set)
• title - Custom title (optional)
• limit - Maximum items to show (default: 25)
• columns - Comma-separated column IDs to display

Sidebar Panel

Click the calendar-check icon in the left ribbon or use the command palette:

• Monday.com Integration: Open sidebar

Team Summary Panel

View task counts per team member with colour-coded status badges:

• Orange - Working on it
• Green - Done
• Red - Overdue

Click the users icon in the left ribbon or use:

• Monday.com Integration: Open team summary

Features:

• Click a team member to filter the main sidebar by that person
• Board selection syncs between both panels
• Split your sidebar horizontally to view both panels together

Create Notes from Items

Click any item in the sidebar to create a linked note with task metadata. The note includes:

---
title: "Task Name"
monday_id: "1234567890"
monday_board: "Project Board"
monday_board_id: "9876543210"
status: "Working on it"
group: "Sprint 1"
due_date: "2026-01-15"
assigned: "John Smith"
created: "2026-01-05"
tags:
  - monday
---

Duplicate Detection: If a note with the same name already exists, you'll be prompted to either open the existing note or create a new one with an incremented name.

Create Tasks

Create Monday.com tasks directly from selected text in your notes:

Context Menu Actions

Right-click on any task or subtask in the sidebar for additional options:

• Change Status - Update task status (works on both parent tasks and subtasks)
• Assign/Reassign - Assign people to the task or reassign to different team members
• Add Comment - Post a comment to the task
• Open in Monday.com - Open the task in your browser

Commands

• Insert board dashboard - Insert a code block at cursor
• Open sidebar - Open the Monday.com sidebar panel
• Open team summary - Open the team summary panel
• Refresh boards - Force refresh cached board data
• Create Monday.com task - Create a task from selected text

Configuration

Access settings via Settings → Monday.com Integration

Note Name Template Placeholders

Example templates:

• {name} → "Fix login bug.md"
• {board}/{name} → "Project Alpha/Fix login bug.md"
• {group} - {name} → "Sprint 1 - Fix login bug.md"

Finding Your Board ID

1. Open your board in Monday.com
2. Look at the URL: https://yourworkspace.monday.com/boards/1234567890
3. The number after /boards/ is your Board ID

Support

If this plugin helps you stay organised, consider supporting its development:

Security & Privacy

• Local storage only - Your API token is stored locally in your vault's plugin data folder (data.json)
• No encryption at rest - The token is stored in plain text (standard for Obsidian plugins)
• Direct API communication - Data is fetched directly from Monday.com's API
• No third-party servers - Your data is never sent anywhere except Monday.com
• Masked input - The token input field is masked in settings
• No logging - Your token is never logged or exposed

Recommendations:

• Use a Monday.com API token with minimal required permissions
• Do not sync your vault's data.json files to public repositories
• Consider adding .obsidian/plugins/*/data.json to your .gitignore

Licence

MIT