Creating monday.com Tasks from Gmail

With Email&Tasks: monday.com for Gmail, you can effortlessly convert emails into monday.com tasks directly from your Gmail inbox.

To do this, follow the next steps:

🟦 Step 1: Fill in the task details

Once your preset is selected, the fields will auto-populate based on the preset settings. Now you can:

1. Edit the task name (e.g., Bug in ATP)

2. Confirm the correct Group, Status, and People settings

3. Add the Date and Time of the task

4. Enter any additional description into the text field (e.g., issue description, reproduction steps, etc.)

🟦 Step 2:

After entering all required fields and clicking the Create button, you’ll see a confirmation message at the bottom of the screen:

✅ Step 3: Get new task on your monday.com board

Once you’ve created the item, go to the specified board and group (in this case: Backlog → Requests Backlog). You’ll see the new task appear at the top or bottom of the group depending on your board settings.

In this example, the item “Bug in ATP” has been successfully added with the correct:

• Name

• Reporter

• Problem/Opportunity description

• Priority

• Status

🟨 This visual confirmation ensures your integration and preset are working correctly.

If you need help or want to ask questions, please contact SaaSJet Support or email us at support@saasjet.atlassian.net