How to Add Emails on Your monday Board for Operations and Supply Chain Tracking

Operations Managers are constantly dealing with a flood of emails: order confirmations, delivery status updates, invoices, and supplier coordination. In this chaos, it’s easy to miss a critical message, leading to delayed deliveries or a complete breakdown in the supply chain. Using a monday Board to centralize all this data is essential for maintaining control.

Email to Tasks for monday.com transforms your inbox into a centralized logistics control center. By enabling you to instantly add email to tasks on your board, you ensure that no critical order or status update is lost or forgotten.

Before You Start

Enable the Email to Tasks extension in your browser.
If it’s not installed yet, check the step-by-step guide:
👉 How to install Email to Tasks for monday.com video guide

⚠ To use E2T, you must have:
A monday.com account with the Email to Tasks for monday.com app installed.
Email to Tasks from the Chrome Web Store.

The Problem: Manual Entry and the Risk of Errors

How much time do you spend on:

Manually copying order details (number, date, cost) from an email to your monday.com logistics table?
Forwarding emails to team members and waiting for them to manually create a task and attach documents?
Constantly switching between your email client and your work platform to check an order status?

This process is highly inefficient and creates a high risk of human error during the registration stage.

The Solution: Quick Conversion and Centralization

Your integration delivers an ideal, near-automated workflow for the Ops team, cutting the task creation time from 3 minutes to just 3 seconds. This is the best way to add an email to tasks in Gmail or Outlook without disrupting your workflow.

Incoming Email: You receive an order confirmation from a supplier (with the attached order file and details).
Conversion: Without leaving your Gmail or Outlook inbox, open the Email to Tasks sidebar add-on.

Create a new preset for your workflow or use existing one

A preset – this is like a saved template for where and how your emails should be stored in monday. Give the preset a name, choose a workspace and a board, so that you can quickly reuse it later.

Then choose all needed fields

Task Creation: With a single click, you:

Select the target monday board.
Create a new item with all the necessary information.

Automatic Import: The integration instantly creates a new item on the board, automatically showing key fields:

Follow-up (Manual Action): The manager opens the created item on the monday board. Since all the necessary context is already there, they can quickly perform high-value actions:

Copy the tracking number from the description and paste it into a dedicated text column.
Change the status.
Set the expected delivery date.

The ability to convert email to item monday boards is the key to maintaining a clear overview.

Then, visit your CRM board in monday, and you’ll see the new task with attached email already waiting for you.

Key Benefits for the Operations Team

Super-Fast Registration: Convert an email to a task in seconds, eliminating time spent on copying and pasting.
Guaranteed Data Integrity: All email details and attachments are stored in one place, preventing the loss of critical documents.
Transparency and Accountability: Every order instantly becomes an assigned task with a clear status, accessible to the entire team (Ops, Warehouse, Accounting).

You can install Email to Task for monday.com directly from the Marketplace:

🔗 How to Install the App

👉 Install from monday.com Marketplace

Go to your monday.com account.
Open the Marketplace from the left-hand menu.
Search for the app by name and click Install.
Follow the prompts to complete the setup.

👉 Install Chrome Extension (for Jira & monday.com)

Open the Chrome Web Store.
Search for the extension (for Jira & monday.com).
Click Add to Chrome, then confirm Add Extension.
Once installed, log in to your account to connect it with monday.com.

📬 Need Help?

If you need assistance with setup or have any questions, reach out to our team:
📩 support@saasjet.com – we’re here to help!