BugHerd and Monday.com Integration

  • Last updated on September 10, 2024 at 10:58 PM


What is Monday.com?

Monday.com is a popular productivity and project management tool that enables teams to manage projects, tasks, and workflows in a collaborative manner. It offers a visual and intuitive interface where users can create customizable boards, timelines, and charts to organize and track their work. With Monday.com, teams can streamline communication, set deadlines, assign tasks, and monitor progress in real-time. 

How this integration works

Link BugHerd to Monday.com to send tasks submitted by your team and clients in BugHerd through to Monday.com for your team to resolve. You can automate this to choose when and how your BugHerd tasks are sent.

How to install

This video shows you how to set up your integration and how it works. 

Link BugHerd to Monday.com

  1. Click Integrations in the Left-hand side of your project task board. The Integrations window appears.
  2. Select the integration you want to enable by clicking Connect next to the name.
  3. Click Connect to connect the BugHerd project. You'll need to add your Monday.com API token to continue.
  4. Click Accept to connect BugHerd to Monday.com. You will now see the options on the Configuration tab.

Link BugHerd to your Monday board

  1. To start sending BugHerd Tasks to monday.com, you need to select which board you want to send tasks to. Under Monday board, select the board.

Selecting your board enables you to send tasks manually to Monday.com, directly from the task details in BugHerd. 

Select Add to Monday to create a new issue in Monday.com, or select Link existing task to add it as a subtask on an existing issue.

Now, let's look at how to set up your integration to automatically send tasks to monday.com and update them as needed.

Automate sending tasks and updates 

Choose to send tasks to monday.com automatically, and enable monday.com to be updated with changes made to BugHerd tasks. You can also choose to update BugHerd when tasks are completed in monday.com.

a) Select Automatically Create Tasks in Monday to send all tasks from BugHerd to Monday, including tasks in the feedback tab (guest feedback).

Alternatively, you can choose to send tasks only when they are moved to a specific column in BugHerd (such as To Do).

b) Select Update BugHerd status when completed in Monday to update the status of BugHerd tasks to done, once they're completed in Monday.com

c) Select Create comments in Monday to send comments to Monday.com when they're added to a BugHerd task.

d) Select Sync Comments from Monday to BugHerd to send comments to BugHerd when they're created in Monday.com
Help Center
Username
Contact Support
Help Docs
Help Videos
Request a Demo
Blog
BugHerd Status