Appvibe Documentation

Figma Integration for monday.com

Figma Integration for monday.com user guide

Introduction

With this Figma - monday.com integration you will be able to see the live updates of your Figma projects inside monday.com.

Check all the options for this plugin below.

Getting Started

Once you installed the app, you will need to complete 3 easy steps to configure it.

1. First, follow the link on the first card.

figma_new6.png
 

2. This will take you to your Figma account. Allow access to the application, then return to the previous page.

new_guide1.png

3. After you allowed access to your Figma account, click "Next". Review the instructions, click next again, and then click "Done".

figma_new7.png

figma_new8.png

figma_new9.png

The Figma Integration app is now ready to be used.

Adding Figma Designs

You can review the steps of adding a Figma design on the last page of the setup process:

figma_new8.png

To add a Figma design, follow these steps:

  1. Open the monday board where you want to add your Figma design.
  2. Select "Figma Integration" from the top menu
  3. Click "Add Figma Design" and paste the link to the Figma design. (You can add multiple designs)
  4. After adding all the designs, click on "Add" button.

new_guide2.png

If you want to add more Figma attachments, use the "Add Figma Design" option.

new_guide4.png

Now you can jump into your Figma designs whenever you want, see the progress, or comment or share this with your team.

If you need any help with our app, or if you have any suggestions for us to make it better, please get in touch with our support team, from the Support tab of the app page. We will be more than happy to help.

Release Notes

2023-08-10

2023-05-17

Slack Integration for monday.com

Slack Integration for monday.com

The Slack integration for monday.com provides communication between your monday.com workspace and Slack. Any change or update within monday can be configured to notify one or multiple Slack channels. The Slack Jira Integration app allows you to connect these two services and make your distributed work environment more productive, effective, and rewarding.

Easy and Quick App Setup

These straightforward actions will deliver the add-on to your monday.com instance just in a few clicks.

Setting up the Slack integration

  1. After installing the app, add it to your board by clicking the plus icon, then selecting “Apps” > "Explore more apps"

    new_slack_guide1.png

  2. Here, find Slack Integration - Configuration and click “Open in board”.
    new_guide5.png

  3. On the configuration page first, you need to click on the button to authenticate your monday account.

    new_guide6.png

  4. Follow the instructions on screen to log into your monday account and authorize the app.
    new_guide7.png
  5. Next, you need to log into your Slack account and authorize access to your workspace. After clicking “Sign in Slack”, follow the instructions on the pop-up window.

    new_guide8.png
    Your account is now connected

 

Setting up notifications

  1. To set up notifications, select the events you want to be notified of.



  2. Next, select the Slack channel from the dropdown where you want to get the notifications.

  3. Finally, click on “Save”. Now you have set up your notifications successfully.

To change the connected Slack workspace. you can access the settings menu by clicking the gear icon in the corner.

new_guide9.png

Reports & Charts Integration for monday.com

Reports & Charts Integration for monday.com

Get this app to add reports and charts to your monday.com dashboards and display statistics of your boards.

Once it's installed, you can start using the app right away from your Dashboards with a simple configuration.

Adding the app to your Dashboard

1. As a first step, if you haven’t already, create a Dashboard in your monday workspace:r&c_guide_new1.png

2. Select one or multiple boards and click "Done".

r&c_guide_new2.png

3. On the Dashboard, click “Add widget” and choose “Apps” from the menu:

3. Under “Installed Apps” find Reports & Charts by Appvibe” and click “Add widget”

new_guide11.png

4. With this, you have successfully added the app to your Dashboard

Customizing the Reports & Charts

  1. First, you need to authorize your account to start using the app. Click on the first link and follow the instructions.

r&c_guide_new9.png

  1. After this, click on “Settings” to set up your report.
    r&c_guide_new3.png

  2. Here, first fill out the “Chart Type”, “Y-Axis”, “X-Axis”, and “Item Created Date” for your desired report. You need to do this first, then you will be able to select the boards.

    r&c_guide_new4.png

  3. After this, select up to ten boards to display from the top drop-down.

  4. Finally, click the save button on the top or at the bottom to finalize the report.
    r&c_guide_new5.png

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You can open the Settings page from the three vertical dots as well. With this feature, you can easily change the report at any time.

r&c_guide_new6.png

If you need any help with our app, or if you have any suggestions for us to make it better, please get in touch with our support team. We will be more than happy to help.

Release Notes

2023-04-07

2023-06-22



HubSpot Integration for monday.com

HubSpot Integration for monday.com


This app has two purposes: to automatically add HubSpot contacts to your monday tables and to integrate HubSpot forms into your monday dashboard, board or item views. Let’s see how you can get started with using the app.

Add HubSpot contacts to monday

To add HubSpot contacts automatically to your monday tables first, you need to set up the integration. To do this, follow the steps below.

  1. Navigate to the monday table you wish to use for this.
  2. Click on the “Integrate” button.new_hubspot1.png
  3. Find the HubSpot integration by Appvibe and click on it.

    new_hubspot2.png

  4. Currently, there is one available recipe: “Every time there is a new contact in HubSpot, create item with contact data”. Select “Add to board”
    new_hubspot3.png

  5. On the next page, click on the link to sync your HubSpot account.
    new_hubspot4.png

  6. If you previously used the app, you can click “Use this Hub” to make the set up faster.

  7. Follow the directions on screen: log into your HubSpot account, choose your account, and click on the “Connect App” button.
    new_hubspot5.png

  8. Finally, click on the “Add to board” button again.

    new_hubspot6.png

  9. With this, you have successfully installed the integration.

    new_hubspot7.png

You will see four new columns on your table: HubSpot Contact, Contact Name, Contact Email and Contact Phone. Whenever you create a new HubSpot contact, this information will be automatically added to your monday table.


Remove the previously integrated HubSpot account

  1. Navigate to “Integrate” on the board.

  2. Search for the HubSpot Integration by Appvibe in the Intergation Center.

  3. Click “Add to Board”.

  4. On the next page click the delete icon next to the Hub:new_hubspot8.png

Add HubSpot forms to monday

  1. Navigate to the dashboard where you wish to add the HubSpot form, then click “Add widget”.

  2. Search for HubSpot by Appvibe and click on “Add widget”.

    new_hubspot9.png

  3. On the configuration page of the app, review and follow the steps.

    new_hubspot10.png

  4. Open your HubSpot Dashboard.

  5. Click on `Marketing > Forms` from the navigation menu.

  6. Hover through the desired form from the list and click on `Actions > Share`, then click `Copy`

  7. Add the copied URL into the first input field on the Configuration page.

  8. You can change the Form Title with the second input field or leave it as it is, and then click “Save”.


You have now successfully added your form to monday. Anyone who fills out your form will be added to your HubSpot account as a contact.

Google Sheets Integration for monday.com

Google Sheets Integration for monday.com

The purpose of this Google Sheets integration is to connect Google Sheets to your monday.com workspace. After installing the app, you will be able to add Google Sheets to either your board view or to individual items.

Installing the app

You can install the app with just a few clicks. The app doesn't require any permissions. So after following the installation link, choose which workspaces you want to add the app to, then simply click “Install.”

new_gsheet_guide1.png


Adding a Google Sheet in board view

To add a Google Sheet in board view, click on the plus icon, then select “Apps”.

Here, find the Google Sheets integration and click “Open in board”.

google_sheets_screenshot1.png

Paste the Google Sheet link into the field and click “Save”.

new_gsheet_guide2.png

Before copying the URL, make sure you have selected the right permissions. If the sharing link has read-only permissions, you will only be able to view the sheet in monday but not edit it unless you are logged in.

Adding a Google Sheet to individual items

To add a Google Sheet to an item, find that work item on your table. Then hover over it and click on “Open”.

After this, click on the plus icon in the corner to add a new view.

google_sheets_screenshot3,.png

Finally, find Google Sheets integration and click “Add to item”.

google_sheets_screenshot4,.png

Now you can enter your Google Sheets link into the field and click “Save”.

new_gsheet_guide3.png

Adding a Google Sheet to a Dashboard

To add a Google Sheet to a Dashboard, click "Add widget". Select "Apps" from the list.

google_sheets_new1.png

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Here, find the Google Sheets integration under "Installed Apps" and click "Add widget".

google_sheets_new3.png

You can resize the widget on your dashboard to be able to easily see the app by dragging the corner. Insert the Google link as described above and click on "Save" to display it.

new_gsheet_guide4.png

Publish to Web Sharing

In addition to using the "Share" function to get the Google Sheets link as described above, now you can also add Google Sheets that are published to the web.

To do this,  on the Google Sheets page from the top menu select File -> Share -> Publish to web.

google_sheets_new5.png

Then, on the "Link" tab click on the "Publish" button. Copy the appearing link and paste it into our app as usual.

google_sheets_new6.png

If you need any help with our app, or if you have any suggestions for us to make it better, please get in touch with our support team. We will be more than happy to help.

FAQ

I’m using Firefox and I cannot log in to my Google account in the embedded Google Sheet. What can I do?

If you are experiencing log-in issues with Firefox, for example: cannot log in via the embedded Google Sheet, you are shown as logged out or the account menu doesn’t work properly, please disable Firefox’s Enchanced Tracking Protection.

For this, simply click on the shield icon next to the address bar and toggle “Enchanced Tracking Protection“ OFF.

Release Notes

2023-04-14

2023-08-14



Google Slides for monday.com

Google Slides Integration for monday.com

The purpose of this Google Slides integration is to connect Google Slides to your

workspace. After installing the app, you will be able to add Google Slides to either your board view or to individual items.

Installing the app

You can install the app with just a few clicks. The app doesn't require any permissions. So after following the installation link, choose which workspaces you want to add the app to, then simply click “Install.”

new_gslides_guide1.png

Adding a Google Slide in board view

To add a Google Slide in board view, click on the plus icon, then select “Apps”.

Here, find the Google Slides integration and click “Open in board”.

new_gslides_guide3.png

Paste the Google Slide link into the field and click “Save”.

new_gslides_guide4.png

Before copying the URL, make sure you have selected the right permissions. If the sharing link has read-only permissions, you will only be able to view the slides in monday but not edit it unless you are logged in.

Adding a Google Slide to individual items

To add a Google Slide to an item, find that work item on your table. Then hover over it and click on “Open”.

After this, click on the plus icon in the corner to add a new view.

new_gslides_guide5.png

Finally, find Google Slides integration and click “Add to item”.

new_gslides_guide6.png

Now you can enter your Google Slides link into the field and click “Save”.

new_gslides_guide7.png

If you need any help with our app, or if you have any suggestions for us to make it better, please get in touch with our support team. We will be more than happy to help.

FAQ

I’m using Firefox and I cannot log in to my Google account in the embedded Google Slides. What can I do?

If you are experiencing log-in issues with Firefox, for example: cannot log in via the embedded Google Slides, you are shown as logged out or the account menu doesn’t work properly, please disable Firefox’s Enchanced Tracking Protection.

For this, simply click on the shield icon next to the address bar and toggle “Enchanced Tracking Protection“ OFF.

Release Notes

2023-04-14

2023-08-14

Time Tracking for monday.com

The purpose of this app is to track time spent working on items on your monday boards. The app will log the time for different users separately, so you can keep track of your team's productivity.

Installing the app

To install the app, follow these steps:

  1. Click on the "Install" option on the monday marketplace
  2. Select whether you want to install the app to all of your workspaces or just one selected workspace, then click "Install" again. 1install.png
  3. Finally, select a workspace and a board to get started. 2addtoboard.png

Getting Started

When you first install the app, you will be offered a walkthrough which will guide you through the app.

3guide.png

You can always access this guide later as well by clicking on this icon:

4walkthrough.png

Using the Admin Panel

You can find the Admin Panel in a separate board view:

5admin.png

Here you can:

  1. Control which users can review (approve and decline) time logs: 6approver.png
  2. Manage your categories: 7categories.png
  3. And export time logs. The first button will export all the time logs on the board. The second button will export the time logs for the specific user.8export.png

Logging Time

  1. To log time, open either the board view or item view of the app. The board view will let you log time to any item on the board, while the item view will only let you log time for that specific item.9boardview.png10itemview.png
  2. To enter a time log, first chose the correct date on the calendar. Hover over the day, then click on the + icon.11logtime.png
  3. Fill in the form. If you are using the board view, first, you have to select an item. If you are using the item view, this field will already be filled.12item.png
  4. Give a title to your time log.13title.png
  5. Select a category.14category.png
  6. Enter the duration. You can choose between entering the number of hours, or entering a timeframe.15duration.png16timeframe.png
  7. When all fields are filled, click on "Confirm".17confirm.png

Viewing and Managing Time logs

  1. To view and manage time logs, hover over the selected calendar day and click on the "Open Day Details" icon.18opendetails.png
  2. You can log time from here as well by clicking the "Log Time" button and following the steps detailed above.19logitme.png
  3. From here, you can also filter the logs by clicking on each user in the side panel.20filter.png
  4. To add a comment, select a time log and click on "Comments".21comments.png22comments.png
  5. You can submit a time log for review by selecting it and clicking on "Request Review"23requestreview.png
  6. Fill in the details. Select a reviewer, add a description, and click on "Send Request".
  7. If you are a reviewer, you can also approve/decline logs from this view. Click on the "Review" icon an select the option you want.24review.png25review.png

Commenting on time logs

To add comments to a time log, first select the correct time log using the radio button.

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Then, click on the "Comments" button.

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In the new window, you can enter comments, and see previously added comments.

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Deleting time logs

To delete a time log, first select the correct time log using the radio button.

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Then, click on the "Delete" button.

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Finally, confirm the action on the pop-up.

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For security reasons, you can only delete your own time logs.

Approving Time Logs

To start the approval process of a time log, select the time log, and click "Request Review".

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Select the approver, fill out the form, and click send request.

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To approve or decline a time log that has been sent to you for review, click the "Review" button next to it.

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Fill out the form, and then click "Submit" to approve or decline the time log.

2024-04-09_18-02_1.png

Exporting Time Logs

There are multiple export buttons in the app.

  1. The first Export button on the admin panel will export all time logs on the board.
  2. The Export buttons on the admin panel next to the users will export the time logs for that specific user.8export.png
  3. The Export button on the item view will export the logs for that one item.26export.png
  4. The export button in the day view will export the logs for that one day.27export.png
  5. In all of these cases you can choose between exporting into an Excel file or exporting to a monday board.28export.png

What users can use the app?

The app can be used by Admins and Members. Viewer Users and Guest Users can't use this app.

Canva Integration for monday.com

The purpose of this application is to embed Canva designs, documents, presentations, etc. into your monday.com boards and items.

Installing the app

You can install the app with just a few clicks. After following the installation link, choose which workspaces you want to add the app to, then click "Install".

canva_guide1.png

Adding a Canva design in board view

To add a Canva design in board view, click on the plus icon, then select “Apps”.

canva_guide2.png

Here, find the Canva integration and click “Open in board”.

canva_guide3.png

Then, you need to copy and paste the link of your Canva design. It is important to get the link in the right format. To do this, navigate to your Canva desgin, then go to Share > More > Embed > Smart embed link. Click on "Copy".

canva_guide4.png

Adding a Canva design to individual items

To add a Canva design to an item, find that work item on your table. Then hover over it and click on “Open”.

canva_guide5.png

After this, click on the plus icon in the corner to add a new view.

canva_guide6.png

Finally, find the Canva integration and click “Add to item”.

canva_guide7.png

Now you can enter your Canva design link into the field and click “Save”.

If you need any help with our app, or if you have any suggestions for us to make it better, please get in touch with our support team. We will be more than happy to help.

FAQ

I’m getting an error after adding adding the Canva link what should I do?

If you are getting an error after embedding the Canva link, it is possible that you copied the URL in the wrong format. Please navigate to Share > More > Embed > Smart embed link, and copy that link.

canva_guide8.png

Release Notes

2023-07-20

Google Calendar Integration for monday.com

Google Calendar Integration for monday.com

The purpose of this Google Calendar integration is to connect Google Calendar to your monday.com workspace. After installing the app, you will be able to add Google Calendars to either your board view or to individual items.

Installing the app

You can install the app with just a few clicks. After following the installation link, choose which workspaces you want to add the app. Review the permissions, then click “Install.”

google_calendar_guide1.png

Adding a Google Calendar in board view

To add a Google Calendar in board view, click on the plus icon, then select “Apps”.

Here, find the Google Calendar integration and click “Open in board”.

google_calendar_guide2.png

Then you need to sign in to your Google account. Click on the sign-in button and follow the instructions on the screen.

google_calendar_guide4.png

After this, select the Calendar from the dropdown that you wish to add, then click "Save".

google_calendar_guide6.png

Please note, that the Calendar either has to be set to public, or your Google account has to have access to it. To access these settings go to your Google Calendars, open Settings, select the Calendar and then click on "Access permissions for events". Double-check the settings before selecting the calendar in the app.

2023-07-20_14-17.png

Adding a Google Calendar to individual items

To add a Google Calendar to an item, find that work item on your table. Then hover over it and click on “Open”.

After this, click on the plus icon in the corner to add a new view.

google_calendar_guide7.png

Finally, find Google Calendar integration and click “Add to item”.

google_calendar_guide8.png

After this, click on the button to sign in to your Google account.

google_calendar_guide9,.png

Finally, select the Calendar you want to add from the dropdowngoogle_calendar_guide10.png

If you need any help with our app, or if you have any suggestions for us to make it better, please get in touch with our support team. We will be more than happy to help.

FAQ

I'm getting a warning while logging in to my Google account, what should I do?

You might face a warning while trying to log into your Google account. Please note that this is temporary, only until Google verifies the app. To proceed, click on 'Advanced'.
google_calendar_warning1.png

Then, click on "Go to appvibe.com (unsafe)"
google_calendar_warning2.png
Finally, check all checkboxes and click "Continue":
google_calendar_warning3.png

Release Notes

2023-07-20

Google Forms Integration for monday.com

Google Forms Integration for monday.com

The purpose of this Google Forms integration is to connect Google Forms to your monday.com workspace. After installing the app, you will be able to add Google Forms to either your board view or to individual items.

Installing the app

You can install the app with just a few clicks. After following the installation link, choose which workspaces you want to add the app. Review the permissions, then click “Install.”

google_forms_screenshot1.png

Adding a Google Forms in board view

To add a Google Form in board view, click on the plus icon, then select “Apps”.

Here, find the Google Forms integration and click “Open in board”.

google_forms_screenshot2.png

Now you can enter your Google Forms link into the field and click “Save”.

google_forms_screenshot3.png

google_forms_screenshot5.png

Click on the "Link" tab, and copy the link from there. Make sure the "Shorten URL" option is not checked.

google_forms_screenshot6.png

Adding a Google Form to individual items

To add a Google Form to an item, find that work item on your table. Then hover over it and click on “Open”.

After this, click on the plus icon in the corner to add a new view.

google_calendar_guide7.png

Finally, find the Google Forms integration and click “Add to item”.

google_forms_screenshot7.png

After this, enter the link to the Google Form and click on "Save".

google_forms_screenshot8.png

If you need any help with our app, or if you have any suggestions for us to make it better, please get in touch with our support team. We will be more than happy to help.

FAQ

I’m using Firefox and I cannot log in to my Google account. What can I do?

If you are experiencing log-in issues with Firefox, for example: cannot log in via the embedded Google Form, or can't enter any data, please disable Firefox’s Enchanced Tracking Protection.

For this, simply click on the shield icon next to the address bar and toggle “Enchanced Tracking Protection“ OFF.

Release Notes

2023-07-25

Git Integration for monday.com

The purpose of this Git integration is to connect Git services to your monday.com account. After installing the app, you will be able to connect your GitHub, GitLab or Bitbucket repositories and see them listed in your monday.com board view. You will also be able to search, filter, create repos, branches or delete them.

Getting Started

After installing the app, you can add it to a monday board by following these steps:

  1. Click on the + icon for your monday boardgit_guide1.png
  2. Go to "Apps"
    git_guide2.png
  3. Under "Installed Apps" find the Git integration and click on "Open in board"
    git_guide3.png
  4. Now the app is added to your board:
    git_guide4.png

Connecting a GitHub account


To connect a GitHub account, please follow the steps below:

  1. On the configuration page of the app, click on "GitHub"
    git_guide5.png
  2. A new tab will open and you will be asked to sign in to your GitHub account
    git_guide6.png
  3. After you sign in, click "Authorize Appvibe"
    git_guide7.png
  4. If you see the successful authorization message, you can close the new tab
    git_guide8.png

Connecting a GitLab account


To connect a GitLab account, please follow the steps below:

  1. On the configuration page of the app, click on "GitLab"
    git_guide9.png
  2. A new tab will open, and you might need to complete the Cloudflare verification for GitLab
    git_guide10.png
  3. Log in to your GitLab account
    git_guide11.png
  4. If you see the successful authorization message, you can close the new tab
    git_guide8.png

Connecting a BitBucket account


To connect a Bitbucket account, please follow the steps below:

  1. On the configuration page of the app, click on "Bitbucket"
    git_guide12.png
  2. Log in to your Bitbucket account
    git_guide13.png
  3. If you see the successful authentication message, you can close the new tab
    git_guide8.png

Creating a repository

To create a new repository with the app, click on the "Create a repository" button:

git_guide14.png

Fill in the details, then click on "Create".

git_guide15.png

Performing repository actions

To perform actions on your repository, use the menu button on the right.

git_guide16.png

Use the buttons to update, switch between public and private, archive or delete a repository.

git_guide17.png

In the case of archiving or deleting the repository, you will be asked to type the full name of the repository to confirm the action.

Sorting and Filtering

You can easily sort and filter your repositories by using the header.

git_guide19.png

Click on the column names to sort the columns in an ascending or descending order.

You can use the filter icons to search and filter for IDs, names, locations, etc.

git_guide20.png

Creating branches

To create a new branch for a repo from the app, please follow these steps:

  1. Click on the Repository name
    git_guide21.png
  2. Select "Branches" from the top
    git_guide24.png
  3. Then, click on "Create a branch"
    git_guide22.png
  4. Fill in the details and click on "Create"
    git_guide23.png

Creating pull requests

To create a new pull request for a repo from the app, please follow these steps:

  1. Click on the Repository name
    git_guide21.png
  2. Select "Pull Requests" from the top
    git_guide25.png
  3. Then, click on "Create a pull request"
    git_guide26.png
  4. Fill in the details and click on "Create"
    git_guide27.png

FAQ

Does the app work with privately hosted GitLab instances?

No, unfortunately, our integration currently doesn't work with privately hosted GitLab instances.

Release Notes

2023-08-09

Reports & Chart by Appvibe - Dashboard Gadget for Jira

Reports & Chart Dashboard Gadget for Jira

Get this app to add reports and charts to your Jira dashboards and display statistics of your Jira tickets and projects.

Once it's installed, you can start using the app right away from your Dashboards with a simple configuration.

Adding the app to your Dashboard

  1. As a first step, if you haven’t already, create a Dashboard in your Jira instance by going to Dashboards - Create dashboardr&c_jira1.png
  2. Once on the Dashboard, search in the Gadgets section for "Appvibe" then click on the "Add" buttonr&c_jira2.png

Configuring the app

  1. First, select the Jira projects you would like to use.r&c_guide1.png
  2. Then select the chart type. You can choose between a Pie Chart, a Bar Chart and a Line Chart.r&c_guide2.png
  3. After that, select the main constraint of the app in the "Chart by" dropdown. This field takes the options from your Jira projects, so the options will be slightly different from account to account.r&c_guide3.png
  4. Then, fill out the "Equation" and "Calculate" fields.r&c_guide4.png
  5. Finally, click on the Save button to create the chart.r&c_guide5.png

You can also save your chart settings as templates, and then later access them from the Template dropdown.r&c_guide6.png

Frequently asked questions

Some team members get a "403" error. What should I do?

The most likely cause of this error is if someone without admin permissions is trying to add the app to a dashboard. Please note that this app is meant to be used by admin users. If someone is getting this error, please grant them admin permissions.

Using the apps in incognito window

To be updated later

GitHub Integration for monday.com

The purpose of this GitHub integration is to connect your GitHub repositories to your monday.com account. After installing the app, you will be able to see your repositories listed in your monday.com board view. You will also be able to search, filter, create repos, branches, or delete them.

Getting Started

After installing the app, you can add it to a monday board by following these steps:

  1. Click on the + icon for your monday boardgit_guide1.png
  2. Go to "Apps"
    git_guide2.png
  3. Under "Installed Apps" find the GitHub integration and click on "Open in board"
    git_guide3.png
  4. Now the app is added to your board:
    git_guide4.png

Connecting a GitHub account


To connect a GitHub account, please follow the steps below:

  1. On the configuration page of the app, click on "GitHub"
    git_guide5.png
  2. A new tab will open and you will be asked to sign in to your GitHub account
    git_guide6.png
  3. After you sign in, click "Authorize Appvibe"
    git_guide7.png
  4. If you see the successful authorization message, you can close the new tab
    git_guide8.png

Creating a repository

To create a new repository with the app, click on the "Create a repository" button:

git_guide14.png

Fill in the details, then click on "Create".

git_guide15.png

Performing repository actions

To perform actions on your repository, use the menu button on the right.

git_guide16.png

Use the buttons to update, switch between public and private, archive or delete a repository.

git_guide17.png

In the case of archiving or deleting the repository, you will be asked to type the full name of the repository to confirm the action.

Sorting and Filtering

You can easily sort and filter your repositories by using the header.

git_guide19.png

Click on the column names to sort the columns in an ascending or descending order.

You can use the filter icons to search and filter for IDs, names, locations, etc.

git_guide20.png

Creating branches

To create a new branch for a repo from the app, please follow these steps:

  1. Click on the Repository name
    git_guide21.png
  2. Select "Branches" from the top
    git_guide24.png
  3. Then, click on "Create a branch"
    git_guide22.png
  4. Fill in the details and click on "Create"
    git_guide23.png

Creating pull requests

To create a new pull request for a repo from the app, please follow these steps:

  1. Click on the Repository name
    git_guide21.png
  2. Select "Pull Requests" from the top
    git_guide25.png
  3. Then, click on "Create a pull request"
    git_guide26.png
  4. Fill in the details and click on "Create"
    git_guide27.png

Release Notes

2023-09-01

Bitbucket Integration for monday.com

The purpose of this Bitbucket integration is to connect Bitbucket repositories to your monday.com account. After installing the app, you will be able to see your repositories listed in your monday.com board view. You will also be able to search, filter, create repos, branches or delete them.

Getting Started

After installing the app, you can add it to a monday board by following these steps:

  1. Click on the + icon for your monday boardgit_guide1.png
  2. Go to "Apps"
    git_guide2.png
  3. Under "Installed Apps" find the Bitbucket integration and click on "Open in board"
    git_guide3.png
  4. Now the app is added to your board:
    git_guide4.png

Connecting a BitBucket account


To connect a Bitbucket account, please follow the steps below:

  1. On the configuration page of the app, click on "Bitbucket"
    git_guide12.png
  2. Log in to your Bitbucket account
    git_guide13.png
  3. If you see the successful authentication message, you can close the new tab
    git_guide8.png

Creating a repository

To create a new repository with the app, click on the "Create a repository" button:

git_guide14.png

Fill in the details, then click on "Create".

git_guide15.png

Performing repository actions

To perform actions on your repository, use the menu button on the right.

git_guide16.png

Use the buttons to update, switch between public and private, archive or delete a repository.

git_guide17.png

In the case of archiving or deleting the repository, you will be asked to type the full name of the repository to confirm the action.

Sorting and Filtering

You can easily sort and filter your repositories by using the header.

git_guide19.png

Click on the column names to sort the columns in an ascending or descending order.

You can use the filter icons to search and filter for IDs, names, locations, etc.

git_guide20.png

Creating branches

To create a new branch for a repo from the app, please follow these steps:

  1. Click on the Repository name
    git_guide21.png
  2. Select "Branches" from the top
    git_guide24.png
  3. Then, click on "Create a branch"
    git_guide22.png
  4. Fill in the details and click on "Create"
    git_guide23.png

Creating pull requests

To create a new pull request for a repo from the app, please follow these steps:

  1. Click on the Repository name
    git_guide21.png
  2. Select "Pull Requests" from the top
    git_guide25.png
  3. Then, click on "Create a pull request"
    git_guide26.png
  4. Fill in the details and click on "Create"
    git_guide27.png

Release Notes

2023-09-01

GitLab Integration for monday.com

The purpose of this GitLab integration is to connect GitLab repositories to your monday.com account. After installing the app, you will be able to see your repositories listed in your monday.com board view. You will also be able to search, filter, create repos, branches, or delete them.

Getting Started

After installing the app, you can add it to a monday board by following these steps:

  1. Click on the + icon for your monday boardgit_guide1.png
  2. Go to "Apps"
    git_guide2.png
  3. Under "Installed Apps" find the GitLab integration and click on "Open in board"
    git_guide3.png
  4. Now the app is added to your board:
    git_guide4.png

Connecting a GitLab account


To connect a GitLab account, please follow the steps below:

  1. On the configuration page of the app, click on "GitLab"
    git_guide9.png
  2. A new tab will open, and you might need to complete the Cloudflare verification for GitLab
    git_guide10.png
  3. Log in to your GitLab account
    git_guide11.png
  4. If you see the successful authorization message, you can close the new tab
    git_guide8.png

Creating a repository

To create a new repository with the app, click on the "Create a repository" button:

git_guide14.png

Fill in the details, then click on "Create".

git_guide15.png

Performing repository actions

To perform actions on your repository, use the menu button on the right.

git_guide16.png

Use the buttons to update, switch between public and private, archive or delete a repository.

git_guide17.png

In the case of archiving or deleting the repository, you will be asked to type the full name of the repository to confirm the action.

Sorting and Filtering

You can easily sort and filter your repositories by using the header.

git_guide19.png

Click on the column names to sort the columns in an ascending or descending order.

You can use the filter icons to search and filter for IDs, names, locations, etc.

git_guide20.png

Creating branches

To create a new branch for a repo from the app, please follow these steps:

  1. Click on the Repository name
    git_guide21.png
  2. Select "Branches" from the top
    git_guide24.png
  3. Then, click on "Create a branch"
    git_guide22.png
  4. Fill in the details and click on "Create"
    git_guide23.png

Creating pull requests

To create a new pull request for a repo from the app, please follow these steps:

  1. Click on the Repository name
    git_guide21.png
  2. Select "Pull Requests" from the top
    git_guide25.png
  3. Then, click on "Create a pull request"
    git_guide26.png
  4. Fill in the details and click on "Create"
    git_guide27.png

FAQ

Does the app work with privately hosted GitLab instances?

No, unfortunately, our integration currently doesn't work with privately hosted GitLab instances.

Release Notes

2023-09-01

Azure DevOps Integration for monday.com

The purpose of this Azure DevOps integration is to connect Azure DevOps repositories to your monday.com account. After installing the app, you will be able to see your repositories listed in your monday.com board view. You will also be able to search, filter, create repos, branches, or delete them.

Getting Started

After installing the app, you can add it to a monday board by following these steps:

  1. Click on the + icon for your monday boardgit_guide1.png
  2. Go to "Apps"
    git_guide2.png
  3. Under "Installed Apps" find the Azure DevOps integration and click on "Open in board"
    azure_guide1.png
  4. Now the app is added to your board:
    azure_guide2.png

Connecting an Azure DevOps account

To connect an Azure DevOps account, please follow the steps below:

  1. On the configuration page of the app, click on "Azure DevOps"
    azure_guide3.png
  2. Please follow the instructions and make sure to enable `Third-party application access via OAuth` in `Organization Settings` -> `Policies` for your Azure DevOps organization:
    azure_guide5.png
  3. After you enabled the above setting, click on "Continue".
    azure_guide4.png
  4. A new tab will open, and you can log in to your Azure DevOps account. If you see the successful authorization message, you can close the new tab
    git_guide8.png

Creating a repository

To create a new repository with the app, click on the "Create a repository" button:

git_guide14.png

Fill in the details, then click on "Create".

git_guide15.png

Performing repository actions

To perform actions on your repository, use the menu button on the right.

git_guide16.png

Use the buttons to update, switch between public and private, archive or delete a repository.

git_guide17.png

In the case of archiving or deleting the repository, you will be asked to type the full name of the repository to confirm the action.

Sorting and Filtering

You can easily sort and filter your repositories by using the header.

git_guide19.png

Click on the column names to sort the columns in an ascending or descending order.

You can use the filter icons to search and filter for IDs, names, locations, etc.

git_guide20.png

Creating branches

To create a new branch for a repo from the app, please follow these steps:

  1. Click on the Repository name
    git_guide21.png
  2. Select "Branches" from the top
    git_guide24.png
  3. Then, click on "Create a branch"
    git_guide22.png
  4. Fill in the details and click on "Create"
    git_guide23.png

Creating pull requests

To create a new pull request for a repo from the app, please follow these steps:

  1. Click on the Repository name
    git_guide21.png
  2. Select "Pull Requests" from the top
    git_guide25.png
  3. Then, click on "Create a pull request"
    git_guide26.png
  4. Fill in the details and click on "Create"
    git_guide27.png

Release Notes

2023-09-08

MS Teams Integration by Appvibe for Jira

The purpose of this Jira integration is to connect a Microsoft Teams account to your Jira account. After installing the app, you will be able to receive automated notifications about selected projects and events in one of your Microsoft Teams channels. This way you can make sure everyone on the team is notified about the state of your Jira tickets.

Getting Started

After installing the app, you can find it under Apps - Manage your apps. To connect your Microsoft Teams account, follow these steps:

  1. Click on "Configure" ms_teams1.png
  2. Click on "Add channel with Webhook" ms_teams2.png
  3. Fill out the form with the following information ms_teams3.pngJira Project: by default, all of your Jira projects are selected. If you only want to get notifications about one project, select it from the dropdown.Title: enter a name for this connectionWebhook: to get the Webhook, in Microsoft Teams, search for "Incoming Webhook". ms_teams4.pngAdd to a team, then select "Set up a connector"ms_teams5.pngms_teams6.pngGive the Webhook a name, then click on "Create"ms_teams7.pngFinally, copy the URL from the field and paste it into the formms_teams8.png

To configure your notifications, use the different tabs on the channel form. You can access and edit this form any time, by clicking on the "Configure" tab.

ms_teams9.png

You can configure Jira Events, Filters, the Message Format and change general options. Make sure to save your changes before closing the form.

ms_teams10.png

Release Notes

2023-09-05

Test Management for monday.com

The purpose of this Test Management application is to create and execute tests in your monday.com account. The app has two main views: the board view and the item view. The purpose of the board view is to create, edit, and organize your tests, as well as to add steps that can be executed. The purpose of the item view is to execute these tests and record the results.

Getting Started

After installing the app, first, add it to your board view, by following these steps:

  1. Click on the + icon for your monday boardtest_management1.png
  2. Go to "Apps" > "Explore more apps"test_management2.png
  3. Under "Installed Apps" find the Test Management app and click on "Open in board" test_management3.png
  4. Now the app is added to your board:test_management4.png

Create a Test Group

  1. To create a test group, click on "Add Group"test_management5.png
  2. Fill in the name. If you have already added test cases, you can select them from the dropdown. test_management6.png
  3. Click on Confirm to save.

Create a Test Case

  1. To create a test case, click on "New Test".test_management7.png
  2. Fill out the details. If you have already added a test group, you can select it from the dropdown.test_management8.png
  3. Click on Confirm to save.

Edit the test case and add testing steps

  1. Select a test case from the table by checking the box next to ittest_management9.png
  2. Click on "View" in the menutest_management10.png
  3. Here, you can edit the basic details of the test. You can also edit the status of the test Draft/Approved/Declined. This can be used to signal to the team which tests should be used.test_management11.png
  4. Use the "Coverage" field to add tests to your monday board "Main Table". This will allow you and your team to execute the steps you add to the test. You can add multiple items to one test case.test_management12.pngtest_management13.png
  5. To add testing steps, switch to the "Script" tab and click on "Create Step".test_management14.png
  6. Fill out the details of the testing step. Repeat it for as many testing steps you need.test_management15.png

Using the Item View

Use the item view to execute the testing steps you added according to the previous instructions.

  1. Open the item you or a team mate has added from the "Coverage" field.test_management16.png
  2. If you don't see the Test Management Execution screen, click on the + icon and find it under the installed item views.
    test_management17.pngtest_management18.png
  3. On the execution screen, you can update the status of the testing step. You can also type in the actual result of your test.test_management19.png
  4. When you execute the testing step, the app will record that you worked on it.test_management20.png

Release Notes

2023-11-07

Sync Items and Boards for monday.com

Sync Items and Boards for monday.com

The Sync Items and Boards application for monday.com provides an integration between your monday.com boards. With this, you can set up integrations to automatically change values on one board based on the values from another board. The app works similarly to the popular VLOOKUP feature for spreadsheets. The Sync Items and Boards app allows you to automate certain changes on your boards and make your monday work environment more productive, effective, and rewarding.

Getting Started

These straightforward actions will deliver the add-on to your monday.com instance just in a few clicks.

After installing the app, add the Configuration Board View to any of your boards by clicking the plus icon, then selecting “Apps” > "Explore more apps"

sync_items_and_boards_guide1.png

Here, find the Sync Items and Boards app - Configuration and click “Open in board”. Note that it doesn't matter which board you add this Configuration page to, it will control the configuration for your whole workspace.

Create a Static Configuration

Static configurations will control the synchronization between two boards. On the configuration page, there are two tabs. Under "Static Configurations" you can see all of your existing configurations. Under "Main" you can add a new configuration.

sync_items_and_boards_guide2.png

To add a new configuration, first select a Source Board and a Target Board. The Source board is where the integration takes the values from, and the Target board is where the changes will happen.

sync_items_and_boards_guide3.png

 Next, fill in the last four dropdowns:

Source Key Value: This is a column on the source board. The integration will look for matching values in this column. When a change occurs on the target board, resulting in a cell value matching a cell value in this column on the source board, the integration will be triggered.

Target Key Value: This is a column on the target board. When someone changes a cell value in this column, the integration will start searching for matching values in the "Source Key Value" column on the source board. if the new value matches the value in the "Source Key Value" column, the integration will be triggered.

Source Column Value: This is a column on the source board. The value from this column will be taken and transferred to the target board after the integration is triggered.

Target Column Value: This is a column on the target board. The value of the cell will be automatically changed to the matching "Source Column Value" after the integration is triggered.

Tip: try filling in the same value horizontally. The "Key" field triggers the integration and the "Column" field will be changed automatically.

sync_items_and_boards_guide4.png

Activating the Configuration

To activate the configuration, go to your Target board.

Click on "Integrations" and find Sync Items and Boards.

sync_items_and_boards_guide5.png

Select from the three available integrations the one that applies to your configuration. For example, if you selected "Date" for Source Key Value and Target Key Column, and "Status" for Source Column Value and Target Column Value, then select the integration "When the date changes, update the status on the linked board".

2023-12-11_11-59.png

If the integration contains a clickable "board" text, it means you need to click on it and select your target board before addint it to the board:

2023-12-11_12-10.png

Frequently Asked Questions

What happens if the integration finds two matches on the source board?

In this case, only the first match will be kept, from the top down. For example, this is the Source Board:

2023-12-11_12-12.png

If you select "4 Dec" on the target board, the new status will be "Working on it" and not "Stuck".

2023-12-11_12-12_1.png

What does it mean if I get an error message about an "infinite loop"?

Sometimes you will be unable to create a static configuration and the error message tells you it's because it would create an infinite loop. This means that you already have a configuration that changes certain items, and the new configuration would interfere with the previous one in a way that would create an infinite loop of changes.
To resolve this, please go to the "Static configurations" tab and remove the integration that is set up for the fields.

Release Notes

Overview

Figma Integration for monday.com

Slack Integration for monday.com

Reports & Charts Integration for monday.com

HubSpot Integration for monday.com

Google Sheets Integration for monday.com

Google Slides Integration for monday.com

Time Tracking for monday.com

Canva Integration for monday.com

Google Calendar Integration for monday.com

Google Forms Integration for monday.com

Git Integration for monday.com

GitHub Integration for monday.com

Bitbucket Integration for monday.com

GitLab Integration for monday.com

AzureDevOps Integration for monday.com

Reports & Chart by Appvibe - Dashboard Gadget for Jira

MS Teams Integration by Appvibe for Jira

Test Management for monday.com

Sync Items and Boards for monday.com

Using the apps in incognito window

Figma Integration for Jira

The purpose of this Jira integration is to connect your Figma account your Jira account. After installing the app, you will be able to add Figma designs to your Jira issues. You will also be able to add comments that will appear on both platforms. This way you can effectively collaborate with your team on Figma designs.

Getting Started

After installing the app, go to the issue where you want to attach the Figma design. If you don't already see the section, click on the three dots and choose "Figma".

figma_guide1.png

The first thing you need to do here is insert your Figma access token and click "Add".

figma_guide2.png

You can create Figma access tokens in your Figma account under "Settings" - "Personal access tokens".

After adding the token, click on "Add Figma link" and copy-paste the link to the Figma design into the "File link" field. When you click on the "Add" button, your Figma design will be inserted into the issue.

figma_guide3.png

Adding Comments

To add comments, use the "+Add a comment" button.

figma_guide4.png

Type your comment into the field, then click on "Add".

figma_guide5.png

To see your comment, refresh the page. The comment will also appear in Figma when you view the file.