Monday.com

You can connect Tability to Monday.com to automatically pull board metrics into your check-ins.

Once you add Monday.com as a data source for an outcome/Key Result, Tability can:

• Pull the latest metric value when you open the check-in form.

• Automatically sync your metric while the plan is active on Premium subscriptions.

Available on Plus and Premium subscriptions

How to enable the integration

Step 1. Open the integrations page

Go to Workspace Settings > Integrations.

Step 2. Connect Monday.com

1. Find Monday.com in the Data connectors section

2. Click Connect to Monday.com

3. Complete the authorization flow

Tability installs the Monday.com integration at the workspace level.

How to add a data source to an outcome/key result

Step 1. Open the outcome or KPI editor

Open your outcome or KPI, then go to the Data Source tab.

Step 2. Select Monday.com

Choose Monday from the list of available data sources.

Step 3. Choose the metric and board

Tability lets you select:

• The metric to track

• The Monday board

• The group, when the selected metric needs a specific group

Current Monday.com metrics include:

• Tickets in a group

• Completed high priority items

• Total tickets

Step 4. Save and preview

Click Save & preview to confirm the setup and preview the current value.

How the data source is used in check-ins

Once the connector is saved, Tability will display the latest Monday.com value in the check-in form.

If auto-sync is enabled on a Premium subscription, Tability will also create synced check-ins automatically while the plan is active.