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Turn a message into a monday.com item

How-toFor everyoneReviewed Guides: monday.com

When a request comes up in chat, you can put it on a monday.com board without leaving Freesbe. Your workspace needs monday.com connected first (an admin does that once, see Connect monday.com).

  1. Hover the message, open its ⋯ menu and click Create monday.com item.
  2. Pick the board and group. The boards your channel follows come first.
  3. Check the item’s name, which Freesbe takes from the message.
  4. Optional: pick an Owner and a Due date.
  5. Click Create item.

The message becomes the item’s first update, with a link back to the conversation, and the item’s card shows up in the message’s thread. From the card, anyone in the channel can Change status or Comment without opening monday.com.

You can also type /monday create in any channel to start an item from scratch.