> ## Documentation Index
> Fetch the complete documentation index at: https://help.ciclostrategy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# monday.com

> Track board activity from monday.com as KPIs, link items to your Actions, and keep them in sync in real time.

## Overview

Connecting [monday.com](https://monday.com) brings your boards into your strategy. Ciclo reads
board and item data so you can:

<CardGroup cols={2}>
  <Card title="Live KPIs" icon="chart-line">
    Turn board activity — item counts, board membership, and recently created or updated items —
    into [KPIs](/features/performance-kpis) that refresh automatically.
  </Card>

  <Card title="Items as Actions" icon="square-check">
    Link a monday item to an [Action](/features/actions) so board work appears on your board,
    with its status, group, and subitems carried across — then kept in sync as it changes.
  </Card>
</CardGroup>

The sync is read-only (monday.com → Ciclo): Ciclo reads your boards to populate KPIs and linked
Actions, and never changes anything in monday.com.

<Note>
  Connecting and configuring integrations is limited to **organisation administrators**.
</Note>

## Connect monday.com

<Steps>
  <Step title="Open Connected Apps">
    Go to **Settings** from the account menu, open the **Connected Apps** tab, find
    **monday.com**, and select **Connect**.

    <Frame caption="monday.com in the Connected Apps list">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/H8jxLx4Wa2MCIXsS/images/integrations/connected-apps.png?fit=max&auto=format&n=H8jxLx4Wa2MCIXsS&q=85&s=d569ed0ea96c5d00de2477b8d93e0f91" alt="The Connected Apps settings tab" width="1400" height="880" data-path="images/integrations/connected-apps.png" />
    </Frame>
  </Step>

  <Step title="Sign in to monday.com">
    Ciclo sends you to monday.com to authorise access. If you're already signed in, choose the
    account to connect and approve the requested permissions.
  </Step>

  <Step title="Confirm the connection">
    You're returned to Ciclo with a success message, and monday.com shows a green **Connected**
    status.
  </Step>
</Steps>

## Track monday.com KPIs

<Steps>
  <Step title="Open the configuration">
    On the **monday.com** row, select **Configure**, then **Add New KPI**.
  </Step>

  <Step title="Name it and choose a board">
    Give the KPI a clear name, then pick the **Board** it should measure.
  </Step>

  <Step title="Pick a template">
    Choose a **Query Template** — see the [catalogue below](#available-monday-com-kpis).
  </Step>

  <Step title="Create the KPI">
    Select **Create KPI**. It appears on your [Performance page](/features/performance-kpis)
    and refreshes automatically.
  </Step>
</Steps>

### Available monday.com KPIs

<AccordionGroup>
  <Accordion title="Board totals" icon="table-list">
    * **Total Items on Board** — every item (row) on the board.
    * **Groups on Board** — the number of groups (sections).
    * **Board Members** — people subscribed to the board.
  </Accordion>

  <Accordion title="Recent activity" icon="clock-rotate-left">
    * **Items Created in Last 7 Days** / **Last 30 Days** — new items added to the board.
    * **Items Updated in Last 7 Days** / **Last 30 Days** — items changed recently.
  </Accordion>
</AccordionGroup>

<Note>
  monday.com's API has no server-side filter for "items in a given status", so these templates
  measure board-level totals and recent activity, which work on any board without extra setup.
</Note>

## Link monday.com items to Actions

<Steps>
  <Step title="Open an action and go to Connect">
    Create or open an [Action](/features/actions), then choose **Connect**.
  </Step>

  <Step title="Choose the board and item">
    Select **monday.com**, pick the **board**, then choose the **item** to connect. Ciclo fills
    in the title, status, group, and subitems (as tasks). An item whose status or group reads
    as complete (Done, Complete, Closed) starts in the **Done** column.
  </Step>

  <Step title="Save the action">
    Save, and the action stays connected to the item.
  </Step>
</Steps>

## Real-time updates

Once an Action is linked to a monday item, Ciclo keeps it in sync automatically:

<CardGroup cols={2}>
  <Card title="Status & column changes" icon="arrows-rotate">
    When a column changes on the linked item, the change is recorded on the Action's history,
    attributed to **monday.com**.
  </Card>

  <Card title="Closing moves to Done" icon="square-check">
    When the item's status reaches a completion label (Done, Complete, Closed), the Action
    moves to **Done**. Reopening it in monday.com never moves it back automatically.
  </Card>
</CardGroup>

## Disconnecting monday.com

Select **Disconnect** on the monday.com row. Ciclo shows which KPIs and Actions rely on
monday.com before you confirm.

<Note>
  Disconnecting **preserves history** — KPIs keep their recorded values and linked Actions keep
  their data. They stop syncing until you reconnect, then resume automatically.
</Note>

## Related

<CardGroup cols={2}>
  <Card title="Integrations overview" icon="plug" href="/integrations/overview" />

  <Card title="Performance & KPIs" icon="chart-line" href="/features/performance-kpis" />

  <Card title="Actions" icon="square-check" href="/features/actions" />

  <Card title="Connected Apps in Settings" icon="gear" href="/features/admin-settings" />
</CardGroup>