Create a Monday.com item for each new Timely project
When a project is created in Timely, this workflow adds a matching item to a Monday.com board, so the project your team tracks time against also appears where you plan and assign the work.
Timely
Monday.com2 steps Setup ~5 min Used on 2.8k sites Productivity Free to import
What this workflow does
Many teams track hours in Timely and plan work in Monday.com. Every new client or internal project then has to be set up twice, and the board falls behind when someone forgets. This workflow creates the Monday.com item for you when the Timely project appears.
The Timely trigger, Projects Created, fires when projects are created in your Timely account. FlowMattic receives the project details Timely sends and passes them to Monday.com, where Create Item adds a new item to the board you choose, named and filled from the values you map.
Each new Timely project produces one item. The workflow doesn't look for an existing item with the same name, and it doesn't send later changes to the project across. After import, create a test project in Timely to see what arrives, then map the item name and any columns. Each new project then appears as one run in Task History, with the data sent to the board.
New client projects at an agency
When the account manager opens a client project in Timely for billing, the delivery team sees a new item for it on their Monday.com projects board.
Internal initiatives tracked by time
An operations team logs time on internal projects in Timely. Each new one appears on the Monday.com board where leadership reviews progress.
Consultancy engagements
Every engagement set up in Timely for timesheets gets a Monday.com item where the consultant lists tasks and deadlines for the client.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Timely Projects CreatedStarts the run whenever someone adds a project in your linked Timely account. The new project's details become available to map into Monday.com.
- Monday.com Create Item
Adds an item to the Monday.com board you select. Connect your Monday.com account and map the Timely project name into the item name, plus any other values a test run shows.
What you need
- FlowMatticCore
- Timely AccountAccount
- Monday.com AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Add a Filter after the trigger on a Timely value, such as the client, if only some projects should reach this Monday.com board.
- Put the Timely project name and client together in the item name, so similar projects for different clients stay easy to tell apart on the board.
- Add a Slack step after Monday.com to tell the delivery team that a new project item is waiting on the board.
Questions about this workflow
Does renaming a Timely project update the Monday.com item?
No. The trigger reacts only to new projects. Later changes in Timely don't reach the Monday.com item, so update it on the board.
Are existing Timely projects added to Monday.com?
No. Only projects created after the workflow is on become items. Add your current projects to the board yourself.
Can the Monday.com item go into a specific group?
Check the Create Item step after import. Connect your account and look at the options it offers for the board, then run a test to see where the item lands.
Does this change anything in Timely?
No. It only reads new projects from Timely and writes to Monday.com.
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