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Monday.com

Connect Monday.com to create items on your boards from Finseo tasks. The task details, evidence and steps are attached as an update on each item.

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What you can do

  • Export any Finseo task onto a Monday board with one click.
  • Auto-export new tasks via automation rules (filtered by category and impact).
  • Assign exported items to Monday members directly from Finseo.

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Get your API token

  1. In Monday, click your avatar in the top-right corner.
  2. Select Developers — the developer center opens.
  3. Go to My access tokens and copy your personal token.
See Monday’s authentication docs for details.

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Connect

  1. In Finseo, open Integrations → Monday.com → Connect.
  2. Paste the token and save.

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Export tasks

  • On the Tasks page, open a task and use Export → Monday, then pick the target board.
  • Optionally choose a Monday assignee.

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Automation rules

Under Tasks → Automation, create rules that push new Finseo tasks onto a Monday board automatically — filtered by category and minimum impact, with an optional default assignee.

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Troubleshooting

Copy the token from the developer center (avatar → Developers → My access tokens). App-specific OAuth tokens are not supported here.
Finseo lists boards your Monday user can access. Ask a board owner to invite you, then reopen the picker.