In this article, we will review how to set up task field mapping between PPM Express and Monday.com.
By default, PPM Express maps the task fields by type.
You can add task field mapping manually when linking Projects to make sure the fields you need are included.
Task fields types supported for mapping:
Monday.com |
PPM Express |
Person |
Resource, User (multiple choice) |
Status |
Progress, Text, Select |
Date |
Date |
Number |
Integer, Decimal |
DropDown |
Select, Text |
Text |
Text |
Priority |
Priority |
Checkbox |
Flag |
Link |
Hyperlink |
Phone, Email, Item Id, Country |
Text |
Tags |
Tags |
To map the task fields from Monday.com and PPM Express while linking Projects perform the following:
1. Click on the Configure mapping button in the Board section.
2. Click on the External Items Mapping tab and select to edit the task mapping.
3. Use the 'Add Mapping Fields' button to set up fields and directions for the data exchange on the 'Configure Task import mapping' page.
Click the 'Save Mapping' button to save this mapping.
Click on the gear button next to the field for which you need to set transformation rules.
Select and/or type in the values for both systems. Click Ok.
Save the mapping.
If a Team is assigned to tasks on Monday.com, a generic resource will be created in PPM Express with the name of the Monday.com Team and assigned to the corresponding task.
You can also set up field mapping for Monday.com sub-tasks, as they have a separate set of fields in Monday.com.
The process of sub-task field mapping is the same as for task field mapping.