Launch a Monday Project + Sync to Google Calendar

Built from Loom: “Launching a New Project in Monday Enterprise”.
Portfolio → Board → Calendar Single-day + multi-day

Prereqs

  1. You have access to the New Reach portfolio in Monday (sidebar). If you don’t, ask Austin or Miguel.
  2. You know which template to use: Performance lever vs Fulfillment event vs Leadership (rocks).

Workflow (checklist)

  7. Then click Convert and add. The row will become conditionally formatted until you fill required fields.
    1. Event date(s): select the webinar day (single day) or multiple days.
    2. Owner: typically the creator.
    3. Brand, Priority, Status (Upcoming / In progress / Completed).
    4. Type: Performance lever / Fulfillment event / Marketing campaign / Leadership.
    5. Plan timeline: when planning starts → through final event day.
    6. Description: becomes the Google Calendar description (add context).
    7. Category and Teams: pick all relevant teams.
  9. This is a workaround to avoid filling timelines for every task; it drives the portfolio “Actual timeline”.
  11. A calendar link should appear in the row; open it to verify title + description + back-link to the Monday project.

Setting times in Google Calendar

  1. Single-day: Edit event → turn off All day → set start/end time → Save.
  2. Multi-day (with a specific time window each day):
    1. Edit the event and set the date to the start date only with the correct time window.
    2. Set Custom repeat → Every day → Ends on the final date.
    3. Save — it should appear on each day at the correct times.

Transcript (for reference)

If anything in the workflow doesn’t match the current UI, I can update this page—just tell me what changed.
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Workflow — Launch a Project (Monday → Google Calendar)

Workflow — Launch a new project (Monday Enterprise → Google Calendar)

Based on Austin’s Loom: “Launching a New Project in Monday Enterprise”. This page is a step-by-step checklist you can follow every time.
Requester: Austin Applies to: New Reach Portfolio (Enterprise)
Quick links
Loom: open video
Task board: open task board
Checklist
Your progress saves locally in this browser.
0) Prereqs
  1. Confirm you can see New Reach portfolio in Monday sidebar (else ask Austin/Miguel).
  2. Know which template folder you’re using: Performance lever / Fulfillment event / Marketing campaign / Leadership.
1) Duplicate the correct project template board
  1. In the template folder, open the right template (ex: Brand Webinar Template).
  2. Click the ⋯ → Duplicate.
  3. Name it normally and select Duplicate board structure and items.
  4. Move the new board to the appropriate folder (ex: Subto Projects).
2) Add it to the New Reach portfolio
  1. Go to the New Reach portfolio and search/select your new board.
  2. Map columns: set Owner to Accountable (if present) otherwise use PM/Owner column.
  3. Click Convert and add and wait for “connected”.
3) Fill out the portfolio row until no cells are highlighted
  1. Set dates: single-day = click one date; multi-day = drag-select range.
  2. Assign Owner (usually the person creating the project).
  3. Select Brand + Priority + Status (Upcoming / In progress / Completed).
  4. Select Type: Performance lever / Fulfillment event / Marketing campaign / Leadership.
  5. Set Plan timeline: start planning date → end date (final day of the event).
  6. Fill Description (this is what appears on the calendar event too).
  7. Pick Category and the Teams involved.
  8. Actual timeline workaround: on the project board, set the first task timeline to cover the full project work window so it rolls up.
  9. If needed: add a Dependency (only if this event cannot happen without another).
Description template (copy)
Board naming pattern reminder
4) Create/Update the Google Calendar event
  1. Click Add or Update on the portfolio row.
  2. Wait for the calendar link to appear; click it to confirm event name + description + board link.
5) Set times (single-day vs multi-day with times)
Single-day timed event
  1. Edit calendar event → turn off All day → set start/end time → save.
Multi-day event WITH specific daily times (ex: Mon–Thu 4–8pm)
  1. In calendar, set the event date to the start date only (not a multi-day range).
  2. Set start/end time (ex: 4pm–8pm).
  3. Add Custom repeat → Every day → Ends on the final date.
  4. Save — it should create a daily timed event for each date.
Notes / gotchas
Workflow — Launch a Monday Project + Sync to Google Calendar

Launch a new Monday project → Sync to Google Calendar

Built from Austin’s Loom walkthrough. Video link: open Loom
0/0 done
Prereqs
Create the project board (from templates)
Add the project to the New Reach Portfolio
Fill out portfolio fields (so calendar sync works)
Create / update the calendar event
If the event has specific times
Single-day: edit event → toggle off All day → set start/end time.
Multi-day with times: use a daily repeat rule so it shows correctly each day.