Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Integrate Monday.com with your Neatro Action Plan

Monday.com and Neatro work seamlessly together. Here’s how.

Integrating Monday.com with your Neatro Action Plan streamlines collaboration by allowing you to export action items directly from Neatro to your Monday.com workspace.

This guide walks you through the steps to ensure a smooth and efficient integration — helping your team strengthen its continuous improvement practices.

Why should I export Neatro action items to Monday.com?

Exporting action items to Monday.com offers several advantages:

Increase visibility: When your Neatro action items are visible in Monday.com, your team is less likely to forget them.

Save time: Export action items to Monday.com in just a few clicks. No need to recreate them manually.

Strengthen continuous improvement: Keeping your action plan visible in your project management workflow reinforces accountability and follow-through.

How do I export Neatro action items to Monday.com?

Neatro allows you to export action items to Monday.com in two ways:

  • From your Team’s Action Plan board (Option A)

  • From a retrospective report (Option B)

Choose the option that best fits your workflow.

 

Option A: Export from your Team’s Action Plan board

  1. To get started, go to your team’s Action Plan board: https://app.neatro.io/action-items

  2. Click the action item you want to export to Monday.com. If you don’t have any existing action items, click the + Action Item button to create one.

  3. Click the integration logo at the bottom of the action item panel to start the Monday.com export process.

  4. In the integration options, select Monday.com.

  5. If you are not already logged in to Monday.com, you will be prompted to sign in. Make sure you have your credentials ready.

  6. Next, select the appropriate Workspace and board for the exported action item.

 

Option B: Export from a retrospective report

  1. To get started, open your retrospective report: https://app.neatro.io/retrospectives

  2. Locate the action item you want to export and click the Integrations button next to it.

  3. Select Monday.com from the available integrations.

  4. If you are not logged in to Monday.com, you will be prompted to sign in.

  5. Then choose the appropriate Workspace and board for the action item.

Optional fields

We also support optional fields such as groups. These options will appear in the export form if they are configured in the selected Monday.com board.