You can integrate Filestage with Monday.com, helping you streamline your workflow and enhance collaboration between the two platforms.
Please note that Filestage's integration with Monday.com is only available in the web browser.
Benefits of integration
By integrating Filestage with monday.com, you can enjoy the following benefits:
Automatic file upload: Simplify your workflow by automatically synchronizing files uploaded in monday.com with Filestage. This ensures that all project assets are readily available for review and approval in Filestage, saving you time and effort.
Real-time review status updates: Receive real-time updates on the review status of your projects. All review status changes from Filestage will be visible within your monday.com account, providing a centralized view of progress and eliminating the need to switch between platforms.
Seamless proof and comment visibility: Enhance collaboration by seamlessly integrating Filestage within your Monday.com board. This allows you to view and access Filestage directly within an item on your Monday.com board, providing a comprehensive view of all reviews and comments related to a specific task or project. You can view the synced Filestage dashboard with the Monday.com board as well as the Filestage Item viewer for an item uploaded in the Monday.com board.
🎉 Our monday.com integration just got better! Now versions shared on monday.com will be added to Filestage as a new version, where previously they would have been uploaded to Filestage as a new file instead. This allows you to:
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💡Please note: Review should be started to view the file in Filestage using the Monday.com viewer. This can be done directly in Filestage or by using the Filestage dashboard in the Monday.com board viewer.
Setting up the integration for real-time review status updates and automatic file upload
To set up the integration for real-time review status updates and automatic file upload, follow these steps:
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Enhance Proof and Comment Visibility by Adding Filestage View to your monday.com Board
To see review decisions and comments from your Filestage projects in your Monday.com board, follow these steps:
Additional Information for Team SwitchingIf you are part of multiple teams and need to select a project at the item/viewer level from another team you've been invited to during the setup phase, follow these steps:
Please note that the interface does not auto-refresh. After selecting the correct team, the page will update directly to your Filestage dashboard. To access projects from another team, click on a different item or viewer and then click on the item or viewer where you want to add Filestage. This should make projects from the other team available. |
To learn more about setting up Filestage with monday.com, click here.
💡 What's next? Once you're done with Monday.com, see how to Manage different versions of a file.
Let us know if you have any questions by reaching out to us on chat or emailing us support@filestage.io! We're always happy to help!