Monday - User Guide

In this article, you will understand step by step how to easily integrate with Monday

Integrating with Monday will streamline the auditing of the change management process and ensure an accurate and complete list of changes will be received for auditing purposes.  The list of all changes is the starting point for the auditor when testing the change management criteria.

This integration will only export and track all change request tickets that are relevant to the audit i.e. only the relevant board's change request tickets will be extracted. In addition, the extracted data will show if the relevant ticket is linked to the source control pull request. This extraction process is automated by Scytale.

Permissions for Monday Integration

Scytale uses read-only access to collect evidence from selected Monday boards. The following scope is required:

• board.read – Grants access to read items (tickets) in the chosen boards.

How to Connect Scytale and Monday

💡 Important Notes Before Connecting:

• Only connect to Monday if you manage the development board through this integration. Boards related to HR, Vendors, Risks, etc., are not supported.

• If you manage multiple development boards, you can create one connection per board. Use the +Add Connection option to add additional boards.

 

1. In Scytale, go to 'Integrations'.

   

2. Search for Monday and click 'Connect'.

   

3. Add a connection name – this will be used to differentiate between your connections – and then select 'Next'.

   

4. Click the link provided to install the Scytale app on Monday.
       • It is recommended to open the installation link in a new browser tab.

   

5. Select 'All Workspaces'.

6. Click 'Install'.

7. You will now be redirected back to Scytale. In order to authorize Scytale permissions, click "Connect" to be redirected to Monday's page. 

8.   Click on "Authorize" after reviewing the list of permissions.

9. To retrieve accurate board data, complete the following selections:

1. Select board – Choose the relevant development board only.

2. Select the status column that defines the ticket as completed – This is necessary to filter for completed items.

   

3. Select the final status of the completed tickets – Choose the value that marks the item as completed.

   

4. Select the pull request column name (if applicable):
       • If you use a dedicated column to link PRs, select it here.
       • Otherwise, select 'There is no dedicated column for pull requests'.
       • Note: A dedicated PR column is recommended to improve traceability.

Click 'Confirm' to complete the setup.

You have now successfully connected to Monday!

Troubleshooting