The information below applies to both Monday.com -> Project for the web and Monday.com -> Planner (premium plans) migration scenarios.
Source System Entities |
Supported |
Target System Entities |
Notes |
Boards: Main, Private, Shareable |
+ |
Projects and Microsoft 365 Groups |
Now Microsoft 365 groups are created as Public ones |
Board Groups |
+ |
Project Buckets |
|
Board Items |
+ |
Project Tasks |
|
Board Subitems |
+ |
Project Subtasks |
|
Item field/column values |
+ |
Task field values (default and custom fields) |
Please refer to the list of supported source and target item fields below |
Users |
− |
Active Directory/Office 365 Users |
Users are not migrated but mapped with the target users. Necessary AD/Office365 users should already exist in the target tenant |
User item assignments |
+ |
User task assignments |
|
Assigned Users |
+ |
Bookable resources, project team members |
Bookable resources will be created for the mapped assigned users, and they will be added to the project team members. If corresponding AD users exist for the assigned users in the target tenant, they will be added as members to the corresponding Microsoft 365 group |
Teams |
− |
Microsoft 365 Groups |
Teams of users are not migrated separately as Microsoft 365 groups |
Team item assignments |
+ |
Task user assignments |
Mapped users from the Teams, assigned to items in the migrated Board, will be added as members to the target Microsoft 365 group, and separate users will be assigned to tasks. |
Board Members (Subscribers) and Guests |
+ |
Microsoft 365 Group members and Project members |
The corresponding users should already exist in the target tenant |
Board Owners |
+ |
Microsoft 365 Group owners |
The corresponding users should already exist in the target tenant |
Board permissions |
− |
Microsoft 365 Group and Project permissions |
User permissions and access are defined by user membership in the target Microsoft 365 group and user Security Role in the Project for the Web environment |
Workspaces |
+ |
Microsoft 365 Groups |
Microsoft 365 groups can be created using Workspace names if the corresponding Group Creation Mode is selected in the Migration Settings |
Workspace Owners and Members |
− |
Microsoft 365 Group Owners and Members |
|
Folders and subfolders |
− |
− |
|
Archived Boards, entities from the Recycle Bin |
+ |
Projects, project entities |
|
Supported Source and Target Task Fields (Default):
Source Item Fields |
Supported |
Target Task Fields |
Notes |
Name field |
+ |
Title field Notes field |
|
People field |
+ |
Assigned To field |
|
Timeline (Timerange-from, Timerange-to fields) |
+ |
Start field Date field |
Timeline source field corresponds to two separate fields in the Item Field Mapping – Timeline Start (Timerange-from) and Timeline Finish (Timerange-to) fields |
Date field |
+ |
Start field Date field |
|
Status (Color) field |
+ |
% Complete/Progress field Notes field Title field Priority field Labels |
Statuses to Labels can be migrated if the Custom Fields and Attachments token is provided for the Project for the Web connection. |
Text field |
+ |
Title field Notes field Priority field |
|
Long Text field |
+ |
Title field Priority field Notes field |
|
Tags field |
+ |
Labels Title field Notes field |
Tags to Labels can be migrated if the Custom Fields and Attachments token is provided for the Project for the Web connection. |
Numbers field |
+ |
% Complete field Effort field Effort Remaining field Priority field |
|
Files field |
+ |
Attachments |
Attachments from the Files column are migrated to the Attachments section if the Custom Fields and Attachments token is provided for the Project for the Web connection. If it is not, links to attachments will be added to the task Notes |
Link field |
+ |
Attachments |
Links from the Link column are migrated to the Attachments section if the Custom Fields and Attachments token is provided for the Project for the Web connection. If it is not, links will be added to the task Notes |
Rating field |
+ |
% Complete field |
|
Email field |
+ |
Title field Notes field |
|
Dependency field |
+ |
Dependent on field |
Dependencies between tasks will be set and the Dependent after field will be filled in accordingly |
Checkbox field |
+ |
Yes/No custom field |
|
Dropdown field |
+ |
Choice custom field Labels |
Dropdown values to Labels can be migrated if the Custom Fields and Attachments token is provided for the Project for the Web connection. |
Date + Status (Date Combo) |
+ |
Start field Date field Notes field Title field |
Date and Status fields are mapped and migrated separately |
Timeline + Status (Timeline Combo) |
+ |
Start field Date field Notes field Title field |
Timeline Start, Timeline Finish and Status fields are mapped and migrated separately |
Update Checklists |
+ |
Checklists |
|
Progress Tracking field (Progress battery) |
− |
% Complete field |
|
Creation Log field |
− |
− |
|
Last Updated field |
− |
− |
|
Mirror field |
− |
− |
|
Connect Boards field |
− |
− |
|
World Clock field |
− |
− |
|
Item ID field |
− |
− |
|
Phone field |
− |
− |
|
Location field |
− |
− |
|
Vote field |
− |
− |
|
Auto Number field |
− |
− |
|
Button |
− |
− |
|
Week field |
− |
− |
|
Formula field |
− |
− |
|
Country field |
− |
− |
|
Color Picker field |
− |
− |
|
Time Tracking field |
− |
− |
|
Hour field |
− |
− |
|
Item Updates (Notes, Comments, Update attachments) |
− |
− |
|
Item Info Boxes (Notes, Files, Q&A) |
− |
− |
|
Item Activity Log |
− |
− |
|
Supported Target Custom Fields
Source Task Custom Field Type |
Target Task Custom Field Type |
Notes
|
|
Name Status (Color) |
Text |
|
|
Numbers (Numeric) Status (Color) |
Number |
|
Date |
Date |
|
Status (Color) |
Yes/No |
|
Status (Color) |
Choice |
|