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Monday.com -> Project for the web migration supported entities

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
 Notes field

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
 Notes field

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
 % Complete field

Notes field

Title field

Date and Status fields are mapped and migrated separately

Timeline + Status (Timeline Combo)

+

Start field

Date field
 % Complete 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 
 Text
 Long Text

Status (Color)
 
Tags
 Email

Text

 

Numbers (Numeric)
 Rating

Status (Color)

Number

 

Date
 Timeline (Timerange-from, Timerange-to)

Date

 

Status (Color)
 Checkbox (Boolean)

Yes/No

 

Status (Color)
Dropdown
 
Text

Choice

 

 

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