Getting started
1 Install the app
Click the install button on the marketplace listing (or your installation link), choose the monday account you want to add it to, and approve the requested permissions. The app installs in seconds — there's nothing to download.
2 Add it to a board
Open any monday board that lists your people and their credentials, with one row per credential. Add the Certification Tracker board view to that board. The app automatically detects your columns by their titles — no configuration needed.
Column auto-detection recognizes any of these naming styles:
- Person — "Person", "Employee", "Name", "Staff"…
- Credential — "Certification", "License", "Training", "Course"…
- Expiry date — a Date column named "Expiry", "Renewal", "Due", "Valid until"…
- Issue date — a Date column named "Issued", "Completed", "Last trained"…
- Frequency — "Frequency", "Interval", "Renewal period" with values like annual, biennial, triennial.
Expiry Date) and reload the view.3 Read your compliance status
- Compliance Dashboard — your audit view: percent compliant, what's expired, and what's due in 30/60/90 days.
- Expiry Tracker — every credential, sorted by urgency, with search and color-coded status badges.
- Who's Qualified — a live grid of who currently holds each valid credential.
4 Turn on automatic reminders
Click Enable auto-reminders in the app header and approve access. The app then checks your board every day and sends a monday notification at 60, 30, and 7 days before each expiration — one notification per stage, delivered to the user who enabled reminders.
5 Log a training session
When a group completes training, open the Log a Session tab, choose the credential and the date completed, select the attendees, and click Apply to board. Every attendee's next expiry date is recomputed and written straight back to your board — no per-person data entry.
6 People & plans
Your board is the source of truth: add a row to add a person or credential, edit a date on the row, or delete the row to remove it — the app updates instantly. Plan limits count distinct people tracked (not rows or monday seats). The free plan covers up to 10 people; paid plans raise the limit.
7 Support
Questions or issues? Email [email protected] — we reply within one business day.