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Monday.com

Purpose

Canonical source of record for all active work in the eco|monetize™ operating system per [[CLAUDE]] Section 8. Primary internal project management tool + secondary CRM (alongside Salesforce which is #1 for customer-facing integration work).

How we use it

4-board hierarchy (Roadmap → Sprints → Epics → Tasks) as the operational backbone. Missions are modeled as Epics with a governance wrapper per Jordan's approved schema v1 (2026-04-14). Worker Features and validator activities are Tasks on the Tasks board linked to the parent Mission Epic via epic_tasks board_relation. Workers query one surface (Tasks board only). chief.staff runs Monday.com hygiene audits on every morning and EOD enforcement sweep.

Setup & credentials

OAuth-authenticated via Claude Code MCP server (mcp__claude_ai_monday_com__*). Workspace: dev (id 14304427). Primary boards: Roadmap (18403894324), Sprints (18403894318), Epics (18403894321), Tasks (18403894317). MCP write operations available for create_item, change_item_column_values, create_update, etc.

Owner

project.manager (Jordan) — authored the Mission↔Monday.com schema v1 and owns ongoing column maintenance + Mission orchestration. chief.staff handles daily hygiene audits + Mission classification at intake.

  • [[CLAUDE]] Section 8 (Project Management Integration), Section 10A.8 (Monday.com Modeling v1.2.4)
  • [[monday-com-alignment-v1.2.1]] — binding alignment doc
  • [[project.manager]] — Jordan's contract
  • /Claude/sessions/project.manager/schema-design-v1.md — approved schema v1
  • /Claude/scripts/integrations/monday/ — sync scripts (dev + runtime snapshots)

Notes

  • Schema v1 approved by CEO 2026-04-14 (Option D: worker Features as Tasks via epic_tasks, validation activities as Tasks with file-based QA Report deliverables, closeout via Mission Phase column)
  • Old 30-agent Owner Agent dropdown still in place; bulk reassignment to v1.2 dot.case lowercase names scheduled for 2026-04-15 (sales.ops + chief.staff joint pass)
  • Sponsoring Exec dropdown has pm + blank labels beyond the canonical 5 values — harmless, noted in Jordan's schema smoke test