monday.com for construction teams: project management connected to Microsoft 365

Construction project management and Microsoft 365 document management are almost always running in parallel — but rarely connected. monday.com tracks tasks, timelines, and subcontractor progress. SharePoint holds the contracts, drawings, health and safety records, and handover documentation. Between those two systems sits a steady stream of manual work: creating folder structures for new projects, copying files across platforms, assembling handover packs at close.

The Microsoft 365 SharePoint integration for monday.com connects the two: SharePoint files appear inside monday.com boards, folders are created automatically when projects start, and documents are generated from templates without anyone leaving the platform.

The document problem in construction project management

A typical construction project generates documentation at every stage — pre-contract, mobilisation, delivery, and close. The moment a project is awarded, someone has to set up the SharePoint folder structure for it. When a subcontractor is engaged, someone has to file the contract. When a site visit occurs, the report needs to end up in the right place. When a project closes, a handover pack has to be assembled from documents scattered across the project lifecycle.

Each of these steps is individually small. Across a portfolio of 10, 20, or 50 concurrent projects, they add up to a significant administrative burden — one that falls on project administrators rather than project managers, and that grows proportionally with the size of the portfolio.

What the integration does

Automatic folder creation at project start

When a new project item is created on a monday.com board, the integration can automatically create the project's SharePoint folder structure from a template — subdirectories for contracts, drawings, H&S records, correspondence, and close-out documentation, named and positioned correctly, in seconds. No one needs to remember to set it up. No project starts without its document home.

The folder template is defined once in SharePoint. After that, every new project gets an identical, correctly structured folder set — consistent across the portfolio, regardless of who created the monday.com item.

Document generation from SharePoint templates

Construction teams work from standard document templates — subcontractor appointment letters, variation notices, practical completion certificates, handover checklists. The integration can generate these as Word documents or PDFs from monday.com board data, using templates stored in SharePoint.

When a board item reaches a particular status — subcontractor appointed, variation approved, project closed — an automation recipe populates the relevant template with the board's field values and saves the output to the correct SharePoint folder. The document is created, filed, and version-controlled without anyone opening Word.

SharePoint files inside monday.com

Contracts, drawings, and correspondence held in SharePoint can be surfaced directly inside monday.com project items. Team members open and review documents from inside monday.com without navigating to SharePoint separately. Access is governed by each user's Microsoft 365 permissions — subcontractors or site staff with restricted SharePoint access see only what they're entitled to see.

Reporting from Excel

Portfolio reporting maintained as Excel files in SharePoint — cost forecasts, programme summaries, resource utilisation — can be displayed as live charts inside monday.com dashboards. Reports stay current without manual export and re-import cycles.

Construction workflows this enables

Project mobilisation

Project awarded → item created in monday.com → SharePoint folder structure created automatically → appointment letter generated from template → letter filed in the contracts subfolder. Mobilisation admin that previously took an hour happens in seconds.

Subcontractor management

Subcontractor engaged → appointment letter generated from board data → filed in the subcontractor subfolder in SharePoint → status updated in monday.com. Variation orders and day work sheets follow the same pattern: triggered by status change, generated from template, filed automatically.

Health, safety and compliance documentation

H&S documents for each project held in a dedicated SharePoint subfolder, embedded in the monday.com project item. Site managers access current method statements, risk assessments, and permits from inside monday.com on mobile. The version they see is always the current SharePoint version — no risk of working from a locally saved, out-of-date copy.

Project close and handover

Project reaches completion status → handover checklist generated from template → practical completion certificate produced from board data → close-out folder in SharePoint populated automatically. Handover packs that previously required assembling documents from across a project's lifecycle are built systematically, from the same data that drove the project delivery.

In practice: Chadley Group

Chadley Group, a construction business serving public and private sector clients across London and the South East, uses monday.com as their central project management platform with the Microsoft 365 SharePoint integration connecting it to their document management.

Before the integration, project administrators were manually creating SharePoint folder structures for each new project, copying files between systems, and managing documents across disconnected tools. After implementing monday.com with the Microsoft 365 integration — including automated folder creation, document generation, and file synchronisation — Chadley Group cut their administrative workload by half.

Christopher Thompson

Managing Director, Chadley Group

The app has resulted in a 50% reduction in administrative workload.

Support has been phenomenal, accelerating and complementing monday.com as a platform.

Read the customer story

Security and hosting

The integration runs on monday code — monday.com's isolated app hosting infrastructure. monday code holds SOC 2 and ISO 27001 certification and is designed to support GDPR workloads. These are monday.com's certifications for the hosting platform; David Simpson Apps' integration runs on top of it.

Files remain in SharePoint throughout. The integration accesses them via the Microsoft Graph API using each user's credentials — no file content is stored or cached externally. Your existing SharePoint permissions and retention policies apply.

Pricing

Free for up to 2 seats with full feature access and no time limit. For construction teams:

Frequently asked questions

Can we use our existing SharePoint folder templates?

Yes. You define the folder structure in SharePoint; the integration stamps it out on project creation. There is no requirement to change your existing SharePoint setup or naming conventions.

Does setup require our IT team?

Once, for initial Microsoft 365 admin consent — a standard OAuth flow that takes a few minutes. After that, individual users connect with their own Microsoft 365 credentials and no IT involvement is needed for day-to-day use.

Can site staff access documents on mobile?

Yes. The integration supports iOS and Android. Site staff can view SharePoint documents from inside monday.com on mobile, subject to their existing Microsoft 365 permissions.

Can we generate documents in Word and PDF formats?

Yes — Word documents (.docx), PDFs, Excel spreadsheets (.xlsx), and HTML emails are all supported. Templates are stored in SharePoint; the integration populates them with monday.com board data when triggered.

Does this work alongside our existing monday.com automations?

Yes. The Microsoft 365 integration adds SharePoint-specific automation capabilities alongside any existing monday.com automations you already use. The two run independently and do not conflict.

Or read the complete guide to Microsoft 365 SharePoint integration for monday.com for a full feature walkthrough.

Photo by Scott Blake on Unsplash