Migrate from Workzone to monday Work Management

Workzone Workspaces map directly to monday.com Workspaces as top-level containers. We preserve workspace names, member lists, and workspace-level settings. Workzone Starter plan limits workspaces to 3; if the source account has more than 3 active workspaces on a Starter plan, we flag the limit during scoping and recommend either archiving inactive workspaces or upgrading to Team before migration.

Workzone Projects map to monday.com Boards. Project name, description, status, start date, due date, and project manager (owner) transfer to the monday.com Board name, description, and owner field. We map Workzone project status (Active, On Hold, Complete) to monday.com board group structure (Working On, On Hold, Done) using the board's first three groups as the default mapping, configurable during scoping.

Workzone Tasks map to monday.com Items. Standard fields including title, description, assignee, due date, priority, and status migrate directly. Task dependencies (Workzone's predecessor/successor model) map to monday.com's dependency column with the When Dependency Status Changes automation trigger as the reconstruction path. Task assignees resolve by email match against monday.com workspace members.

Workzone Subtasks map to monday.com Subitems, which are items nested within a parent Item. We preserve the parent-child relationship using monday.com's subitem structure. Subtask assignees, due dates, and status fields map to the corresponding subitem fields. Subitem ordering within the parent item reflects Workzone's subtask sequence.

Workzone custom field definitions (text, number, date, choice list, checkbox, URL, email) map to monday.com column types (Text, Numbers, Date, Dropdown, Checkbox, Link, Email). We first verify during the audit phase whether the Workzone plan includes the custom fields add-on; if it does not, we migrate only standard task fields and document the absence in the field map. Choice list fields with multi-select become monday.com Multi-select columns; single-select become Dropdown columns.

Files attached to Workzone tasks and projects are downloaded from Workzone storage and re-uploaded to the monday.com board's Files section. We preserve original filenames, upload timestamps, and file type metadata. Workzone's Team tier includes 500 GB storage and Starter includes 250 GB; we verify storage consumption during the audit to confirm file transfer feasibility. Note that Workzone markup history on proofed documents (annotation comments, approval stamps) does not transfer because monday.com has no proofing module equivalent.

Workzone time entries (logged hours linked to tasks with date and user attribution) map to monday.com's native Time Tracking column on Pro plans and above. We verify the source Workzone plan includes time tracking (Team and Enterprise fully; Starter limited) before attempting migration. Time entry data migrates with the associated task as the parent Item, the logged duration in hours, and the recording user's name preserved.

Workzone document approval records (Team-tier feature) migrate to monday.com using a combination of a Status column (Approved, Rejected, Pending Review) and an Automation that notifies the designated approver when an item enters the approval group. The approval sequence order from Workzone is preserved as a custom field (approval_order__c) to guide the monday.com rebuild. Approval comments migrate as Updates on the Item.

Workzone task-level comments and threaded replies migrate to monday.com Item Updates with author name, timestamp, and text content. @-mentions and @-references are preserved as plain text and mapped to monday.com's @mention syntax if the mentioned user is a confirmed workspace member. Comments are ordered by timestamp to preserve conversation sequence within each Item.

Workzone reusable project templates at the workspace level (Team and Enterprise include unlimited templates) map to monday.com Board Templates. We export template structure including task scaffolding, default assignees, and default dates. Template names and descriptions transfer; the customer's admin recreates template instances in monday.com from the exported structure.

Workzone tags applied to tasks and projects map to monday.com Tags. Tag names and associations preserve; tag colors (if defined in Workzone) map to monday.com tag color options. Multi-value tag arrays on a single task become multiple monday.com tags on the corresponding Item.

Workzone full seat users (creators, project managers) map to monday.com workspace Members by email match. We extract all user records referenced on tasks, projects, and time entries and resolve against the monday.com destination workspace member list. Users without a matching monday.com account go to a reconciliation queue for the customer's admin to provision before record import resumes.

Workzone unlimited collaborators (reviewers, approvers, external stakeholders without full seats) map to monday.com Board-level Guest access. We preserve the collaborator email and the boards or projects they were invited to. Guest permissions in monday.com are scoped per board, so we map Workzone's project-level collaborator access to the corresponding monday.com board guest invitation.

Workzone intake forms with conditional logic (Enterprise feature) that auto-populate project fields on creation migrate to monday.com Forms linked to a target board. Each Workzone intake field maps to a corresponding monday.com column, with the form submission creating a new Item pre-populated with the submitted values. Conditional logic from Workzone intake forms is documented as a written handoff for the admin to rebuild using monday.com's native Form conditional field settings.