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Project Essentials

Control the Chaos. Automate, Track, and Deliver Faster.

Disconnected tools and manual processes slow down your team and disrupt your content supply chain. Project Essentials unifies workflows, approvals, and asset management—so you can create, collaborate, and deliver faster.

To install the free trial, you must have monday.com, which also offers a 14-day free trial.

Step 1: If you are new to monday.com, sign up for the 14-day free trial. Follow the prompts until your first board is set up. Get started here.

Step 2: Once you have access to your monday.com account, install the 14-day free trial of Project Essentials. Click on the app marketplace icon in the top header. Search for “Project Essentials for Agencies”,  click on it and press the “Install App” with 14 day trial button on the right.

For assistance, contact us at support@capabilitysource.com.

Start Your Free Trial

Why Choose Project Essentials?

Cut Costs, Save Time

Eliminate manual chaos with pre-built automations and workflows designed for creative teams and PMOs.

  • Faster project setup and smoother approvals
  • Less busywork, more focus on strategic execution

Boost Productivity & Creativity

Give your team the freedom to ideate and create—without the busywork.

  • Increase content volume without sacrificing quality
  • Streamline collaboration for faster turnarounds

Work Smarter, Not Harder

Everything you need all in one intuitive platform.

  • Manage tasks, proofing, approvals, asset storage, and reporting in a single space
  • No more app-switching or dealing with clunky integrations

Make Data-Driven Decisions

Get real-time insights from your work management data to optimize project execution.

  • Track planned vs. actual work hours, capacity, and resource allocation
  • Leverage unrestricted reporting for full visibility at every stage

Key Features & Benefits

Advanced Project Management Automation

Pre-built workspaces designed for campaigns, task creation, and approvals—without the hassle.

Time Tracking & Capacity Planning

Monitor planned vs. actual work hours to maximize efficiency and keep projects on schedule.

Seamless DAM & Proofing Integration

Connect with Bynder (digital asset management) and Streamwork (proofing and approvals)—all within monday.com.

Powerful Reporting & Analytics

Stay informed with real-time dashboards your favorite reporting tools, helping stakeholders make confident decisions.

Explore what version of Project Essentials is best for your team.

Project Essentials

Stay informed with real-time dashboards your favorite reporting tools, helping stakeholders make confident decisions.

  • Automated campaign, project, and task creation
  • One-click navigation for projects and tasks
  • Task, project, program, and request data rollups
  • Project and task time tracking
  • Pre-built boards and templates with work roles
Get Started

Project Essentials Premium

Project Essentials Premium extends Project Essentials to provide the following capabilities:

  • Everything included in Project Essentials plus:
  • Advanced project generation with auto task lists
  • Multi-workspace support for team collaboration
  • Financial system integration via IPaaS
  • CRM system integration via IPaaS
  • File system integration via IPaaS
  • Digital proofing with StreamWork integration
  • Digital asset management with Bynder integration
  • Comprehensive data export and aggregation
  • Resource management and capacity planning
  • Smart archival and automated deletion
  • Cross-project dependency management with timeline recalculation
  • AI-powered time entry and reporting
Get Started
Best Option

Success Story: Global Advertising in the IT Advertising Industry

A global advertising agency faced fragmented processes across global teams after several mergers and acquisitions. Multiple tools and silos stifled productivity and creativity. By adopting Project Essentials, all work streams were centralized into a single, efficient, and dynamic workspace.

  • Standardized Workflows: Unified processes cut project setup time significantly.
  • Cost Savings & Productivity Gains: Less manual effort led to noticeable overhead reductions.
  • Global Collaboration: Teams across time zones work cohesively with a shared view of tasks and timelines.

“With Project Essentials, [we] went from fragmented, inoperable systems to one seamless, enjoyable way of working—enabling us to function as one global agency.”

Noelle R. | VP of Business Systems
  • Standardized Workflows: Unified processes cut project setup time significantly.
  • Cost Savings & Productivity Gains: Less manual effort led to noticeable overhead reductions.
  • Global Collaboration: Teams across time zones work cohesively with a shared view of tasks and timelines.

Frequently Asked Questions

Project Essentials enhances your monday.com experience by offering a bundle of apps designed to optimize project management processes, including features such as It’s On Time for time tracking, Project, Campaign and Task Generators, Project Viewers and Project Rollup Services.

Project Essentials provides additional functionalities and automations tailored to the needs of project managers and teams using monday.com, enhancing task management, workflow automation, and collaboration within the platform. Project Essentials is designed to automate much of the work commonly required during project setup by dynamically generating programs, campaigns, projects, jobs and tasks from predefined, personalized templates.

While monday.com offers robust project management functionalities, Project Essentials adds value by automating many common project management tasks including program, campaign, project, job and task creation. Project Essentials also links these items together in hierarchical fashion so all of the items in an entire program remain connected and organized.

Yes, Project Essentials can be customized to align with specific project requirements and workflows within monday.com, allowing project managers to tailor the framework to their unique project and program types and track the specific information their projects require.

Start your free 14-day trial today!

Already using monday.com? Getting started with Project Essentials is quick and effortless! Experience how our solution enhances your content supply chain and improves workflow efficiency—risk-free. Try it free for 14 days—no commitment required!

Start Your Free Trial

Not yet using Monday.com? Start your free trial.

To use Project Essentials you’ll need a monday.com account. Sign-up for a free trial of monday.com and unlock the power of Project Essentials to elevate your project management!

Start Your Free Trial

Terms of Service

By using the Project Essentials application, you agree to be bound by the following terms and conditions (the "Terms of Service"). If you do not agree to these terms, please do not use the Project Essentials application. License Subject to these Terms of Service, we grant you a limited, non-exclusive, non-transferable, revocable license to use the Project Essentials application solely for your personal or internal business purposes. You may not use the Project Essentials application for any other purpose, including but not limited to selling or distributing the Project Essentials application or any portion thereof. Restrictions You may not reverse engineer, decompile, or disassemble the Project Essentials application or attempt to access the source code of theProject Essentials application. You may not modify, adapt, or create derivative works based on the Project Essentials application. You may not remove or alter any copyright or other proprietary notices contained in the Project Essentials application. Warranty Disclaimer The Project Essentials application is provided on an "as is" and "as available" basis. We make no warranties, express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Project Essentials application will be error-free or that access to the Project Essentials application will be continuous or uninterrupted. Limitation of Liability In no event shall we be liable for any damages whatsoever, including but not limited to direct, indirect, special, incidental, or consequential damages, arising out of or in connection with the use of the Project Essentials application. Changes to the Project Essentials application and these Terms of Service We reserve the right to modify or discontinue the Project Essentials application or these Terms of Service at any time without notice. It is your responsibility to check these Terms of Service periodically for changes. Your continued use of the Project Essentials application after the posting of any changes to these Terms of Service constitutes acceptance of those changes. Termination We reserve the right to terminate your access to the Project Essentials application at any time without notice. Upon termination, your license to use the Project Essentials application will automatically terminate. Governing Law These Terms of Service shall be governed by and construed in accordance with the laws of the State of Texas, without giving effect to any principles of conflicts of law. Miscellaneous These Terms of Service constitute the entire agreement between you and us with respect to the Project Essentials application. If any provision of these Terms of Service is found to be invalid or unenforceable, that provision shall be enforced to the maximum extent possible, and the remaining provisions shall remain in full force and effect. Our failure to enforce any right or provision of these Terms of Service shall not be deemed a waiver of such right or provision. By using the Project Essentials application, you represent and warrant that you have read and understood these Terms of Service and that you agree to be bound by them. If you have any questions about these Terms of Service, please contact us at support@capabilitysource.com
Terms of Service

Privacy Policy

This privacy notice discloses the privacy practices for https://capabilitysource.com/ and services provided to our customers and partners. This privacy notice applies to the following: The personal identifiable information that is collected from you through the website, how it is used and with whom it is shared. The personal identifiable information that is collected upon project engagement as needed to support the needs of a customer. Your rights and choices available to you regarding the use of your data. The security procedures in place to protect the misuse of your information. How you can contact us regarding any questions or concerns regarding your data.

DATA SECURITY

CapabilitySource is committed to ensuring that your information is secure. When you submit information via our website, it is protected and not shared online or offline with third parties. We take appropriate measures to protect Personal Data that include incident response identification, prioritization, communication, standard operating procedures, analysis, and remediation.

INFORMATION COLLECTION, USE, AND SHARING

CapabilitySource Inc. is the owner of the information collected on this site. We only have access to/collect information that you voluntarily give us via email, electronic submission of our online form or this website, or other direct contact from you. We will not disclose, sell or rent this information to anyone. Should you choose to use our Contact online forms the information we collect is used for the purpose of understanding your business, your needs, and acquiring your contact information to respond accordingly. Please be mindful of the information you share and do not include any highly sensitive information. Upon submission of the form, the data entered is used to populate the body of an email received by solutions@capabilitysource.com . The information is not stored via other means. You may choose to share your information by sending an email directly to that address or contacting us by phone at (866) 406-2790. We may contact you via email or phone call based on your initial outreach to us for information or our services. You may choose to opt out of any future communications at any time by contacting us at privacy@capabilitysource.com We will use your information to respond to you, regarding the reason you contacted us. Your contact information collected, including name, email address and phone number is intended solely for CapabilitySource’s business use. Your information will be treated in confidence and it will not be disclosed to other parties. CapabilitySource does not knowingly collect Personal Data from children under the age of 16. If you are under the age of 16, do not submit any Personal Data through the online form services, nor contact us by email. We encourage parents and legal guardians to monitor their children’s Internet usage and to help enforce our Privacy Policy by instructing their children never to provide Personal Data on the Service without their permission. If you have reason to believe that a child under the age of 16 has provided Personal Data to CapabilitySource, please contact us at privacy@capabilitysource.com , and we will delete that information.

COOKIES

“Cookies” are small pieces of data that can be stored by an Internet browser for visitor tracking purposes and interactions with a website. Cookies cannot access your hard drive or send information about your computer system. You have the choice to disable cookies. Your browser should give you options for preventing, accepting, or receiving notice of new cookies. You can configure your web-browser to disable cookies or if enabled, you may clear temporary internet file links.

THIRD PARTY SITES

This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of these other sites. We encourage our visitors to be aware of this when they leave our site, and to read the privacy statements of any other site that collects personally identifiable information.

GENERAL DATA PROTECTION REGULATION (GDPR)

The EU General Data Protection Regulation (GDPR) replaces the Data Protection Directive 95/46/EC and was designed to harmonize data privacy laws across Europe, to protect and empower all EU citizens data privacy and to reshape the way organizations across the region approach data privacy. CapabilitySource complies with all relevant data privacy requirements under EU General Data Protection Regulation (GDPR) regulations: CapabilitySource Compliance: Employee training on compliant security and privacy procedures Published Privacy Policies and Notices to inform customers of CapabilitySource compliance Privacy impact assessments Records of data processing activities Multi-factor access and role-based security controls

INTERNATIONAL TRANSFER OF PERSONAL DATA

CapabilitySource is located in the United States. Based on your situational business needs and services provided by CapabilitySource, Personal Data may be collected, transferred, or processed by us in the United States or by our partners in other countries where they operate. Therefore, your Personal Data may be processed outside the European Economic Area (EEA), and in countries which are not subject to an adequacy decision by the European Commission and which may not provide for the same level of data protection as the EEA. Prior to any such engagement, we ensure that the recipient of your Personal Data offers an adequate level of protection, for instance by entering into standard contractual clauses for the transfer of data as approved by the European Commission (Art. 46 GDPR), or we will ask you for your prior consent to such international data transfers.

YOUR RIGHTS AND CONTROL OVER INFORMATION

Under GDPR you have certain rights as a data subject to exercise with the company in relation to the Personal Data we hold. Depending on the applicable laws and, in particular, if you are located in the EEA or Switzerland or the United Kingdom, these rights may include: To access your Personal Data held by us (right to access); To rectify inaccurate Personal Data and, taking into account the purpose of processing the Personal Data, ensure it is complete (right to rectification); To erase/delete your Personal Data, to the extent permitted by applicable data protection laws (right to erasure; right to be forgotten) submit a Consumer Rights Management request; To restrict our processing of your Personal Data, to the extent permitted by law (right to restriction of processing); To transfer your Personal Data to another controller, to the extent possible (right to data portability); To object to any processing of your Personal Data carried out on the basis of our legitimate interests (right to object). Where we process your Personal Data for direct marketing purposes or share it with third parties for their own direct marketing purposes, you can exercise your right to object at any time to such processing without having to provide any specific reason for such objection; Not to be subject to a decision based solely on automated processing, including profiling, which produces legal effects (“Automated Decision-Making”). Automated Decision-Making currently does not take place on our websites; and To the extent we base the collection, processing and sharing of your Personal Data on your consent, to withdraw your consent at any time, without affecting the lawfulness of the processing based on such consent before its withdrawal.

DATA RETENTION

CapabilitySource data retention is the duration of the contract or 60 days after the data deletion has been requested by a customer. Upon expiry of the applicable retention periods, your personal data will be deleted. If there is any data that we are unable, for technical reasons, to delete entirely from our systems, we establish appropriate measures to prevent any further use of such data.

DATA PROTECTION OFFICER

CapabilitySource has appointed a chief privacy officer responsible for overseeing the implementation of its privacy program. If you wish to exercise your rights, or feel that we are not abiding by this privacy policy or have any concerns related to your information, please contact us at:

CapabilitySource Inc.

Attn: Data Protection Officer / Privacy Office

913 Franklin Ave, Suite 201

Waco, TX 76701

Email: privacy@capabilitysource.com

CapabilitySource may change our privacy policy over time by updating this page. This policy is effective as of July 31, 2019.

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