Project Essentials for Agencies

CapabilitySource •

19 installs, since March 6, 2025. 4 installs/month. Updated March 7, 2025.

14 day trial No touch

Marketing Reporting & analytics Productivity & efficiency

View on Marketplace

Simplify Agency Workflow with Project Essentials

One Smart Agency Workspace. Zero Chaos.

Tired of juggling spreadsheets, disconnected tools, and manual tasks that slow your team down? Project Essentials by CapabilitySource transforms the way agencies and marketing teams work—bringing all your tools and tasks into one streamlined solution. Built on monday.com and integrated with top platforms like Bynder, Streamwork, AWS, and Power BI, it’s everything your team needs to move faster and smarter.

What You’ll Love About Project Essentials

🚀 Smarter Project Management

Kick off campaigns fast with pre-built workspaces tailored for marketing workflows. Generate campaigns, automate projects, manage tasks, timelines, deliverables, and approvals—all in one place.

⏱️ Time Tracking & Capacity Planning

Keep projects on track by comparing planned hours to actuals. Spot bottlenecks early and optimize your team’s workload with ease.

🧩 Seamless DAM & Proofing Integration

Access digital assets through Bynder and manage proofing and approvals via Streamwork—all without leaving monday.com.

📊 Powerful Reporting & Analytics

Get the full picture in real-time with capacity and utilization dashboards for all projects powered by Power BI. Make faster decisions and keep every stakeholder in the loop.

Note: DAM, Proofing, and Capacity Planning features are included in Project Essentials Premium, available exclusively from CapabilitySource.

📱 Book a Demo now to explore everything Premium has to offer.

Security & Compliance

Security

Does the developer periodically perform penetration testing?

Yes

On Occasion - Not Scheduled mostly preventative with AWS Services

Does the developer have a dedicated security and privacy point of contact for such issues or questions?

Yes

[email protected]

Does the app restrict redirects and forwards only to approved destinations, or show a warning when redirecting to potentially untrusted content?

Yes

Does the app protect against mass parameter assignment attacks?

Yes

The parameters for the database sync are assigned within the application itself, no user input affects them. They have hardcoded specific columns that they are updating. Our forms on the frontend have only specific fields to be updated as well.

Does the app perform encoding and sanitization on all user supplied parameters to protect against Cross-Site Scripting?

Yes

In React.js all of the inputs are sanitized by default, the only problem occurs when the app is using dangerouslySetInnerHTML, which we are not using.

Does the developer protect all state-changing actions against Cross-Site Request Forgery (CSRF)?

Yes

The only state changing request that a user can trigger are the ones modifiying their monday.com instance/workspaces/boards. Here we are using the short lived token from the trigger output or the token from the sdk on the frontend. As such they are both verified with their signing and client secrets before initiating any modifications, and behaving as CSRF tokens in that matter.

Does the developer have mechanisms to notify monday.com in case of a security breach?

Yes

We would contact monday.com immediately through an email and describe the situtation and our next steps in resolving the issue.

Does this developer have a process for installing application-level updates and security patches for the service (such as software packages and databases)?

Yes

Compliance

Is the app certified with the information security standard ISO/IEC 27001:2022?

Is the app compliant with the Health Insurance Portability and Accountability Act (HIPAA)?

Yes

Is the app certified with System and Organization Controls (SOC 2 or SOC 3)?

Is the app compliant with the General Data Protection Regulation (GDPR)?

Yes

Data

Does the app send any data outside of monday.com? If yes, indicate whether the data is customer-submitted (e.g., board names, item names, doc content) or non-customer-submitted (e.g., account ID, board ID, user ID).

Where does the app store logs data?

aws

Where does the app store the app data?

monday

Does the developer ensure application logs do not contain secrets or personally-identifiable information (PII)?

Yes

We are using only generic error messages, and not specific secrets, request data or response data for error messages

Is customer data segregated from the data of other customers (for example logically or physically)?

Yes

Privacy

Does the developer enforce multi-factor authentication on employees access to systems which may process customer data?

Yes

Does the developer protect access to customer data based on the principle of least privilege?

Yes

No one has access to customer data since we are not storing any customer data in our service.

Reviews

No reviews yet.

Installation history

We have data for December 28, 2024 onwards only. Collected sometime after 00:00 UTC daily.

ID: 10000752 • App ID: 10233859 • Listing updated: May 9, 2025

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