July 2024 - EXTERNAL - New releases

July 2024 - New releases

marketplace

WorkCanvas

Work OS Platform

Previous editions

Product Enablement

July 2024 - New releases

Work OS Platform

(cross-products)

AppsMarket

Move workspaces between products

Full Release

Move workspaces between products

Work OS Platform

Feature description Accounts with a substantial amount of content across multiple workspaces can now easily transfer their workspaces if they decide to add or switch to another monday.com product with a few clicks.

AppsMarket

Target audience

Use cases

July 2024 - New releases

Platform

Portfolio Updates:

AppsMarket

Automatic RAG Status Updates

Parent Template Support

Gradual Release

Platform

Portfolio Update: Automatic RAG Status updates

AppsMarket

Feature descriptionUsers can now set an automation based on the status of the project tasks and change the high-level RAG status in the portfolio on regular time intervals (daily/weekly/monthly).

Target audience

Use cases

Gradual Release

Platform

Portfolio Update: Parent Template Support

AppsMarket

Feature descriptionUsers can now utilize Parent Templates in the Portfolio Solution and keep project boards aligned with the Parent.

Target audience

Use cases

July 2024 - New releases

Platform

CircleCi

AppsMarket

[Dev enterprise only] Label change conditions

Full Release

Platform

CircleCi

Feature description CircleCi is a continuous integration and delivery (CI/CD) platform that automates and manages your development pipeline by coordinating jobs and workflows. It can build, test, and deploy code automatically based on changes or specific events in your repository, improving efficiency and catching bugs early.

AppsMarket

Target audience

Use cases

Full Release

Platform

[Dev enterprise only] Label change conditions

Feature description Setting conditions and required fields on tickets in monday Dev helps ensure that important information is captured, routes tasks efficiently, and keeps everyone aligned. By requiring specific details and triggering actions based on conditions, you can create complete tickets, avoid delays caused by missing information, and automate workflows for smoother project management.

AppsMarket

Target audience

Use cases

July 2024 - New releases

Platform

New!

Export canvas to PDF

AppsMarket

Two-way synced timeline template

WorkCanvas

Gradual Release

Full Release

Platform

Export canvas to PDF

WorkCanvas

AppsMarket

Feature description Users can now export their canvases to PDF (in addition to the previous PNG format), either using frames to split into pages or exporting the whole canvas.

Target audience

Use cases

Gradual Release

Full Release

Platform

Two-way synced timeline template

Work OS Platform

WorkCanvas <>

AppsMarket

Feature description Users can now use a timeline template in WC that syncs with their monday.com board, enjoying a real-time two-way sync.

Target audience

Use cases

July 2024Marketplace New releases

Platform

Remind me!

Set reminders for items at exact times

marketplace

Google Calendar Sync

Sync any Google Calendar with your boards

Marketplace link

Platform

Remind me!

All products

App category Productivity, Project Management, CRM App description This app allows to set reminders for items at exact times.

Target audience

Selling points

Support

Capabilities

Marketplace link

Platform

Google Calendar Sync

All products

App category Integrations, Collaboration, Team Management App description This app introduces a flexible itegration between Google Calendar and monday.com boards.

Target audience

Capabilities

Selling points

• Fields or columns are the fundamental building blocks that users want to share across accounts and workflows.
• Standardize user terminology: Eliminate confusion by unifying terms across the organization. Say goodbye to inconsistencies like "Trustworthy" vs. "5th OKR" and streamline your workflows.
• Achieve centralized control and management: Maintain complete oversight ensuring consistency and efficiency across all workflows.

• Simplify Reporting: Generate reports with shared values, eliminating the need to map columns or deal with conflicting data. This approach allows builders to create reports effortlessly, leveraging consistent organizational terminology used by everyone.

Target audiences

All Gantt users, but especially Project Managers in Enterprises with custom fiscal years start.

Selling points

• Now users can ensure they never lose important form data again or struggle to locate it when needed.
• Unlike larger competitors such as Typeform, SurveyMonkey, and Google Forms, this capability sets us apart and meets a direct demand from our community, enhancing user satisfaction and efficiency.

Use cases

This feature supports any use case that utilizes one or more of the 10 newly supported columns.

Selling points

This feature empowers workflow builders to tailor their flows to their exact needs, increasing the adoption of automated processes and leading to saved time and effort.

Use cases

• Account-level fields: Builders create specific columns that hold meaning across multiple workflows within the account, impacting the entire business, such as OKRs and office locations.
• Workflow-level fields: Workflow builders create specific columns that are meaningful to particular workflows within a workspace or across workspaces, such as priority, SLA, and sprint details.

Tech-info

Limitations

• New items that are created must be connected to an existing board. The item will conform to the board's structure and columns.

• Items can only be added to boards with a People Column.

• After adding a new item, the new items might take a few minutes to be presented. Users must refresh the page in order to see the changes reflected.

Use cases

• Users who want to expand their collaboration with other departments in the organization. For example, the Dev team intends to collaborate with the sales team, which uses CRM, to incorporate customer feature requests into the product roadmap and development board for prioritization.
• Users who have started working with a particular product and want to shift their work to another product that better suits their workflow, or users who wish to expand their work to include more products and need to share some existing workspaces instead of creating it from scratch.

Selling points

• This feature supports different workflows for different teams (see Use Cases)
• This feature improves the UX for global teams, separating the visual representation of the "first day of the week" and the "weekend" definition (see Use Cases)

Target audiences

• Project Managers: Gain control over timeline and deliver projects on schedule.
• Sales Teams: Never miss a lead follow-up again: set reminders to reach out at precisely the right time.
• Customer Service: Delight clients by setting reminders for follow-ups, renewals, or any time-sensitive queries.

Use cases

• A workflow builder who needs to present a complex flow in stages
• An agile specilaist who needs to report on progress to functions that don't use WorkCanvas
• A procurement specialist who needs to share specific information from a canvas with external vendors
• Exporting sensitive information and encrypting it in PDF format

Tech-info

• Currently, only the status and dropdown columns can be set as Global columns
• In the next phases we plan to include:
• Support for additional basic non-dependent columns (number, date) and support for reporting capabilities (mirroring, dashboards)
• Builder ability to add column owners
• Role permissions
• Complex columns
• and more!
• Note: The name “Global column” will most likely updated soon

Support

High-touch support: danahoffen@gmail.com

Target audiences

• All WorkCanvas users, but especially:
• Large companies who deal with a lot of external vendors
• Companies with more strict security needs (enabled in PDF format)
• Functions that need to report on a regular basis

Target audiences

• Portfolio owners
• Available only in the Portfolio Solution in Work Management

Target audiences

• All monday users who manage big dashboards.

Tech-info

• The boards connected to the dashboard have columns matched to one another.
• With a single filter rule, any matched column can be filtered across all the boards in the dashboard.
• The columns are matched automatically when boards are connected to the dashboard, and this can be edited in the dashboard settings.

Limitations

• Matched columns that include certain columns such as mirror and connected boards are not supported.

• Most column filter operators that require aggregating boards data to generate the options ('is' and 'text is' in Name, Number, Country, etc.) are not supported. However, they can still be filtered by other operators like 'contains' or 'eq'.
• Lack of additional user control on how to behave in more complex cases - e.g. whether to include or exclude unmatched boards.

Target audiences

• monday CRM users - all tiers

Target audiences

• Marketing & creative managers
• Project managers

• External customers
• IT

Target audiences

• WorkCanvas & monday.com users (Pro & Ent plans)
• Project managers

June 2023

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Sep 2023

Selling points

A complementary solution for monday.com users

• Streamline Team Communication: Allow your team to set personalized notifications, keeping everyone accountable and aligned.
• Ensuring you never miss critical deadlines, follow-ups or touch-points.

Pricing

• 14-days free trial
• 3 paid plans from $35-$99/month that vary based on total automations per month, # of boards for notifications, and # of simultaneous active item reminders.

Tech info

Watch the video to explore the new UI:

Selling points

• This feature solves a specific issue customers had when setting up a starting month for the year when all months prior to the selected starting month were automatically attributed to the last fiscal year.
• This update allows more flexibility in using the feature and increases adoption.
• This feature supports customers with unique use cases or in unique locations that need their "official start" of the year to vary.

Use cases

• This feature is useful especially in large dashboards with multiple connected boards, where setting filters one by one is tedious.

Use cases

Bug reporting: Set a condition requiring a developer to assign themselves to the ticket only if the "Reproducible Steps" field is filled in. This ensures that the reporter has provided clear steps to recreate the bug, reducing back-and-forth communication and saving developers time. Additionally, having a required field for "Severity" (critical, major, minor) helps prioritize bug fixes based on their impact. These conditions and required fields streamline the development process by ensuring that crucial information is captured and tasks are efficiently routed.

Target audiences

• monday dev users
• Developers
• Scrum Masters

Use cases

• Project Management in countries with fiscal years that don't start on January 1st
• Cyclical organizations that need more flexibility around their "official start" of the year, e.g.:
• Schools in September
• Seasonal holiday resorts
• Religious institutions

Target audiences

• Project Managers
• Sales
• Customer Service
• Marketing
• Admins

Enterprise Standardization Offering

As we extend our platform capabilities for enterprises, we are committed to providing tools that enable customers to standardize their workflows. Standardization enhances management efficiency, improves cross-organization reporting, ensures reliable workflows, and boosts organizational collaboration. We do it in our unique monday way - with minimal compromise on team flexibility. The Global Column is a key element of the standardization offering. The Global Column is a standardization building block that empowers builders at different levels to standardize workflows. It allows builders to create, own, and manage columns with specific meanings and settings, which can be shared across the organization. By using Global Columns, teams can maintain consistent terminology for their data.

Target audiences

• All My Work users

Target audiences

Workspace owners who have an seat in more than one product or wish to move their workspaces from one product to another.

App capabilities

• Select Any Calendar: The app enables you to select from any of the calendars linked to your Google account.
• Add multiple Google accounts, granting you the flexibility to choose from a list of calendars across all accounts.
• Connect different calendars to different boards.
• Flexible Integration Rules: The app offers customizable integration rules, whether it's a one-way sync from monday board to Google Calendar, one-way sync from Google Calendar to monday board, or a two-way sync between both platforms.
• Status-Based Event Creation: Set up automatic calendar events creation based on changes in item status. Only create calendar events when a status change aligns with your desired criteria, ensuring precise and efficient scheduling.
• Real-Time Syncing: All your board items and calendar events are synced in real time. To ensure strong reliability and consistency, another periodic sync happens every 15 minutes to ensure no update gets lost in the middle.

Use cases

• Any forms that require time and other stakeholders to fill out
• Long forms/long submissions

Use cases

A portfolio owner sets up an automation that runs once a week and updates the project health status (RAG) to Amber if 70% of the tasks in the project board are in stuck status.

Selling points

• Dev users now have the ability to see a full list of changes and additions in the context of a sprint

Use cases

• Automate CI/CD pipeline: Set up automatic processes to build, test, and deploy your code whenever there are changes. This helps to catch bugs early and streamline the release process.
• Run pipeline based on events: CircleCI can trigger pipelines based on various events in your repository. For instance, you can create a pipeline that runs tests automatically whenever a commit is pushed.

Tech-info

• At the account level, what is defined as a "weekend" will still be considered the same across all users. However, for ease of picking dates and presenting calendars, there is now an option to change the UI at the user level.

• By default, users will see the pickers / widgets according to what their country considers to be the first day of the week, but as mentioned, they now have the ability to override this in the My Profile section.
• Since "first day of week" is only for personal presentational purposes, there is no actual conflict between the settings. For example:
• An account admin sets the first day of the week to be Monday (implying Saturday - Sunday is a weekend). The admin also chooses to hide weekends.
• As a user in Israel, the first day of my week is Sunday and so I choose Sunday as the first day of the week under My Profile.
• The result then is the following ->

Target audiences

• monday workflows users

Target audiences

• Admins and users, especially in global organizations

Target audiences

• Project managers
• Available only in the Portfolio Solution in Work Management

Use cases

A PMO can ensure that every project approved in the compan will utilize the pre-approved project board structure and methodology, as reflected in the Parent Template.

Use cases

• Planning project timelines in WorkCanvas, executing the project in monday.com, and regularly producing progress reports from the canvas
• Managing a project directly from WC while also connecting it to a board and a dashboard in monday.com

Selling points

• JIRA Data Center is the version mostly used by ENT accounts. Hence, It's a highly requested update by today's biggest accounts.
• This improvement allows monday to comply with the big ENT companies' requirements and make it an ENT standard.

Use cases

• Project and portfolio managers who want to streamline the addition of projects from My Work into specific boards

Selling points

• Saving time and effort by preventing manual and double work of re-uploading Excel files due to missing important columns that weren't mapped.
• Streamlines and simplifies importing from Excel to ease the migration process and enhance user experience.

Use cases

• Marketing teams needs to see the "absolute" time for a running campaign, whereas devs needs to understand what are their working days time.
• Users from Tel Aviv working in an American company can now see Sunday as the first day of the week as they are used to, unrelated to the definition of the weekend by the company.

Use cases

A new department onboarding the CRM product wants to import their leads, managed in Excel, to the existing product's "Leads" board.

Target audiences

• All ENT users

Selling points

• This was a much-anticipated feature for big dashboards
• This improvement allows dashboard creators and dashboard viewers to filter multiple boards simultaneously, decreasing manual work and wait/filter time for viewers.

App capabilities

• Set Custom Time-Based Notifications: Specify the exact date and time for notifications for any item
• Personalize Notification Triggers: Define conditions like an upcoming due date, a milestone, or any other time-sensitive event crucial for your workflow.

Tech-info

Known limitations

• Save as draft will not save files or signatures in the signature question

FAQ What if two people submit on the same submission? It will send as two different submissions What if two people submit at the same time? Rare, but it will also send as two different submissions

Target audiences

• Project & Product managers
• Developers, and team members who use monday Dev to manage their tasks and projects.

Apr 2023

Jan 2024

August 2023

Feb 2024

Sep 2023

May 2023

Nov 2023

Mar 2024

June 2023

July 2023

Dec 2023

Use cases

• For a company with over 60 use groups, each group needs to independently support authentication for access to JIRA via SSO without the account admin holding them back.

Target audiences

Admins:

• Can save an existing column in a board as a global column
• Can edit a Global column from the board or from the column center

Board owners:

• Can add a global column from the column center