September 2024 - New Releases
monday workflows
New
WorkCanvas
marketplace
Work OS Platform
Previous editions
Product Enablement
September 2024 - New releases
Work OS Platform
Pending invitation section in admin panel
(cross-products)
Trial Member infra for paying accounts
Revamped Favorites
"Parent Template" is now "Managed Template"
Sunsetting
Full Release
Pending invitation section in admin panel
Work OS Platform
Feature description Account admins can now track and resend pending member invitations from the admin center. Previously, the inviter struggled to keep track of these invitations due to the lack of a dedicated management space, but now this functionality in the Admin center simplifies the process, making it more efficient to manage the user base.
Click to enlarge!
Target audience
Use cases
Full Release
Revamped Favorites
Work OS Platform
Feature description We enhanced the visibility and usability of the 'favorites' section by moving its entry point out of the workspaces dropdown menu. It now lives above the menu in its own dedicated expandable section. This new positioning emphasizes the 'favorites' cross-product functionality and makes it easier for users to access their most frequently used or important items.
Target audience
Use cases
Sunsetting
Deprecate "share updates via email" feature
Work OS Platform
Feature description We are permanently deprecating the "share update" feature, which enabled sharing monday updates externally via email from "notifications@monday.com." This feature was disabled in May 2024 due to misuse and low usage. We have decided to discontinue it permanently. You can use alternative methods, such as the API or user mentions, to achieve similar functionality.
Click to enlarge!
Link to KB article on feature here.
Sunsetting
Deprecate "daily digest/daily highlight" feature
Work OS Platform
Feature description The daily digest email feature summarizes account highlights, introduces new team members, and lists today's deadlines. The primary concern with this feature is its impact on performance, and we have decided not to invest further design and product resources in it. .It has been disabled in the US for several months with minimal user feedback, and we now plan to disable it in Europe and Australia as well.
Gradual Release
Trial Members for existing accounts
Work OS Platform
Feature description Admins in existing accounts now have the option to invite users to the platform as full members for 14 days prior to deciding whether to purchase a seat for them. After the trial period they will automatically be converted to viewers. Before: Only new accounts could try out the platform, while existing accounts could only invite new users as either viewers or paid members.
Target audience
Use cases
Beta
"Parent Template" is now "Managed Template"
Work OS Platform
Feature description As part of our Enterprise Standardization Offering (along with Global Column, currently in testing), we have changed the name of "Parent Template" to "Managed Template" - which conveys the meaning of a central workflow builder that manages the work process for other users in the organization. Other than the change of the name, nothing else changes. It is still the same great capability.
Enterprise Standardization Offering
September 2024 - New releases
Extract Information Block
Categorize block - further instructions
Custom prompt on number column
Updates as Input (open prompt)
Apply AI on top 100 items in board
Full Release
Apply AI on top 100 items in board
Feature descriptionUsers can now automatically populate 100 items in an existing AI column after configuring it.
Target audience
Use cases
Full Release
Extract Information Block
Feature descriptionUsers now have the ability to extract specific values from text and file columns to various types of target columns.
Target audience
Use cases
Full Release
Custom prompt on number column
Feature descriptionUsers can now use custom prompts to extract information from different columns and output a number in a Numbers column.
Target audience
Use cases
Full Release
Categorize block - further instructions
Feature descriptionUsers can now add additional instructions to AI categorization, giving the AI the needed context to improve labeling results.
Target audience
Use cases
Full Release
Updates as Input (open prompt)
Feature descriptionUsers can now use updates as input type in the custom prompts block.
Target audience
Use cases
September 2024 - New releases
👉🏻 Click here for an important update 👈🏻
Change any column value
Subitem support
monday workflows
Find (matching) item + Find connected item
Using the triggering user
Full Release
Subitem support
Feature description Users can now integrate, create, manage, and automate subitems seamlessly in almost all workflow capabilities, such as:
- Send an email containing subitem details.
- Set item according to changes in subitems (and vice-versa).
- And much more!
Target audience
Use cases
Full Release
Using the triggering user
Feature description When using any block that accepts a people value, users can now choose to use the triggering user. This means they are able to assign the triggering user as a person in the rest of the workflow as well.
Click to enlarge!
Target audience
Use cases
Full Release
Change any column value
Feature description Users can now change the value of any column within a dynamic block that automatically matches their column to the value chosen.This is the first versatile block with the ability to change any column value in the board.
Click to enlarge!
Target audience
Use cases
Full Release
Find (matching) item & Find connected item
Feature description Find item - Users can now locate any item in any board that matches a column value and then perform actions on it or use its data from other columns. Find connected item - Users can now locate a connected item using the "connect boards" column and perform actions on it or utilize its data from other columns.
Target audience
Use cases
September 2024 - New releases
Burndown as a widget
Full Release
Burndown as a widget
Feature description The Sprint Burndown chart is now available as a widget, allowing teams to easily switch between sprints and view other widgets on the same board.
Click to enlarge!
Target audience
Use cases
September 2024 - New releases
Email sequences
Gradual Release
monday.mnd
Email sequences
Feature description Users can now create automated emails tailored to their specific needs, nurture leads, engage prospects, and follow up with customers seamlessly. Additionally, this feature allows users to generate various tasks, including manual emails, call tasks, and general tasks within the monday CRM platform.
Target audience
Use cases
September 2024 - New releases
New!
Create & save template to account
Smart Org Chart: Filter out by label
Gradual Release
Full Release
Create & save template to account
Feature description Users can now create custom templates and save them in their account to share with other members, or save them as links to share across different accounts.
Target audience
Use cases
Gradual Release
Full Release
Smart Org Chart: Filter out by label
Feature description Users can now filter their Smart Org Charts by label based on a monday.com board. Once filtered, the profile cards that are not included in the filter will be greyed out, and those that are relevant will remain in color.
Target audience
Use cases
September 2024Marketplace New releases
Doc Search Pro
Search monday docs content from within workspaces and boards
marketplace
Outlook Calendar Integration Plus
Sync between Outlook Calendar and monday.com
Marketplace link
Doc Search Pro
All products
App category Project management, productivity & efficiency
App description This app allows to search textual content inside monday docs from the workspace and board level.
Target audience
Capabilities
Marketplace link
Outlook Calendar Integration Plus
All products
App category Integrations, CRM, Team Management App description This app allows a deep sync between Outlook Calendar and monday.com platforms, bridging the gaps in the native integration.
Target audience
Capabilities
monday.com's Enterprise Standardization Offering
As we enhance our platform for enterprises, we are equipping customers with tools to standardize their workflows, enabling more centralized management, meaningful cross-organization reporting, and ensuring process integrity. monday.com’s unique approach to standardization enabling uniformity while maintaining flexibility and minimal compromise on team autonomy.
Use cases
- A Project manager wants to convert an excel sheet into a monday board with a Gantt view could do so easily with this feature.
- A workflow owner wants to populate an existing dropdown column with a list of labels for team members to choose from.
Use cases
- Subscribe users to a board- For example, when managing university applicants, registry administrators can use the "Triggered by" option to assign new students who have been accepted to a class board. This is based on what was initially defined in the previous "when statute changing to something" block. Essentially, when a statute changes from "in process" to "accepted" for someone, it will notify the person and subscribe them to the new class board. This is based on the "Triggered by" option defined in the people block, which relies on what was defined in the first statute change block.
Selling points
- A two-month display makes it easy to manage projects spanning multiple months.
- Minimal actions streamline the selection process, saving time and effort.
- A compact, user-friendly design ensures easy navigation and quick selections.
Target audiences
- All monday users who approved the AI terms & conditions
Use cases
- Highlight employees working in the same cross-company taskforce
- Filter out senior team members to focus on new hires
- Focus on gender representation in management positions
Target audiences
- monday dev users
- R&D leads
- Scrum Masters
Target audiences
- All monday users who approved the AI terms & conditions
Use cases
- Send mail with content from subitem- For example, when managing a recruitment board with a number of candidates listed as subitems, it is possible to set it up so that when the status of a subitem changes to "call for interview," the candidate will receive an email indicating they have passed to the next stage of the process.
- Change statute when all subitems statuses are done - For example, when managing a building project, the project manager can specify that the item status can only change after all tasks listed in the subitems of the foundational aspects are completed. This will then trigger the next phase of the project and the workflow.
Use cases
- Having an Engineering Performance Dashboard provides real-time Git status updates, helping teams quickly identify and address bottlenecks to keep the sprint on track.
Target audiences
- All monday & Excel users
- Workflow builders
- Project managers
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
Examples of using the text-to-value feature:
- Extract the first name of a sales lead
- Extract email from file into email column
- Extract year from text into number column
- Extract URL from resume into link column
- Extract VIN (vehicle identification number) from text into a text column
- Extract the due date of a task
- Extract details from invoices
- And so much more!
Use cases
- A user wants to automatically assign a task to the person responsible. The AI doesn't know who is responsible for what. Using the instructions, the user can write: "We are a team of 4, a developer - Tom, a product manager - Lisa, a designer - Bob, and a data analyst - Yulia. Match each task to the correct person!"
Use cases
Allowing departments not currently using monday.com to experience its full capabilities before deciding to onboard themselves.
Target audiences
All monday docs users, and especially:
- Legal
- Content writers
- Technical writers
- Marketing managers
- Team leads
- Admins
Use cases
- Conduct interviews relevant to your org (account) only:
- Professional interview like Dev, PM, Design
- Personal templates like 1:1s or internal processes
- Implement workflows and process across different teams:
- Workflow templates
- Recurring process flows
- Company offsite workshops
- Design brainstorm sessions
Target audiences
- monday workflows users - ENT tier only
Tech-info
The feature is designed to sync seamlessly with your board's Dropdown column settings. This integration ensures that any restrictions you apply in your forms are automatically reflected in the board's dropdown columns and vice versa, maintaining consistency and accuracy across your data management workflows.The settings in the form builder and on the board are synchronized, so changes made in one will apply to the other.FAQ1. What if I have settings already applied on the dropdown column?
- It will reflect in the form builder settings, if you change the setting from the form builder, it will also reflect in the dropdown column settings
2. Can I select 1 as an option in the form builder multi-select question setting?
- No, we want to encourage people to use the single-select question type for this use case. However, if the dropdown column setting is 1, it will also be reflected in the multi-select question setting.
May 2024
August 2023
Jan 2024
Sep 2023
Feb 2024
June 2024
Nov 2023
Mar 2024
July 2024
August 2024
Dec 2023
Apr 2024
Selling points
- For users working in Kanban, it's customary to have a Work in Progress (WIP) limit.
Selling points
- This feature streamlines project status updates with automations, saving manual work
- This feature is highly requested and will solve pains for users who want to share their project progress with relevant stakeholders
Tech-info
Limitations
Currently the hidden workspaces definition scope is the entire account, so there's no way to set only specific closed workspaces to be hidden while keeping other closed workspaces as visible.
FAQ
Q: If I'm subscribed to a board in a closed hidden workspace that I'm not a member of, can I still find it?A: Yes, collaborators can find closed workspaces even if their visibility status is hidden. Q: Can account admins see hidden workspaces they are not a member of? A: Yes. While account admins won't see hidden workspaces in the workspace drop-down or 'Browse all workspaces' screen, they can view them through the Administration panel > Content directory. Q: If a user directly navigates to the URL of a hidden workspace they are neither a member nor a collaborator of, will they be able to view it? A: No. Like a private board, users attempting to directly access a hidden workspace where they have no membership or collaboration will be redirected to a 'no access' screen. Q: Does 'Hidden workspaces' represent a new category of workspace? A: No. 'Hidden workspaces' are not a new category; they are closed workspaces configured to be hidden at the account level.
Target audiences
WorkCanvas Pro and Enterprise tiers only
Target audiences
- Portfolio owners
- Available only in the Portfolio Solution in Work Management
Target audiences
- monday CRM users only - Pro & Enterprise tiers
Target audiences
- All monday users who approved the AI terms & conditions
Use cases
- This dynamic block can support many use cases thanks to its ability to consolidate all column types that are part of different workflows.
Use cases
- Example—If you're conducting a survey about preferred project management tools, consider asking respondents to select their top three tools instead of every available option.
- This improvement is great when creating a: - Surveys- Requests- Registration/Signup forms- Order forms- Application forms
Use cases
- Users who need to track sensitive information as a project progresses through the workflow without making it visible to all board users.
- Leaders can communicate with teams privately without sharing those communications with other teams in the account.
- Admins can restrict external users or guests from viewing internal communications.
Target audiences
- Accounts with closed workspaces (ENT plan only)
Target audiences
Tech-info
Register alpha account here.
Target audiences
All WorkCanvas users with the monday.com integration
Target audiences
Tech-info
- The installation is done through the "integrations" store.
- The automation can run every time period (daily, weekly, monthly). When this time interval is reached, the integration checks the tasks status in the relevant board and if needed automatically updates the health of this project (off track / at risk / on track).
Target audiences
- monday dev users
- Developers
- Scrum Masters
Selling points
This enhancement provides greater and more efficient control, usability, and customization options when creating a form, by:
- Improved Data Quality- Restricting the number of selectable options can ensure more focused and relevant responses.
- Enhanced User Experience- Limiting selectable options simplifies decision-making, reducing the likelihood of overwhelming users with too many choices.
- Streamlined Processes - Beneficial in scenarios where balanced selections are crucial. For example, in team voting scenarios, limiting the number of votes per member can help maintain fairness and prevent skewed results.
Target audiences
- monday workflows users - ENT tier only
Target audiences
Use cases
- Extracting user names that wrote certain updates
- Summarizing information from updates
Use cases
- An organization can use hidden workspaces to keep sensitive or confidential projects out of sight from general users, ensuring that only authorized team members can access critical information.
- Teams that want to hide closed workspaces to reduce clutter and simplify navigation, making it easier for users to focus on active and relevant projects.
App capabilities
- The app enables you to select from any of the calendars linked to your Outlook account - instead of defaulting to the primary calendar.
- Solves all the gaps in the existing monday.com integration:
- Subitem fully supported
- Control over event hours - instead of a full day
- Supports full mapping and updates, including links, files etc.
- Flexible and robust triggers for enhanced control - you can choose which items or events are created based on your conditions.
- Automatically invite attendees
Target audiences
- monday dev users
- R&D leads
- Scrum Masters
Target audiences
- monday workflows users - ENT tier only
Use cases
Custom prompt examples:
- Calculate the number of working days in a specific timeline
- Extract the number of experience years the candidate has
Features Sunsetting
Deprecate "share updates via email"
Deprecate "daily digest/Daily Highlight"
Target audiences
- All monday users who approved the AI terms & conditions
Use cases
- Example—If you are managing a recruitment board that already contains details of candidates inserted earlier and you would like to add an AI column block to extract the email address of each candidate, this configuration will apply to new candidates/items you add to the board, as well as retroactively to up to 100 existing candidates on the board.
- This improvement is great when managing: - Surveys- Registration - Order forms- CV's- Application forms- And much more
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
- For developers using WIP limits helps prevent bottlenecks. By limiting tasks in progress, teams can focus on completing work efficiently, reducing delays and improving code quality.
monday workflows is now exclusive to the enterprise tier!
Who can still access monday workflows?
- Enterprise accounts - Currently, 10% have access. Gradually, it will open to 100%. A full release date is still to be determined.
- Pro accounts that still have access (and will continue to have it) -
- With at least one live published workflow
- Created a workflow in the past but haven't published it yet
- Created workflow from July 24 to August 7 will remain accessible
Who cannot access monday workflows?
- All tiers below Enterprize: Pro, Standart, Basic.
- Trial accounts.
- New Pro accounts.
- Pro accounts that deleted all workflows, even if they were published before.
Target audiences
- monday workflows users - ENT tier only
Target audiences
- Form creators
- Project managers
- Workflow builders
Use cases
- A burndown chart is commonly used in agile project management to visually track the progress of work over time. It helps teams monitor whether they are on track to complete their tasks within a sprint or project timeline. Here’s a specific use case:
- This chart is particularly useful in ensuring that the team can respond quickly to potential risks and make informed decisions to keep a sprint or development project on track.
Selling points
- This feature enhances control over workspace visibility, improving data privacy and ensuring only authorized users and collaborators have access.
- This feature enhances UX as it de-clutters the workspace menu.
Click to enlarge!
Use cases
- Find item example: When an item is created/updated in a "Leads" board, you can search for an item in the "Open positions" board that has the name of the position in the trigger item.
- Find connected item example: When an item is created/updated in a "Leads" board, its connected item can be found in "Open positions."
Click to enlarge!
Tech-info
Limitations
- No ability to add hours in timeline yet (e.g from 8AM to 1PM) - this will be added in Q4
- Still no integration with work schedule (non working days / bank holidays)
Selling points
- This feature provides better app visibility for large customers with many different teams, use cases and flows using different apps, and as a result, better governance & control, as well as app adoption.
- This app provides straightforward insights into app costs and subscriptions, making it easier to track and manage third-party app expenses.
Use cases
- Invitation tracking for expanding teams: The Inviter can now easily track sent invites and manage follow-ups from the admin center, ensuring new members are onboarded smoothly.
- Boost trial conversion: An account champion who needs to monitor invites to trial members and focus on converting high-potential users to full membership, all from one centralized location.
Use cases
The timeline column serves two primary use cases:
1. Resource Allocation – Mainly used in project management to track when a person or team should complete a task within a specific timeframe. 2. Task Timelines – Used for tracking tasks that run over a period, such as marketing campaigns or A/B tests.
Tech-info
- Import data into monday CRM is currently out of scope.
- Timeline
- The Excel should have 2 columns, one for the start date and one for the end date.
- If the existing board has a timeline column, users can map the columns in their excel to the timeline column using 2 mapping fields in the dropdown: 'Timeline - start date' & 'Timeline - end date'.
- If users choose only one (start date / end date), If the start date in a row > end date, the timeline entry will be left empty.
- Dropdown
- Users can assign multiple labels to a a single item using commas "," to separate between labels.
- Maximum labels allowed is the same as in the board. If the user used more, only the maximum allowed labels will be imported to the board.
Target audiences
Use cases
- Project and portfolio managers who want to streamline the addition of projects from My Work into specific boards
Selling points
This feature provides numerous advantages for development teams:
- Enhanced Visibility: Access real-time insights into the status of sprint tickets, including their Git status (e.g., pending code review, merged).
- Data-Driven Decisions: Leverage historical and real-time data from the monday dev-GitHub integration to make informed decisions.
- Improved Collaboration: Strengthen communication between developers and code reviewers through clear data visualization.
- Optimized Sprint Performance: Identify risks early, streamline workflows, and accelerate project delivery.
Use cases
- Quick access to frequently used boards: Users who regularly access certain boards or dashboards can now find their 'favorites' in a dedicated section, reducing the time spent searching through workspaces and improving overall productivity.
- Cross-product users can easily switch between monday boards, dashboards, docs, etc. - each in different products.
Feb 2024
May 2023
Sep 2023
June 2023
Mar 2024
Nov 2023
Apr 2024
July 2023
Dec 2023
August 2023
May 2024
Jan 2024
Tech-info
Trackable Git Statuses:
Target audiences
All monday and Outlook users, and especially:
- Project managers
- Team managers
- Customer service
- Sales
- Customer success
Use cases
- Sales Teams: Optimize lead nurturing and follow-up processes, increasing conversion rates and accelerating sales cycles.
- SDR/BDR: Enhance customer engagement by managing prospects from one place, scheduling interactions, and eliminating the need to chase after customers.
- Customer Support Representatives: Ensure timely responses and resolutions to customer inquiries and issues, enhancing satisfaction and retention.
- Entrepreneurs and Small Business Owners: Maximize productivity and effectiveness in managing customer communication and tasks, even with limited resources.
Target audiences
- Large accounts and upmarket customers
- Account admins
Selling points
- This feature makes it even easier to import data from Excel and using it in rich workflows with all the benefits monday.com has to offer!
Tech-info
Indicators in the admin panel under the "Apps" tab for:
- Apps currently in trial
- Apps whose trial has ended
- Apps with active paid subscriptions
Limitations: Indicating how much the account pays for all 3rd party apps (sum, not by specific app)
App capabilities
- Search any textual content inside monday docs
- Search to block level and navigate to the specific block when you find the content you are looking for
- Use as Workspace view to access all docs inside your Workspace and Board view to see the docs in your Board (monday Docs column)
- Supports search within Doc templates too
- Search up to 500 Docs within one Workspace/Board and up to 500 blocks within a specific doc
Selling points
- This feature is a part of our upmarket motion, and a top request from client facing teams!
Target audiences
- All monday users who approved the AI terms & conditions
Apr 2023
Jan 2024
August 2023
Feb 2024
Sep 2023
May 2023
Nov 2023
Mar 2024
June 2023
July 2023
Dec 2023
Target audiences
- monday Admins
- Any potential team looking to try out monday.com in an existing account!
Use cases
Admins can now:
- Ensure all app payments are accurate and within budget.
- Check subscription plans and costs to optimize expenses.
- Manage renewals and make informed decisions about renewing or canceling subscriptions.
Target audiences
September 2024 - EXTERNAL - New releases
Product Enablement
Created on September 16, 2024
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Transcript
September 2024 - New Releases
monday workflows
New
WorkCanvas
marketplace
Work OS Platform
Previous editions
Product Enablement
September 2024 - New releases
Work OS Platform
Pending invitation section in admin panel
(cross-products)
Trial Member infra for paying accounts
Revamped Favorites
"Parent Template" is now "Managed Template"
Sunsetting
Full Release
Pending invitation section in admin panel
Work OS Platform
Feature description Account admins can now track and resend pending member invitations from the admin center. Previously, the inviter struggled to keep track of these invitations due to the lack of a dedicated management space, but now this functionality in the Admin center simplifies the process, making it more efficient to manage the user base.
Click to enlarge!
Target audience
Use cases
Full Release
Revamped Favorites
Work OS Platform
Feature description We enhanced the visibility and usability of the 'favorites' section by moving its entry point out of the workspaces dropdown menu. It now lives above the menu in its own dedicated expandable section. This new positioning emphasizes the 'favorites' cross-product functionality and makes it easier for users to access their most frequently used or important items.
Target audience
Use cases
Sunsetting
Deprecate "share updates via email" feature
Work OS Platform
Feature description We are permanently deprecating the "share update" feature, which enabled sharing monday updates externally via email from "notifications@monday.com." This feature was disabled in May 2024 due to misuse and low usage. We have decided to discontinue it permanently. You can use alternative methods, such as the API or user mentions, to achieve similar functionality.
Click to enlarge!
Link to KB article on feature here.
Sunsetting
Deprecate "daily digest/daily highlight" feature
Work OS Platform
Feature description The daily digest email feature summarizes account highlights, introduces new team members, and lists today's deadlines. The primary concern with this feature is its impact on performance, and we have decided not to invest further design and product resources in it. .It has been disabled in the US for several months with minimal user feedback, and we now plan to disable it in Europe and Australia as well.
Gradual Release
Trial Members for existing accounts
Work OS Platform
Feature description Admins in existing accounts now have the option to invite users to the platform as full members for 14 days prior to deciding whether to purchase a seat for them. After the trial period they will automatically be converted to viewers. Before: Only new accounts could try out the platform, while existing accounts could only invite new users as either viewers or paid members.
Target audience
Use cases
Beta
"Parent Template" is now "Managed Template"
Work OS Platform
Feature description As part of our Enterprise Standardization Offering (along with Global Column, currently in testing), we have changed the name of "Parent Template" to "Managed Template" - which conveys the meaning of a central workflow builder that manages the work process for other users in the organization. Other than the change of the name, nothing else changes. It is still the same great capability.
Enterprise Standardization Offering
September 2024 - New releases
Extract Information Block
Categorize block - further instructions
Custom prompt on number column
Updates as Input (open prompt)
Apply AI on top 100 items in board
Full Release
Apply AI on top 100 items in board
Feature descriptionUsers can now automatically populate 100 items in an existing AI column after configuring it.
Target audience
Use cases
Full Release
Extract Information Block
Feature descriptionUsers now have the ability to extract specific values from text and file columns to various types of target columns.
Target audience
Use cases
Full Release
Custom prompt on number column
Feature descriptionUsers can now use custom prompts to extract information from different columns and output a number in a Numbers column.
Target audience
Use cases
Full Release
Categorize block - further instructions
Feature descriptionUsers can now add additional instructions to AI categorization, giving the AI the needed context to improve labeling results.
Target audience
Use cases
Full Release
Updates as Input (open prompt)
Feature descriptionUsers can now use updates as input type in the custom prompts block.
Target audience
Use cases
September 2024 - New releases
👉🏻 Click here for an important update 👈🏻
Change any column value
Subitem support
monday workflows
Find (matching) item + Find connected item
Using the triggering user
Full Release
Subitem support
Feature description Users can now integrate, create, manage, and automate subitems seamlessly in almost all workflow capabilities, such as:
Target audience
Use cases
Full Release
Using the triggering user
Feature description When using any block that accepts a people value, users can now choose to use the triggering user. This means they are able to assign the triggering user as a person in the rest of the workflow as well.
Click to enlarge!
Target audience
Use cases
Full Release
Change any column value
Feature description Users can now change the value of any column within a dynamic block that automatically matches their column to the value chosen.This is the first versatile block with the ability to change any column value in the board.
Click to enlarge!
Target audience
Use cases
Full Release
Find (matching) item & Find connected item
Feature description Find item - Users can now locate any item in any board that matches a column value and then perform actions on it or use its data from other columns. Find connected item - Users can now locate a connected item using the "connect boards" column and perform actions on it or utilize its data from other columns.
Target audience
Use cases
September 2024 - New releases
Burndown as a widget
Full Release
Burndown as a widget
Feature description The Sprint Burndown chart is now available as a widget, allowing teams to easily switch between sprints and view other widgets on the same board.
Click to enlarge!
Target audience
Use cases
September 2024 - New releases
Email sequences
Gradual Release
monday.mnd
Email sequences
Feature description Users can now create automated emails tailored to their specific needs, nurture leads, engage prospects, and follow up with customers seamlessly. Additionally, this feature allows users to generate various tasks, including manual emails, call tasks, and general tasks within the monday CRM platform.
Target audience
Use cases
September 2024 - New releases
New!
Create & save template to account
Smart Org Chart: Filter out by label
Gradual Release
Full Release
Create & save template to account
Feature description Users can now create custom templates and save them in their account to share with other members, or save them as links to share across different accounts.
Target audience
Use cases
Gradual Release
Full Release
Smart Org Chart: Filter out by label
Feature description Users can now filter their Smart Org Charts by label based on a monday.com board. Once filtered, the profile cards that are not included in the filter will be greyed out, and those that are relevant will remain in color.
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September 2024Marketplace New releases
Doc Search Pro
Search monday docs content from within workspaces and boards
marketplace
Outlook Calendar Integration Plus
Sync between Outlook Calendar and monday.com
Marketplace link
Doc Search Pro
All products
App category Project management, productivity & efficiency App description This app allows to search textual content inside monday docs from the workspace and board level.
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Capabilities
Marketplace link
Outlook Calendar Integration Plus
All products
App category Integrations, CRM, Team Management App description This app allows a deep sync between Outlook Calendar and monday.com platforms, bridging the gaps in the native integration.
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Capabilities
monday.com's Enterprise Standardization Offering
As we enhance our platform for enterprises, we are equipping customers with tools to standardize their workflows, enabling more centralized management, meaningful cross-organization reporting, and ensuring process integrity. monday.com’s unique approach to standardization enabling uniformity while maintaining flexibility and minimal compromise on team autonomy.
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Examples of using the text-to-value feature:
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Allowing departments not currently using monday.com to experience its full capabilities before deciding to onboard themselves.
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All monday docs users, and especially:
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Tech-info
The feature is designed to sync seamlessly with your board's Dropdown column settings. This integration ensures that any restrictions you apply in your forms are automatically reflected in the board's dropdown columns and vice versa, maintaining consistency and accuracy across your data management workflows.The settings in the form builder and on the board are synchronized, so changes made in one will apply to the other.FAQ1. What if I have settings already applied on the dropdown column?
- It will reflect in the form builder settings, if you change the setting from the form builder, it will also reflect in the dropdown column settings
2. Can I select 1 as an option in the form builder multi-select question setting?May 2024
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Limitations
Currently the hidden workspaces definition scope is the entire account, so there's no way to set only specific closed workspaces to be hidden while keeping other closed workspaces as visible.
FAQ
Q: If I'm subscribed to a board in a closed hidden workspace that I'm not a member of, can I still find it?A: Yes, collaborators can find closed workspaces even if their visibility status is hidden. Q: Can account admins see hidden workspaces they are not a member of? A: Yes. While account admins won't see hidden workspaces in the workspace drop-down or 'Browse all workspaces' screen, they can view them through the Administration panel > Content directory. Q: If a user directly navigates to the URL of a hidden workspace they are neither a member nor a collaborator of, will they be able to view it? A: No. Like a private board, users attempting to directly access a hidden workspace where they have no membership or collaboration will be redirected to a 'no access' screen. Q: Does 'Hidden workspaces' represent a new category of workspace? A: No. 'Hidden workspaces' are not a new category; they are closed workspaces configured to be hidden at the account level.
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WorkCanvas Pro and Enterprise tiers only
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Tech-info
Register alpha account here.
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All WorkCanvas users with the monday.com integration
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Tech-info
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This enhancement provides greater and more efficient control, usability, and customization options when creating a form, by:
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App capabilities
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Custom prompt examples:
Features Sunsetting
Deprecate "share updates via email"
Deprecate "daily digest/Daily Highlight"
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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.
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monday workflows is now exclusive to the enterprise tier!
Who can still access monday workflows?
- With at least one live published workflow
- Created a workflow in the past but haven't published it yet
- Created workflow from July 24 to August 7 will remain accessible
Who cannot access monday workflows?Target audiences
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Click to enlarge!
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Click to enlarge!
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The timeline column serves two primary use cases: 1. Resource Allocation – Mainly used in project management to track when a person or team should complete a task within a specific timeframe. 2. Task Timelines – Used for tracking tasks that run over a period, such as marketing campaigns or A/B tests.
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This feature provides numerous advantages for development teams:
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Trackable Git Statuses:
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All monday and Outlook users, and especially:
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Indicators in the admin panel under the "Apps" tab for:
- Apps currently in trial
- Apps whose trial has ended
- Apps with active paid subscriptions
Limitations: Indicating how much the account pays for all 3rd party apps (sum, not by specific app)App capabilities
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Admins can now:
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