November 2024 - EXTERNAL - New releases

November 2024 - New Releases

monday workflows

New

WorkCanvas

marketplace

Work OS Platform

Previous editions

Product Enablement

November 2024 - New releases

Work OS Platform

workdocs

Mirror columns as input

(cross-products)

Sync board permissions with managed (parent) template

Authentication Policies and User-level SSO Exclusions

Announcement Banner

Gradual Release

Authentication Policies and User-level SSO Exclusions

Work OS Platform

Admins now have a single place to configure authentication policies, as well as the option to exclude one single user from their SSO to log in via email and password.

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Target audience

Use cases

Gradual Release

Announcement Banner

Work OS Platform

Admins can now configure an announcement banner for all account users within the monday.com platform by setting up the text and an optional link.

Target audience

Use cases

Gradual Release

Sync board permissions with Managed Template

Work OS Platform

Managed template board owners can now standardize permissions across multiple boards, including what non-owners can do and what they can view or edit.

Click to enlarge!

Target audience

Use cases

Gradual Release

Revamped Table block in Docs

Work OS Platform - WorkDocs

Feature description The capabilities of the workdocs table block have now been enhanced with additional functionalities, including:

• Multi-Cell Actions: Select, highlight, and act on multiple cells within the table.
• Cell Formatting and Coloring: Apply formatting and colors to individual cells.
• Cell Merging: Merge cells for better data organization and display.
• Horizontal Scrolling: Easily scroll horizontally to view larger tables.The four functionalities above will be released in phases by the end of 2024.

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Target audience

Use cases

Gradual Release

PDF Export of Docs - Page Breaks

Work OS Platform - WorkDocs

Feature descriptionThe Export to PDF feature in workdocs has been significantly enhanced. Now, the exported files look better with an improved general appearance, including the workdocs' title, cover photo, and Doc info. Additionally, all widgets are exported even if they are not in view, with support for SVG and fonts. The Export to PDF experience is also now even better with a new Export modal, allowing users to preview and adjust settings for the final file.

Target audience

Use cases

Gradual Release

Limitless Doc Version History

Work OS Platform - WorkDocs

Feature descriptionThe reliability and performance of the "version history" feature for large workdocs has been enhanced, and users can now find version history with multiple blocks and extensive content.

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Target audience

Use cases

Gradual Release

Dynamic Values / Macros - Support Standalone/Left-Pane Doc

Work OS Platform - WorkDocs

Feature descriptionNow users can pull and enable live data from columns on a board directly into their workdocs both in left-pane workdocs as well as docs created in columns. This is done by typing {

Target audience

Use cases

Gradual Release

Live Collaboration on Docs

Work OS Platform - WorkDocs

Feature descriptionUsers can now collaborate simultaneously on a workdoc, with the following new capabilities:

• Display users' names and cursors while they are active on a document.
• Add live users' avatars to the top bar of the document.
• Relocate the existing "recently viewed" avatars to the document's three-dot menu under the activity log.

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Target audience

Use cases

Gradual Release

Mirror columns as input

Feature descriptionUsers can now execute specific AI actions that include an open prompt, such as custom actions and write me, to include mirror columns as prompt input.

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Target audience

Use cases

November 2024 - New releases

Standalone Projects with HL status and overview

Replacing the old "Create project from template" integration

Gradual Release

Standalone Projects with High-level status and overview

Feature descriptionAs part of the motion to differentiate the Project entity from regular boards, Work Management users now have:

• Built-in Project overviews
• Automatic RAG Status
• Pre-defined columns for project best practices

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Target audience

Use cases

Full Release

Replacing the old "Create project from template" integration

Feature descriptionThe old "Create project from template" integration will be deprecated by EOY. Customers using it should set up the new version by Jan 1 to avoid any issues and enjoy better UX, as well as advanced capabilities in the future.

Target audience

Use cases

November 2024 - New releases

New Condition: If all subitems status is something

New action: Timeline column support

monday workflows

New Trigger - When user joined the account

Full Release

New Action: Timeline column support

Feature description Users can now automate workflows that update timelines' start date and end date separately using any date column value.

Target audience

Use cases

Full Release

New Trigger: When user joined the account

Feature description Users can now automatically trigger a flow whenever a new user joins the account, customized to their role, or set it to activate for any system role across the team.

Click to enlarge!

Target audience

Use cases

Full Release

New Condition: If all subitems status is something

Feature description Users can now easily know when all subitems have the status they want (or not).

Target audience

Use cases

November 2024 - New releases

Timeline AI Summary

Account & Contact association

Gradual Release

monday.mnd

Timeline AI Summary

Feature description Users can now automatically generate concise summaries of interactions and communications with leads and customers within the monday CRM E&A timeline.

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Target audience

Use cases

Gradual Release

monday.mnd

Account & Contact association

Feature description Now, when a new contact is added to the CRM, it will automatically be connected to an existing account if one exists (based on the user email). If none exists, a new account will be created and associated with the contact.

Click to enlarge!

Target audience

Use cases

November 2024 - New releases

New!

New Gantt Element

Send to Front/Back/Relative

Gradual Release

Full Release

New Gantt Element

Feature description Users can now create dynamic, reactive Gantts in WorkCanvas with date granularity, lanes, dependencies, and more.

Target audience

Use cases

Gradual Release

Full Release

Send to Front/Back/Relative

Feature description Users now have more layers to order their canvas elements in relation to one another, as opposed to the previous two options, "front" and "back."

Target audience

Use cases

November 2024Marketplace New releases

Data Importer

import any data into monday.com

marketplace

Subitem Automations

Run automations on subitems just like on items

Marketplace link

Data Importer

All products

App category Integrations, reporting & analytics, import & export, productivity & efficiency App description This app allows users to import data from external applications, schedule imports, customize imports, etc.

Target audience

Capabilities

Marketplace link

Subitem Automations

All products

App category Project management, productivity & efficiency, CRM App description This app allows to run monday.com automations on subitems just like they work on items.

Target audience

Capabilities

Use cases

• Onboarding new hires.
• Launching role-specific processes.

Target audiences

• workdoc users

Use cases

This capability supports a variety of use cases involving project management and task timelines. For example, when an item's status changes to 'Working on it,' the automation sets the timeline column to be from 'Creation date' to 'Due date.'

Use cases

Teams that need to generate polished PDF reports from their Docs for client presentations.

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

CRM New & Existing users, who are working with the Contacts & Accounts entities.

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

• Project managers that need different team members (like design or content) to have varying levels of access to the project board.
• Board owners that want to ensure that only specific team members can create automations in the project board without granting them additional access to other board configurations like forms or columns.

Target audiences

• Project managers
• Marketing managers

Use cases

• Use Case 1: Break-Glass Admin AccessAllowing a "break-glass" user to access the account without SSO. Admins could use it if there was an issue with their SSO provider or SSO config and they needed access to monday to perform settings changes.
• Use Case 2: Service Accounts for Machine AccessCreating a service account for a non-human/bot which cannot be configured with SSO and has to use a username and password.

• Use Case 3: VIP AccessOnboarding a new high-level officer or director who needs access immediately before their SSO account is fully configured.

• Use Case 4: Test UserCreating a test user outside the SSO to test an account's setup and permissions configuration.

Use cases

This feature fits any planning-over-time use case, such as:

• Project Planning
• Cross-Team Collaboration
• Resource Allocation
• Milestone Tracking
• Roadmaps
• Strategic Planning
• Event Planning and Coordination
• Marketing Campaign Management
• Product Launches

Selling points

• For users working in Kanban, it's customary to have a Work in Progress (WIP) limit.

Target audiences

All WorkCanvas users

Target audiences

• WorkDocs users

Target audiences

• Project managers owners
• Available only in the Work Management product (Enterprise plan only)

Use cases

Teams that work in Agile and want to view dynamic data in a document as it changes or updates.

Tech-info

• Will there be any data loss?
• Collaborative Whiteboard app: YES, users will lose their whiteboards. Currently, we don't have a way to directly migrate data from the Whiteboard app to WorkCanvas. Users can download their whiteboards in PNG format and upload the images to WorkCanvas.
• Org Chart app: NO data loss. It is based on the users in the monday.com account.
• The WorkCanvas team will gladly help convey the value of WorkCanvas and even assist with tailored demos. Reach out to them!
• To learn more, read

this update (monday internal only)

Selling points

• Removing the need for workarounds like screenshots or downloading all data to recreate reports.
• Providing a clear view of what the export will look like.

Target audiences

This feature is available available to:

• Pro & Ent

• approved using AI

• enough content [minimum 5 timeline activities]

• users who didn't reach the daily limit usage [5 daily per user]

Personas:

• Sales Representatives: Needing quick insights into lead and client communications to prepare for calls and meetings.
• Sales Managers: Seeking a high-level overview of the team's communication efforts to monitor deal progress, identify areas for improvement, and provide guidance to their sales reps.

Use cases

• This dynamic block supports various use cases by tracking multiple statuses and sending notifications, such as notify a person. This capability is extremely useful in task and project management, managing dependencies, recruitment processes, and more.

Target audiences

• workdoc users

Use cases

• A question with a long list of options can now be customized based on preference to arrange the options in single and multi-select questions.
• To minimize bias, a form builder can randomize the order of the answer choices for each respondent.

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

Users on all tiers using the apps and their respective admins will be notified of this sunset process.

Use cases

• All use cases related to client communication throughout the sales cycle from negotiating with prospective clients to managing ongoing relationships with clients.

Target audiences

• Ent accounts

Tech-info

• Once communication is blocked, it will be inaccessible from any source, including emails, notifications, the inbox, widgets, and mirroring.
• Register alpha account (partners, please reach out via your CPMs)

here

Tech-info

• For the full list of default permissions per permission setting and FAQ,click (internal only).

• Important to know: Non-Enterprise accounts will not be able to modify permission sets, and will not be able to use the "only edit assigned content" set.
• Every permission set can be further configured, to disable abilities that are on by default in the selected permission set.
• If you want to try this feature in the monday test environment (staging), click

here

here

Target audiences

• All monday ENT users

Tech-info

This feature allows customization of pages versus pageless layout and portrait or landscape orientation, all within A4 dimensions.

Target audiences

• All monday ENT admins.

Target audiences

• monday dev users
• Developers
• Scrum Masters

Target audiences

• workdoc users

Selling points

• This feature enhances the usability of surveys and request forms by providing a more organized and respondent-friendly layout.
• Many competitors, such as Typeform, Jotform, and SurveyMonkey, already offer this functionality. This enhancement has been requested by strategic accounts and has been a requirement for our internal use as well.

Target audiences

• monday workflows users - ENT tier only

Target audiences

• All My Work users

Use cases

Report creators who need to share dashboards with stakeholders in presentations, emails, or other formats that appear clear and professional enough for use.

App capabilities

• Sync and default values:
• Sync subitem values with parent item.
• Set default subitem values to save manual effort.
• Automation:
• Automate tasks like moving, archiving, and creating subitems.
• Dependencies management:
• Ensure subitem timelines align with parent items.
• Set dependencies between subitems and connected items.
• Cross-board automations:
• Automatically create and connect subitems and items across different boards.
• Aggregations and notifications:
• Aggregate subitem values for easy tracking.
• Set time-based automations and notify subitem owners based on changes.

Target audiences

• monday dev users
• R&D leads
• Scrum Masters

Use cases

• Prioritizing tasks based on front-back position.
• Creating complex, layered shape structures.

Target audiences

• monday workflows users - ENT tier only

Use cases

• A project manager needs a HL overview of the project's health and status, with a view of the change history.
• On the project level, a project manager reviews fields that describe the project and not just its tasks.

Use cases

Effective with essential updates, such as:

• 🚧 Maintenance Alerts: Inform the account about upcoming system maintenance.

• 📢 Town Hall Announcements: Share important updates and company events.

• 📝 Employee Surveys: Encourage feedback and shape the future.

• 🎁 Charity Campaigns: Promote giving opportunities and make an impact.

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.

Use cases

Teams who need to work on a doc at the same time and want to save organizational knowledge or create summaries of engagements, projects and campaigns.

Target audiences

• monday workflows users - ENT tier only

Target audiences

• Form creators
• Project managers
• Workflow builders

Selling points

Having the ability to flexibly customize access levels to perfectly match board permission needs gives users the ultimate control to govern strategic boards with precision and ease.

Use cases

Affected use cases

• A project approval/intake board to create new projects once an initiative is approved.
• In conjunct with an external integration to trigger project creation (e.g. "When JIRA epic is created...").
• The fix should solve the problem of project creation without a linked column to the portfolio.

Use cases

Example: A Portfolio Manager wants to change all project boards so that non-owners will see only tasks assigned to them.

• The PM can change the permissions on the managed templates, and sync it so every project board created from it will have the new permission set.

Target audiences

• Pro and ENT tiers.
• Mid-level managers and team leads who want to showcase progress and status to stakeholders, clients, and sometimes their teams.

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.

Feb 2024

May 2023

Sep 2023

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Mar 2024

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July 2023

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May 2024

Jan 2024

Tech-info

Trackable Git Statuses:

• Open Pull Request

• In Code Review

• Approved

• Merged

Target audiences

• Project Managers
• Cross-company

Use cases

1. Sales Representative Preparing for a Meeting: A sales rep can quickly review the AI-generated timeline summary to get a comprehensive view of the last interactions with a client, including the tone of their communications and outstanding action items, to tailor their pitch accordingly.
2. Sales Manager Getting a Quick Overview: A sales manager uses the AI-generated timeline summary to get a quick overview of the team's interactions with high-priority clients. This allows the manager to assess deal progress, identify any stalled opportunities, and ensure that follow-ups are happening in a timely manner. With a clear, summarized view of each sales rep's communication history, the manager can also provide targeted coaching to improve performance and close more deals effectively.

Target audiences

• ENT admins only

Target audiences

• Enterprise accounts.
• Managed template board owners.

Use cases

Any use case that involves mirrored columns as the source, such as project management with child and parent boards.

Use cases

Teams that use numerous documents with tables to track project statuses, analyze data, and manage action items.

Target audiences

All WorkCanvas users

Target audiences

• Project owners
• Available only in the Work Management product (Enterprise plan only)

App capabilities

• Integrations include: Facebook Ads, Facebook Posts, Instagram Posts, Google Ads, Google Analytics, Google Sheets, and LinkedIn Ads,Coming Soon: Shopify, Hubspot, Quickbooks, Webhooks, and more..
• Scheduled Imports: Auto import data on a schedule to keep your boards up to date with the latest data from your business applications.
• Custom API Requests: Import data from any API without writing any code.

Use cases

Teams that need to manage extensive data within a document management system. These documents are large, containing multiple blocks and extensive content that require frequent updates and version tracking.

Target audiences

• All monday users who approved the AI terms & conditions

Features Sunsetting

Sunset of specific monday apps

Target audiences

• WorkDocs users

Selling points

• This feature is a part of our upmarket motion, and a top request from client facing teams!
• This feature is in response to user needs for greater control over visibility.

workdocs

Revamped Table block in Docs

PDF Export of Docs - Page Breaks

Limitless Doc Version History

Dynamic Values / Macros - Support Standalone/Left-Pane Doc

Live Collaboration on Docs

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