December 2024 - EXTERNAL - New releases

December 2024 - New Releases

WorkCanvas

Work OS Platform

Previous editions

Product Enablement

December 2024 - New releases

Work OS Platform

Scheduled updates and custom reminders on updates

Admin features

Permission to manage all teams

(cross-products)

Links in text columns

Updates widget

API Usage Analytics

Friendly item ID / Custom Key

iOS & Android on mondayDB

Formula builder revamp

Dashboard PDF export preview and customization

Label Description

Full Release

Dashboard PDF export preview and customization

Work OS Platform

Users can now preview their dashboards before exporting them to PDF and customize portrait/landscape orientation and pages vs pageless format, all within A4 dimensions.

Click to enlarge!

Target audience

Use cases

Gradual Release

Scheduled updates and custom reminders on updates

Work OS Platform

Users can now:

1. Choose any time and date to be reminded of a specific update.
2. Schedule updates (both posts and updates) at any time they choose.

Target audience

Use cases

Gradual Release

Update widget

Work OS Platform

Users can now add an updates widget to item cards to make communication visible alongside other item card components.

Target audience

Use cases

Gradual Release

Friendly item ID / Custom Key

Work OS Platform

Users can now enjoy a new and customized item numbering system that combines both Auto number and Item ID columns.

Click to enlarge!

Target audience

Use cases

Gradual Release

Formula builder revamp

Work OS Platform

Feature description Users can now enjoy the formula builder "next generation," which includes:

• New and improved layout and hierarchies

• The ability to search for resources

• The ability to choose labels from single/multi-select columns (status, dropdown, etc.).
• Quick start - formula templates based on columns in the user board.
• Expand the formula builder screen - a bigger code editor.

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Target audience

Use cases

Gradual Release

Label Description

Work OS Platform

Feature description Board owners and builders can now add metadata and additional context to status labels to help users choose the right ones.

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Target audience

Use cases

Gradual Release

Permission to manage all teams

Work OS Platform

Feature description Admins can now delegate the capability to manage any team to different user roles in their account, to act as sub-admins.

Target audience

Use cases

Before

After

Gradual Release

iOS & Android on mondayDB

Work OS Platform

Users can now access a new board infrastructure for the monday.com iOS and Android applications, supporting enhanced capabilities powered by our mondayDB data infrastructure! This change aligns desktop and mobile experiences for both iOS and Android users, and solves board load issues.

Click to enlarge!

Target audience

Use cases

Full Release

Links in text columns

Work OS Platform

Users can now add web links directly into their text columns, which will automatically be identified as clickable links that open in a new tab.

Target audience

Use cases

Gradual Release

API Usage Analytics

Work OS Platform

Admins can now access a new API usage analayics dashboard with 4 main widgets that provide the following information:

• Current Day Usage and Limit: How much an account uses the API and what is the limit needed to remain under
• Daily usage: How much the API was used every day in the last 2 weeks
• Usage by app: How much the API was used by private and public apps
• Usage by user: How much the API was used by different users (either directly though personal token, or by apps calling it on behalf of the user)

Click to enlarge!

Target audience

Use cases

Gradual Release

Collapsible headers

Work OS Platform - WorkDocs

Users can now collapse headers in WorkDocs.

Target audience

Use cases

December 2024 - New releases

Automatic Project Status

Full Release

Automatic Project Status

Feature descriptionProject managers now have the ability to automate their projects' high-level statuses by a predefined % of the status of all tasks.

Target audience

Use cases

December 2024 - New releases

WorkForms new form board view

Sunset of old form response viewer

Gradual Release

WorkForms new form board view

Feature descriptionThe Board View of a WorkForm has received a facelift and improved capabilities that connect data from the board view directly to form responses. The new capabilities include:

• Enhanced Taxonomy and Discoverability
• Edit Mode & View Mode
• Real-Time Reflection of Changes
• New Share Modal and Settings Page
• and more!

Click to enlarge!

Target audience

Use cases

Sunsetting

Sunset of old form response viewer

Old

New

Description The form response viewer app is an old app by monday that allows customers to view submissions one at a time in a form format as opposed to items on the board. Since we have recently released the new and improved WorkForms submission viewer app we are now sunsetting the old app.

Click to enlarge!

December 2024 - New releases

Agile Insights multi-board widgets in Dashboards

Gradual Release

Agile Insights multi-board widgets in Dashboards

Feature description Users can now add multiple Agile Insights widgets to their Agile Insights dashboard, with each one linked to its own board.

Click to enlarge!

Target audience

Use cases

December 2024 - New releases

New!

Password-protected public canvas

Adjust connector arrow heads

Hide participants' cursors when collaborating

Gradual Release

Full Release

Password-protected public canvas

Feature description Users can now set a password to publicly shared canvases outside their account.

Target audience

Use cases

Gradual Release

Full Release

Adjust connector arrow heads

Feature description Users can now customize their diagram connectors with different arrowhead styles and options.

Target audience

Use cases

Gradual Release

Full Release

Hide participants' cursors when collaborating

Feature description Canvas editors can now hide collaborating users' cursor markers when working together on a canvas.

Target audience

Use cases

workdocs

Collapsible headers in Workdocs

Target audiences

• Builders - when building and configuring boards, setting up processes, and establishing standards across teams.
• Contributors - when consuming and interacting with status labels in workflows.

Selling points

A complementary solution for monday.com users

• Ideal for teams that use subitems in their workflows and/or complex workflows with subitems—they will benefit greatly from the efficiency and consistency of the workflow.

• The app allows you to use pre-configured automations or subitem triggers to mix and match and build your own automation without using external platforms.

Pricing

• 14-days free trial
• Limited: Free, 300 actions/month
• Starter: $24/ month (billed yearly), 2,500 runs/month
• Intermediate: $61/ month (billed yearly), 10,000 runs/month
• Advanced: $122/ month (billed yearly), 25,000 runs/month
• Professional: $245/ month (billed yearly), 75,000 runs/month
• Enterprise: $491/ month (billed yearly), 150K runs/month

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.'

Selling points

• Enhanced project management control and streamlined processes, eliminating manual work thanks to automatic timeline updates.
• This feature allows the support of more robust and complex ENT workflows.

Use cases

monday dev users now have the ability to:

• See insights from multiple boards, all in one place
• Track performance across different teams seamlessly
• Customize dashboards to suit specific needs

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.

Target audiences

• Admins in the Enterprise plan only

Use cases

• As a developer or project manager, I want to easily communicate and collaborate with my team by referring to tasks using a friendly item ID.
• As a large organization, we need a way for employees to collaborate across the organization and open tickets for different departments while identifying the destination team (IT, Marketing, Maintenance, Dev teams, etc)
• As a seller or service provider, I want to manage my orders and bookings easily with user-friendly ID numbers (ORDR-1392, BOOK-20390).

Use cases

Creating governance champions who manage all the teams in the account.

Target audiences

• Project managers
• Marketing managers

Use cases

Scheduling updates is very useful in cases of:

• Communication across different time zones or during holidays.
• When an update is important within a specific timeframe during a project. For example, "The update for the product designer is scheduled for next Monday after product marketing finalizes the ad's messaging."

Use cases

• Client Collaboration: Share a project canvas with clients securely without adding them to the account.
• Workshop Access: Conduct password-protected workshops or webinars, providing access only to registered participants.

• Sensitive Documentation: Share internal plans or strategy documents with external partners while maintaining access control.
• Freelance Projects: Grant temporary access to contractors or collaborators without exposing all account canvases.
• Educational Materials: Distribute course materials or templates securely to students or trainees.

Support

High-touch support: james@dataimporter.co

Selling points

• This feature is a key deal unblocker in terms of scale and streamlining enterprise PMO work.
• This feature saves manual work and enables greater scale for portfolio managers.

Target audiences

WorkCanvas Pro & Ent users only

Target audiences

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

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

• For marketing teams, the improved form-building experience means they can quickly create customized lead capture forms without confusion or delays, ensuring campaigns launch on time.
• For HR teams, the enhanced discoverability and instant updates enable them to build and adjust employee feedback or onboarding forms with ease, saving valuable time and ensuring accuracy.

Use cases

Enterprise customers with many different departments (cost centers, organization units, etc.) using the same monday account. This feature allows each department to purchase licenses independently and monitor their budget.

Use cases

Examples for popular formulas in boards -

• Exclude holidays on top of workdays.

• Count the number of days, hours, and minutes.

• Count workdays between 2 dates.

• Calculate the budget remaining/spent.

Selling points

A complementary solution for monday.com users

• Seamless data imports from various applications without manual work.
• Ideal for marketing teams who manage and run marketing campaigns.
• ​​Use existing items in such as Facebook Post URLs or Ad IDs to fetch data and then add metrics directly to boards. Perfect for social media calendars.
• Evaluate the success of projects or campaigns with real data from business applications.

Pricing

• Free: All integrations, Unlimited users, Monthly import limit
• Unlimited: Everything in Free, plus: Unlimited imports, Scheduled imports

Target audiences

• Builders
• Formula users

Use cases

• Presentations and meetings: During a demo or presentation, hiding cursors ensures the audience’s attention is on the content rather than cursor movements.
• Large collaborative sessions: Enable selective cursor visibility to reduce clutter during brainstorming or planning with large teams.

Target audiences

• Admins

Tech-info

Known limitations

• This dashboard can be created only for projects connected to a portfolioall
• All of the portfolio's projects are connected by default with no option to edit/remove connected projects.

Target audiences

• All users

Selling points

This feature enables to use AI in more complex use cases which usually include mirror columns.

Target audiences

• Developers
• Project managers
• IT teams
• Marketing teams
• Maintenance team
• Dev team
• Sellers
• And more

Target audiences

• All My Work users

Use cases

• Builders need tools to create a consistent and shared language across workflows.

• Contributors require clear guidance on the meaning of each status label to participate confidently in processes without the fear of making mistakes.

Use cases

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

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 in the Pro tier and above
• R&D leads
• Scrum Masters

Use cases

• Flowcharts: Customize connections between steps to indicate start, end, or directional flow.
• Process Mapping: Use distinct arrow styles to signify action types or decision points.
• Mind Mapping: Highlight relationships between concepts or sub-ideas with unique connectors.

Target audiences

The feature will be availble to all enterprise accounts (other tiers TBD) Main audience:

• Administrators

• Operation/Security Managers

• Developers

Target audiences

All WorkCanvas users, and specifically:

• Facilitators/Presenters
• Power Users
• Teams with High Collaboration Needs

Use cases

• Portfolio managers who want to see the total budget of all tasks by team.
• Portfolio managers who need to see a Gantt of all project milestones.

Use cases

Viewing update-based communication in item cards in different products:

• Client/deal card in CRM

• Project overview card in Work Management

Selling points

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

SCIM (System for Cross-domain Identity Management) is a standard for automating user identity management across systems, simplifying user provisioning and updates. Companies use the SCIM protocol to manage their users across the different application they use.

Target audiences

• monday workflows users - ENT tier only

Target audiences

All Form creators

Target audiences

iOSAll monday.com iOS mobile application users, using boards and table based views (450k+ monthly) Android All Android monday.com app users (~150k monthly)

Use cases

• Team leads can now collaborate seamlessly with their teams, even while away from their desks. The new infrastructure ensures real-time updates to boards, keeping everyone aligned.

• Field sales representatives can deliver faster with more reliable access to critical board data, allowing them to stay on top of deals and manage pipelines with ease, directly from their iOS or Android devices.

Use cases

Portfolio managers who manage hundreds of projects and need to stay on top of their entire portfolio and identify risks early on.

Use cases

• Content writers can focus on specific sections of drafts or outlines, making it easier to edit and organize extensive documents.
• Documentation readers can orient themselves more easily in the doc.

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

• Enhanced Productivity and Time Savings: Users can quickly grasp the context of interactions without reading through each communication detail.
• Better Customer Relationships: Teams are empowered to offer personalized experiences and timely follow-ups based on clear interaction history.
• Data-Driven Decision Making: AI-generated insights help identify high-priority leads and customers at risk of churn.

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Target audiences

• Project Managers
• Cross-company

Use cases

• Marketing teams or Project Managers can now embed links to campaign pages, promotional materials, or external resources within their project documentation columns.
• Customer support teams can now include links to knowledge base articles, troubleshooting guides, or third-party resources directly in customer communications or internal notes, making it easier to share and access relevant information.

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

• All users in all tiers.

Target audiences

• All monday users

Support

High-touch support: daniel@fantasymedia.io

Use cases

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

Tech-info

Supported blocks:

• Change column value
• Create item
• Create subitem

Target audiences

All WorkCanvas users

Target audiences

• Project & Portfolio managers
• 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.

Selling points

• This feature provides admins and our sellers visibility into the departmental seat allocation and utilization.
• This feature allows enterprise accounts steamline their their license management and seats allocation, saving time and effort.

Tech info

• This feature provides a short, clear summary of communication events, such as emails, calls, meetings, and notes
• The AI Timeline Summary will extract the most relevant details and generate a summary of recent activities.
• This summary will be presented in a new timeline item type - AI summary item

Target audiences

• All monday users who approved the AI terms & conditions

Features Sunsetting

Sunset of specific monday apps

Use cases

Debugging Issues: Developers and IT teams can easily identify and troubleshoot problems related to reaching daily API limits, hitting rate limits, or managing version migrations. Security/Compliance: For security and compliance officers, the ability to monitor API activity means teams can understand who is using the API, ensuring proper access control and adherence to compliance requirements.

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Target audiences

All users in all tiers.

Tech-info

Mirror columns as input are only supported today in open prompts actions - "Custom Action" and "Writing Assistant", due to technical limitations.

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