January 2025 - New Releases
marketplace
monday workflows
New
WorkCanvas
Work OS Platform
Previous editions
Product Enablement
January 2025 - New releases
Work OS Platform
Formula column value support in Automations & API
Move or duplicate boards, when saving as template
(cross-products)
Merge cells in the table block in workdocs
Standardization toolkit terminology changes
Workspace reorder permission
Browse all workspaces
Leftpane alphabetical sort
Private templates
Reorder views
Full Release
Formula column value is supported in Automations & API
Work OS Platform
Feature description Users can now access the formula values via Automations recepies & API.
Click to enlarge!
Target audience
Use cases
Full Release
Workspace reorder permission
Work OS Platform
Feature description Now users can restrict workspace members from reordering content in the left pane through workspace permissions. If a member tries, a message will inform them that only workspace owners can make changes.
Click to enlarge!
Target audience
Use cases
Gradual Release
Move or duplicate boards when saving as template
Work OS Platform
Feature description Now, users can choose to either move a board to the template center or duplicate it before moving, allowing for greater flexibility.
Click to enlarge!
Target audience
Use cases
Full Release
Browse all workspaces
Work OS Platform
Feature description Now users can quickly access their most-used workspaces with the 'Browse all workspaces' screen. This update includes filters for product, membership, and privacy status of the workspace, as well as new membership and recently viewed, making it easier to find and manage workspaces without needing to remember their names.
Target audience
Use cases
Gradual Release
Merge cells in the table block in workdocs
Work OS Platform - WorkDocs
Feature description The capabilities of the workdocs table block have now been enhanced with the ability to merge and splitcells.
Click to enlarge!
Target audience
Use cases
Full Release
Leftpane alphabetical sort
Work OS Platform
Feature description Users can now effortlessly sort workspace content alphabetically by prefixes, such as project or customer IDs, making it easy and efficient to locate and navigate through categorized content (and switch back to the default sorting).
Click to enlarge!
Target audience
Use cases
Gradual Release
Private templates
Work OS Platform
Feature description Now users can choose to save templates as public or private, either allowing or not allowing all account users to view them in the template center.
Click to enlarge!
Target audience
Use cases
Gradual Release
Reorder views
Work OS Platform
Feature description Users can now reorder views for themselves only, either by dragging and dropping the views or by interacting with the views menu (this does not apply to the default board view).
Target audience
Use cases
Standardization toolkit terminology changes
Work OS Platform
Managed Template & Instances
Managed Column
Feature description Our (currently in beta) is renaming some of its components to align with industry and brand standards, as well as to maintain clarity. From now on:"Managed Template" (previously "Parent Template") is a centrally managed entity, based on multiple boards, dashboards, docs, etc. Entities created using this template are called "Instances" (previously "Child Boards/dashboards").
"Managed Column" (previously "Global Column") is acen trally managed column with standard status and dropdown columns with a specific set of labels, shared across the account.
Enterprise Standardization Offering
Click to enlarge!
January 2025 - New releases
AI blocks in monday workflows
Extract Block enhancements
Support math calculations in numbers column' Open block
Label suggester for categorize
Current date awareness - open block
Person Assignment
Full Release
Extract Block enhancements
Feature descriptionUsers can now:
- Choose more columns as extract output (and not just as text)
- Utilize the images in the file column as the source for extraction.
Target audience
Use cases
Full Release
Support math calculations in numbers column' Open block
Feature descriptionUsers can now utilize AI for accurate math calculations in the numbers column.
Click to enlarge!
Target audience
Use cases
Full Release
Label suggester for categorize
Feature descriptionUsers can now enjoy smarter label default options in the categorization block, leveraging AI. Once the user selects the source column, the AI analyzes the content of various items and suggests more effective labeling options.
Click to enlarge!
Target audience
Use cases
Full Release
Current date awareness - open block
Feature descriptionmonday AI now has the ability to understand the context of a date. This means that whenever users mention dates, the AI will understand the context of the date.
Click to enlarge!
Target audience
Use cases
Full Release
Person Assignment
Feature descriptionUsers can now use AI to assign people to tasks. AI can automate the assignment of individuals based on various factors such as the potential assignee's location, availability, expertise, and the nature of the task.
Click to enlarge!
Target audience
Use cases
Full Release
AI blocks in monday workflows
Feature descriptionUsers can now incorporate AI blocks into their workflows, triggering them as part of the flow with all the advanced options of the workflow builder tool, allowing precise configuration of inputs and outputs.
Click to enlarge!
Target audience
Use cases
January 2025 - New releases
Short and long text question summary with AI
Change form ownership directly from form view
100% accessible and new submission infra
Subitem question type
Edit existing submissions
Full Release
Short and long text question summary with AI
Feature descriptionThis feature enables the breakdown of both short and long text question types into main topics and subtopics in the form results area.
Target audience
Use cases
Full Release
Change form ownership directly from form view
Feature descriptionUsers can now transfer form ownership directly from the form view and easily assign a new owner to anyone with board view permissions.
Target audience
Use cases
Gradual Release
Subitem question type
Feature descriptionUsers can now collect submissions from forms within boards that include subitems. This includes the following capabilities:
- Add subitem questions to forms, allowing for more detailed and comprehensive data collection.
- Customize the column question titles to suit specific needs.
- Reorder questions with a simple drag and drop feature, making form creation more intuitive and user-friendly.
- Choose to show or hide each subquestion, giving users more control over what information is needed to collect.
Target audience
Use cases
Gradual Release
100% accessible and new submission infra
Feature descriptionThe MF-Form-Viewer supports screen reader and keyboard navigation, making submissions more accessible for everyone.
Target audience
Use cases
Gradual Release
Edit existing submissions
Feature descriptionNow form responses can be edited after submission.
Target audience
Use cases
January 2025 - New releases
Switch between the 'yes' and 'no' branches
monday workflows
Multi-branch condition
Full Release
Switch between the 'yes' and 'no' branches
Feature description Users can now easily switch between the “yes” and “no” branches with a single click, without having to reconfigure everything from scratch.
Target audience
Use cases
Full Release
Multi-branch condition
Feature description Unlike the previous condition, users can now split their workflow into more than two branches and assign specific behavior to each status.
Target audience
Use cases
January 2025 - New releases
CRM Chrome extension
Sequences column
Sequences automations
Gradual Release
monday.mnd
CRM Chrome extension
Feature description Users can now capture leads from Gmail, Canlendar and Linkedin using monday CRM chrome extension.
Target audience
Use cases
Full Release
monday.mnd
Sequences column
Feature description A new column in the column store called Enrolled Sequences is now available. This column informs users of the sequence in which leads are enrolled, all from the convenience of the board view.
Target audience
Use cases
Full Release
monday.mnd
Sequences automations
Feature description CRM users can now take advantage of 30 new automations related to sequences, as well as 5 new trigger blocks and 3 action blocks in the workflow builder.
Click to enlarge!
Target audience
Use cases
January 2025 - New releases
New!
Batch actions for multiple elements selection (filter)
Flowchart quick flow shape selection
Gradual Release
Full Release
Batch actions for multiple elements selection (filter)
Feature description Users can now apply batch actions to multiple elements of the same type within a group selection, such as changing color, connector styles, text properties, and more.
Target audience
Use cases
Gradual Release
Full Release
Flowchart quick flow shape selection
Feature description Users can now create flowcharts faster and more efficiently: Dragging a shape connector into empty canvas space will open a quick shape selection menu.
Target audience
Use cases
January 2025Marketplace New releases
DocuGen
An all-in-one solution for invoices, proposals, offers, and other documents. Wire payment available!
marketplace
Marketplace link
DocuGen
All products
App description An all-in-one solution for invoices, proposals, offers, and other documents.
Target audience
Capabilities
Use cases
Any use case that involves more than two statuses in a status column, for example, "Priority - 1, 2, 3" or "Progress - stuck, in progress, done".
Target audiences
Target audiences
monday CRM users only -
- Sales reps
- Marketing ecsecutive
Target audiences
monday CRM users only -
- Sales reps
- Post sales teams
Use cases
- Flowcharts and process diagrams: Changing connector types or updating all shape fill colors with one action.
- Wireframes and UX mockups: Updating text styles across text boxes without affecting shape formatting.
- Collaborative brainstorming: Quickly aligning styles for different visual elements to present polished diagrams during team reviews.
Selling points
A complementary solution for monday.com users Outlook Calendar Integration Plus solves major gaps in the existing native solution that made users choose not to use it, making this integration viable. Pricing
- 14-days free trial
- Plans range in increments from $4/month (billed yearly) for 20 automated actions/month - $107/month (billed yearly) for 15,000 automated actions/month.
Selling points
- Time-Saving Automation: Eliminates the need for manual research by automatically pulling detailed information (e.g., job title, company, location, industry, and social profiles) from trusted sources.
- Enhanced Lead Context: Provides a 360-degree view of each lead, enabling more personalized and impactful outreach.
- Increased Accuracy: Reduces errors and incomplete data by ensuring up-to-date and verified information is available.
- Streamlined Workflow: This tool integrates directly into the sales rep’s existing workflow within Monday CRM, offering real-time enrichment without switching tools.
- Improved Conversion Rates: Equips sales teams with the insights they need to better understand and engage their prospects, increasing the chances of closing deals.
Target audiences
Use cases
- Mistakes made while building a workflow- For example, if a user initially determines a "no" after a condition block and continues to build the entire workflow afterward but actually intends to build the workflow under the "yes" condition, they can simply switch the "no" to "yes." As a result, everything that was originally placed under the "no" condition will now be populated under the "yes" condition.
- Something changed in the workflow - For example if a builder originally sets an entire workflow under a "yes" condition when a specific statute is changed, and later it is decided that the workflow will remain the same but should now fall under a "no" condition, the user can change it accordingly.
Selling points
These improvements enable us to:
- Provide document creation in context.
- Facilitate rapid content creation.
Use cases
All use cases that involve working with sequences, such as:
- Sales Lead Nurturing
- Follow-Up Sequences for Inactive Leads
- Sales Outreach Campaigns
Tech info
Information that can be pulled:
- LinkedIn Profile
- Facebook Profile
- Twitter Profile
- Company Revenue
- Contact Location
- Department
Out of scop at the moment -
- New columns UI
- Auto enrichments for existing users
Selling points
- This is a highly anticipated feature and it's a deal unblock!
- Accelerate business growth by increasing conversion rates at every stage of the funnel. This ensures your prospects are engaged faster with automated and personalized outreach.
- Maximize the team's work efficiency by automating tasks and standardizing flows so nothing falls between the cracks and time is spent on valuable business efforts.
- Build stronger relationships through enhanced communication with potential and existing customers - ensuring no opportunity for engagement is missed, and you provide the right value at the right time.
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.
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
Target audiences
- Workspace owners (ENT plan only)
Use cases
- Calculating price discounts from various columns, or as part of a text input including numbers.
- Calculating the distance of the candidate's geo coordinates to the headquarters' geo coordinates.
Target audiences
Use cases
This enhancement can be useful in cases of:
- Marketing iterations
- features development projects
- Recruitment process
- Many other use cases involve counting down days.
Target audiences
- Available only for the Enterprise tier of monday work management
- Target users: Project Managers
- Only admins have access by default and they can delegate it to other users via the permission settings
Target audiences
Sales
- Proposals and quotes
- Order forms
Finance
- Invoices and receipts
- Credit notes
- Check printing
Legal
- NDAs, confidentiality agreements, legal letters
- E-signature workflows
HR
Operations
- Dispatch sheets
- Job cards
Use cases
Any use case that involves the creation of quotes and invoices.
Use cases
- This feature makes any use case better but it is especially useful in cases where quick diagramming/mapping is important, such as:
- Business workflow mapping meetings
- Workshops & offsites
Selling points
- This feature allows the management of more complex, cross-org projects and is a key use case for enterprise project management.
- It enables better planning, visibility, and alignment across the different departments in the organization.
Target audiences
All WorkCanvas users, and especially:
- Flowcharts creators
- Workflow builders/mappers
- Process owners
Target audiences
- Available only for the Enterprise tier of monday work management
- Target users: Project Managers
Use cases
Examples of leveraging resource directory attributes in other work surfaces:
- Filter in Planners Workload for a specific job role to view their workload across multiple projects
- Filter in Resource Planner for specific skills to select the best resource for a project
Target audiences
monday CRM users only -
Target audiences
Use cases
This improvement is great when creating a:
- Survey
- Request
- Registration/Signup forms
- Order forms
- Feedback questionnaire
Target audiences
- All CRM users that use sequences (mostly SDR, BDR and sales rep).
- The trigger blocks and action blocks for monday workflows apply exclusively to ENT customers.
Use cases
- Lost permissions on a form
- Form owner/user deactivated (can also be done in the admin transfer ownership area)
Use cases
Marketing:
- As a Marketing Executive, I want to automatically enrich my CRM contacts with detailed profiles so that I can create targeted campaigns.
- As a Marketing Executive, I want to receive company hierarchy details to tailor our outreach strategies effectively.
Sales:
- As a Sales Representative, I want to have enriching details for my leads so that I can personalize my sales pitch accurately.
- As a Sales Representative, I want enriched data to include recent company news and funding information to stay relevant during outreach.
Use cases
In the past, when a user wanted to save a board as a template from a closed Workspace, this template would be visible only to users who are a member of this workspace. This was known as a workaround of accounts to create "private" templates. Now users can simply create private templates.
Target audiences
All WorkCanvas users
Use cases
- This feature fits any use case, and especially heavy boards that contain a large number of views.
- Since view order syncs to mobile, users can organize their views in th web interface to fit their mobile use case and make important views easily accessible on their phones.
Use cases
This is particularly useful in large teams or projects where multiple members have access to the workspace, reducing the risk of accidental or unauthorized changes to the workspace layout.
Tech-info
- Note: this is only available for Project Boards, not regular boards.
- Limitations apply to the number of connected projects per project board (same as per any connected column at this point).
The alpha feature set includes:
- Set Cross-Project Dependencies: From within your project board, search and select an external project and task to set a cross- project dependency
- Track dependencies in the main table and the Gantt: View indications for cross-project dependencies both in the main table and the Gantt view
- Identify and mitigate conflicts: See indications for conflicts within the task, and get relevant information to mitigate the conflict
The Beta/Gradual Release is planned to include cross-project visualization of conflicts, project-level dependencies information, conflict mitigation, and more. For more information,
click here
Target audiences
- All CRM users that use sequences (mostly SDR, BDR and sales rep).
Use cases
Teams that use numerous documents with tables to track project statuses, analyze data, and manage action items.
Target audiences
Target audiences
- Only for ENT users (monday workflows is open only for ENT).
Tech info
Users can build a sequence using 4 available actions with dynamic variables derived from board items:
- Send automatic email
- Create an Email & Activities task and reminder to send a manual email to the lead
- Create an Email & Activities task and reminder to call the lead
- Create an Email & Activities general task and reminder to do some action
Limitations
Currently, automatic conditional sequencing is not available. The only existing option is to "remove a person and change status". For example, if a person replies, you have to manually remove them from sequence 1, and then based on their status change, you can add them to another sequence.
Use cases
Project managers who want to duplicate a project board before moving it to the template center, keeping a copy for easy access while still having the template for future use.
Use cases
This feature is especially helpful for assigning tickets and tasks.
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
Use cases
- Inventory requests
- Project requests with subtasks
Target audiences
- monday dev users
- R&D leads
- Scrum Masters
Target audiences
- monday workflows users - ENT tier only
Use cases
- In an online store with thousands of product descriptions, AI can suggest appropriate labels or categories for each item (e.g., electronics, home appliances, fashion, etc.).
- Companies with large volumes of customer service tickets can use AI to suggest new labels for different types of support issues (e.g., technical issues, billing, account issues, etc.).
- In healthcare, AI can automatically categorize medical data or clinical notes inserted into a text column for easier review and analysis.
Target audiences
- All monday users, especially those managing assignments in Service or Work Management.
Target audiences
Use cases
Extracting text from images is especially helpful in the following scenarios:
- Invoice processing for procurement teams.
- Creating a sales pipeline using business cards collected from sales events.
- Creating competitive collateral by researching marketing materials.
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.
Use cases
This feature supports any use cases where one project's team requires a task in another project to finish before they can start with their own task.
Target audiences
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 enables uniformity while maintaining flexibility and minimal compromise on team autonomy.
Selling points
- Dev users now have the ability to see a full list of changes and additions in the context of a sprint
Target audiences
Target audiences
- monday workflows users - ENT tier only
Target audiences
- Form creators
- Survey creators
- Market researchers
Sep 2024
Jan 2024
May 2024
Oct 2024
Feb 2024
June 2024
Nov 2024
Mar 2024
July 2024
Dec 2024
August 2024
Apr 2024
Use cases
- Accounts that require forms to have screen reader capabilities and be fully accessible.
Use cases
- Quickly accessing the most recent workspaces.
- Locating a workspace without recalling its name.
- Efficiently managing workspace memberships.
Selling points
- This feature enables and supports many enterprise project and resource planning needs. Accounts have been setting up such directories using regular boards, and this capability answers their needs.
- This capability is the foundation for many future developments around account-wide and project-level resource management.
- This capability exists in most of our competitors.
Use cases
- Project and portfolio managers who want to streamline the addition of projects from My Work into specific boards
Target audiences
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
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
- Contact Management & Quick Access: An example is a sales representative browsing LinkedIn profiles who can click the CRM extension icon to instantly pull up the contact's record and view previous interactions or notes.
- Email Integration & Tracking: An example is a sales rep sending an email to a prospect using Gmail. The CRM extension can automatically log the email in the CRM, track whether the recipient opened it, and remind the rep to follow up if no response is received after a certain period.
- Sales Pipeline Management: An example is that a sales manager can quickly check the status of all leads and opportunities in the pipeline and drag and drop opportunities between stages without needing to open the full CRM dashboard.
Target audiences
- Automations builders
- External developers
Target audiences
Support
High-touch support: daniel@fantasymedia.io
Use cases
Teams that use prefixes for their workspace content (i.e. project ID, customer ID).
Use cases
All AI use cases that are supported in the columns and the automation builder.
Use cases
- Request form
- Campaign or creative requests
- Application forms
- Order forms
- Registration forms
Target audiences
- monday CRM users only - Pro & Enterprise tiers
App capabilities
- Generate proposals, invoices, receipts, legal documents, letters, HR documents, or any type of document.
- Automatically send documents via email using your templates, with dynamic content embedded from your monday.com data.
- Use your own Word templates and branding for a personalized touch and consistent formats.
- Receive free assistance from real experts via live chat and email.
Use cases
With the new automations, users can create workflows that best match their needs by integrating with the sequences feature.
- For example, users can set up automations to insert leads into sequences upon creation, change their status, and notify sales representatives when the leads respond to emails sent by a sequence. Additionally, users can remove leads from a sequence based on triggers of their choosing.
- Enterprise users have access to a workflow builder that provides even greater control and allows them to integrate sequences with the entire monday ecosystem.
Target audiences
Apr 2023
Jan 2024
August 2023
Feb 2024
Sep 2023
May 2023
Nov 2023
Mar 2024
June 2023
July 2023
Dec 2023
Target audiences
- Project managers
- Supply / Inventory coordinators
- Marketing/Creative managers
Use cases
This improvement unlocks new possibilities, such as:
- Creating innovative apps.
- Enhancing existing automation.
Tech-info
- The Resource Directory is a new entity that's created for all Work Management Enterprise accounts and is on the account level.
- The directory automatically syncs all users in the account and the teams they belong to. There's no option to add or remove users.
- We currently support monday users only in the directory. In the future we might support external users and other types of resources.
- Only admins have access by default and they can delegate it to other users via the permission settings:
Target audiences
- This is only available to the current form creator, board owner or admin of the account. They can add anyone who has the board view permissions.
Target audiences
- Customers with the new Template Editor (currently - Basic, Standard, Pro, as well as 5% of Enterprise)
- Workflow managers who create new templates
January 2025 - EXTERNAL - New releases
Product Enablement
Created on January 22, 2025
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Transcript
January 2025 - New Releases
marketplace
monday workflows
New
WorkCanvas
Work OS Platform
Previous editions
Product Enablement
January 2025 - New releases
Work OS Platform
Formula column value support in Automations & API
Move or duplicate boards, when saving as template
(cross-products)
Merge cells in the table block in workdocs
Standardization toolkit terminology changes
Workspace reorder permission
Browse all workspaces
Leftpane alphabetical sort
Private templates
Reorder views
Full Release
Formula column value is supported in Automations & API
Work OS Platform
Feature description Users can now access the formula values via Automations recepies & API.
Click to enlarge!
Target audience
Use cases
Full Release
Workspace reorder permission
Work OS Platform
Feature description Now users can restrict workspace members from reordering content in the left pane through workspace permissions. If a member tries, a message will inform them that only workspace owners can make changes.
Click to enlarge!
Target audience
Use cases
Gradual Release
Move or duplicate boards when saving as template
Work OS Platform
Feature description Now, users can choose to either move a board to the template center or duplicate it before moving, allowing for greater flexibility.
Click to enlarge!
Target audience
Use cases
Full Release
Browse all workspaces
Work OS Platform
Feature description Now users can quickly access their most-used workspaces with the 'Browse all workspaces' screen. This update includes filters for product, membership, and privacy status of the workspace, as well as new membership and recently viewed, making it easier to find and manage workspaces without needing to remember their names.
Target audience
Use cases
Gradual Release
Merge cells in the table block in workdocs
Work OS Platform - WorkDocs
Feature description The capabilities of the workdocs table block have now been enhanced with the ability to merge and splitcells.
Click to enlarge!
Target audience
Use cases
Full Release
Leftpane alphabetical sort
Work OS Platform
Feature description Users can now effortlessly sort workspace content alphabetically by prefixes, such as project or customer IDs, making it easy and efficient to locate and navigate through categorized content (and switch back to the default sorting).
Click to enlarge!
Target audience
Use cases
Gradual Release
Private templates
Work OS Platform
Feature description Now users can choose to save templates as public or private, either allowing or not allowing all account users to view them in the template center.
Click to enlarge!
Target audience
Use cases
Gradual Release
Reorder views
Work OS Platform
Feature description Users can now reorder views for themselves only, either by dragging and dropping the views or by interacting with the views menu (this does not apply to the default board view).
Target audience
Use cases
Standardization toolkit terminology changes
Work OS Platform
Managed Template & Instances
Managed Column
Feature description Our (currently in beta) is renaming some of its components to align with industry and brand standards, as well as to maintain clarity. From now on:"Managed Template" (previously "Parent Template") is a centrally managed entity, based on multiple boards, dashboards, docs, etc. Entities created using this template are called "Instances" (previously "Child Boards/dashboards"). "Managed Column" (previously "Global Column") is acen trally managed column with standard status and dropdown columns with a specific set of labels, shared across the account.
Enterprise Standardization Offering
Click to enlarge!
January 2025 - New releases
AI blocks in monday workflows
Extract Block enhancements
Support math calculations in numbers column' Open block
Label suggester for categorize
Current date awareness - open block
Person Assignment
Full Release
Extract Block enhancements
Feature descriptionUsers can now:
Target audience
Use cases
Full Release
Support math calculations in numbers column' Open block
Feature descriptionUsers can now utilize AI for accurate math calculations in the numbers column.
Click to enlarge!
Target audience
Use cases
Full Release
Label suggester for categorize
Feature descriptionUsers can now enjoy smarter label default options in the categorization block, leveraging AI. Once the user selects the source column, the AI analyzes the content of various items and suggests more effective labeling options.
Click to enlarge!
Target audience
Use cases
Full Release
Current date awareness - open block
Feature descriptionmonday AI now has the ability to understand the context of a date. This means that whenever users mention dates, the AI will understand the context of the date.
Click to enlarge!
Target audience
Use cases
Full Release
Person Assignment
Feature descriptionUsers can now use AI to assign people to tasks. AI can automate the assignment of individuals based on various factors such as the potential assignee's location, availability, expertise, and the nature of the task.
Click to enlarge!
Target audience
Use cases
Full Release
AI blocks in monday workflows
Feature descriptionUsers can now incorporate AI blocks into their workflows, triggering them as part of the flow with all the advanced options of the workflow builder tool, allowing precise configuration of inputs and outputs.
Click to enlarge!
Target audience
Use cases
January 2025 - New releases
Short and long text question summary with AI
Change form ownership directly from form view
100% accessible and new submission infra
Subitem question type
Edit existing submissions
Full Release
Short and long text question summary with AI
Feature descriptionThis feature enables the breakdown of both short and long text question types into main topics and subtopics in the form results area.
Target audience
Use cases
Full Release
Change form ownership directly from form view
Feature descriptionUsers can now transfer form ownership directly from the form view and easily assign a new owner to anyone with board view permissions.
Target audience
Use cases
Gradual Release
Subitem question type
Feature descriptionUsers can now collect submissions from forms within boards that include subitems. This includes the following capabilities:
Target audience
Use cases
Gradual Release
100% accessible and new submission infra
Feature descriptionThe MF-Form-Viewer supports screen reader and keyboard navigation, making submissions more accessible for everyone.
Target audience
Use cases
Gradual Release
Edit existing submissions
Feature descriptionNow form responses can be edited after submission.
Target audience
Use cases
January 2025 - New releases
Switch between the 'yes' and 'no' branches
monday workflows
Multi-branch condition
Full Release
Switch between the 'yes' and 'no' branches
Feature description Users can now easily switch between the “yes” and “no” branches with a single click, without having to reconfigure everything from scratch.
Target audience
Use cases
Full Release
Multi-branch condition
Feature description Unlike the previous condition, users can now split their workflow into more than two branches and assign specific behavior to each status.
Target audience
Use cases
January 2025 - New releases
CRM Chrome extension
Sequences column
Sequences automations
Gradual Release
monday.mnd
CRM Chrome extension
Feature description Users can now capture leads from Gmail, Canlendar and Linkedin using monday CRM chrome extension.
Target audience
Use cases
Full Release
monday.mnd
Sequences column
Feature description A new column in the column store called Enrolled Sequences is now available. This column informs users of the sequence in which leads are enrolled, all from the convenience of the board view.
Target audience
Use cases
Full Release
monday.mnd
Sequences automations
Feature description CRM users can now take advantage of 30 new automations related to sequences, as well as 5 new trigger blocks and 3 action blocks in the workflow builder.
Click to enlarge!
Target audience
Use cases
January 2025 - New releases
New!
Batch actions for multiple elements selection (filter)
Flowchart quick flow shape selection
Gradual Release
Full Release
Batch actions for multiple elements selection (filter)
Feature description Users can now apply batch actions to multiple elements of the same type within a group selection, such as changing color, connector styles, text properties, and more.
Target audience
Use cases
Gradual Release
Full Release
Flowchart quick flow shape selection
Feature description Users can now create flowcharts faster and more efficiently: Dragging a shape connector into empty canvas space will open a quick shape selection menu.
Target audience
Use cases
January 2025Marketplace New releases
DocuGen
An all-in-one solution for invoices, proposals, offers, and other documents. Wire payment available!
marketplace
Marketplace link
DocuGen
All products
App description An all-in-one solution for invoices, proposals, offers, and other documents.
Target audience
Capabilities
Use cases
Any use case that involves more than two statuses in a status column, for example, "Priority - 1, 2, 3" or "Progress - stuck, in progress, done".
Target audiences
Target audiences
monday CRM users only -
Target audiences
monday CRM users only -
Use cases
Selling points
A complementary solution for monday.com users Outlook Calendar Integration Plus solves major gaps in the existing native solution that made users choose not to use it, making this integration viable. Pricing
Selling points
Target audiences
Use cases
Selling points
These improvements enable us to:
Use cases
All use cases that involve working with sequences, such as:
Tech info
Information that can be pulled:
Out of scop at the moment -
Selling points
Use cases
Tech-info
Limitations
Target audiences
Target audiences
Use cases
Target audiences
Use cases
This enhancement can be useful in cases of:
Target audiences
Target audiences
Sales
- Proposals and quotes
- Order forms
Finance- Invoices and receipts
- Credit notes
- Check printing
LegalHR
- Offer letters
- HR letters
OperationsUse cases
Any use case that involves the creation of quotes and invoices.
Use cases
Selling points
Target audiences
All WorkCanvas users, and especially:
Target audiences
Use cases
Examples of leveraging resource directory attributes in other work surfaces:
Target audiences
monday CRM users only -
Target audiences
Use cases
This improvement is great when creating a:
Target audiences
Use cases
Use cases
Marketing:
- As a Marketing Executive, I want to automatically enrich my CRM contacts with detailed profiles so that I can create targeted campaigns.
- As a Marketing Executive, I want to receive company hierarchy details to tailor our outreach strategies effectively.
Sales:Use cases
In the past, when a user wanted to save a board as a template from a closed Workspace, this template would be visible only to users who are a member of this workspace. This was known as a workaround of accounts to create "private" templates. Now users can simply create private templates.
Target audiences
All WorkCanvas users
Use cases
Use cases
This is particularly useful in large teams or projects where multiple members have access to the workspace, reducing the risk of accidental or unauthorized changes to the workspace layout.
Tech-info
- Note: this is only available for Project Boards, not regular boards.
- Limitations apply to the number of connected projects per project board (same as per any connected column at this point).
The alpha feature set includes:- Track dependencies in the main table and the Gantt: View indications for cross-project dependencies both in the main table and the Gantt view
- Identify and mitigate conflicts: See indications for conflicts within the task, and get relevant information to mitigate the conflict
The Beta/Gradual Release is planned to include cross-project visualization of conflicts, project-level dependencies information, conflict mitigation, and more. For more information,click here
Target audiences
Use cases
Teams that use numerous documents with tables to track project statuses, analyze data, and manage action items.
Target audiences
Target audiences
Tech info
Users can build a sequence using 4 available actions with dynamic variables derived from board items:
Limitations
Currently, automatic conditional sequencing is not available. The only existing option is to "remove a person and change status". For example, if a person replies, you have to manually remove them from sequence 1, and then based on their status change, you can add them to another sequence.
Use cases
Project managers who want to duplicate a project board before moving it to the template center, keeping a copy for easy access while still having the template for future use.
Use cases
This feature is especially helpful for assigning tickets and tasks.
App capabilities
Use cases
Target audiences
Target audiences
Use cases
Target audiences
Target audiences
Use cases
Extracting text from images is especially helpful in the following scenarios:
Use cases
Use cases
This feature supports any use cases where one project's team requires a task in another project to finish before they can start with their own task.
Target audiences
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 enables uniformity while maintaining flexibility and minimal compromise on team autonomy.
Selling points
Target audiences
Target audiences
Target audiences
Sep 2024
Jan 2024
May 2024
Oct 2024
Feb 2024
June 2024
Nov 2024
Mar 2024
July 2024
Dec 2024
August 2024
Apr 2024
Use cases
Use cases
Selling points
Use cases
Target audiences
Selling points
This feature provides numerous advantages for development teams:
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:
Use cases
Target audiences
Target audiences
Support
High-touch support: daniel@fantasymedia.io
Use cases
Teams that use prefixes for their workspace content (i.e. project ID, customer ID).
Use cases
All AI use cases that are supported in the columns and the automation builder.
Use cases
Target audiences
App capabilities
Use cases
With the new automations, users can create workflows that best match their needs by integrating with the sequences feature.
Target audiences
Apr 2023
Jan 2024
August 2023
Feb 2024
Sep 2023
May 2023
Nov 2023
Mar 2024
June 2023
July 2023
Dec 2023
Target audiences
Use cases
This improvement unlocks new possibilities, such as:
Tech-info
Target audiences
Target audiences