May 2025 - New Releases
monday workflows
New
Work OS Platform
Previous editions
Product Enablement
May 2025 - New releases
Work OS Platform
Security & Governance
(cross-products)
"Bring it back" new experience
Admin: Reset user password
Customisable Session Duration
Calendar can be labeled by date column
Assign users to departments by CSV and SAML
Batch actions on subitems from different parent items
Full Release
Automatic filters
Work OS Platform
Items created in a filtered board view will now inherit the filter values, ensuring they remain visible and aligned with active filters.
Target audience
Use cases
Full Release
Calendar can be labeled by date column
Work OS Platform
This update allows users to label calendar entries by the date column name, providing clarity and specificity for complex calendar views, such as marketing and any content management use cases.
Click to enlarge!
Target audience
Use cases
Enterprise plan only
Full Release
Assign users to departments by CSV and SAML
Work OS Platform
Assign via CSV
Feature description Admins can now map users to departments in bulk via either a CSV file import or a sync with a 3rd-party SAML provider.
Assign via SAML
Target audience
Use cases
Full Release
Admin: Reset user password
Work OS Platform
Feature description Admins can now force a password reset for users in their account, singular or in bulk.
Click to enlarge!
Target audience
Use cases
Enterprise plan only
Full Release
Customisable Session Duration
Work OS Platform
Feature description Admins can now customize their users' session duration (due to inactivity or in total) to increase security and comply with regulations.
Click to enlarge!
Target audience
Use cases
Full Release
Batch actions on subitems from different parent items
Work OS Platform
Feature description Users can now perform batch actions on subitems from different parents.
Click to enlarge!
Target audience
Use cases
May 2025 - New releases
Updates AI summarizer
AI Permissions
Board preview
Gradual Release
Updates AI summarizer
Feature descriptionUsers can now leverage AI to summarize their update threads.
Click to enlarge!
Target audience
Use cases
Full Release
AI Permissions
Feature descriptionAdmins can now enable/disable the following new rule: “Create AI-powered automation/column and utilize AI Assistants” in the following levels:
- Account-level permission to run AI, by role - Live on for accounts with role-based permissions.
- Board+workspace - level permission to run AI, by role - In testing.
Click to enlarge!
Target audience
Use cases
Gradual Release
Board preview
Feature descriptionAI users can now preview the AI results and reiterate on the prompt.
Target audience
Use cases
May 2025 - New releases
Resource picker - filter by attributes
Enterprise plan only
Gradual Release
Resource picker - filter by attributes
Feature descriptionUsers can now filter their resources in the Resource Planner and Capacity Manager to only see resources that match the specific criteria defined.
Click to enlarge!
Target audience
Use cases
May 2025 - New releases
Submission improvements
Gradual Release
Submission improvements
Feature descriptionForm users can now see a clearer display of key form settings, such as the anonymity of the form, the user's login status, and the number of remaining edits for response editing or saving as a draft.
Click to enlarge!
Target audience
Use cases
May 2025 - New releases
monday workflows is fully released to accounts on the Enterprise plan!
monday workflows
New workflows actions blocks
Use files from update in 'Files' column
monday workflows
Subitems improvements
Convert text to number/date
Enterprise plan only
Full Release
Use files from update in 'Files' column
Feature description Users can now automatically pull files from updates and insert them directly into a Files column on any board, streamlining the workflow.
Click to enlarge!
Target audience
Use cases
Enterprise plan only
Full Release
New workflows action blocks
Feature description monday workflows users can now enjoy new Action blocks:
- Move item to board block - allows to move an item from a source board to a target board, with column mapping support.
- Find connected subitem block - allows to retrieve the connected subitem and perform any action on it.
- Update Item & Subitem blocks - allow to update multiple columns at once, all in a single block!
Click to enlarge!
Target audience
Use cases
Enterprise plan only
Full Release
Subitems improvements
Feature description monday workflows users can now enjoy two new subitems capabilities:
- "Change column value" action supports subitems - new trigger starts a workflow whenever any column in a subitem is created.
- Change subitem when any subitem column changes - directly update specific subitem column values using the Change Column Value block.
Click to enlarge!
Target audience
Use cases
Enterprise plan only
Full Release
Convert text to number/date
Feature description Users can now convert textual values from any column to numbers and dates, and use the output in the corresponding columns.
Click to enlarge!
Target audience
Use cases
May 2025 - New releases
E&A timeline column
Sequences advanced events handling
Sequence experience improvements
Sequences Email Signature
Activity tracker - Filter by boards data
Full Release
monday.mnd
E&A timeline column
Feature description monday CRM users can now enjoy a new column added to the monday CRM boards that displays the count of all incoming and outgoing interactions (calls, emails, meetings) related to a Contact/Account/Deal within the last 45 days.
Click to enlarge!
Target audience
Use cases
Full Release
monday.mnd
Sequences advanced events handling
Feature description To enable greater visibility into what happens after automatic emails are sent via sequences, users can now:
- Track link clicks in automatic emails
- Detect auto responses (OOO)
- Trigger automations and WFB actions
Click to enlarge!
Target audience
Use cases
Full Release
monday.mnd
Sequence experience improvements
Feature description To improve setup efficiency and customization, Sequences users can now utilize:
- New drag and drop experience
- Filter the sequence list
- Name the sequence steps
- New rules & notification tab
- Mirror column support for email/phone
- Connect the sender address from the builder
- Create new column from sequence settings
Click to enlarge!
Target audience
Use cases
Full Release
monday.mnd
Sequences Email Signature
Feature description CRM users can now add their personal signatures automatically to all sequences of outbound automatic emails.
Click to enlarge!
Target audience
Use cases
Gradual Release
monday.mnd
Activity tracker - Filter by boards data
Feature description CRM users can now filter by the board's columns (e.g., in the Deals board, filter by deal status, deal value, and dates) for greater visibility into representative performance across activities and pipeline statuses.
Click to enlarge!
Target audience
Use cases
May 2025 - New releases
External user integration with the Portal
Gradual Release
monday.mnd
External user integration with the Portal
Feature description Non-monday members can now access the customer portal.
Target audience
Use cases
May 2025 - New releases
New!
Convert Canvas task into monday.com items
Gradual Release
Gradual Release
Convert Canvas task into monday.com items
Feature description In addition to the existing ability to convert native Canvas items (text boxes, shapes, sticky notes) into monday items, users can now also convert native Canvas tasks that contain extra data into fully populated monday items!
Target audience
Use cases
Use cases
- Move item to board example - When an item is created in a "Leads" board, user can move it to a "Clients" board and choose which columns should carry over – like syncing "Email" with "Client Email", or "Status" with "Deal Stage".
- Find connected subitems example - When an item column is updated in an Epic's board, users can find the connected subitem in the Release board and update its name column.
- Update Item & Update Subitem example - When changing an item's status in a production board, users can also set the workflow to change the timeline, owner, and date accordingly.
Target audiences
monday CRM users only -
- Sales reps
- Marketing ecsecutive
Use cases
- New drag and drop experience - Reps can easily rearrange steps to better match their workflow or outreach logic.
- Filter the sequence list - Sales managers can find sequences faster based on owner, tag, or status.
- Name sequence steps - SDRs can label steps like “Initial Touch” or “Follow-up” to stay organized and improve collaboration.
- New rules & notification tab - A cleaner layout makes it easier to manage smart delays, conditions, and alerts in one place.
- Mirror column support for email/phone - Teams using high-scale or connected workflows can map lead contact info directly from mirrored columns, reducing setup complexity.
- Connect the sender address from the builder—SDRs can now link their email accounts without leaving the sequence editor, speeding up onboarding and testing.
- Create new column from sequence settings - If a board lacks a column for email/phone, reps can add it on the spot, reducing friction and making the tool more self-serve.
Use cases
A customer support team can use the SLA management feature to ensure timely responses to customer inquiries. By setting up SLA columns with specific time-to-resolution targets, the team can prioritize tickets based on urgency and track their progress in real-time.
Target audiences
Use cases
- A marketing team can now use the calendar widget to clearly differentiate between various movie release types by labeling entries with the specific date column names, enhancing their scheduling and planning efficiency.
- A product team can label various release types, such as US/UK or Alpha/Beta releases.
Use cases
An enterprise IT department can use this feature to grant external vendors access to the customer portal by adding their email addresses or domains.
Selling points
- Eliminates manual digging and unlocks high-trust visibility.
- Helps users structure work, communicate with teams, and generate content in a natural, collaborative flow.
- Speeds up setup and bridges the gap between “idea” and “working board.”
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
monday mobile users.
Use cases
Any use case that involves sequences for sending out automatic emails.
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
Sep 2024
Jan 2025
May 2024
Feb 2025
Oct 2024
June 2024
Nov 2024
Mar 2025
July 2024
Dec 2024
Apr 2025
August 2024
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
- All monday users in accounts that enabled AI
Use cases
Key flows:
- A project manager can surface blockers instantly and reassign tasks in one go.
- A content lead can generate creative briefs or campaign summaries with accurate board context.
- An admin can restructure a team’s board and ensure it aligns with best practices.
Target audiences
- Retailers
- Manufacturers
- E-commerce Businesses
- Warehouse Managers
- Project Managers
- Operations Managers
Support
High-touch support: guy.gavish@spot-nik.com
Target audiences
Target audiences
Form builders and submitters
Target audiences
- Available only for the Enterprise tier of monday work management
- Target users: Project/Portfolio/Resource Managers
Use cases
This enhancement is useful for long forms, especially with a lot of conditional logic. It makes creating and editing them much easier.
Use cases
Any use case when a manager needs to track a rep's performance across activities and pipeline statuses.
Target audiences
All WorkCanvas and monday.com users
Use cases
Enable product teams (CRM, dev, etc.) to tailor the home experience to their specific audience and workflows.
Use cases
- Extract numbers from formula columns
- Extract dates from status and dropdown columns
- Tracking metrics, managing deadlines, and organizing any kind of structured input
Target audiences
- Sales reps who use monday CRM to manage contacts and deals.
Target audiences
- All monday users in accounts that enabled AI
Tech-info
Limitations Currently available to monday employees and a few alpha accounts. This feature will be available for pro+ tier accounts and only on monday dev.
Use cases
A marketing team can use the centralized design tab to quickly customize a lead capture form, setting the background image, font style, and colors to match their brand, all from one location.
Target audiences
Selling points
Inventory is perfect for anyone who wants to:
- Effortlessly manage stock levels within monday.com
- Save time with pre-built features and automations
- Gain valuable insights into stock performance
Pricing (per month, billed yearly)
- Free - up to 5 product items
- Basic / $60 - up to 50 product items
- Standard / $120 - up to 120 product items
- Pro / $240 - up to 250 product items
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
Marketing & Creative teams: When team members upload creative assets, such as images or videos, to an update, the "When update created" trigger automatically pulls these files and places them into a designated Files column on relevant campaign board. This automation ensures that all team members have immediate access to the latest assets without manual uploads.
Use cases
Product teams planning their sprints.
Target audiences
All monday users.
Use cases
- Complying with sector-specific regulation to log users out after 1 hour due to the sensitive nature of the data.
- Requiring users to log in each morning to reduce risks from long-lasting sessions and unauthorized access.
Use cases
- A project manager can turn sticky notes from a brainstorming session into monday tasks to begin execution immediately.
- A designer can convert a shape labeled “Design Review” into a task assigned in monday for follow-up.
- Any team member can right-click a shape, sticky note, textbox, or task (with text) and send it to a connected monday board—no copy-pasting needed.
Target audiences
- This feature is relevant to monday CRM users who use sequences for sending out automatic emails and want to add a layer of personalization (SDRs/BDRs).
Use cases
- Unlocking accounts for users who are locked out or have forgotten passwords.
- Protecting against account breaches by signing out individual users whose credentials were compromised.
Use cases
This feature is highly impactful for account admins, especially on accounts with a large number of users (particularly Enterprise) who need to track usage and apply limits on specific teams or roles.
Use cases
Enable product teams (CRM, dev, etc.) to tailor the home experience to their specific audience and workflows.
Target audiences
- Enterprise customers
- Admins, builders, and power users who automate workflows
Use cases
- Mapping large, decentralized organizations in seconds instead of hours.
- Billing different departments according to their seat count.
Target audiences
Target audiences
All monday service users
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
- This feature is relevant especially for builders, creating AI-powered columns or using the "Autofill with AI" functionality.
Use cases
- Perform any batch action on subitems from different parents: Duplicate, archive, delete), etc.
Target audiences
- Enterprise customers
- Admins, builders, and power users who automate workflows
Target audiences
- All admins in accounts that enabled AI.
Use cases
- A project manager can quickly catch up on a discussion that occurred while they were out of the office.
- A new teammate joining an ongoing board can use the summary to get up to speed before contributing.
- A cross-functional collaborator can understand project status without reading every reply.
- An executive stakeholder can get high-level insight from key items without deep context-switching.
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
- Trigger a project approval workflow based on a specific subtask creation.
- Automate subitem-based workflows, when changes in one subitem cause other subitems to change status as well.
Target audiences
- Form builders
- for Pro users and higher
Target audiences
Form builders
Target audiences
- Enterprise customers
- Admins, builders, and power users who automate workflows
Use cases
- Optimizing resource allocation - a resource manager wants to balance workloads across multiple projects by identifying underutilized team members and re-allocating work accordingly.
- Gaining High-Level Insights for Better Planning – a resource manager needs to analyze resource capacity, utilization trends, and long-term availability by job role, team, skills etc. to make informed staffing and hiring decisions.
Target audiences
- monday dev users
- R&D leads
- Scrum Masters
Use cases
This feature significantly affects builders' initial interactions with AI and remains beneficial in their daily tasks involving AI.
Target audiences
- Admins in enterprise accounts
Use cases
A Project manager or resource manager needs to understand which resources are suitable for a task based on their unique attributes (like job role, skills, location) to ensure the best match for the project's needs.
Selling points
The new layout supports modular and flexible designs, improving navigation and discoverability and lays the groundwork for product specific customizations.
Use cases
- Project and portfolio managers who want to streamline the addition of projects from My Work into specific boards
Target audiences
Target audiences
Selling points
Capacity Planning advances us toward our goal of providing a comprehensive agile solution within a single product, eliminating the need for add-ons or plugins like some competitors, and fulfills a high-demand request, as some users still rely on Excel, while being fully integrated into monday dev for instant updates as tasks or team capacity change.
Feb 2024
May 2023
Sep 2023
June 2023
Mar 2024
Nov 2023
Apr 2024
July 2023
Dec 2023
August 2023
May 2024
Jan 2024
Target audiences
- Enterprise customers
- Admins, builders, and power users who automate workflows
Target audiences
All monday and Outlook users, and especially:
- Project managers
- Team managers
- Customer service
- Sales
- Customer success
Use cases
By having a clear snapshot of recent engagement directly on the CRM board, sales teams can focus their efforts on the most engaged prospects, improving time management and increasing deal closure rates.
Use cases
An HR department conducting an employee satisfaction survey. By clearly indicating that the form is anonymous and showing whether respondents are logged in, employees can feel more secure and informed while providing honest feedback.
Support
High-touch support: daniel@fantasymedia.io
Target audiences
- Admins in Enterprise accounts
Target audiences
Any dashboard or board view creators, specifically geared but not limited to the marketing or content management users.
App capabilities
- Real-time stock visibility: Monitor stock value, storage utilization, and top-selling products at a glance. Low stock alerts prevent running out of stock.
- Effortless stock updates: Easily update stock levels (single or bulk) using the dedicated tool. Keep a log of all transactions for complete transparency.
- Product management: Add products quickly (one-off or bulk import from Excel). Customize product details with ease.
- Customizable solution: It's a pre-built solution designed for easy additional customization.
- Integrated: Native monday.com app that can easily be integrated with other systems.
Setup guide
Tech-info
Key capabilities:
- Insights: Users can ask anything (For example: “What’s overdue this week?”, “What hasn’t been assigned?”) and get instant answers, no filters or formulas required. This turns complex boards into responsive knowledge hubs.
- Dynamic: Whether creating items, assigning owners, or writing summaries, monday Expert collaborates with users step by step. It’s LLM-based, flexible, and adapts as the conversation evolves.
- Executer: Describe your intent (“I’m planning a marketing launch”, "Here's my business plan"), and monday Expert will suggest columns, items, create groups, and structure the board for success.
What monday Expert can’t do (Yet): ❌ Work across multiple boards: It focuses on a single board at a time. ❌ Create automations: It can’t set up workflows or trigger actions automatically. ❌ Manage People columns: Assigning tasks to users isn’t supported at this stage. ❌ Build dashboards: While it provides insights, it can’t create full dashboard reports.
Target audiences
- Available only for the Enterprise tier of monday work management
- Target users: Project/Portfolio/Resource Managers
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
- All monday service users
- External partners or clients
Use cases
monday dev users who often work with filtered views—such as by sprint, epic, or task owner—can now retrieve filter values and automatically apply them to new item column values.
Use cases
Any use case that involves customer outreach and engagement tracking.
May 2025 - EXTERNAL - New releases
Product Enablement
Created on May 21, 2025
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Transcript
May 2025 - New Releases
monday workflows
New
Work OS Platform
Previous editions
Product Enablement
May 2025 - New releases
Work OS Platform
Security & Governance
(cross-products)
"Bring it back" new experience
Admin: Reset user password
Customisable Session Duration
Calendar can be labeled by date column
Assign users to departments by CSV and SAML
Batch actions on subitems from different parent items
Full Release
Automatic filters
Work OS Platform
Items created in a filtered board view will now inherit the filter values, ensuring they remain visible and aligned with active filters.
Target audience
Use cases
Full Release
Calendar can be labeled by date column
Work OS Platform
This update allows users to label calendar entries by the date column name, providing clarity and specificity for complex calendar views, such as marketing and any content management use cases.
Click to enlarge!
Target audience
Use cases
Enterprise plan only
Full Release
Assign users to departments by CSV and SAML
Work OS Platform
Assign via CSV
Feature description Admins can now map users to departments in bulk via either a CSV file import or a sync with a 3rd-party SAML provider.
Assign via SAML
Target audience
Use cases
Full Release
Admin: Reset user password
Work OS Platform
Feature description Admins can now force a password reset for users in their account, singular or in bulk.
Click to enlarge!
Target audience
Use cases
Enterprise plan only
Full Release
Customisable Session Duration
Work OS Platform
Feature description Admins can now customize their users' session duration (due to inactivity or in total) to increase security and comply with regulations.
Click to enlarge!
Target audience
Use cases
Full Release
Batch actions on subitems from different parent items
Work OS Platform
Feature description Users can now perform batch actions on subitems from different parents.
Click to enlarge!
Target audience
Use cases
May 2025 - New releases
Updates AI summarizer
AI Permissions
Board preview
Gradual Release
Updates AI summarizer
Feature descriptionUsers can now leverage AI to summarize their update threads.
Click to enlarge!
Target audience
Use cases
Full Release
AI Permissions
Feature descriptionAdmins can now enable/disable the following new rule: “Create AI-powered automation/column and utilize AI Assistants” in the following levels:
Click to enlarge!
Target audience
Use cases
Gradual Release
Board preview
Feature descriptionAI users can now preview the AI results and reiterate on the prompt.
Target audience
Use cases
May 2025 - New releases
Resource picker - filter by attributes
Enterprise plan only
Gradual Release
Resource picker - filter by attributes
Feature descriptionUsers can now filter their resources in the Resource Planner and Capacity Manager to only see resources that match the specific criteria defined.
Click to enlarge!
Target audience
Use cases
May 2025 - New releases
Submission improvements
Gradual Release
Submission improvements
Feature descriptionForm users can now see a clearer display of key form settings, such as the anonymity of the form, the user's login status, and the number of remaining edits for response editing or saving as a draft.
Click to enlarge!
Target audience
Use cases
May 2025 - New releases
monday workflows is fully released to accounts on the Enterprise plan!
monday workflows
New workflows actions blocks
Use files from update in 'Files' column
monday workflows
Subitems improvements
Convert text to number/date
Enterprise plan only
Full Release
Use files from update in 'Files' column
Feature description Users can now automatically pull files from updates and insert them directly into a Files column on any board, streamlining the workflow.
Click to enlarge!
Target audience
Use cases
Enterprise plan only
Full Release
New workflows action blocks
Feature description monday workflows users can now enjoy new Action blocks:
Click to enlarge!
Target audience
Use cases
Enterprise plan only
Full Release
Subitems improvements
Feature description monday workflows users can now enjoy two new subitems capabilities:
Click to enlarge!
Target audience
Use cases
Enterprise plan only
Full Release
Convert text to number/date
Feature description Users can now convert textual values from any column to numbers and dates, and use the output in the corresponding columns.
Click to enlarge!
Target audience
Use cases
May 2025 - New releases
E&A timeline column
Sequences advanced events handling
Sequence experience improvements
Sequences Email Signature
Activity tracker - Filter by boards data
Full Release
monday.mnd
E&A timeline column
Feature description monday CRM users can now enjoy a new column added to the monday CRM boards that displays the count of all incoming and outgoing interactions (calls, emails, meetings) related to a Contact/Account/Deal within the last 45 days.
Click to enlarge!
Target audience
Use cases
Full Release
monday.mnd
Sequences advanced events handling
Feature description To enable greater visibility into what happens after automatic emails are sent via sequences, users can now:
Click to enlarge!
Target audience
Use cases
Full Release
monday.mnd
Sequence experience improvements
Feature description To improve setup efficiency and customization, Sequences users can now utilize:
Click to enlarge!
Target audience
Use cases
Full Release
monday.mnd
Sequences Email Signature
Feature description CRM users can now add their personal signatures automatically to all sequences of outbound automatic emails.
Click to enlarge!
Target audience
Use cases
Gradual Release
monday.mnd
Activity tracker - Filter by boards data
Feature description CRM users can now filter by the board's columns (e.g., in the Deals board, filter by deal status, deal value, and dates) for greater visibility into representative performance across activities and pipeline statuses.
Click to enlarge!
Target audience
Use cases
May 2025 - New releases
External user integration with the Portal
Gradual Release
monday.mnd
External user integration with the Portal
Feature description Non-monday members can now access the customer portal.
Target audience
Use cases
May 2025 - New releases
New!
Convert Canvas task into monday.com items
Gradual Release
Gradual Release
Convert Canvas task into monday.com items
Feature description In addition to the existing ability to convert native Canvas items (text boxes, shapes, sticky notes) into monday items, users can now also convert native Canvas tasks that contain extra data into fully populated monday items!
Target audience
Use cases
Use cases
Target audiences
monday CRM users only -
Use cases
Use cases
A customer support team can use the SLA management feature to ensure timely responses to customer inquiries. By setting up SLA columns with specific time-to-resolution targets, the team can prioritize tickets based on urgency and track their progress in real-time.
Target audiences
Use cases
Use cases
An enterprise IT department can use this feature to grant external vendors access to the customer portal by adding their email addresses or domains.
Selling points
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
monday mobile users.
Use cases
Any use case that involves sequences for sending out automatic emails.
Tech info
Information that can be pulled:
Out of scop at the moment -
Sep 2024
Jan 2025
May 2024
Feb 2025
Oct 2024
June 2024
Nov 2024
Mar 2025
July 2024
Dec 2024
Apr 2025
August 2024
Tech-info
Limitations
Target audiences
Use cases
Key flows:
Target audiences
Support
High-touch support: guy.gavish@spot-nik.com
Target audiences
Target audiences
Form builders and submitters
Target audiences
Use cases
This enhancement is useful for long forms, especially with a lot of conditional logic. It makes creating and editing them much easier.
Use cases
Any use case when a manager needs to track a rep's performance across activities and pipeline statuses.
Target audiences
All WorkCanvas and monday.com users
Use cases
Enable product teams (CRM, dev, etc.) to tailor the home experience to their specific audience and workflows.
Use cases
Target audiences
Target audiences
Tech-info
Limitations Currently available to monday employees and a few alpha accounts. This feature will be available for pro+ tier accounts and only on monday dev.
Use cases
A marketing team can use the centralized design tab to quickly customize a lead capture form, setting the background image, font style, and colors to match their brand, all from one location.
Target audiences
Selling points
Inventory is perfect for anyone who wants to:
- Effortlessly manage stock levels within monday.com
- Save time with pre-built features and automations
- Gain valuable insights into stock performance
Pricing (per month, billed yearly)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
Marketing & Creative teams: When team members upload creative assets, such as images or videos, to an update, the "When update created" trigger automatically pulls these files and places them into a designated Files column on relevant campaign board. This automation ensures that all team members have immediate access to the latest assets without manual uploads.
Use cases
Product teams planning their sprints.
Target audiences
All monday users.
Use cases
Use cases
Target audiences
Use cases
Use cases
This feature is highly impactful for account admins, especially on accounts with a large number of users (particularly Enterprise) who need to track usage and apply limits on specific teams or roles.
Use cases
Enable product teams (CRM, dev, etc.) to tailor the home experience to their specific audience and workflows.
Target audiences
Use cases
Target audiences
Target audiences
All monday service users
App capabilities
Target audiences
Use cases
Target audiences
Target audiences
Use cases
Selling points
Use cases
Target audiences
Target audiences
Form builders
Target audiences
Use cases
Target audiences
Use cases
This feature significantly affects builders' initial interactions with AI and remains beneficial in their daily tasks involving AI.
Target audiences
Use cases
A Project manager or resource manager needs to understand which resources are suitable for a task based on their unique attributes (like job role, skills, location) to ensure the best match for the project's needs.
Selling points
The new layout supports modular and flexible designs, improving navigation and discoverability and lays the groundwork for product specific customizations.
Use cases
Target audiences
Target audiences
Selling points
Capacity Planning advances us toward our goal of providing a comprehensive agile solution within a single product, eliminating the need for add-ons or plugins like some competitors, and fulfills a high-demand request, as some users still rely on Excel, while being fully integrated into monday dev for instant updates as tasks or team capacity change.
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Target audiences
Target audiences
All monday and Outlook users, and especially:
Use cases
By having a clear snapshot of recent engagement directly on the CRM board, sales teams can focus their efforts on the most engaged prospects, improving time management and increasing deal closure rates.
Use cases
An HR department conducting an employee satisfaction survey. By clearly indicating that the form is anonymous and showing whether respondents are logged in, employees can feel more secure and informed while providing honest feedback.
Support
High-touch support: daniel@fantasymedia.io
Target audiences
Target audiences
Any dashboard or board view creators, specifically geared but not limited to the marketing or content management users.
App capabilities
Setup guide
Tech-info
Key capabilities:
What monday Expert can’t do (Yet): ❌ Work across multiple boards: It focuses on a single board at a time. ❌ Create automations: It can’t set up workflows or trigger actions automatically. ❌ Manage People columns: Assigning tasks to users isn’t supported at this stage. ❌ Build dashboards: While it provides insights, it can’t create full dashboard reports.
Target audiences
Target audiences
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Target audiences
Use cases
monday dev users who often work with filtered views—such as by sprint, epic, or task owner—can now retrieve filter values and automatically apply them to new item column values.
Use cases
Any use case that involves customer outreach and engagement tracking.