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June 2025 - EXTERNAL - New releases

Product Enablement

Created on June 20, 2025

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June 2025 - New Releases

monday AI

Work OS Platform

Previous editions

Product Enablement

June 2025 - New releases

Work OS Platform

Admin capabilities

Managed Template: usage dashboard

Wrap text

(cross-products)

Admin panel redesign

My muted boards

API token management

AI dashboard reports

Export board views to PDF (one time or schedule)

AI Companion in Docs

Managed Template: detach instance

Generate Document with AI

Gradual Release

Generate Document with AI

Work OS Platform - WorkDocs

Feature description Users can enjoy a revamped "start with AI" capability, allowing them to quickly generate document layouts and initial content, with improved range of prompts and outputs.

Click to enlarge!

Target audience

Use cases

Gradual Release

AI Companion in Docs

Work OS Platform - WorkDocs

Feature description Users can now streamline content creation with a dedicated AI pane within docs, enabling direct interaction with AI in the document's context. They can also generate content from prompts, summarize entire documents, and chat with AI to edit and refine outputs.

Click to enlarge!

Target audience

Use cases

Gradual Release

My muted boards

Work OS Platform

Feature description Users can now easily see which boards are muted, navigate to notification preferences for each board, and receive guidance on muting and unmuting boards through a new onboarding tooltip.

Click to enlarge!

Target audience

Use cases

Full Release

Admin panel redesign

Work OS Platform

Feature description Admins can now enjoy a revamped admin panel with improved design consistency and sidebar navigation.

Click to enlarge!

Enterprise plan only

Full Release

API token management

Work OS Platform

Feature description Admins now have direct control and visibility over personal API tokens, including the option to revoke existing tokens created by users.

Click to enlarge!

Target audience

Use cases

Gradual Release

Wrap text

Work OS Platform

Feature description Users can now display text columns as "wrapped," which will automatically adjust the height of all textual columns to display their entire content. This applies to short and long text columns, as well as item names. This preference will be saved within a view and will be available in the table widget and when exporting dashboards to PDF.

Target audience

Use cases

Full Release

Export board views to PDF (one time or schedule)

Work OS Platform

Feature description Users can now export widget-based (non-table) board views to PDF which preserves the original widget layout and visual consistency, ensuring views are easy to share and interpret. This can be done ad-hoc or on a recurring basis.

Click to enlarge!

Target audience

Use cases

Gradual Release

AI dashboard reports

Work OS Platform

Feature description Users can now create AI-generated reports that extract actionable insights from their dashboards data. The report is created in a new monday doc (in the workspace's left pane), which includes a section for every dashboard widget with a title, a short description, and the widget's image.

Target audience

Use cases

Enterprise plan only

Full Release

Managed Template: detach instance

Work OS Platform

Feature description Managed Templates owners can now detach individual instances (child boards) from the managed template. Once detached, the instance will no longer receive updates or changes from the original template.

Target audience

Use cases

Enterprise plan only

Full Release

Managed Template: usage dashboard

Work OS Platform

Feature description Enterprise admins now have visibility and control over their managed templates in a new dashboard that includes:

  • The total number of managed templates and instances across the account
  • A list of the managed templates, ordered by instance count
  • Notifications when approaching/reaching usage limits

Click to enlarge!

Target audience

Use cases

Full Release

monday marketplace reviews

Work OS Platform

Feature description Users can now access detailed app reviews through a dedicated tab on the app page, allowing them to read textual reviews, and see ratings. Developers can respond to reviews, fostering a more interactive and transparent environment.

Click to enlarge!

Target audience

June 2025 - New releases

AI actions breakdown in 'Admin usage screen'

Web Search

monday AI

Subitems as input

Write with AI

Notifications Smart Priority by AI

Beta

Notifications Smart Priority by AI

Work OS Platform

Feature description Users can now enjoy a filtered notification system that filters out unnecessary alerts and highlights the most important updates. Expected gradual release: July 2025

Target audience

Use cases

Gradual Release

Write with AI

Work OS Platform

Feature description Users can now draft updates using AI prompts, utilizing board metadata for context-aware content generation.

Click to enlarge!

Target audience

Use cases

Full Release

AI actions breakdown in 'Admin usage screen'

monday AI

Feature descriptionAdmins can now view a new AI action breakdown table that shows the number of actions per AI block and the estimated time saved by utilizing each block.

Click to enlarge!

Target audience

Use cases

Gradual Release

Web Search

monday AI

Feature descriptionUsers can now enable AI web search to fetch data outside of the board's context, in the open web or in linked files.

Click to enlarge!

Target audience

Use cases

Gradual Release

Subitems as input

monday AI

Feature descriptionUsers can now utilize subitem data (name, columns) when executing AI actions at the parent level.

Click to enlarge!

Target audience

Use cases

June 2025 - New releases

Design tab

Revamped form builder

Gradual Release

Design tab

Feature descriptionForm Builders can now use a centralized design tab for:

  • Customize background colors or images
  • Select font styles and colors
  • Modify form layout and direction.
  • Control branding visibility.

Click to enlarge!

Target audience

Use cases

Gradual Release

Revamped form builder

Feature descriptionThis feature offers a more intuitive and efficient design for the form builder, including:

  • A right pane for question settings
  • Minimized questions with a focus mode for easier editing
  • An enhanced conditional logic structure that allows for question reuse

Target audience

Use cases

June 2025 - New releases

GitLab integration

Enterprise plan only

Gradual Release

GitLab integration

Feature description The new GitLab integration with monday dev brings the full Merge Request (MR) lifecycle into monday, enabling real-time triggers and actions for events like creation, approval, merging, and updates.

Click to enlarge!

Target audience

Use cases

June 2025 - New releases

Quotes & invoices improvements

Product association to a Deal (item)

Timeline search & filters

Gauge widget

Deals insights (item level)

Full Release

monday.mnd

Timeline search & filters

Feature description CRM users are now able to utilize advanced search in the Activities Timeline.

Click to enlarge!

Target audience

Use cases

Gradual Release

monday.mnd

Product association to a Deal (item)

Feature description CRM users can now associate products with a deal via the Products and Services widget.

Click to enlarge!

Target audience

Use cases

Gradual Release

monday.mnd

Deals insights (item level)

Feature description CRM users can now view positive and negative deal insights with customized threshold settings via the new Deal Insights widget.

Target audience

Use cases

Full Release

monday.mnd

Quotes & invoices improvements

Feature description Users can now apply discounts at the product item level directly within the quote or invoice document. Users can toggle between a fixed or a percentage discount. Additionally, users can enable a written signature and counter signature space in the document for manual signatures, supporting traditional sales workflows.

Click to enlarge!

Target audience

Use cases

Full Release

monday.mnd

Goals dashboard widget (Gauge widget)

Work OS Platform

&

Feature description CRM users can now utilize a new Gauge widget for a at-a-glance visualization of their performance against targets.

Click to enlarge!

Target audience

Use cases

June 2025 - New releases

New portal login path - SSO

Enterprise plan only

Full Release

monday.mnd

New portal login path - SSO

Feature description Users accessing the service portal can now login via SSO, in addition to the traditional email/password login.

Click to enlarge!

Target audience

Use cases

Selling points

This improvement helps with the reliability and trust in the form-builder experience. This initiative aligns with our goal of delivering an exceptional product experience by ensuring forms work seamlessly with board-level validations.

Target audiences

monday CRM users only -

  • Sales reps
  • Marketing ecsecutive

Use cases

A large enterprise can use the Multi-Portal feature to create separate portals for different departments, such as IT, HR, and Facilities, as well as for external stakeholders like suppliers.

Target audiences
  • monday CRM users
  • Sales manager and reps
Use cases
  • An enterprise IT department can enable SSO for their internal use of the service portal, allowing employees who are not monday members to seamlessly log in using SSO.
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.
Selling points
  • Faster First Value: Cuts setup time from hours to seconds, boosting early-stage conversion and shortening Time-to-Paid.
  • Breadth of Use-Cases: Create a solution that uses monday best practices and most valuable building blocks.
  • [For IC/SE] Stickier Expansion Path: Every AI-generated board is infused with automations and AI-assisted items that consume credits, driving and encouraging the adoption of higher tiers and add-ons.
  • This capability differentiates monday from competitors, who lack depth and complexity in the AI-generated solutions.
Use cases
  • Central admins or IT teams can delegate routine user management tasks such as team creation, permission adjustments, user onboarding/offboarding, role changes, etc.
  • Department owners can manage their license utilization to allocate seats efficiently, avoid waste, and justify platform investment.
Use cases
  • A senior manager can digest dashboard data and act upon it.
  • An operations specialist can quickly identify any risks, delays, and decrease in performance.
  • A marketing team can analyze and present campaign performance and budget spend to executives.
Use cases
  • Sales managers can easily report on their targets.
  • Administrators who build or manage shared dashboards can tailor sales visibility across different teams or roles.
Selling points
  • This feature reduces admin/IT friction and workload.
  • It unlocks scalable, decentralized administration for large organizations and allows for greater autonomy and user access to critical workflows.
  • Department owners can ensure that team composition stays accurate, permissions are properly scoped, and resources are aligned with departmental needs.
  • Crucially, they also gain control over their license utilization—enabling them to allocate seats efficiently, avoid waste, and justify platform investment.
Tech info

Information that can be pulled:

  • Job Title
  • Company Name
  • Industry
  • 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

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 service users

Tech-info

limitations/out of scope

  • Only available in the capacity manager.
  • Can only group based on attributes filled in the resource directory.
  • For Skills and Teams - if a resource has multiple values, we will show that resource multiple times in the capacity manager and calculate their entire effort in the rollup for each of the values.
  • Placeholders will only show in Projects and Job role views

Use cases
  • Rich text formatting for clearer, more engaging emails.
  • File attachments for seamless document sharing.
  • Link embedding for improved navigation and workflow connectivity.
  • "People" column support for dynamic recipient selection.
Target audiences
  • All monday users in accounts that enabled AI
Use cases

A marketing manager can use this feature to quickly draft a project update for a campaign by entering a brief prompt. The AI leverages board metadata, such as project status and timelines, to generate a comprehensive and on-brand update in seconds.

Target audiences
  • All doc creators with AI enabled in their accounts
Use cases

"Link" column as an input:

  • LinkedIn profile page as a link, to extract the years of experience in a specific role.
  • A company's product page for retrieving up-to-date prices for large-scale market analysis.
Link as part of "Text" input/user prompt:
  • Overview of CV with a link to personal website.
  • Prompt including a request to get GitHub contributions in the last year, for each candidate.

Target audiences
  • SMB Business Owners
  • Retailers
  • Manufacturers
  • E-commerce Businesses
  • Warehouse Managers
  • Project Managers
  • Operations Managers
Selling points
  • This release unlocks faster execution workflows by allowing any text-based object to be converted directly into monday items (assuming these have text in them).
  • It removes friction between ideation and structured work management, which is a core advantage of using WorkCanvas alongside monday.
  • Any monday account using whiteboard competitors like Miro, Lucid etc., that are currently doing manual work bridging the two platforms, can easily use this feature to save time and resources.

Oct 2024

June 2024

Feb 2025

Nov 2024

July 2024

Mar 2025

August 2024

Dec 2024

Apr 2025

May 2025

Sep 2024

Jan 2025

Target audiences
  • All monday users
Support

High-touch support: guy.gavish@spot-nik.com

Target audiences
  • Existing users creating new forms on validated boards
  • Form builders across all verticals
  • Builders in work management, CRM, and dev who rely on forms as part of intake or workflows
  • Board owners
Target audiences
  • All monday users
Target audiences
  • Available only for the Enterprise tier of monday work management
  • Target users: Project/Portfolio/Resource Managers
Use cases
  • Content creators can swiftly create draft blog posts, allowing them to dedicate more time to refining the article's narrative and insights rather than on initial formatting and layout.
  • Sales reps can quickly draft a discovery call summary doc, saving valuable time.
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
  • Easily find high customer engagement, buying interest, and multi-threading.
  • Quickly identify low activity, no decision maker engaged, and pricing pushbacks.
Tech info

Additional capabilities: It also supports comprehensive reporting through dashboards and widgets, offering insights into service efficiency and enabling service leaders to demonstrate their organizational impact and professional excellence.

Out of scope at the moment:

  • New columns UI
  • Auto enrichments for existing users

Target audiences

All WorkCanvas and monday.com users

Use cases
  • A project manager can detach a project board created from a managed template to make it unique for an ad-hoc project.
  • A portfolio manager can detach all of last year's project boards from the managed template before they are revamped for the next year, to archive the projects as they were built.
Target audiences

Managed Template owners, admins, and workflow builders in Enterprise accounts.

Target audiences
  • Sales reps who use monday CRM to create quotes or invoices
Use cases
  • A sales rep can search a demo meeting summary from weeks ago
  • A sales manager can look up the name of a specific stakeholder to learn what pains they presented in past meetings
Target audiences
  • Admins in accounts with AI enabled
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.

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.

Selling points
  • This capability allows for leveraging data from the Resource Directory across the platform's Resource Management capabilities, contributing to its impact on planning and data-driven decision-making.
  • It helps in finding the most relevant resources for projects based on specific attributes like job role, skills, or availability.
Use cases

A software development team can automatically trigger notifications and actions when a Merge Request (MR) is created, approved, merged, or updated.

Use cases
  • Exporting offline reports to distribute via email to broader stakeholders, especially those not actively using monday:
    • A sales director exports a board view for a QBR with a customer.
    • A customer success manager attaches a PDF to follow up after a sync with an external stakeholder.
  • Embeding board views into habitual reporting loops—like team updates, QBRs, and leadership reviews:
    • A project manager includes the exported board view in a weekly email update to execs.
    • A marketing team lead prints a board view for their monthly planning session when presenting performance KPIs.
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.
Tech-info
  • After magic builds a preview of the solution based on the user's prompt, they can choose to publish the generated solution into a brand-new monday account or merge it into an existing account (as an admin).
  • Supported building blocks in the alpha phase:
    • Boards
    • Forms (Shows all columns of board in form)
    • AI Columns (Still very basic logic)
  • Added building blocks in the beta phase:
    • Dashboards
    • Workflows
    • AI columns
    • Board Relations
    • Upload docs to prompt
  • The GA phase will also support permissions.
Use cases
  • Progress Tracking: By examining subitem statuses, AI might provide insights on overall project progress or bottlenecks.
  • Deadline Prediction: By analyzing completion times of subitems, AI might predict realistic deadlines for main items.
  • Content Summarization: For subitems with detailed descriptions, AI could generate summaries for the main item level.
  • Automatic SLA: Calculate SLA for tasks, based on data from the parent level (e.g project start date + 7 days).
  • Task Breakdown Analysis: AI could analyze subitems to identify patterns in how larger tasks are broken down, potentially offering suggestions for more efficient task management.
  • Workload Distribution: AI could assess subitem assignments to suggest better workload balancing across team members.
Tech-info

Q: Will users be able to override required status?A: No, form builders cannot override or hide required board-level columns. These are locked by design. Q: What happens to old forms with logic? A: The builder cannot newly require a column if it has connected logic from the form. Existing logic remains, but the builder is blocked from conflicting updates via the board.

Use cases
  • View the most recently created API tokens
  • Revoke specific tokens when needed
  • Search tokens by user
Target audiences
  • All My Work users
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
  • Teams evaluating monday.com for the very first time.
  • Implementation Consultants, Workflow Builders, Solution Engineers, etc.
Target audiences

Admins in Enterprise accounts

Use cases
  • A Board Builder can set the "Budget" column as required to enforce project scoping.
  • Members filling in a contact form must provide an email before submission.
  • PMs ensure “Story points” are entered for every dev task before starting.
Target audiences
  • All monday users in Pro & Enterprise accounts
  • Enterprise and Mid-market accounts with structured process ownership needs and complex workflows
  • Personas: Admins, Builders, Power users
Selling points

This feature is a core addition to the monday service. It enhances service quality by providing real-time tracking of service level agreements (SLA).

Target audiences
  • All monday users in Pro & Enterprise accounts with AI enabled
  • Dashboard users, workflow builders with reporting needs, etc.
Use cases

A project manager who is missing important updates can use the Notification Settings to quickly identify and unmute a board they had previously silenced (but forgot they had done so), ensuring they receive all relevant notifications moving forward.

Tech-info

Limitations/out of scope

  • Currently, this will only be available in the resource planner and the capacity manager. In the future, it will also be available in the project itself.
  • The filter will reflect suitability, not availability.
  • At the moment, it only shows exact matches.

Target audiences
  • All admins in accounts that enabled AI.
Target audiences
  • All monday users
Target audiences
  • Admins in Enterprise accounts, especially in large, distributed organizations.
  • Department owners, group leads, project managers, etc.
Use cases

An admin can:

  • Use the new AI action breakdown table to help a team identify the AI blocks that save the most time for them.
  • Identify best practices for AI blocks usage and help spread the word across the account!

Target audiences
  • All doc creators with AI enabled in their accounts
Selling points

With custom URL slugs, logos, and themes, portals maintain first-class branding. The All Portals hub enables easy management, including adding, duplicating, or archiving portals with a single click, while granular permissions and portal tags enhance reporting and automation. This feature addresses the needs of over 50 customers, including HSBC and agency 2X, unlocking significant ARR potential and supporting diverse B2B and internal use cases.

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
  • monday CRM users (all tiers)
  • Enterprise tier of all monday products
  • CRM users with dashboard access, particularly in the Sales role (from representatives to managers and executives).
Target audiences
  • Form builders
  • for Pro users and higher
Target audiences

Form builders

Use cases

A team leader can use Notification Smart Priority to ensure they only receive notifications about critical updates, such as direct mentions or urgent task assignments, allowing them to stay focused on essential tasks without being distracted by less relevant alerts.

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 on the enterprise plan
Use cases

Marketing teams that need to create comprehensive campaign proposals can use the AI pane to quickly generate initial drafts from prompts, summarize lengthy sections for executive summaries, and interact with AI to refine and edit the document.

Use cases
  • An SMB can use magic to see quickly see real, tangible value.
  • Implementation Consultants, Workflow Builders, and Solution Engineers can use it to create POCs and customized demos.
  • Any user can utilize this to get inspiration and ideas on how to build/streamline their existing workflows.
  • A new user can type “I need a hiring pipeline,” and magic returns a pipeline workspace with candidate stages, owners, automations, and dashboards, so they can start interviewing immediately.
Target audiences
  • Pro and Enterprise accounts.
  • Personas:
    • Mid-level managers and team leads who report to leadership.
    • ICs who own recurring reporting responsibilities.
    • Customer-facing roles (CSMs, AMs) who need to send insights externally.
    • Executives who receive reports secondhand and require easy-to-read summaries.
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.

Use cases
  • Project and portfolio managers who want to streamline the addition of projects from My Work into specific boards
Target audiences
  • All monday users in accounts with AI enabled
Target audiences
  • All monday CRM users (both new and existing)
  • Sales reps

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
  • As we aim to offer a full-blown data validation capability, the enforcement of required fields will occur on the server-side. The meaning of that is that any automation or 3rd-party integration that triggers an item creation might break once a column is set as required by the board owner.
  • Ways to mitigate this breaking change are in-app communication for board owners and editing the relevant automations and integration so item will be create with required data.
  • We will also communicate with Ent admins via email and their CSMs.
  • To learn more about the feature and the release plan, click here
Limitations / Out of scope:
  • Conditional validation (e.g. “only required if X”) is not part of initial scope – planned for Q3
  • Cross-column logic not yet supported
  • Required Fields apply only to supported column types
  • Required fields will be released to monday dev and CRM at a later stage

click here

Target audiences

All monday and Outlook users, and especially:

  • Project managers
  • Team managers
  • Customer service
  • Sales
  • Customer success

Use cases
  • Businesses that require physical signatures and countersignatures for compliance or legal reasons can now enable this feature.
  • A sales rep can now apply a discount at a fixed or percentage amount from the product item level to ensure client-facing clarity on pricing.
Target audiences
  • Enterprise accounts
  • Admins, builders, and power users who automate workflows
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, CISOs, and Internal Security Teams in Enterprise accounts
Selling points

This capability enables teams to easily identify the right resources, streamline resource allocation, and gain a broader view of utilization and capacity by leveraging data from the resource directory.

Use cases
  • This feature will benefit any use case that relies on lengthy textual content within boards, such as surveys and feedback boards, recruitment, project requests, etc.
  • Another use case is exporting views and dashboards with text for executive review.
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

Use cases
  • See the most used/valuable templates and promote them as an organizational best practice
  • Deprecate old/unused templates
Tech-info
  • Users without an assigned department will also show up to department owners so they could "claim" them into their departments.
  • A user can be the owner of more than one department
  • A department can have more than one owner
  • A user can belong only to one department (no change there)
  • See more details in the alpha deck

here

Target audiences
  • Users accessing the service portal using Identity Providers (IDPs) compatible with monday's standard account SSO configuration.
Selling points
  • This feature transforms monday from being just flexible to reliably enforceable. With this release, board builders can enforce critical data entry, improving trust in processes and reducing operational overhead.
  • It ensures that teams adhere to structured processes without relying on inconsistent workarounds like conditional coloring, scripts, or manual reviews.
  • This is a highly requested feature by upmarket customers and our community.
  • Competitive landscape: Competitors like Jira, Hubspot, and Asana already provide required field mechanisms, making it a standard expectation for enterprise-grade tools.
Target audiences
  • Available only for the Enterprise tier of monday work management
  • Target users: Project/Portfolio/Resource Managers
Target audiences
  • All monday CRM users in all tiers (available on trial as well).
  • Primary Users:
    • Sales representatives
    • Sales managers
    • Account managers
    • Customer success managers
    • CRM admins

Apr 2023

Jan 2024

August 2023

Feb 2024

Sep 2023

May 2023

Nov 2023

Mar 2024

June 2023

July 2023

Dec 2023

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
  • All monday users
Use cases
  • Sales reps can:
    • Model different pricing and packaging options.
    • See structured, reportable sales data.
    • Generate accurate quotes and invoices based on Products and Services.