August 2025 - EXTERNAL - New releases

August 2025 - New Releases

monday AI

WorkCanvas

Workflow Builder

New

marketplace

Work OS Platform

Previous editions

Product Enablement

August 2025 - New releases

Admin & Governance

Work OS Platform

Granular Board notification settings

Assign users to departments with SCIM

(cross-products)

Drill down mode in reporting widgets

Data Leak Prevention: filter, search, and export findings

Increased limits for managed templates

Communication viewing permissions

Formula column sync to managed template instances

Join existing account via Auth domain

Workspace content management tool

Managed Template: Delete status & dropdown labels

AI cleanup suggestions in Workspace content screen

Wrap text in list view

August 2025 - New releases

Work OS Platform

Connected boards columns limit

(cross-products)

Search Docs by content

Graphql Aggregation API single board

Automation builder: New loop detection mechanism

Gradual Release

Granular Board notification settings

Work OS Platform

Feature description This enhancement allows users to set their notification preferences on a board-level basis. This means users can mute specific types of notifications, such as those from assignments or automations, while still receiving important updates like mentions.

Click to enlarge

Target audience

Use cases

Gradual Release

Search Docs by content

Work OS Platform

Feature description This feature allows users to find documents by searching their content, even if they don't remember the document's name or location. It provides a quick and efficient way to discover relevant information within a large body of documentation.

Target audience

Use cases

Enterprise plan only

Gradual Release

Communications viewing permissions

Work OS Platform

Feature description This feature allows users to restrict the visiblity of communications related to boards, workspaces, or the entire account, ensuring privacy and security while maintaining transparency and effective collaboration.

Click to enlarge

Target audience

Use cases

Full Release

Join existing account via Auth domain

Work OS Platform

Feature description This enhancement provides new users signing up with a corporate email the ability to join existing paying accounts for their domain, reducing duplicate accounts and improving collaboration.

Click to enlarge

Target audience

Use cases

Full Release

Drill down mode in reporting widgets

Work OS Platform

Feature description This feature provides a new option to show or hide specific columns when a user is in "split mode" or has "drilled down" into a particular widget. This functionality is only available for reporting widgets - battery, chart and numbers.

Click to enlarge

Target audience

Use cases

Full Release

Connected Boards columns: Linkage limitations

Work OS Platform

Feature description This feature enforces a hard limit of max 60 connected board columns per board to prevent performance issues. The limit applies to new column additions via the user interface, API, automations, and when duplicating boards or using templates. Existing boards that exceed this limit will not be affected.

Click to enlarge

Target audience

Use cases

Enterprise plan only

Full Release

Managed Templates: Delete status & dropdown labels

Work OS Platform

Feature description This upgrade now allows admins to delete unused status or dropdown labels from a Managed Template column, as long as those labels are not used in any of its instance boards. The upgrade also includes automatic deletion of unused labels & dropdowns as well, ensuring that all boards created from the Managed Template maintain a clean, standardized, and relevant set of options.

Target audience

Use cases

Enterprise plan only

Gradual Release

Assign users to departments with SCIM

Work OS Platform

Feature description monday now supports SCIM for enterprise accounts, enabling them to connect their Active Directory directly to monday and create/disable users automatically.

• They can decide to do that for their entire company, per groups, or as individuals.
• SCIM also allows setting the user attributes automatically by copying them from the active directory.
• We already support that for user roles (Admin, member, viewer, guest) and now we will do the same for departments.

Click to enlage

Target audience

Use cases

Gradual Release

Wrap text in List View

Work OS Platform

Feature description Wrap Text toggle is now available for each text column in the List View widget. This directly addresses the issue of long content, such as item names or descriptions, being cut off (in-platform or in exports).

Click to enlarge

Target audience

Use cases

Enterprise plan only

Full Release

Increased limits for managed templates

Work OS Platform

Feature description Managed templates can now have up to 200 instances per template and up to 2,500 instances per account. This is expected to increase even further, with up to 1,000 instances per template by the end of Q3.

Target audience

Use cases

Enterprise plan only

Full Release

Data Leak Prevention: filter, search, and export findings

Work OS Platform - Guardian addon

Feature description Accounts with the Guardian add-on can now filter, search, and export their DLP scan results. This includes:

• A text field for searching specific file names or patterns

• Filtering by violation type (e.g., credit card, IBAN, API key)

• User-based filtering

• A date range option for further refinement of results
• An export as CSV button

Click to enlarge

Target audience

Use cases

Enterprise plan only

Instance experience trying to edit a formula column synced from the managed template:

Gradual Release

Formula column sync to managed template instances

Work OS Platform

Feature description Users can now define business logic in their managed templates (formula expressions and column settings) and have that logic automatically applied and updated across all connected boards (instances).

Click to enlarge!

Target audience

Use cases

Gradual Release

Workspace content management tool

Work OS Platform

Feature description The new workspace Content Management Screen is a centralized view of the assets within a workspace with the following capabilities:

• Column sorting (e.g., by “last modified” or “creator”) to quickly identify outdated or irrelevant content.
• Advanced filters - by asset type, creator, member role, or last modified date - to focus on specific content segments.
• Take actions directly from the screen - like opening an asset, archiving it, or deleting it.

Click to enlarge

Target audience

Use cases

To illustrate the output experience, here's a mock visualization that could be generated from an Aggregation API result:

Full Release

Aggregation API: Enabling On-Demand Data Visualization and Insights (single board only)

Work OS Platform

Feature description The Aggregation API introduces the ability to query board data using grouped summaries and aggregation functions via a structured GraphQL interface. This enables new use cases and options for developers and AI systems. Read the Use cases for more info.

Click to enlarge

Target audience

Use cases

Gradual Release

Automation builder: New loop detection mechanism

Work OS Platform

Feature description Users can now enjoy an AI-driven loop detection in the automation builder. This feature analyzes automation logic in real time and highlights potential self-triggering loops to prevent account overload/overcharge.

Target audience

Use cases

Gradual Release

AI cleanup suggestions in Workspace content screen

Work OS Platform

Feature description Workspace owners can now utilize AI to receive cleanup suggestions that highlight content most likely to be irrelevant or unused within the workspace. This feature does not consume AI credits.

Click to enlarge

Target audience

Use cases

August 2025 - New releases

Prompt improver

monday AI

Text to block

Personalized AI column suggestions

Full Release

Prompt improver

monday AI

Feature description Users can now use a new prompt improvement button to restructure their prompt with prompt engineering best practices for more accurate AI column results. This feature does not consume AI credits, similar to prompt preview and prompt suggestions.

Click to enlarge

Target audience

Use cases

Gradual Release

Text to block

monday AI

Feature description AI users can now describe their goals using natural language. The AI then interprets the request, selects the appropriate block, sets the inputs, writes the prompt, and displays a preview. Users can make adjustments before finalizing. This 'text to block' feature does not consume AI credits; however, the resulting use of AI blocks does.

Target audience

Use cases

Gradual Release

Personalized AI column suggestions

monday AI

Feature description Users can now utilize smart, contextual AI column suggestions in the column menu, helping them find relevant AI actions that align with their current board structure. This feature does not use AI credits, but the AI blocks within the inserted columns do.

Target audience

Use cases

August 2025 - New releases

Form and board validations: Required columns

Logo sizing

Form builder with AI

Translate Forms with AI

Full Release

Form builder with AI

Feature descriptionThis release transforms Form building into a conversational, design-flexible experience. In addition to adding and modifying content, users can now customize form appearance - including layout, font styles, background color or image, and progress bar - all within a natural chat flow. This feature does not currently consume AI credits.

Target audience

Use cases

Full Release

Logo sizing

Feature descriptionThis enhancement centralizes logo customization within the Design tab in Forms, adding greater control over logo visuals.

Target audience

Use cases

Gradual Release

Translate Forms with AI

Feature descriptionThis feature allows form creators to automatically translate their forms into approximately 50 languages. This means that form submitters can complete forms in their preferred language, making the experience more inclusive and accessible. Currently in beta mode. AI credits won't be charged until the feature is out of beta.

Click to enlarge

Target audience

Use cases

Gradual Release

Form and board validations: required columns

Feature descriptionmonday workforms is now aligned with the Required Fields/Data Validation capability (gradually released in August):

• Form creation will not be possible in boards with required columns that are not supported in workforms (e.g., doc, formula).
• Supported required columns will be "locked" as required in the form, always visible, and not used in conditional logic.
• Clear error messages and actionable steps are provided to avoid confusion and data loss.

Click to enlarge

Target audience

Use cases

August 2025 - New releases

Native Access to Item & Subitem Fields

New action: Create from template

Workflow Builder

Switch Group block

Switch Dropdown block

Enterprise plan only

Full Release

Native Access to Item & Subitem Fields

Workflow Builder

Feature description Users can now view item and subitem column values outputs automatically within actions, eliminating the previous need to use a dedicated “Get Item Data” block to access item columns. Note: The “Get Item Data” block is still accessible if you require it.

Click to enlarge

Target audience

Use cases

Enterprise plan only

Full Release

New action: Create from template

Workflow Builder

Feature description Users can now generate any type of workspace solution using a template. This could be a single board, a single document, or a folder containing various objects like three boards, two workflows, and a dashboard.

Click to enlarge

Target audience

Use cases

Enterprise plan only

Full Release

Switch Group blocks

Workflow Builder

Feature description The new workflow block allows users to branch their automations based on which group an item belongs to. It creates multiple paths, one for each group, and allows users to add different actions for each group, such as updating a status, assigning a person, etc. The new block can be found under the “Multi-branch condition” section.

Click to enlarge

Target audience

Use cases

Enterprise plan only

Full Release

Switch Dropdown block

Workflow Builder

Feature description This new workflow block enables users to branch automations based on multiple selections from a dropdown column, making it easier than ever to customize actions according to specific needs. The new block can be found under the “Multi-branch condition” section.

Click to enlarge

Target audience

Use cases

August 2025 - New releases

Quotes & Invoices: improved entry point

Add attachments to emails in sequences

Gradual Release

monday.mnd

Quotes & Invoices enhancements

Feature description Users can now choose from quotes or invoices when selecting 'create' which simplifies the creation entry point. The template selection has now moved inside the document editor as a first step. New users will see a single default template and returning users will see the last used template.

Click to enlarge

Target audience

Use cases

Full Release

monday.mnd

Add attachments to emails in sequences

Feature description Users can now include attachments when composing an email inside of the Sequences composer.

Click to enlarge

Target audience

Use cases

August 2025 - New releases

Active Directory Sync

Enterprise plan only

monday.mnd

Full Release

Sync Active Directory

Feature description Service users can now sync/integrate a monday Service board with Microsoft Entra Active Directory to automatically sync user information, enriching ticket details and streamlining user management. Once set up, ticket requests details will appear automatically when a new ticket is submitted. It means the client can hit the ground running, with all the details already in place.

Click to enlarge

Target audience

Use cases

August 2025 - New releases

New!

Create Canvas from monday workspace

Data layer

Gradual Release

Gradual Release

Create Canvas from monday workspace

Feature description WorkCanvas is now fully integrated within monday workspace. This feature allows users to seamlessly create / open Canvas in monday work management, helping visualize and plan work, bridging the gap between structured data and flexible visual collaboration without ever leaving their monday platform.

Target audience

Use cases

Gradual Release

Full Release

Data layer

Feature description WorkCanvas introduces a powerful Data Layer capability, allowing users to link monday items directly to any WorkCanvas shape or sticky note. This enables dynamic data presentation and conditional formatting, empowering users to create custom, live-synced visualizations and dashboards directly on their canvas.

Target audience

Use cases

August 2025Marketplace New releases

Rewind

Backup & Recovery add-on

Solutions in the marketplace

marketplace

New app install request process

Gradual Release

New app install request process

marketplace

Feature description The new app request flow gives admins better visibility and control and provides users with more transparent feedback through a new Manage Apps page, streamlined listing page actions, and improved communication throughout the process.

Click to enlarge

Target audience

Use cases

Gradual Release

Solutions in the marketplace

marketplace

Feature description monday.com customers can now buy solutions (pre-built workspaces created by monday partners, tailored for specific industries or verticals) through the marketplace, either by self-serve or by contacting a partner for implementation.

Click to enlarge

Target audience

Use cases

Use cases

• A new hire signs up for monday using their company email and is immediately prompted to join their team's existing account.
• A team member from a new department signs up and is guided to the main company account, rather than creating a separate, siloed one.

• An organization with a growing workforce can easily add new members to their central monday account, ensuring everyone is working from the same platform.

Use cases

A developer gets a new bug assigned as a task item in monday, the 'Task context' widget immediately provides an instant overview highlighting similar past issues, names relevant team members, and directly links to related code changes and documentation. This allows the developer to rapidly diagnose the problem, understand its history, review the code, and quickly collaborate with the right people, leading to a much faster resolution and minimal user downtime.

Use cases

This feature is especially useful in the following situations:

• A new workspace owner is joining and needs to reorganize the workspace.
• An old and cluttered workspace requires cleaning.
• An organizational change necessitates cleaning up boards that are relevant to the previous organization or team structure.

Target audiences

monday CRM users only -

• Sales reps
• Marketing ecsecutive

Target audiences

• All automations users - Standard tier and above

Target audience

• monday customers looking for pre-built, industry-specific solutions to enhance their platform experience.
• Solutions are designed for all users, but purchasing is limited to admins.

Target audiences

• Admins in the Enterprise accounts only.
• Accounts that use SCIM and wish to also sync in the departments data along with their users data.

Use cases

• A sales rep will be able to manage their accounts with greater visibility and plan outreach to accounts knowing which ones roll up to a parent account.
• Managers can report more accurately on overall ARR or pipeline by account.
• Managers can coach reps more effectively with the visibiltiy into number of parent-child accounts.
• Sales leadership or operations teams can more easily distribute accounts to sales reps and align on a territory strategy.

Use cases

This can be used to standardize:

• Prioritization
• SLA calculation
• Revenue recognition
• and way more!

Target audiences

All monday users in all tiers, mainly workspace owners and members.

Selling points

• This feature allows users a zero-effort way to see the value of AI in real-time.
• Reducing uncertainty and making the outcome tangible before any configuration or credit is used.

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

Why choose monday vibe? monday vibe is enterprise-ready by design. Unlike other vibe coding tools such as Lovable, Base44, or Bolt, monday vibe is built directly on monday's trusted infrastructure. This ensures that every app created is secure, scalable, and enterprise-ready from the start. What to highlight to customers?

• Build fast, without friction - Go from idea to app in minutes using simple natural language prompts. There’s no setup time, and no learning curve.
• Customize to your exact needs - Create tailored workflows without writing a single line of code.
• Build with confidence - Rely on monday.com's secure, scalable infrastructure.
• Refine and iterate - Tweak, adapt, and improve through a live, conversational flow.

Use cases

• An enterprise can manage:
• More instances of a single process (aka instances/template)
• More processes (aka instances/account)

Use cases

• Sales representatives who need to create quotes and/or invoices.
• Users that want a simpler entry point to find recently used templates within their account.

Target audiences

• Enterprise accounts
• Admins, builders, and power users who automate workflows

Use cases

• Users creating dashboards and wanting to use the List View widget that has many columns and rows will find it easier to scan information without constantly resizing columns or hovering over cells.
• A project manager, for example, could easily view the full details of a item's description without having to click into the item.

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

Use cases

• A Project Manager can use data layer elements with custom rules to create a live, visual dashboard that automatically highlights overdue tasks in red or completed milestones in green, gaining instant, actionable insights without leaving the canvas.
• A Team Lead can use the ability to link multiple monday items to a single shape to aggregate key metrics or statuses from various tasks onto one central visual element, simplifying team updates and high-level reporting.
• A Business Analyst can use the flexible data presentation on any shape to design custom visual reports that automatically update with live data from monday, eliminating manual report generation and ensuring data accuracy.

Selling points

• By providing a clear explanation for missing data instead of making a column vanish, this feature reduces user confusion and frustration. This transparency builds trust in the product's reliability and behavior.
• Users can still see the presence of a mirror column, even if they can't access its data. This prevents the column's disappearance from creating the impression that data has been lost or corrupted, ensuring the perceived integrity of the board's structure.
• The guidance on how to obtain access to the private board helps to unblock workflows and facilitates a smoother process for requesting and granting permissions.

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

Target audience

monday dev users on Pro and above plans with AI enabled on their accounts.

Use cases

• Sprint planning: Items in Sprint A get assigned to Team A, Sprint B to Team B — all from one block.
• Sales workflows: Users can customize the automation based on whether a lead is in Inbound, Enterprise, or Lost Deals.
• Content production: Users can trigger different flows for items in Blog Posts, Videos, or Social Media.
• Hiring pipelines: Users can automate distinct actions for candidates in Phone Screen, Onsite, or Offer groups.

Target audiences

• All monday users in accounts that have enabled AI and who can create columns in boards.

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

Target audiences

All CRM users that compose emails within sequences

Use cases

• A massive number of connections puts a heavy strain on the platform's backend services. By capping the number of connections, the system is better able to handle the load, preventing crashes and service degradation for all users.
• The limit encourages board creators to think about the data structure more carefully. Instead of creating a single board with multiple connections, they are forced to use a more organized approach, such as creating intermediate boards or roll-up dashboards that summarize data from multiple sources.

Use cases

This enhancement is extremely useful in optimizing existing workflows with AI and for first-time users who are just getting started with AI and need to set up their AI columns.

Use cases

Solutions are tailored for different use cases, such as Real Estate, Legal, HR, Project Management, and many more!

Target audiences

All monday users on all tiers.

Use cases

This enhancement is extremely useful for optimizing existing AI workflows and for first-time users who are just getting started with AI and need to set up their AI columns.

Target audiences

The Add-on is designed for mid-market and enterprise customers (100-1000+ employees) that rely on monday.com to manage their work efficiently. These organizations use Rewind two primary reasons:

• Business Continuity and Operational Resilience – To ensure critical workflows, processes, and collaboration across departments remain uninterrupted.
• Data Governance and Compliance – To meet strict regulatory requirements and internal governance policies.

Potential personas:

• Decision Makers – CTO, CIO, VP, Director of IT, CISO.
• Buyers – Procurement managers, legal teams, IT procurement specialists.
• Users – IT administrators, account admins, technical leads.

Selling points

These enhancements enable users to:

• Find specific interactions among large volumes of logged activities.
• Quickly find and focus on relevant data to manage accounts and close deals efficiently.
• Significantly improve user productivity, enhance data usability, and unlock new AI-driven features.

Target audiences

All monday users.

Use cases

This capability is useful for users new to the team/board and its processes, to get a quick 'mini-onboarding' experience to the board so they can start working quickly.

Target audiences

• ENT tier only.
• Account admins, workspace champions, builders and template owners.

Support

POC, Rewind team: #ask-rewind-monday-appEli Mitchell: eli.mitchell@rewind.io

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

Selling points

• This release enables a scalable, secure 2-way sync between monday and Jira DC / Salesforce, which ensures changes made in one platform are reflected in the other in near real-time, preventing discrepancies and manual errors, enhacing data consistency and increasing productivity.
• This setup provides enterprise teams with granular control over which objects and fields to sync, allowing teams to customize the integration to their specific needs.full control over what syncs and how, while ensuring compliance with security requirements.
• It also aligns monday infrastructure with best practices for long-term integration scale and trust.

Target audiences

• All monday users in accounts with AI enabled and who have the ability to create columns in boards

Target audiences

• Work management, ENT accounts.
• Users who manage their projects and portfolios on monday, in particular the PMO industry

Use cases

In enterprise customers with many different departments (cost centers, organization units, etc.) that use the same monday account, this feature allows each department to purchase licenses independently, allocate them, and monitor their budget.

Use cases

A developer or AI system can use the GraphQL Aggregation API to:

• Group board items by one or more columns (e.g. status, owner, priority)
• Aggregate using standard functions like count, sum, avg, min, max
• Filter based on columns
• Sort and limit aggregated results

AI systems (e.g. monday AI) use the API behind the scenes to fulfill user prompts like: “Show me number of bugs by priority and owner”

Use cases

• Marketing and brand teams can quickly create forms that match their company's style guide to maintain a consistent brand experience.

• Organizations with an international presence can use the built-in translation and RTL support to create forms that are easily understood by users in various regions.

• Admins or power users can leverage the conversational AI to rapidly build, customize, and refine forms with a variety of questions and design elements in one place.

• By offering a more visually compelling and inclusive form experience, this feature can lead to higher engagement and submission rates.

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

• Form creators – admins, builders, power users, with AI enabled on their account.
• Best suited for: Global teams collecting data across languages, customer-facing teams, HR/recruiters targeting diverse regions.

Tech info

• Admins and board owners can set update visibility settings at both the board level (as a default) and the item level (as an override).
• Permissions can be configured to restrict updates for specific user types, such as guests, viewers, or users from external domains.

• The feature includes clear UI indicators to show when a user does not have permission to view a conversation.
• It integrates with the existing permissions framework and audit logs, providing a comprehensive and traceable security solution.

Target audience

All WorkCanvas and monday.com users.

Selling points

• Users can now report on customers' full account data
• Users can view and manage subsidaries in visual tree that will allow for incresed visibility and usability
• Account hierarchy was identified as a top 2025 deal blocker by 42% of GTM asks
• Competitors like Salesforce and Dynamics already offer robust hierarchy features, which has led to competitive losses in the past

Target audience

All monday users seeking to install apps adn their admins who need to approve their requests.

Use cases

• Archive last years' boards and docs
• Re-assign ownership on all assets owned by a previous team member
• See the most used dashboards

Target audience

monday dev users on Enterprise plan who have seats in work management.

Target audiences

• Enterprise & Pro tier accounts
• Workflow owners and power users across ops, revops, and delivery teams
• monday champions and cross-account builders
• IT and business systems leaders are evaluating monday as a scalable solution.

Use cases

• A marketing agency can share a campaign board with a client, giving them access to key items and files, while keeping internal discussions about strategy and budget hidden.
• A construction firm can invite subcontractors to a project board to view schedules and files, but restrict their access to updates that contain internal discussions about timeline disputes or client escalations.
• An enterprise admin can set a default policy across all boards to automatically hide update threads from guests or users outside the company's domain, ensuring internal communication is always private.

Target audiences

• All monday users in accounts with AI enabled

Target audiences

• CRM users on the Enterprise plan

Selling points

• This feature offers the ability to gain a single, consolidated view of all projects across the entire organization, improving transparency, cross-team collaboration and decision-making.
• This feature drives cross-sell growth, making it easier for existing Work management users to expand into monday dev by providing a clear pathway and maintaining visibility.
• This feature enhances visibility and clear insights into development progress by reflecting epics directly in the Work management portfolio.

Target audiences

• Existing monday users - will be available for Pro users, and gradually for Enterprise tier users.*Must enable AI permissions in the account permissions on the admin section

• monday power users - Experienced builders who can now implement complex ideas easily and quickly without coding.
• Partners & consultants - Can deliver complex workflows fast, often without dev support. Vibe lets them offer custom apps that used to be too heavy to build, in minutes.
• New builders - Curious users

Use cases

A form creator can use logo upload and customization in the Design tab to easily adjust logo size and alignment while previewing changes in real-time, achieving branding consistency with minimal effort.

Target audiences

monday users on Enteprise plan.

Use cases

A campaign manager sets a trigger: when a new campaign is created in the portfolio board, a new action is triggered to create a board template for the campaign, including all relevant groups, columns, and automation.

Selling points

Backup and Recovery Add-on enables data continuity at scale, ensuring that customers can protect and control their monday.com data to meet compliance, reduce risk, and confidently scale their use of the platform across critical business functions. Main use cases:

• Bulk edits or accidental deletions – instantly restore items to their pre-incident state.
• Onboarding/offboarding mishaps – undo data loss after staff changes.
• Automation errors – recover from faulty API integrations or misfired scripts.
• Security incidents – roll back to a clean snapshot after ransomware or insider threats.
• Compliance audits – surface historical data without manual exports.

Pricing: Pricing for the Backup and Recovery Add-on Powered by Rewind is based on the total number of seats in the monday.com account.For full pricing details, including pricing in different currencies, please refer to the

Backup and Recovery Add-on Pricing Table

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.

Add-on motivation

Why monetize the workflow builder?

1. ARR - Engage "Pro" customers with a taste for:
1. Pro to ENT upgrades.
2. In-Pro add-on upgrades where a tier upgrade is not an option.
2. Competition - All of our main competitors provide a workflow builder at the Pro level tier. Additionally, many of our customers currently use Make or Zapier apps and now can access native monday capabilities to create complex automation.
3. Complete offering - Many teams within monday, such as AI, CRM, and API, are requesting workflow builder features at lower tiers as part of their comprehensive offerings. For instance, monday magic would be significantly more powerful if Trial accounts could build a full monday account using monday magic when Workflow Builder is included in their capabilities.

Use cases

This enhancement is very useful in any case that involves heavy use of items and sub-items references within a workflow setup.

Use cases

Examples where the loop detection will warn the user:

Selling points

This capability saves time and effort for finding the resources best fit for the job, assigning entire teams to a planned allocation with a few clicks.

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

• For organizations with large knowledge base or extensive documentation, users can now efficiently locate specific information without having to recall the exact document title or where it's stored.
• Teams that work together on many documents can easily find content created by colleagues, improving collaboration and information sharing.

Use cases

• A Product Manager embeds a WorkCanvas roadmap in a monday project board and collaborates with design and engineering in one place.
• A Team Lead visualizes hiring plans, OKRs, or retrospectives directly inside their HR or team board.

Use cases

• The primary use case is for users who want to customize their dashboard view and don't need to see all available columns in a widget at once.
• This is especially useful when they are focusing on a specific subset of data in a split or drilled-down view.
• For example, a user might drill down into a sales report to see data for a specific region and only needs to see the "Region" and "Revenue" columns, hiding others like "Product ID" or "Customer Address" to reduce clutter.

Target audiences

• All CRM users on pro and enterprise
• Sales reps creating quotes and invoices

Target audience

monday dev users - all tiers.

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.

Use cases

A form builder can use the new categorized modal interface with search and multi-selection to:

• Discover all supported question and column types efficiently.

• Add multiple questions at once to streamline form creation.

• Improve satisfaction through an intuitive entry point in both the editor and minimap.

Selling points

• The new interface allows for the quick discovery and addition of multiple questions simultaneously, significantly reducing the time and effort it takes to build a form.
• By replacing a limiting dropdown with an intuitive and organized modal, the feature enhances the overall user experience and makes the form builder feel more modern and efficient.
• The improved discoverability of all question and column types enables users to create more complex and customized forms, making monday a more viable option for enterprise-level data collection.

Tech info

Real-time progress bar: The loader is synced with backend activity, updating as each action is completed to show clear progress.

Use cases

• A marketing agency can share a campaign board with a client, giving them access to key items and files, while keeping internal discussions about strategy and budget hidden.
• A construction firm can invite subcontractors to a project board to view schedules and files, but restrict their access to updates that contain internal discussions about timeline disputes or client escalations.
• An enterprise admin can set a default policy across all boards to automatically hide update threads from guests or users outside the company's domain, ensuring internal communication is always private.

Tech info

• Does not yet support content blocks or integrations.
• We will transition to this modal experience both in adding from the left question side bar and the add button between questions on the form, replacing the existing dropdown.

Target audiences

Admins in Enterprise accounts with the Guardian add-on.

Target audiences

• Workspace owners
• Workspace members

Target audiences

• Enterprise accounts
• Admins, builders, and power users who automate workflows

Tech info

How does it work?

• When you open an item in your tasks board, a new "Task context" widget appears at the top of the item description page.
• Quality and relevance improve with more detailed, past-generated items.
• Get full context: similar tickers, relevant people, recent code changes, and more, or request specific context.

Limitations: The quality of the results in 'Task context' is limited by the quality of the data. Accounts with very detailed tasks, sprints and epics, that communicate using monday, will benefit much more than those that use 3 word titles.

Target audience

• All My Work users

Target audiences

• Enterprise accounts
• Admins, builders, and power users who automate workflows

Target audiences

Enterprise customers that use Jira DC or Salesforce, and are interested in integrating it with monday.

Selling points

• Users can save time by getting a comprehensive overview of any task in seconds, including related items, involved people, and recent code changes, eliminating the need to search for information.
• Users can boost efficiency by quickly identifying risks like duplicate items or conflicting changes, leading to more efficient issue resolution.
• Messy handoffs can be avoided by providing users with immediate, relevant context, ensuring nothing is missed.

Tech info

Platform based support for account hierarchies:

• Users can link accounts in parent-child relationships (minimum 3 levels)
• Users can view a visual tree of the hierarchy on boards
• Roll-up metrics for key fields like ARR, deal count, and status
• Reporting and Automations support

Tech-info

• We currently support files from a Board and not by uploading from the computer.
• A simple formatting to begin with was released and later on the formatting full UI will be added.

Use cases

This enhancement can apply to all Service users who are looking for faster onboarding/offboarding, easier user management, improved security, and enriched ticket data.

Use cases

• A sales rep wants to see all meetings with a decision maker in the last 30 days.
• A sales rep wants to follow up on a specific email sent last month.

Target audience

All WorkCanvas and monday.com users.

Target audiences

• All monday users in accounts that enabled AI (no AI credits are consumed by this feature).
• Mainly users who join late (after their team has onboarded), like new employees.

Use cases

Team leads can confidently complete even large sprints, with real-time feedback on progress.

Use cases

A sales rep tries to access a board/dashboard/doc that was shared with them by an monday member from the marketing team, and needs to be invited by an admin.

Target audiences

Visitors (non-members) who need to view content within monday.com accounts that are not using an Authorized Domain or SSO login method.

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

monday users in Enterprise accounts only

Use cases

• A project manager can mute automation spam from high-volume boards while still receiving critical mentions.

• An onboarding lead can assign observers to tasks without spamming them with unnecessary assignment notifications.

• An admin can educate their teams to self-manage noise rather than enforcing blunt board-level mute policies.

Tech-info

Limitations/out of scope

• Availability will be calculated only based on the capacity manager from which the action is performed.
• The action will only be possible from within the capacity manager, not planners or projects.
• We only provide one suggestion for a placeholder (an option to suggest another resource will be introduced in the future).

FAQ

• To suggest resources, we take into account information from the project board, resource attributes from the directory, and availability based on the capacity manager.

• We show one project at a time, user can select few or all resources to assign, per project.

Target audiences

All monday board owners and board members.

Use cases

• Tailored Dashboards: Create industry-specific dashboards, like time tracking or financial reporting, matching precise business needs.
• Automated process: Send an approval request based on item data.

• Mobile Web Apps: Build intuitive mobile experiences quickly, such as location tracking or mobile-friendly data portals.
• Custom Portals: Easily manage and share departmental resources, tasks, or customer portals.

Click here to explore more vibe use case examples

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

Target audiences

• Technical builders in monday accounts
• App developers
• Implementation consultants

Use cases

• Admins can:
• Use the Manage Apps Page to manage apps and see pending requests. It also clearly indicates new activity, like a red dot for new requests.
• Review and respond to install requests directly from the listing page, including rejecting with feedback.
• Non-admin users can:
• See app status more transparently with clearer feedback and easier access to actions.
• Get clearer status updates based on admin decisions.

Tech info

• Status Label Mapping: Epic's status values can be mapped to project statuses
• One-way sync: Epics sync with the project board, and changes in the project do not affect the source epics. The goal is to reflect work, not control it from the portfolio.
• Connected Boards Column: A connected board column will be created on the Epic board, showing each Epic's linked project item.
• Add More Epics: Use the “Edit Project” modal to include additional epics after setup and edit the columns and labels mapping.

Limitations: In the current phase, the agile projects will not support multiple epics boards.

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

• A recruiter can use translated forms to gather candidate applications in any language, improving candidate experience globally.
• A support manager can collect customer feedback in the customers' native languages, increasing form completion and response accuracy.
• A project manager running surveys across international teams can use the feature to ensure consistent, barrier-free participation.

Use cases

• Executives and project managers can track the status of large development initiatives (epics) within the broader organizational portfolio.
• Organizations can manage both traditional (waterfall) and agile projects under a single, unified view, providing a comprehensive understanding of all initiatives. They can also bridge the gap between development teams using monday.dev, and other business units using work management by providing a shared, consistent view of project progress.

Tech info

• 2-way sync framework: The feature is built on a new framework that allows data to be synchronized bi-directionally between monday and third-party platforms.
• The framework is currently implemented for both Jira DC and Salesforce, with specific limitations for each platform that are going to be addressed in future releases.
• The integration uses polling, which runs every 3 minutes, instead of webhooks to securely fetch data, reducing the need for deep administrative permissions.
• Object and field-level mapping: Users can precisely configure which fields and objects to sync, with support for create, update, and field-level mapping on both sides.
• The sync primarily supports "primitive types" of fields such as string, text, number, date, and boolean, with some limitations on complex or custom fields.
• The initial release has several limitations, including no editing of existing configurations, no reconnect flow if the connection is lost, and a scale limit of 10 lookup fields to ensure performance.

Use cases

• A project manager can streamline project workflows by automating actions based on a task's status, such as notifying team members, archiving tasks, or creating new updates.
• IT can automatically route and escalate support tickets to the correct teams based on the issue type, ensuring prompt and efficient resolution.

Target audiences

• Enterprise tier users with complex, multi-board templates
• Primary audience: Account Champions, Admins, Builders
• Secondary audience: Enterprise power users and IT leads managing compliance and data governance

Target audiences

• Existing users who actively build forms—particularly admins, form creators, and marketers.
• New users evaluating form customization capabilities.
• Relevant across verticals, particularly in marketing, HR, and customer success.

Target audiences

• Form Builders in all monday products
• Admins and Team Leads in complex accounts (500+ employees)
• Best for power users configuring Form flows for teams

Target audiences

• All monday users with AI enabled on their account.
• Ideal for teams needing branded forms, multilingual outreach, or fast creation.
• Especially valuable for marketing, operations, support, HR, and enterprise teams.

Target audiences

• Enterprise accounts
• Admins, builders, and power users who automate workflows

Use cases

Any use case that involves creating a custom prompt with AI.

Target audience

monday dev users on the Enterprise plan.

Use cases

Users type in a goal, such as “Assign priorities based on due date and complexity,” and the AI selects and configures the appropriate block—Assign label.

Use cases

• Users who need to be able to see that the information from that specific item/column lives in multile boards, therefore impacting multiple elements of a workflow/use case

Target audiences

All monday users in all tiers.

Use cases

Enterprise admins can:

• Sift through and review violations in a more organized and efficient way.
• Export the list for further analysis in tools such as Excel and share the findings with external audit teams who monitor their compliance, or preserve findings for compliance/legal/HR reasons.

Use cases

Project managers and resource managers need to assign suitable and available resources to projects based on unique attributes such as job role, skills, and location, ensuring the best match for project requirements.

Selling points

These enhancements:

• Provide greater flexibility and control over email communication within integrations.
• Remove existing limitations and address key user requests, making email integration more robust and on par with competitors' capabilities.

Target audiences

Admins and builders managing complex boards with cross-board relationships. Applies to all tiers.

Apr 2025

August 2024

Dec 2024

Sep 2024

May 2025

Jan 2025

Oct 2024

Feb 2025

June 2025

Nov 2024

July 2025

Mar 2025

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

Selling points

• This feature enables sales reps to manage a significantly higher volume of leads in their boards
• The addition of the "bulk import" feature will allow for higher performance and reliability than was previously experienced

Use cases

• Aligning development and project management: Teams can sync Jira issues with monday boards, ensuring project managers have real-time visibility into development progress. Any updates made by the developers in Jira (e.g., status changes) will be reflected back on the monday board, providing real-time visibility to the rest of the organization.

• Streamlining sales and operations: Sales teams can keep their CRM data in Salesforce aligned with their monday workflows, eliminating the need for manual updates and ensuring data integrity.

• Managing enterprise-level projects: Large organizations can connect different business tools to maintain a single source of truth for their data, improving collaboration and operational efficiency.

Selling points

• This feature allows large enterprises with self-managed GitLab instances to use monday Dev, enhancing its appeal as a viable solution for their infrastructure.

• This integration streamlines efficiency for on-premises users by reducing platform switching and ensuring teams have the latest information.
• This sets the stage for advanced features like monday dev GitUI for GitLab and Engineering Performance Insights, enabling data-driven decisions and bottleneck identification for on-prem users.

Tech-info

Key Capabilities: Current version-

• Custom Board view, that can read and write data from a single monday board

Future iterations-

• Item Views

• Dashboard Widgets

• Mobile Apps

• Websites, landing pages and external Portals

• Business Apps leveraging monday.com's security, permissions, user management, etc.

monday vibe is currently external to monday. Future releases will include an in-product flow.

Click here to explore all relevant tech info

Click here to see full FAQ

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

• This is an A/B test for 50% of Ent accounts in August, followed by a gradual release.
• Admins have a new setting under the Security and authentication section that will allow them to disable this feature (=not allowing new users to request access). The setting will be enabled by default.

Click to enlarge!

Use cases

• Marketeers who wish to import contacts into monday CRM following a campaign or event
• Revenue Operations professionals who need to migrate data at scale from a third party platform such as Hubspot or Salesforce into monday CRM

Target audiences

monday users on Enteprise plan.

Target audiences

• Enterprise accounts
• Admins, builders, and power users who automate workflows

Target audiences

Enterprise tier accounts only.

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.

Tech info

This feature is currently only available in the CRM product but will later be extended to support additional products, and the scale will be further increased to support importing 100k items by the end of 2025.Known limitations:During Alpha, only the following columns will be supported: Text, long text, email, numbers, link (url), date, name, phone, status Currently out of scope:

• Merge duplicates
• Run Automations on imported items
• Activity Log
• Search (ES)

Tech info

While users will be able to see the connect boards column and the boards that are mirrroed, users will be unable to view data from boards they cant access.

Tech info

For now, this feature is not available in the GitUI and Engineering Performance.

Use cases

• This update will benefit any workspace utilizing Managed Templates with multiple status labels or dropdowns that were used once for a specific project but are no longer relevant.
• An example would be when a new project or team is onboarded, they often use a managed template to get started quickly. However, they may not need all the options available in the template's dropdowns or status columns.

App capabilities

Enterprise-grade partner:

• Fully compliant with SOC 2, HIPAA, GDPR, and ISO certifications.
• Serving 25,000+ customers, including Panasonic, Deloitte, and Stanley.

This solution enables customers to:

• Automate daily and on-demand backups
• Restore data at both account-level and granular levels
• Maintain unlimited data retention
• Access full audit logs

monday.com experience:

• Simple and intuitive experience
• managed directly within monday.com platform

Use cases

• Sales representatives who want to attach files in their outreach for example industry specific brochures or promotional content

Tech-info

How does it work?

• A builder pastes or types a value into a column
• The system detects it resembles data in another column
• monday AI runs in the background and populates 5–7 preview values.
• A visual smart preview appears inline, with an option to convert the column into a real AI-powered one (“Replace with AI”).

Limitations:

• Only text, long text, or item names can be used as source columns.
• Only the first seven previewed rows are displayed; the remaining rows will show a loading skeleton.
• Boards with existing AI columns are not supported.
• Non-editors will not have access.
• Currently, only certain structured board patterns are supported.

Selling points

This feature reduces friction for visitors accessing their company account for the first time and fosters collaboration between monday members and non-members.

Target audiences

• All monday CRM users in all tiers
• Primary Users:
• Sales representatives
• Sales managers
• Sales/Revenue Operations

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.

Selling points

• The new UI reduces uncertainty about the progress when closing sprints with a real-time progress bar, so users always know what’s happening.
• The feature provides clear, human-centered feedback during a process that was previously opaque, enhancing transparency.
• The update transforms the sprint completion task into a celebratory experience with a fun animation upon completion, enhancing user satisfaction.

Target audiences

New monday users who sign up with their organization's domain that matches a paying account's authorized domain.

Selling points

• This feature helps prevent sensitive internal or contractual information from being exposed to external users, helping organizations meet security and compliance requirements.
• Empowers teams to use update threads for internal discussions without fear of being seen by outsiders, eliminating the need for workarounds like off-platform chats or duplicated boards.
• Addresses a key requirement for enterprise prospects who need to collaborate securely with clients and vendors, making monday a more viable option for their business needs.

Target audiences

All monday users, especially those creating reports.