September 2025 - New Releases
monday AI
WorkCanvas
Workflow Builder
New
Work OS Platform
Previous editions
Product Enablement
September 2025 - New releases
Admin & Governance
Work OS Platform
Show user's 2FA method on admin user management page
Create Board View with AI
Add column with AI
Admin Apps
(cross-products)
Connected boards column enhancement
Autopilot control hub
Mute specific People columns
Template creation permission
List View: Supported items limit increase
Managed Templates: Instance limit increase
Batch delete / archive content in Workspace
Data Leak Prevention: separate permission
Export Departments table to CSV
Full Release
Batch archive or delete content in Workspace
Work OS Platform
Feature description This feature allows the workspace owners to select and manage (delete or archive) multiple assets at once, making it simple to tidy up cluttered workspaces. This feature significantly reduces the time and effort needed for cleanup, improving navigation and keeping content current.
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Target audience
Use cases
Full Release
Add column with AI
Work OS Platform
Feature description This feature uses AI to automatically suggest the ideal board column based on a user's description. It allows users to simply type what they need, and the AI recommends a column type and generates labels, helping them set up boards faster and more effectively. Adding a column with AI does not consume any AI credits.
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Target audience
Use cases
Gradual Release
Create Board View with AI
Work OS Platform
Feature description This feature allows users to generate a dashboard-style view of their board, composed of reporting widgets, with a simple prompt. The generated view is fully editable and can be regenerated at any time.
Target audience
Use cases
Gradual Release
Connected Boards column enhancement
Work OS Platform
Feature description This enhancement modifies the behavior of "mirror columns" on boards. Instead of the entire column disappearing when a connected board is private, the column remains visible to all users with a clear indication that access is restricted and guidance on how to obtain the necessary viewing permissions.
Target audience
Use cases
Gradual Release
Mute specific People columns
Work OS Platform
Feature description This feature allows users and admins to mute assignment notifications triggered by specific People columns - without muting the entire board or blocking essential mentions and alerts.
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Target audience
Use cases
Enterprise plan only
Gradual Release
Manage Departments: Export table to CSV
Work OS Platform
Feature description The feature is a new capability that allows admins and other members with specific permissions to export Department data from monday directly into a CSV file. The exported data includes all departments and their seat allocation details.
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Target audience
Use cases
Gradual Release
List View: Supported items limit increase
Work OS Platform
Feature description This enhancement increases the limit of supported items in the List View widget from 20k to 100k items, allowing users to manage a large list of items from multiple boards at scale. In the standard view ('with parents') 100k items can be shown. In 'subitems only' mode - we can show subitems of up to 20k parent items only (filtered). 'Like items' display mode supports up to 20k items (like today).
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Target audience
Use cases
Enterprise plan only
Full Release
Managed Templates: Instance limit increase
Work OS Platform
Feature description This enhancement allows users to create and manage a single, unified workflow template with up to 1,000 instances and an overall account limit of up to 5,000 instances. This helps users to streamline and standardize workflows scale.
Target audience
Use cases
Full Release
Admin Apps
Work OS Platform
App installation
Feature description App developers can now create apps with views in the admin panel, enabling the creation of admin tools to answer account-specific needs.
Click to enlarge - app creation
Target audience
Use cases
Enterprise plan only
Full Release
Template creation permission
Work OS Platform
Feature description Admins can now enable account members with two new permissions:
- Create a standard template
- Create a Managed Template (Enterprise plan only)
Both of these permissions are enabled by default.
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Target audience
Use cases
Full Release
Show user's 2FA method on admin user management page
Work OS Platform
Feature description Admins can now see a user's Two-Factor Authentication status and 2FA method (e.g., SMS, App, Security Key) on the user management page.
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Target audience
Use cases
Gradual Release
Autopilot control hub
Work OS Platform
Feature description Users can now enjoy the new Autopilot Hub, a centralized command center for managing automations, integrations, and workflows. It provides complete visibility into automation health, allowing teams to see which automations are running or failing from a single view. The hub also offers AI-driven classification to identify root causes, facilitating quicker resolutions. Additionally, users can click on any issue to access the relevant board or workflow for resolution, streamlining the troubleshooting process.
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Entry point
Target audience
Use cases
Enterprise plan only
Full Release
Data Leak Prevention: separate permission
Work OS Platform - Guardian addon
Feature description Admins in accounts with the Guardian add-on can now use a new permission to grant account members access to the DLP panel, delegating the violations review task to account members.
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Target audience
Use cases
September 2025 - New releases
monday AI
Notetaker
Full Release
Notetaker [add on]
monday AI
Feature description Notetaker is a bot that joins Zoom, MS Teams or Google Meet to capture meeting recordings, generate AI powered summaries and set action items via the workflow builder. This feature does not consume AI credits from the account, it is an AI powered add-on sold separately.
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Target audience
Use cases
September 2025 - New releases
Pre-made tags
Reuse questions in form logic
Full Release
Reuse questions in form logic
Feature descriptionUsers can now reuse questions in their conditional logic in their forms instead of creating a new question for every parent question.
Target audience
Use cases
Gradual Release
Pre-made tags
Feature descriptionUsers can now use pre-made tags tailored for our core product suite (Work management, CRM, Dev, and Service), allowing them to instantly tag and track submissions in a structured way.
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Target audience
Use cases
September 2025 - New releases
Edit workflow enhancements for wait/delay blocks
New trigger block: When a board is created
Workflow Builder
New action block: Get latest update
Integration email enhancements
Gradual Release
Edit workflow enhancements for wait/delay blocks
Workflow Builder
Feature description Users can now edit a live workflow without interrupting in-progress runs. When they make a change, a new pop-up gives them the option to either let the waiting runs continue uninterrupted or terminate them all. This provides greater control and confidence when updating workflows.
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Target audience
Use cases
Full Release
New trigger block: When a board is created
Workflow Builder
Feature description This new trigger allows workflows to automatically fire the moment a new board is created in the chosen workspace.
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Target audience
Use cases
Full Release
New action block: Get latest update
Workflow Builder
Feature description This new action block allows users to retrieve the most recent update and its corresponding data from an item.
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Target audience
Use cases
September 2025 - New releases
Workflow Action Block: Start / Complete Sprint
Incident Management solution
Enterprise plan only
Full Release
Start / Complete Sprint Action Block
Feature description Two new actions are now available for users building workflows on monday dev: Start sprint and Complete sprint. These actions can be combined with any trigger, to schedule sprints automatically or create smart automations based on team status updates.
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Target audience
Use cases
Full Release
Incident Management solution
Feature description This new ready-made solution helps teams document incidents after they’ve been resolved by capturing all key details, calculating response metrics, and providing dashboards for trend analysis. It gives customers a baseline template and the flexibility to expand with automations and integrations — turning incidents into opportunities to improve reliability.
Target audience
Use cases
September 2025 - New releases
Round Robin lead assignment
Deal insights
Full Release
monday.mnd
Round Robin Lead Assignment
Feature description Users can now assign a team member to items within the CRM in a round robin way (assign owner to leads, deals, etc.)
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Target audience
Use cases
Gradual Release
monday.mnd
Deal insights
Feature description The Deal Insights widget will surface critical insights to the sales rep or manager about their opportunities and identify risk of closing. Full release expected October/November.
Target audience
Use cases
September 2025 - New releases
New!
Import PDF to canvas
Gradual Release
Full Release
Import PDF to canvas
Feature description WorkCanvas users can now working with PDF files natively within canvas - they can drag and drop in any PDF file and instantly discuss, annotate, and connect it to existing workflows.
Target audience
Use cases
Use cases
A workspace owner who needs to archive dozens of outdated projects that are no longer in use can do that quickly and efficiently, making sure that the workspace remains uncluttered and easily searchable.
Target audiences
Admins, builders, and power users who automate workflows
Tech info
- This capability is currently only available in Work Management
- The overview will only show in boards with a minimum of 10 items and 5 columns
- Users cannot disable the overview card nor edit its contents, but they can up/down-vote the generated content.
Target audiences
monday CRM users only -
- Sales reps
- Marketing ecsecutive
Tech info
- With this enhancement, the validation engine now supports:> Simple validation rules (e.g. number > 500, date after 2025).> Conditional rules (e.g. if Status = Done then Owner must not be empty).> Cross-column dependencies (e.g. Budget required if Project Type = Enterprise).
- Once set, these rules will be enforced across all platform entry points: Boards (all views/modals), Forms, API, Mobile, Automations, Dashboards.
- Validation Rules are enforced server-side, meaning they cannot be bypassed by automations, API calls, or integrations. This ensures consistency but may require users to update existing workflows that would otherwise violate these new rules.
- Currently available for Work Management only - CRM, Dev and Service will be supported in Q4 2025.
Selling points
- Users can ensure data accuracy by automatically enforcing rules to prevent incorrect or incomplete data entry.
- The validation rules help to maintain consistent and reliable workflows at scale, ensuring process integrity.
- The rules eliminate the need for manual data checking and corrections, reducing manual overhead.
- Rules are applied consistently across all entry points, including forms, APIs, and mobile devices.
Target audiences
Admins in all tiers.
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.
Selling points
- This feature eases new users' overwhelm when engaging with an existing board for the first time. It helps them get oriented more easily, leading to improved time to productivity and collaboration.
- It reduces the load on workflow/process owners that do not have to onboard new team members on every single board.
Use cases
- Project managers can use the List View to manage all subtasks and action items from every project across the organization in one master list.
- Logistics coordinators can manage a massive inventory list by pulling in items from different warehouse or supplier boards. An operations manager can get a real-time count of every item in stock across all locations.
- A broad variety of use cases where users need to see and manage multiple items and subitems at scale.
Target audiences
Admins, builders, and power users who automate workflows
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.
Use cases
- Sales managers who need to assign out leads or deals to team members.
- Revenue operations managers or admins who will set up lead assignment rules within a CRM.
Target audiences
Admins, builders, and power users who automate workflows
Tech info
Information that can be pulled:
- LinkedIn Profile
- Facebook Profile
- Twitter Profile
- Company Revenue
- Contact Location
- Department
Out of scop at the moment -
- New columns UI
- Auto enrichments for existing users
Use cases
- A user can upload a PDF directly to a canvas to centralize all content in one collaborative space.
- A project manager can pin a project plan PDF alongside live boards and workflows, keeping planning and execution in sync.
- Sales teams can upload proposals or contracts as PDFs, then annotate and review directly in WorkCanvas to speed up approvals.
- An operations manager can overlay PDF blueprints or process diagrams with sticky notes, tasks, and comments, making static documents interactive and actionable.
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
Selling points
- This feature can enhance user productivity by reducing the time and effort needed to write and refine text.
- This feature can improve the Text column content quality by generating optimized and well-written text using the power of AI.
- This feature contributes to streamlining workflows - AI suggestions are displayed directly within the text column without needing to use external tools.
- Users can review and decide whether to accept or reject the AI - generated suggestions, maintaining full control over their content.
Use cases
- IT Ticketing: The 'get latest update' block can be used to pull the most recent comment from the items update section, which can be used in subsequent actions such as automatically changing the ticket status.
- Content Approval: The 'get latest update' block can be used to grab the latest document/draft that needs to be reviewed, to then automatically send a notification to the editor that the content is ready for review to be approved for the next step.
Use cases
- A team lead needs to write clear and concise task descriptions for a new project, ensuring all details are captured.
- A project manager wants to quickly turn bullet-point notes into a well-structured summary for their team in the Notes column on their shared board.
Target audiences
All monday users that have AI enabled on their accounts.
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
Sales reps and managers.
Target audiences
All monday users on all tiers.
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.
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
Admins in Enterprise tier accounts only.
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
- Work management, ENT accounts.
- Users who manage their projects and portfolios on monday, in particular the PMO industry
Tech info
- This capability is currently only available in Work Management
- The overview will only show in boards with a minimum of 10 items and 5 columns
- Users cannot disable the overview card nor edit its contents, but they can up/down-vote the generated content.
Use cases
An enterprise admin can ensure her users are not using phishable 2FA methods, like SMS, or see which users don't have 2FA enabled, compromising the account's compliance.
Target audiences
All customers on an Enterprise tier, who are admins/department owners or have permissions to export Departments page.
Use cases
This is especially useful in long, complex forms with a lot of conditional logic. Now, users don't have to duplicate and keep all those questions in sync.
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
Selling points
- Users can now report on customers' full account data
- Users can view and manage subsidaries in visual tree that will allow for increased visibility and usability
- Account Hierarchy was a highly requested feature, and matches the hierarchy features offered by our competitors such as Salesforce and Dynamics.
Use cases
Project management: Instead of manually searching through the column center, a user can type what they are looking to do, e.g. "track approval status", into the search bar. The AI suggests a Status Column, automatically creating labels like Approved, In Review, and Rejected, which saves time and ensures consistency across the team's workflow.
Use cases
- Post-mortems and retros: After an incident is resolved, teams can use the standardized form to quickly document all key details. The centralized board and calculated metrics provide a clear, data-driven foundation for post-mortem discussions, ensuring teams learn from every incident.
- Engineering leaders and product managers can use the dashboards to visualize incident data. They can track metrics like downtime by region, detect common failure domains, and monitor the effectiveness of their incident response process, all in one place.
- The solution can be extended to improve communication during and after an incident. For example, you can automatically notify leadership when a critical incident is logged or create a Slack channel for immediate collaboration, all connected directly to the incident record.
Selling points
- Users can save time by quickly getting the key takeaways from long conversations and threads, boosting productivity.
- Users can take action directly from the summary provided - reply, access linked files, or translate content with a single click - which enhances collaboration.
- This feature directly addresses a key need from fast-paced and globally distributed teams.
Tech info
Using the Agent Block does not incur any additional cost and does not consume from the AI credit quota. The only cost associated with the Block comes from the tools it uses:
- If a tool is based on automations or integrations, its usage will count toward the account’s monthly automation/integration quota.
- If the tool is an AI-based capability (e.g. Summarize with AI), its usage will consume from the account’s monthly AI credit quota.
- This means that the customers only pay for the tools the agent uses - not for the agent’s logic or execution itself.
Target audiences
Enterprise tier accounts who use managed templates.
Use cases
- A team lead can quickly summarize the full discussion thread to identify blockers, decisions, and participants before their next standup.
- A collaborator joining a project mid-way can skim AI-generated recaps, click links/files, and reply without reading the full thread.
Use cases
A form creator can use pre-made product-specific tags to immediately categorize submissions for better tracking and reporting.
Target audiences
App developers and admins, especially in large accounts with unique governance needs.
Use cases
When a new board is created in a workspace, the user can now automatically notify their team in Slack, set up groups in the board, create initial items, and any other existing actions – all without lifting a finger!
Tech info
- This capability is currently only available in Work Management
- The overview will only show in boards with a minimum of 10 items and 5 columns
- Users cannot disable the overview card nor edit its contents, but they can up/down-vote the generated content.
Use cases
Marketing:
- As a Marketing Executive, I want to automatically enrich my CRM contacts with detailed profiles so that I can create targeted campaigns.
- As a Marketing Executive, I want to receive company hierarchy details to tailor our outreach strategies effectively.
Sales:
- As a Sales Representative, I want to have enriching details for my leads so that I can personalize my sales pitch accurately.
- As a Sales Representative, I want enriched data to include recent company news and funding information to stay relevant during outreach.
Use cases
This enhancement is very useful in any case where multiple runs are paused and there wasn't previously a clear option to continue (or not) with the runs once the update has been made. Now having this clear option, allows for workflows to continue successfully running and not having any critical step slip through the cracks.
Target audiences
All monday Enterprise customers.
Use cases
Finance teams can use the exported CSV to associate departments with internal Cost Center IDs and conduct chargeback reporting, easily track costs and allocations across different departments.
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.
Selling points
- This long-awaited capability empowers users to support advanced, previously unsupported, use cases with a seamless and intuitive experience.
- It enables deep hierarchy in projects and processes that were requested by both the community and upmarket customers.
- It strengthens our platform's openness and our competitive edge.
Use cases
- A project manager can mute the 'Stakeholder' column to avoid alerts from passive viewers while still getting pinged from 'Owner' or 'Reviewer'.
- An HR lead can assign observers in an onboarding board without flooding new hires’ inboxes with non-actionable alerts.
- An IT manager can configure escalation contacts in a post-mortem board without triggering dozens of unnecessary assignment pings.
Use cases
- A project manager could manage a Large-Scale Construction Project, breaking it into a Main Item (e.g., "Building A - Phase 1"), Subitem (e.g., "Excavation"), and Sub-Subitem (e.g., "Survey & Mark Boundaries").
- A marketing manager could organize by Main Item (e.g., "Q4 Product Launch"), Subitem (e.g., "Social Media Campaign"), and Sub-Subitem (e.g., "Instagram Video").
- An HR manager could handle the Full Employee Lifecycle with a Main Item (e.g., "Onboarding - Jane Doe"), Subitem (e.g., "Pre-Start Day Tasks"), and Sub-Subitem (e.g., "IT & Systems Setup").
- A sales manager could manage a Complex Client Solution Implementation using a Main Item (e.g., "Client A Implementation"), Subitem (e.g., "CRM Integration"), and Sub-Subitem (e.g., "Data Migration").
- A creative lead could oversee a Video Game Development project, structuring it with a Main Item (e.g., "Game Title"), Subitem (e.g., "Art Department"), and Sub-Subitem (e.g., "Character Models").
Target audiences
- CRM admins, sales managers, RevOps managers
- Accounts that have ENT tier (workflow builder) enabled
Use cases
- When a ticket is submitted to the Customer Service teams, Workflow Agent can be used to fetch all data related to the ticket, check availability of agents, their expertise, and based on all of this data find the best agent to assign the ticket to.
- An agent can be used to decide whether a project request should be approved or denied based on a predefined set of criteria, and then trigger the next step in the workflow.
- The agent can evaluate incoming leads and automatically route them to the most appropriate sales rep based on criteria like location, company size, and lead score.
Target audience
monday dev Enterprise users.
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
This capability can serve any ad-hoc admin need, such as apps to:
- Bulk User Updates and Assignments
- Bulk Assignments
- User Provisioning/Deprovisioning
- Audit Log Visualization
- Board Cleanup Dashboard
- Centralized App & Integration Management
- User Engagement Insights
- Board Activity Tracking
- Optimization Suggestions
- Custom Roles Management
- Standardized Template Management
- and more!
Target audiences
- Enterprise accounts with the Guardian add-on.
- Previously: Admins only.
- Now: Any member of the account with the role and permission to review and act upon DLP violations (Ex: Data Protection Officer, CISO, etc.)
Target audience
Tech info
Capabilities include:
- Summarize entire item update threads (not just per-update)
- Custom prompt option for tailored summaries (e.g., “show me blockers”)
- Summary card includes: participants, topics, links, files.
- Inline preview of attachments + clickable URLs.
- One-click reply directly from the summary UI.
- Supports item-level permission logic.
- Currently available only for web, not available on mobile.
Use cases
- Standardized Project Management: Project Management Offices can enforce a single, up-to-date project methodology across the entire organization by pushing updates from the managed template to the project boards.
- Consistent Client Onboarding: Professional services teams can ensure every new client receives the same onboarding experience and has a consistent set of tasks and resources.
- HR and Employee Management: HR departments can maintain uniformity in onboarding and offboarding processes by automatically updating all relevant employee boards from one central source.
Target audiences
Enterprise customers that use Jira DC or Salesforce, and are interested in integrating it with monday.
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
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
- Teams can set the sprint to auto-complete every Friday at 4PM (or when status flips to “Done”) and auto-start a new sprint on Monday mornings.
- Users can send a Slack notification to their team the moment a sprint is completed.
- Trigger follow-up workflows: auto-assign tasks, generate sprint summaries, or update dashboards.
Use cases
- IT and Operations Management: A large company's IT team can monitor the health of all automations across the organization. This allows them to proactively identify and fix broken integrations (e.g., between Salesforce and monday.com) before they impact sales or customer support.
- Marketing Campaign Governance: A marketing manager overseeing multiple campaigns and boards can use the hub to ensure all lead routing and email automations are running correctly. They can quickly address any failures that could lead to lost leads or missed follow-ups.
- Enterprise-wide Process Audit: A business process owner can use the Autopilot Hub as a single source of truth to audit all business-critical workflows. They can verify that handoffs, approvals, and data syncs are functioning as designed, ensuring compliance and operational integrity.
Target audiences
The Autopilot Hub is designed for heavy automation builders and power users who manage numerous automations daily and experience the complexities of automation at scale.
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).
Use cases
- Project managers can ensure that story points are entered before a task can be marked as "Done."
- Sales managers can prevent a deal from moving to "Won" if the risk level is not "Medium" or "Low."
- For financial tracking, the users can require the Budget to be greater than a specific amount for certain project types.
- User wanting to automate workflows can ensure a Date column is not empty when an item's status is "Approved."
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 audience
All monday board owners and board members.
Selling points
Managed Templates Give power builders the ability to manage standardized processes at scale. They unlock:
- Process Integrity: Execute according to company standards
- Efficiency: Manage change across many teams in a single publish
- Reporting: Summarize data to insights
- Collaboration: Create a shared language and move data across teams
Selling points
- Dev users now have the ability to see a full list of changes and additions in the context of a sprint
Target audience
- All monday dev customers on all tiers.
- Small to mid-sized engineering teams who want an all-in-one platform instead of juggling multiple tools.
- SMBs or startups that don’t yet have a mature incident management process.
- Teams that value simplicity and speed over complex enterprise-grade solutions.
- Organizations looking to centralize planning + incident documentation in the same system.
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.
Target audiences
All monday users with AI enabled on their account.
Target audiences
- Primary audience: Existing users building forms in any monday product.
- Very relevant for marketing teams looking to track the campaign data within their submissions.
Target audiences
All board users on Pro and Enteprise accounts with AI enabled on their account.
Target audiences
Power users, form builders, and everyone else.
Target audiences
Admins, builders, and power users who automate workflows.
Use cases
- Project managers can use summaries to keep distributed teams aligned on next steps.
- Sales representatives can use meeting notes to ensure follow ups aren't missed and review calls before the next meeting.
- Managers can review meeting highlights and leverage AI to ask questions about their team's calls without attending every meeting.
- Customer success managers can share structured notes with a client after the call.
Use cases
This enhancement creatives visibility for 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.
Tech info
Feature Set
- Save a workspace as template: Not just single boards – but entire solutions
- Manage up to 1,000 instances per template: Push changes* as business needs emerge
- Control: View all managed templates in the account. Manage permission to create templates
- Report at scale (coming soon): Report on boards within a managed template; new instances added automatically
Pricing & Packaging
- Available across all monday products - the limit is at the account level.
- Add-on buckets for accounts who have over 5 MT start at $3K ARR. See table below.
- Bucket can’t be purchased more than once - if clients need more they need to move to the next bucket.
- No specific discount guidelines (aligned to discount matrix policy)
- ~500 accounts over the limits today will NOT be force-charged (up to rep discretion).
Target audiences
All board owners and members.
Use cases
Multiple Data Protection Officers or a CISOs can split the violation review task between them and streamline their account protection routine.
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.
Tech info
- The current version only supports project boards. Multi-level-subs can be accessed through the create project screen. Capabilities include:
- Up to 5 levels of hierarchy (parent Item + 4 levels of subs)
- Unified structure to all items and subitems
- Robust rollup capabilities (turned on by default)
- Item limit of 5,000 items per board
- Full Gantt, Dependencies, Automations, and Dashboards support.
- The Beta is expected to start in September with the same 200 Ent alpha accounts. During the Beta, we will iterate, fix, and add capabilities before the gradual release in October.
- Non-project boards support i 'regular boards' will start a beta in Oct with 30 high touch accounts and ~400 no touch who utilize a lot of subitems.
- Known limitations:
- Automations and AI autofill
- The Roll-Up status won’t be able to trigger an automation, and will be treated as Null
- Some templates unavailable (UI will indicate)
- Permissions per sub item level
- Third party apps have yet to adopt the new API
- Duration combo column, with timeline roll-up
- Mirror & Formula support on roll-up columns
- Required fields
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 within an account where Notetaker is enabled.
- Any user who runs or attends meetings (internal and external).
- Broad use accross all verticals and industries.
- Works accross all monday products.
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.
Feb 2024
May 2023
Sep 2023
June 2023
Mar 2024
Nov 2023
Apr 2024
July 2023
Dec 2023
August 2023
May 2024
Jan 2024
Target audiences
Champions and builders across any use case. All tiers.
Target audiences
Admins, builders, and power users who automate advanced / complex worklflows
Selling points
- This feature allows users to easily automate steps in their workflow that were previously too complex or required extensive manual logic.
- Users can replace large, fragile, and hard-to-maintain logic trees with a single, intelligent agent block, simplifying worfklow building process.
- The agent-based approach is more robust and scalable than traditional complex logic trees, allowing to automate more workflows.
- Workflow builders can retain full confidence and control over automated decisions with transparent logs that show what decision was made, why, and what tools were used.
Use cases
- A new team member needs a quick overview of a project's progress without knowing how to build a dashboard. They can use this feature to instantly generate a report.
- A user wants to quickly see a breakdown of their data in different chart types (e.g., a pie chart for status and a bar chart for team members) without building each one from scratch.
- A team lead needs to create a starter dashboard for their team that they can later customize and expand upon.
May 2025
Jan 2025
Sep 2024
Feb 2025
June 2025
Oct 2024
Mar 2025
July 2025
Nov 2024
Dec 2024
Apr 2025
August 2025
Use cases
Admins can delegate the Managed Template creation permission only to Portfolio Managers in the account, and the regular template creation permission to specific workflow owners or process managers.
Use cases
- Sales representatives who want to know what the top risks to their deals are
- Sales managers who need to identify stalled deals, low rep activity and deals past the close date without manually checking all the columns
Use cases
- HR can create a single, master onboarding template for all new hires globally, ensuring every employee receives a consistent, high-quality onboarding experience, regardless of their location or department.
- Project managers can apply a single project management template to every new client project. This guarantees that all projects follow the same steps, from kickoff to final delivery, ensuring consistent results and reporting.
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.
Target audiences
All monday customers on all tiers.
Target audiences
- Primary: Workspace Owners and Admins in existing accounts (especially mid-market/enterprise) who manage many assets.
- Secondary: Board owners performing periodic hygiene in their area.
- Available to all existing customers in the Workspace content management screen across all tiers.
Target audiences
- Currently, this capability is open only to monday work management users on the Enterprise plan. In the near future, the rest of the tiers in WM will be able to enjoy this capability in non-project boards as well. Stay tuned!
- This feature fits users with deep hierarchy in their projects and processes, such as project and portfolio managers.
September 2025 - EXTERNAL - New releases
Product Enablement
Created on September 19, 2025
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Transcript
September 2025 - New Releases
monday AI
WorkCanvas
Workflow Builder
New
Work OS Platform
Previous editions
Product Enablement
September 2025 - New releases
Admin & Governance
Work OS Platform
Show user's 2FA method on admin user management page
Create Board View with AI
Add column with AI
Admin Apps
(cross-products)
Connected boards column enhancement
Autopilot control hub
Mute specific People columns
Template creation permission
List View: Supported items limit increase
Managed Templates: Instance limit increase
Batch delete / archive content in Workspace
Data Leak Prevention: separate permission
Export Departments table to CSV
Full Release
Batch archive or delete content in Workspace
Work OS Platform
Feature description This feature allows the workspace owners to select and manage (delete or archive) multiple assets at once, making it simple to tidy up cluttered workspaces. This feature significantly reduces the time and effort needed for cleanup, improving navigation and keeping content current.
Click to enlarge
Target audience
Use cases
Full Release
Add column with AI
Work OS Platform
Feature description This feature uses AI to automatically suggest the ideal board column based on a user's description. It allows users to simply type what they need, and the AI recommends a column type and generates labels, helping them set up boards faster and more effectively. Adding a column with AI does not consume any AI credits.
Click to enlarge
Target audience
Use cases
Gradual Release
Create Board View with AI
Work OS Platform
Feature description This feature allows users to generate a dashboard-style view of their board, composed of reporting widgets, with a simple prompt. The generated view is fully editable and can be regenerated at any time.
Target audience
Use cases
Gradual Release
Connected Boards column enhancement
Work OS Platform
Feature description This enhancement modifies the behavior of "mirror columns" on boards. Instead of the entire column disappearing when a connected board is private, the column remains visible to all users with a clear indication that access is restricted and guidance on how to obtain the necessary viewing permissions.
Target audience
Use cases
Gradual Release
Mute specific People columns
Work OS Platform
Feature description This feature allows users and admins to mute assignment notifications triggered by specific People columns - without muting the entire board or blocking essential mentions and alerts.
Click to enlarge
Target audience
Use cases
Enterprise plan only
Gradual Release
Manage Departments: Export table to CSV
Work OS Platform
Feature description The feature is a new capability that allows admins and other members with specific permissions to export Department data from monday directly into a CSV file. The exported data includes all departments and their seat allocation details.
Click to enlarge
Target audience
Use cases
Gradual Release
List View: Supported items limit increase
Work OS Platform
Feature description This enhancement increases the limit of supported items in the List View widget from 20k to 100k items, allowing users to manage a large list of items from multiple boards at scale. In the standard view ('with parents') 100k items can be shown. In 'subitems only' mode - we can show subitems of up to 20k parent items only (filtered). 'Like items' display mode supports up to 20k items (like today).
Click to enlarge
Target audience
Use cases
Enterprise plan only
Full Release
Managed Templates: Instance limit increase
Work OS Platform
Feature description This enhancement allows users to create and manage a single, unified workflow template with up to 1,000 instances and an overall account limit of up to 5,000 instances. This helps users to streamline and standardize workflows scale.
Target audience
Use cases
Full Release
Admin Apps
Work OS Platform
App installation
Feature description App developers can now create apps with views in the admin panel, enabling the creation of admin tools to answer account-specific needs.
Click to enlarge - app creation
Target audience
Use cases
Enterprise plan only
Full Release
Template creation permission
Work OS Platform
Feature description Admins can now enable account members with two new permissions:
- Create a standard template
- Create a Managed Template (Enterprise plan only)
Both of these permissions are enabled by default.Click to enlarge
Target audience
Use cases
Full Release
Show user's 2FA method on admin user management page
Work OS Platform
Feature description Admins can now see a user's Two-Factor Authentication status and 2FA method (e.g., SMS, App, Security Key) on the user management page.
Click to enlage
Target audience
Use cases
Gradual Release
Autopilot control hub
Work OS Platform
Feature description Users can now enjoy the new Autopilot Hub, a centralized command center for managing automations, integrations, and workflows. It provides complete visibility into automation health, allowing teams to see which automations are running or failing from a single view. The hub also offers AI-driven classification to identify root causes, facilitating quicker resolutions. Additionally, users can click on any issue to access the relevant board or workflow for resolution, streamlining the troubleshooting process.
Click to enlarge
Entry point
Target audience
Use cases
Enterprise plan only
Full Release
Data Leak Prevention: separate permission
Work OS Platform - Guardian addon
Feature description Admins in accounts with the Guardian add-on can now use a new permission to grant account members access to the DLP panel, delegating the violations review task to account members.
Click to enlarge
Target audience
Use cases
September 2025 - New releases
monday AI
Notetaker
Full Release
Notetaker [add on]
monday AI
Feature description Notetaker is a bot that joins Zoom, MS Teams or Google Meet to capture meeting recordings, generate AI powered summaries and set action items via the workflow builder. This feature does not consume AI credits from the account, it is an AI powered add-on sold separately.
Click to enlarge
Target audience
Use cases
September 2025 - New releases
Pre-made tags
Reuse questions in form logic
Full Release
Reuse questions in form logic
Feature descriptionUsers can now reuse questions in their conditional logic in their forms instead of creating a new question for every parent question.
Target audience
Use cases
Gradual Release
Pre-made tags
Feature descriptionUsers can now use pre-made tags tailored for our core product suite (Work management, CRM, Dev, and Service), allowing them to instantly tag and track submissions in a structured way.
Click to enlarge
Target audience
Use cases
September 2025 - New releases
Edit workflow enhancements for wait/delay blocks
New trigger block: When a board is created
Workflow Builder
New action block: Get latest update
Integration email enhancements
Gradual Release
Edit workflow enhancements for wait/delay blocks
Workflow Builder
Feature description Users can now edit a live workflow without interrupting in-progress runs. When they make a change, a new pop-up gives them the option to either let the waiting runs continue uninterrupted or terminate them all. This provides greater control and confidence when updating workflows.
Click to enlarge
Target audience
Use cases
Full Release
New trigger block: When a board is created
Workflow Builder
Feature description This new trigger allows workflows to automatically fire the moment a new board is created in the chosen workspace.
Click to enlarge
Target audience
Use cases
Full Release
New action block: Get latest update
Workflow Builder
Feature description This new action block allows users to retrieve the most recent update and its corresponding data from an item.
Click to enlarge
Target audience
Use cases
September 2025 - New releases
Workflow Action Block: Start / Complete Sprint
Incident Management solution
Enterprise plan only
Full Release
Start / Complete Sprint Action Block
Feature description Two new actions are now available for users building workflows on monday dev: Start sprint and Complete sprint. These actions can be combined with any trigger, to schedule sprints automatically or create smart automations based on team status updates.
Click to enlarge
Target audience
Use cases
Full Release
Incident Management solution
Feature description This new ready-made solution helps teams document incidents after they’ve been resolved by capturing all key details, calculating response metrics, and providing dashboards for trend analysis. It gives customers a baseline template and the flexibility to expand with automations and integrations — turning incidents into opportunities to improve reliability.
Target audience
Use cases
September 2025 - New releases
Round Robin lead assignment
Deal insights
Full Release
monday.mnd
Round Robin Lead Assignment
Feature description Users can now assign a team member to items within the CRM in a round robin way (assign owner to leads, deals, etc.)
Click to enlarge
Target audience
Use cases
Gradual Release
monday.mnd
Deal insights
Feature description The Deal Insights widget will surface critical insights to the sales rep or manager about their opportunities and identify risk of closing. Full release expected October/November.
Target audience
Use cases
September 2025 - New releases
New!
Import PDF to canvas
Gradual Release
Full Release
Import PDF to canvas
Feature description WorkCanvas users can now working with PDF files natively within canvas - they can drag and drop in any PDF file and instantly discuss, annotate, and connect it to existing workflows.
Target audience
Use cases
Use cases
A workspace owner who needs to archive dozens of outdated projects that are no longer in use can do that quickly and efficiently, making sure that the workspace remains uncluttered and easily searchable.
Target audiences
Admins, builders, and power users who automate workflows
Tech info
Target audiences
monday CRM users only -
Tech info
Selling points
Target audiences
Admins in all tiers.
Use cases
Selling points
Use cases
Target audiences
Admins, builders, and power users who automate workflows
Selling points
Use cases
Target audiences
Admins, builders, and power users who automate workflows
Tech info
Information that can be pulled:
Out of scop at the moment -
Use cases
Tech info
Limitations
Target audiences
All monday service users
Selling points
Use cases
Use cases
Target audiences
All monday users that have AI enabled on their accounts.
Target audiences
Target audiences
Sales reps and managers.
Target audiences
All monday users on all tiers.
Selling points
These enhancements enable users to:
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
Admins in Enterprise tier accounts only.
Selling points
Target audiences
Tech info
Use cases
An enterprise admin can ensure her users are not using phishable 2FA methods, like SMS, or see which users don't have 2FA enabled, compromising the account's compliance.
Target audiences
All customers on an Enterprise tier, who are admins/department owners or have permissions to export Departments page.
Use cases
This is especially useful in long, complex forms with a lot of conditional logic. Now, users don't have to duplicate and keep all those questions in sync.
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:
Selling points
Use cases
Project management: Instead of manually searching through the column center, a user can type what they are looking to do, e.g. "track approval status", into the search bar. The AI suggests a Status Column, automatically creating labels like Approved, In Review, and Rejected, which saves time and ensures consistency across the team's workflow.
Use cases
Selling points
Tech info
Using the Agent Block does not incur any additional cost and does not consume from the AI credit quota. The only cost associated with the Block comes from the tools it uses:
Target audiences
Enterprise tier accounts who use managed templates.
Use cases
Use cases
A form creator can use pre-made product-specific tags to immediately categorize submissions for better tracking and reporting.
Target audiences
App developers and admins, especially in large accounts with unique governance needs.
Use cases
When a new board is created in a workspace, the user can now automatically notify their team in Slack, set up groups in the board, create initial items, and any other existing actions – all without lifting a finger!
Tech info
Use cases
Marketing:
- As a Marketing Executive, I want to automatically enrich my CRM contacts with detailed profiles so that I can create targeted campaigns.
- As a Marketing Executive, I want to receive company hierarchy details to tailor our outreach strategies effectively.
Sales:Use cases
This enhancement is very useful in any case where multiple runs are paused and there wasn't previously a clear option to continue (or not) with the runs once the update has been made. Now having this clear option, allows for workflows to continue successfully running and not having any critical step slip through the cracks.
Target audiences
All monday Enterprise customers.
Use cases
Finance teams can use the exported CSV to associate departments with internal Cost Center IDs and conduct chargeback reporting, easily track costs and allocations across different departments.
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.
Selling points
Use cases
Use cases
Target audiences
Use cases
Target audience
monday dev Enterprise users.
Use cases
Use cases
This capability can serve any ad-hoc admin need, such as apps to:
Target audiences
Target audience
Tech info
Capabilities include:
Use cases
Target audiences
Enterprise customers that use Jira DC or Salesforce, and are interested in integrating it with monday.
Tech info
Platform based support for account hierarchies:
Use cases
Target audience
All WorkCanvas and monday.com users.
Target audiences
Use cases
Use cases
Target audiences
The Autopilot Hub is designed for heavy automation builders and power users who manage numerous automations daily and experience the complexities of automation at scale.
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).
Use cases
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).
FAQTarget audience
All monday board owners and board members.
Selling points
Managed Templates Give power builders the ability to manage standardized processes at scale. They unlock:
Selling points
Target audience
Tech info
Target audiences
All monday users with AI enabled on their account.
Target audiences
Target audiences
All board users on Pro and Enteprise accounts with AI enabled on their account.
Target audiences
Power users, form builders, and everyone else.
Target audiences
Admins, builders, and power users who automate workflows.
Use cases
Use cases
This enhancement creatives visibility for 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.
Tech info
Feature Set
- Save a workspace as template: Not just single boards – but entire solutions
- Manage up to 1,000 instances per template: Push changes* as business needs emerge
- Control: View all managed templates in the account. Manage permission to create templates
- Report at scale (coming soon): Report on boards within a managed template; new instances added automatically
Pricing & PackagingTarget audiences
All board owners and members.
Use cases
Multiple Data Protection Officers or a CISOs can split the violation review task between them and streamline their account protection routine.
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.
Tech info
Use cases
Target audiences
Use cases
Feb 2024
May 2023
Sep 2023
June 2023
Mar 2024
Nov 2023
Apr 2024
July 2023
Dec 2023
August 2023
May 2024
Jan 2024
Target audiences
Champions and builders across any use case. All tiers.
Target audiences
Admins, builders, and power users who automate advanced / complex worklflows
Selling points
Use cases
May 2025
Jan 2025
Sep 2024
Feb 2025
June 2025
Oct 2024
Mar 2025
July 2025
Nov 2024
Dec 2024
Apr 2025
August 2025
Use cases
Admins can delegate the Managed Template creation permission only to Portfolio Managers in the account, and the regular template creation permission to specific workflow owners or process managers.
Use cases
Use cases
Target audiences
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 customers on all tiers.
Target audiences
Target audiences