October 2025 - EXTERNAL - New releases

October 2025 - New Releases

WorkCanvas

Workflow Builder

New

monday AI

Work OS Platform

Previous editions

Product Enablement

October 2025 - New releases

Work OS Platform

Platform API Quarterly Version Update

Managed Templates out of beta, new limits and add-on

(cross-products)

Change item position API

Data Leak Prevention: Notify reviewers of new violations

Yearly cadence for time based automations

Hide main table view

Create item by card

Gradual Release

Hide main table view

Work OS Platform

Feature description This feature allows board owners to hide the main table 'view' from collaborators, reducing overlaod and unnecessary noise. Board owners retain access to the main table, while other users cannot see it unless another view is available. This update can be applied to both new and existing boards.

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Target audience

Use cases

Full Release

Create item by card

Work OS Platform

Feature description Users now have the ability when creating a new item on a board, to create an item through the card view. This helps simplify item creation, giving a cleaner, easier to navigate creation flow. The board owners can now enforce this via item creation, and each board have its own settlings allowing items to be configured differently across the workspace.

Target audience

Use cases

Enterprise plan only

Managed Templates out of beta, new limits and add-on

Work OS Platform

Feature description Managed Templates will exit beta on November 17, 2025. Template usage will be limited to 20 per account (across all products), with a new add-on offering additional capacity in buckets (available only in the Enterprise tier). Accounts that have already exceeded the 20 MT limit will not lose access and will not be charged at this time. For more details, contact your Account Manager.

Target audience

Use cases

Gradual Release

Yearly cadence for time based automations

Work OS Platform

Feature description Previously, time-based automations only supported daily, weekly and monthly cadences. This update now supports yearly cadences, minimizing friction and forced workarounds. This is supported in both 'Every time period' and 'When date arrives' automations, which allows clients to gain a straightforward way to schedule yearly workflows without any ambiguity.

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Target audience

Selling points

Full Release

Platform API Quarterly Version Update

Work OS Platform

The Platform API now has a new default version (2025-10) and a new Release Candidate version (2026-01) which includes the aggregation API. This allows users to query board data with mathematical operations such as sum, avg, max, etc. Developers in the account (e.g., professional service parters) can now use these new versions to access the new features. A list of new capabilities available in the new API version can be viewed For more information on how we do API version management, click

Target audience

here

here

Gradual Release

Change item position API

Work OS Platform

Feature description The Change Item Position GraphQL endpoint now allows users to re-order existing items on a monday.com board via API. It closes a significant gap by providing API access to the same item manipulation capabilities, like drag-and-drop, that are available in the board's UI.

Target audience

Use cases

Enterprise plan only

Full Release

Data Leak Prevention: Notify reviewers of new violations

Work OS Platform - Guardian addon

Selecting DLP reviewers

Feature description Admins in accounts with the Guardian add-on can now select reviewers in the DLP setup screen to receive a daily DLP violations summary with all the violations detected in the last 24 hours.

Sample daily email

Target audience

Use cases

October 2025 - New releases

monday vibe out of alpha and add-on

monday AI

AI monetization changes

AI Sidekick on Mobile

Users can unpublish/delete their vibes from the vibe website (monday.com/vibe):

Full Release

monday vibe out of alpha and add-on

Admins can view all draft apps in the account, unpublish them, or purchase more from the admin section:

Enterprise admins have the option to grant the permission to publish vibe apps only to specific user roles:

Feature description Any monday.com account with AI enabled can now build custom business apps in seconds. Building and testing apps is free, and payment only applies to published apps that are being used by users in the account. Pricing plans can be found at: account-handle.monday.com/vibe_pricing_page monday vibe does not consume monday AI credits, except for when users ask it to build apps that utilize AI capabilities to run. Examples: ⁠Project AI insights dashboard, ⁠⁠Social post content writer, AI competitive analysis report (searches data online), Meeting action item extractor, etc.

Target audience

Use cases

AI monetization changes

monday AI

We are rolling out significant AI monetization changes:

1. A credit will be charged per item, rather than per action, once per 24 hours. For example, 3 AI columns that perform different actions on one item within 24 hours will now count as one credit instead of 3 credits.
2. Previously, all accounts received 500 free AI credits at the start of each month. Now, all accounts will receive a one-time credit trial, after which they will need to purchase an add-on (bucket) of credits.
3. Selected AI capabilities will now be available “On demand”, free of charge. This includes Text to filter, Text to workflow, Formula builder, Docs assistant, Update AI summary, and more!

Expected gradual rollout: mid-November 2025

Target audience

Full Release

AI Sidekick on Mobile

Feature description monday sidekick is now available on the go, helping users get stuff done wherever they are. Users can:

• Talk to their sidekick and tell it what they want it to do, from board summary, item editing, updates, search, and more!
• Engage with 'components' to export item lists, images, and content boxes from Sidekick to other mobile apps.

Target audience

Use cases

October 2025 - New releases

Workflow builder now available to Pro tier accounts (limited)

Workflow owner consistency

Workflow Builder

Editing workflows with integration blocks

Gradual Release

Workflow Builder is now available to Pro tier accounts

Workflow Builder

Feature description Pro tier accounts now have access to the Workflow Builder! The accounts that have been given access have been randomly selected while in gradual release. By the end of October 2025, all pro tier accounts will have access. The Pro tier access includes 5 active workflows, with the ability to purchase 20 more as an add-on through a monday.com consultant.

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Target audience

Use cases

Enterprise plan only

Full Release

Workflow owner consistency

Workflow Builder

Feature description Workflow owners can now manage their workflow ownerships using a new 'Transfer Ownership' feature. Workflow ownership no longer changes when the user edits or publishes the workflow.

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Target audience

Full Release

Editing workflows with integration blocks

Workflow Builder

Feature descriptionPreviously, when a user who was not the creator of a workflow tried to edit a workflow that included integration blocks, the credentials field would automatically be cleared.Now, when a non creator enters edit mode on a workflow that contains integrations:

• Integration blocks will no longer be cleared
• Instead, these blocks will appear as disabled and uneditable
• The workflow can still be edited and saved normally, without breaking the integration logic

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Target audience

October 2025 - New releases

Quotes & Invoices: Live editor

Quotes & Invoices: Link item to document

Gradual Release

monday.mnd

Quotes & Invoices: Live editor experience

Gradual Release

Feature description Users can now customize and edit document content from within a live editor without switching back and forth. Additionally, rich text formatting is supported in certain areas of the document.

Target audience

Use cases

mo nday.mnd

monday.mnd

Gradual Release

Quotes & Invoices: Link item (deal) to document

Feature description Users can now create a quote or invoice and link it back to an item (deal, contact, custom). Additionally, the quote will auto-fill information from connected columns, ie. recipient data.

Target audience

Use cases

October 2025 - New releases

New!

Regional data hosting for EU accounts

Gradual Release

Gradual Release

Regional data hosting for EU accounts

Feature description With this update, new monday.com accounts from the EU region are automatically allocated to EU-based WorkCanvas servers. This ensures alignment with monday.com's regional hosting and addresses data residency concerns for EU customers.

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Target audience

Target audiences

• All monday accounts with AI enabled
• Accounts that use AI blocks
• Accounts that utilize the monthly recurring credits pool

Use cases

• Internal maintenance: hide main table to protect complex backend logic, formulas, and technical columns from user interaction
• Streamlining board user experience: reduce friction and confusion by ensuring users only see clean, simplified, purpose built views
• Reducing errors: Prevent accidental data corruption or broken automations by concealing sensitive, system critical columns from collaborators

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.

Tech info

• When a user is first invited to a board, their permissions will be set to "Default" and will be determined by the General access role. If the General access role changes, so will all the users with the default role. After a board owner explicitly grants a role to a user, their role will stay as assigned even if the General access role changes.
• Item viewing permissions currently apply to all roles (except Owners) and cannot be customized per role.
• When duplicating a board, all non-owner roles are reset to the default role.
• Cross-region data migration does not transfer board subscribers.
• API support for configuring board roles is not yet available.

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.
• Not supported column types: Connected boards, Mirror, Formula, Files, Docs.
• Historical validations are out of scope for first release.

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.

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.

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

Target audiences

• Any monday account on the standard tier and up with AI enabled
• 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 without coding skills want to turn ideas into reality and be inspired by others' creations.

Target audiences

• Anyone using the workflow builder integration blocks
• All tiers

Use cases

• The project manager is assigned as the board owner who edits the board structure.
• The task managers are board editors who can modify tasks but cannot add or remove columns.
• The project requesters are viewers of the board, allowing them to see the status of different tasks and comment with questions, but they cannot change the task status or details.

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

• Edit quotes in real time rather than depending on the content in the template.
• Format quotes to highlight key information in bold, italics etc.

Target audiences

• All users utilizing the workflow builder
• ENT tier only

Tech info

The solution consists of three main components:

• Standardized reporting form: A form that ensures all key details are captured for every incident, including severity, impact, root cause, and more.

• Centralized board: A dedicated board for tracking all incidents. It automatically calculates key performance indicators (KPIs) such as Time-to-detect (TTD), Time-to-identify (TTI), and Time-to-resolve (TTR).

• Dashboard: Pre-built dashboard for visualizing incident data by various dimensions, including severity, detection method, and domain.

The solution is designed for expansion with automations and integrations.

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 Product Manager embeds a Canvas roadmap as a board view 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.

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

• Sales reps who want to ask specific information about their deals such as 'When was the last call with the decision maker' or 'what were the agreed next steps?'
• Sales managers who want quick insights into the status of deals to conduct an effective pipeline review. For example 'what are the identified blockers to this deal?'
• Sales managers who want quick insights to inform how they are coaching sales teams. For example, they can ask the CRM expert 'show me the engagement from the past 30 days'

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 using the Pro or Enterprise plan

Target audience

Project managers, team leads, and account administrators who need to manage permissions and collaboration within monday boards, especially in organizations with multiple users or complex workflows.

Tech info

• A conversation chatbot is available in any item level (eg. deal)
• The chatbot can query information from the column values, Emails & Activities and Notetaker
• It can perform actions such as 'updating next step'

Limitations

• The CRM Expert only works at the item level, it cannot answer cross item or board questions such as 'which of my deals is at risk'
• It won't source historical information from the activtiy log
• It doesn't pull details from connected boards

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.

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

Selling points

• This feature reduces friction and streamlines form creation, especially in long, complex forms with a lot of conditional logic.
• No more duplication — a single question can be triggered by multiple different rules.
• Cleaner forms that are easier to manage.
• Improved performance thanks to fewer total questions.
• More flexibility in creating complex logic flows.

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

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

• Best for teams who would rather work with a card view similar to other platforms and who would like to have a cleaner experience.

• This especially beneifts boards with many columns that require constant horizontal scrolling to locate the right fields.

Target audience

Only applies to new WorkCanvas accounts created via monday.com

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.

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.

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

Giving Pro tier accounts access to the Workflow Builder opens opportunities for these accounts to connect mulitple workflows and minimize effort, resources, and human error.

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 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

• Sales reps using monday CRM quotes & invoices features
• Pro+ paying users

Target audiences

monday CRM users only -

• Sales reps
• Marketing ecsecutive

Use cases

• Rich text formatting for clearer, more engaging emails.
• File attachments for seamless document sharing.
• Link embedding for improved navigation and workflow connectivity.
• 'People' column support for dynamic recipient selection.

Target audiences

• Enterprise accounts with the Guardian add-on.
• Admins and account members who have permission to review DLP violations.

Selling points

• This feature reduces onboarding friction by showing customers "how to tag" correctly without needing prior experience.
• Community/customer requests: Users have frequently asked for guidance on tagging, especially when scaling processes across teams.
• Overall, this feature streamlines tracking, analytics, and reporting.

Target audience

• All My Work users

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.

Target audience

All monday API users, MCP users and Marketplace developers.

Target audiences

• Accounts that use the
• Developers and professional service partners

platform api

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

Selling points

• Users can now create, view, and collaborate on visual canvases directly within the context of their work as a board view.
• This allows them to augment their workflows and effortlessly convert structured board data into dynamic visuals like Gantt charts, organizational charts, and flowcharts, eliminating the need for external whiteboard tools.

Tech info

• We currently support adding files from a Board but not by uploading from a computer.
• We have released a simple formatting to begin with, the full formatting UI will be added later on.

Selling points

• This feature directly resolves a source of customer frustration, addressing numerous community requests and CX support tickets. It minimizes errors and improves customer experience.
• Introducing yearly time-based automation gives users the flexibility needed for teams with longer operational cycles. This ensures long-term planning is reliable and that critical tasks are never missed.

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.

Selling points

• This feature bridges the AI adoption gap by removing setup friction and delivering pre-configured solutions that feel personalized to users' workflows.
• By doing so, we address user uncertainty, accelerate time-to-value, and unlock broader AI adoption across monday.

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).

Selling points

• Unlike other complex, expensive tools for incident management, this solution is simple, ready-to-go, and included on all monday dev tiers. It's designed to solve a major pain point for smaller teams who need a consistent process without the overhead.
• The solution provides a standardized reporting form and a centralized board, ensuring all critical incident data is consistently captured and easy to find.
• It goes beyond simple documentation by automatically calculating key metrics like Time-to-Detect (TTD) and Time-to-Resolve (TTR). The included dashboards provide powerful visualizations to help teams identify trends, pinpoint common root causes, and improve system reliability over time.
• Teams can start with the basic out-of-the-box solution and easily expand it with powerful automations and integrations. This allows the solution to grow with your team, from a simple tracking tool to a full reliability management system.

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 on Enteprise and Pro accounts.

Selling points

• Dev users now have the ability to see a full list of changes and additions in the context of a sprint

Tech info

Multiple show/ifs support OR statements. More complexity will be supported in the future along with the vision of routing. Complexity includes:

• Supporting AND statements
• More operators like "is", "is not" , "contains" , "does not contain", "<,>, =," , etc.

FAQ: Will conditional logic be supported in the AI form builder? A: Yes! It is a followup we have in our backlog. No ETA for now.

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

Power users, form builders, and everyone else.

Target audiences

Admins, builders, and power users who automate workflows.

Use cases

• If you can describe it in words - you can build it!
• See sample use cases

here

Tech info

Pricing plans

• No-touch plans:
• "Free" - build/draft only
• "Starter" - 10 active apps for $1,200/year
• "Growth" - 25 active apps for $3K/year
• Custom offerings: touch sale only, Pro/Ent WIRE only
• “Scale” - 50 active apps for $6K/yearr
• “Enterprise” - 100 active apps for $12K/year

See more use cases

here

Target audiences

• Sales reps & managers using the Pro or ENT tier plan

Use cases

• Sending CISOs and security personnel a report for their daily standup.
• Creating a ceremony for DLP assignees to review the daily violations.

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

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

Selling points

• This release provides users with more efficient workflows, greater flexibility and control over email communication within integrations - users are now able to make their emails clearer and more engaging.
• These enhancements remove existing limitations and address key user requests, making email integration more robust and on par with competitors' capabilities.

Use cases

• Project and portfolio managers who want to streamline the addition of projects from My Work into specific boards

Target audiences

• Any monday account on the Standard tier and up with AI enabled.
• 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 without coding skills want to turn ideas into reality and be inspired by others' creations.

Use cases

Marketing:

• As a Marketing Executive, I want to automatically enrich my CRM contacts with detailed profiles so that I can create targeted campaigns.
• As a Marketing Executive, I want to receive company hierarchy details to tailor our outreach strategies effectively.

Sales:

• As a Sales Representative, I want to have enriching details for my leads so that I can personalize my sales pitch accurately.

• As a Sales Representative, I want enriched data to include recent company news and funding information to stay relevant during outreach.

Selling points

• This feature enhances sellers' effectiveness through embedding AI in their existing workflows.
• Provides instant answers, reducing the amount of manual work it takes to search for information wihtin a deal.
• Improves overall decision making.

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.

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Target audiences

• Board owners, admins and builders
• End users who are creating items will also benefit
• Available to all tiers in Work Management
• Available to Pro + ENT in monday dev (monday service and CRM coming soon)

Selling points

• Enables granular permission control, allowing board owners to assign tailored roles to each member.
• Improves security and data integrity by restricting access and editing capabilities based on user roles.
• Enhances collaboration by letting contributors and editors work efficiently without risking unwanted changes to board structure.
• Simplifies management of large teams and projects by supporting role assignment to individuals and teams.

Target audiences

• All monday accounts with AI enabled
• Sidekick users on the web interface

Target audiences

All users/automation builders on all tiers.

Tech info

• Tags are not yet dynamic or automated (e.g., not linked to submission content).
• Q: Can I still create my own custom tags?
• Yes, customers can create and manage custom tags in addition to pre-made ones.
• Q: Are pre-made tags editable?
• Yes, admins can rename, delete, or expand them.

Use cases

• If you can describe it in words - you can build it!
• See sample use cases

here

Use cases

• Set the relative priority of a team's task list via an API call, mimicking a user's manual re-ordering.
• Allows Agents and other app users to manipulate monday Boards in ways that are useful and interpretable to human users.
• Move a target item above or below another item in the same board.
• Place an item at the top or the bottom of a group in the same board (even if the group is empty).

Use cases

• Sales representatives who want to create quotes faster with pre-filled information.
• Sales managers who want quotes & invoices linked back to deals or contacts so that they can report on business metrics and stay on top of quote statuses.

Target audiences

• All monday CRM users in all tiers
• Primary users:
• Sales Representatives
• Sales Managers
• Sales/Revenue Operations

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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.

Use cases

• This feature supports countless use cases that all leverage Sidekick.
• To learn more about what it can do, click

here

Target audiences

Only board owners will be able to hide the main board view.

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.

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