Fresh functions for your everyday work with monday.com!
May once again brings numerous improvements for your Work OS platform – from new automation blocks and more control over resource allocation to exciting features in the areas of CRM and AI. Whether you’re an admin, project manager or power user, these updates will help you to make your processes even more efficient and provide your teams with the best possible support. In this article, we’ll show you the most exciting new features and how you can use them directly in your day-to-day work.

Work OS platform

Admin: Reset user password

Status of the update: fully rolled out

Admins can now force password resets for users in their account, individually or multiple together.

Use Case

• For unlocking accounts for users who are locked out or have forgotten their passwords.
• To protect against account breaches by logging out individual users whose credentials have been compromised.

Source: monday.com

Efficiently assign users to departments – now possible via CSV & SAML

Status of the update: fully rolled out

Administrators with an Enterprise account can now easily assign users in bulk to specific departments – either via CSV import or through *SAML-based synchronisation with external identity providers.

*(Security Assertion Markup Language)

Use Case

• Ideal for large, distributed organisations: Departmental structures can be mapped in just a few seconds – instead of taking hours of tedious manual work.
• Simplified billing: The number of seats used can now be managed and allocated transparently per department.

Name calendar entries according to date columns

Status of the update: fully rolled out

With this update, users can now label their calendar entries based on the name of the respective date column. This ensures greater clarity and precision – particularly useful for parallel schedules such as US/UK releases or alpha/beta versions.

Use Case

A marketing team can now clearly distinguish the type of release in the calendar widget – for example, the cinema release in the USA or in the UK. By specifically naming the entries based on the date columns, planning becomes clearer and more efficient.

Source: monday.com

Batch actions now also for sub-items across several main items

Status of the update: fully rolled out

It is now possible to edit several sub-items at the same time, even if they belong to different main items. This function considerably simplifies the mass management of sub-items.

Use Case

Regardless of whether you want to duplicate, archive or delete sub-items – with this update you can now do this in one step for sub-items from different main items. Ideal for anyone who wants to save time and keep things organised.

Source: monday.com

monday work management

Capacity manager: Grouping by attributes for better resource planning

Status of the update: partially rolled out

Available in: monday work management Enterprise

With this new feature, resource managers can group their capacity overview by attributes such as role, location or skills to see the overall utilisation of their team at a glance.

Target group: Project managers, portfolio managers, resource managers

Use Case

Deploy resources in a more targeted manner: A resource manager recognises at a glance which team members are currently underemployed – and can redistribute tasks in a targeted manner.

Simplify strategic planning: With aggregated data on utilisation, availability and skills, long-term personnel planning can be improved and informed hiring decisions can be made.

Source: monday.com

Resource selection – filter by attributes

Status of the update: partially rolled out

With this update, it is now possible to filter resources in the resource planner and capacity manager – e.g. by role, skills or location. This means you only see the people who meet the requirements of your project.

Target group: Project, portfolio and resource managers

Use Case

A resource or project manager wants to ensure that exactly the right team members are scheduled for a task – with specific skills or at a specific location, for example. Thanks to the new filter function, these people can be found quickly and precisely to ensure optimal project staffing.

Source: monday.com

monday CRM

Emails and activities timeline

Status of the update: fully rolled out

With this new column in monday CRM, you can see at a glance how many interactions (emails, calls, meetings) have taken place with a specific contact, account or deal in the last 45 days – both incoming and outgoing.

Use Case

Sales teams receive a clear overview directly in the CRM of which leads were most recently active. This allows them to focus their energy on those prospects where the exchange is current – improving time management and increasing the likelihood of successful deals.

Source: monday.com

More transparency in sequences: Extended event tracking for emails

Status of the update: fully rolled out

Thanks to this extension, users now get detailed insights into the behaviour after sending automated emails in sequences.
Now you can:

• Track clicks on links in automated emails
• Recognise automatic responses such as out-of-office notes
• Trigger automations and workflows based on these events

Use Case

Perfect for all scenarios in which customer contact and response tracking are important: you can see who is actively engaging with your emails, recognise automatic responses – and can react directly with appropriate follow-up actions.

Source: monday.com

Sequences e-mail signature

Status of the update: fully rolled out

CRM users can now automatically add their personal signatures to all sequences of outgoing automated emails.
This is beneficial for any use case where sequences are used for sending automated emails.

Source: monday.com

monday AI

Targeted control of AI usage – new authorisations for admins

Status of the update: fully rolled out

Admins can now define who is authorised to use AI functions such as automated column creation or AI assistants within the account. Control is possible on two levels:

• At account level: Role-based authorisations to use AI functions – already active for accounts with role assignment.
• At board and workspace level: role-based AI authorisations – currently in the test phase.

Use Case

Particularly helpful for large organisations: Admins retain full control over which teams or roles have access to AI functions and can restrict or specifically enable their use – thus ensuring security and compliance.

Source: monday.com

Board preview

Status of the update: partially rolled out

AI users can now preview AI results and repeat the prompt.
This function is particularly relevant for creators who create AI-driven columns or use the “Autofill with AI” function.

monday Workflows

New workflow action blocks for more automation power

Status of the update: fully rolled out

Target group: Admins, power users and workflow designers in the enterprise environment

monday.com has significantly expanded its automation functions – with three new action blocks that make workflows even more flexible and powerful:

• Move item to another board
  Move items from a source board to a target board and define column mappings, e.g. “Email” → “Customer email”.
• Find linked sub-item
  Allows you to find a linked sub-item in order to trigger specific actions on it – ideal for complex project structures.
• Update item & subitem
  Update several columns at the same time with just one block – both at item and subitem level.

Use Case

A lead is recorded and automatically moved to the customer board – including defined column assignment. If a status is changed in an Epic board, the corresponding sub-item in the approval board is automatically adjusted.
When a production update is made, the timeline, owner and date change automatically – in a single step.

Source: monday.com

Automatically transfer files from updates to the file column

Status of the update: fully rolled out

Target group: Admins, power users and automation professionals in enterprise accounts

With this update, files that have been uploaded in an update can now be automatically moved to the file column of an item – without any manual intervention. A real boost for structured workflows!

Use Case

Particularly practical for marketing and creative teams: if, for example, an image or video is uploaded in an update, the file can be automatically copied to a specific file column in the campaign board using the “When update created” trigger. This ensures that all team members have immediate access to the latest assets – without having to rework them manually.

Source: monday.com

New workflow options for sub-items – more control & automation

Status of the update: fully rolled out

This update makes sub-items much more powerful – two new functions provide more automation options and precision:

• Trigger on column creation in sub-item: A workflow can now start automatically as soon as a specific column is created in a sub-item.
• Recognise & edit column value changes in sub-items: The “Change column value” action block can be used to update individual fields in a sub-item – based on changes within the same sub-item.

Use Case

If a specific sub-item is created (e.g. “Customer approval”), this can automatically trigger an approval process.
If the status of a sub-item changes, this can affect other sub-items – for example, in the case of dependencies in the project plan.

Source: monday.com

Automatically convert text into numbers or data

Status of the update: fully rolled out

With this new function, you can convert text values from any column into numbers or date formats and use the converted values directly in other columns – perfect for data-driven processes!

Use Case

• Extract numerical values from formula columns in order to process them further in separate numerical columns.
• Extract dates from status or drop-down columns and use them for deadline management or reporting
• Ideal for tracking KPIs, meeting deadlines or for any type of structured data collection

Source: monday.com

Conclusion

Get even more out of monday.com – with Blinno at your side.
The May updates show once again how versatile and powerful monday.com has become – especially in combination with automation, data management and AI. But every new function only realises its full potential when it is used correctly.

👉 Do you want to know which features are most beneficial for your team? Or how you can automate your workflows even more effectively? Then let’s take a look at your monday.com environment together.

📅 Book your free initial consultation with our experts now – and take the next step towards smart process optimisation: