In this blog post, we look at the new updates that monday.com published in September. We have created a brief overview of the new features for each product, in which you can also see directly which monday.com plan the update applies to and which phase it is currently in.
Let’s start directly with the entire Work OS platform and the overarching product innovations.
Work OS platform
“Pending” invitations in the administration area
Status of the update: fully rolled out
Administrators can now track outstanding member invitations in the administration centre administration centre and resend them if necessary. Previously, it was difficult for the inviters to keep track of these invitations, as there was no dedicated administration area for them. With this new function in the AdminCentre makes the process much easier and user management more efficient.
Source: monday.com
Use Case
- Tracking of invitations for growing teams: Inviters now have the ability to, easily track sent invitations in the administration centre and manage follow-up actions, to ensure that new members join smoothly.
- Increase the conversion rate of trial members: An account champion who monitors invitations to trial users and focuses on, potential users into full members can now do this centrally and efficiently.
Trial members for existing accounts
Status of the update: partially rolled out
Previously, new accounts only had the option of testing the platform in a trial version. Existing accounts could invite new users either as viewers only or as paying members.
Now, admins of existing accounts can invite new users to the platform as full members for a 14-day trial. At the end of this trial, they can decide whether or not to purchase an additional seat. If this is not the case, the user is automatically registered as a viewer again.
Source: monday.com
Use Case
Departments that do not yet use monday.com can familiarise themselves with the possibilities of monday.com before deciding to use monday.com .
Favourites view
Status of the update: fully rolled out
The visibility and user-friendliness of the ” Favourites” section has been improved in monday.com . The view is now located above the menu in a separate, expandable area. This new positioning emphasises the cross-product functionality of the ” Favourites” and makes it easier for users to access the most frequently used or important elements.
Use Case
Quick access to frequently used boards: Users who regularly use certain boards or dashboards , can now save them in a special ” favourites”area. This reduces the time you need to search in different workspaces, and increases productivity.
Cross-product users can easily switch between boards, dashboards, documents and other elements in different products.
Source: monday.com
“Parent template” becomes “Managed template”
Status des Updates: Beta
As part of its enterprise standardisation offering (along with global Column, currently in testing), monday.com has renamed the “Parent Template” to
“Managed Template” – conveying the importance of a central workflow builder that manages the work process for other users in the organisation.
With the expansion of the platform , monday.com offers companies tools that enable them to standardise their workflows. These tools support centralised management, provide comprehensive organisation-wide reports and ensure compliance with processes.
monday.com’ s special approach to standardisation combines uniformity with flexibility, without severely restricting the autonomy of the individual teams .
Source: monday.com
Functions that are removed
Share Updates via E-mail
The ” Share update ” function, which made it possible to share monday updates externally by e-mail from “notifications@monday.com”, is being switched off for good.
This function was deactivated in May 2024 due to low usage. Alternatively, methods such as the API or user mentions can be used to achieve similar functionality.
Daily overview/day highlight
The Daily Digest email feature summarises account highlights, introduces new team members and lists the day’s deadlines.
The main issue with this feature is its impact on performance, and it was decided not to invest further design and product resources in it.
The feature has already been disabled in the US for several months, and will be disabled in Europe and Australia.
monday dev
Burndown Widget
Status of the update: fully rolled out
The burndown diagram is now available as a widget. This makes it easier for teams to switch between sprints and display other widgets on the same board.
Source: monday.com
Use Case
A burndown chart is a common tool in agile project management, that visualises the progress of work over a certain period of time. It supports teams in checking, whether they can complete their tasks as planned within a sprint or schedule.
One practical benefit of this diagram is that it helps the team to react early to potential risks and make informed decisions, to ensure that the sprint or development project goes according to plan.
monday CRM
E-mail sequences
Status of the update: partially rolled out
Users can now create automated customer interaction workflows from start to finish that are customised to their needs to nurture leads, engage with prospects and efficiently follow up with existing customers. Additionally, this feature enables the creation of various tasks, such as manual emails, calls and general to-dos, directly within the monday CRM platform.
Source: monday.com
Use Case
Sales teams: can optimise the lead nurturing and follow-up process , increase conversion rates and shorten sales cycles.
SDR/BDR: Improve customer loyalty by managing potential customers centrally, efficiently planning interactions and avoiding unnecessary follow-up.
Customer support teams: Ensure that customer enquiries are answered quickly and problems are solved promptly, to increase customer satisfaction and loyalty.
Entrepreneurs and small business owners: Increase your productivity and efficiency in managing client communications and tasks, even with limited resources.
monday AI
Extract information block
Status of the update: fully rolled out
Users now have the option to , extractspecific values from text and file columns into different types of target columns.
Use Case
Examples of the use of the text-to-value function:
- Extract of the first name of a customer contact
- Extract the email from a file into an email column
- Extract the year from a text into a number column
- Extracting the URL from a CV into a link column
Further AI context instructions
Status of the update: fully rolled out
Users can now add additional instructions to the AI categorisation , to give the AI the context it needs to improve labelling results.
Use Case
A user wants to automatically assign a task to the person responsible. The AI does not know who is responsible for what. Based on the instructions, the user can write: “We are a team of 4, a developer – Tom, a product manager – Lisa, a designer – Bob, and a data analyst – Yulia. Assign each task to the right person!” And so each task is then assigned to the right person.
Source: monday.com
User-defined prompt in the number column
Status of the update: fully rolled out
Users can now use custom prompts, to extract information from different columns and output a number in a number column.
Use Case
- You can calculate the number of working days in a certain period of time
- You can extract the number of years of experience of the candidate
Source: monday.com
Updates as command prompt
Status of the update: fully rolled out
Users can now use updates as an input type in the custom prompt block.
Use Case
- Extract user names that have written certain updates –
- Summarising information from updates
Insert elements with AI
Status of the update: fully rolled out
Users can now automatically insert 100 elements into an existing AI column , after configuring them.
Use Case
If you are managing a job board that already contains details of applicants that were previously inserted, and you want to add an AI column block to extract the email address of each applicant, this configuration applies both to new applicants/entries that you add to the board , as well as retroactively for up to 100 existing applicants on the board.
This improvement is great for administration:
- Surveys
- Registration
- Order forms
- CVs
- Application forms
monday workflows
monday workflow is available exclusively on the monday.com Enterprise level!
Who can still access the mondy workflows?
Enterprise accounts – 10% currently have access. Gradually , access will be extended to 100%. An exact date for the release has not yet been set.
Pro accounts – who still have ( and will continue to have ) access if they:
- have at least one live published workflow have created a workflow in the past, that has not yet been published
- if they were created between 24 July and 7 August
Who does not have access to the monday workflows?
- All levels below the Enterprise accounts: Pro, Standard, Basic. Test account
- New Pro accounts
- Pro accounts that have deleted all workflows, even if they were previously published
If you would like to find out more about monday workflows, go to our blog post.
Support for sub-elements
Status of the update: fully rolled out
Users can now seamlessly integrate, create, manage and automate sub-elements in almost all workflow functions.
Use Case
- Sending emails with the content of sub-elements: For example, if you manage a job board with a number of applicants, listed as sub-items, you can specify that the applicant receives an email informing them that they have reached the next stage of the process, as soon as the status of a sub-element is changed to ” Interview”.
- Change status when all sub-elements have been completed: When managing a construction project, for example, the project manager can specify, that the status of an element can only be changed, when all the tasks listed in the sub-items of the basic aspects have been completed. This then triggers the next phase of the project and workflow.
Source: monday.com
Use trigger user
Status of the update: fully rolled out
When using a block that accepts a person value, users can now select the “trigger user”. This means that they can also assign the “trigger user” as a person in the rest of the workflow.
Use Case
Assign users to a committee – For example, when managing student applicants, registry administrators can use the “Triggered by” option to assign new students who have been accepted to a class committee. This is based on what was originally defined in the previous block “when statute changing to something”. When a status changes from “in progress” to “accepted”, the person is notified and added to the new class board. This is based on the “Triggered by” option defined in the person block, which is based on what was defined in the first record change block.
Source: monday.com
Change any column value
Status of the update: fully rolled out
Users can now change the value of any column within a dynamic block , that automatically adjusts their column to the selected value.
This is the first versatile block with the ability to change any column value in the board.
Source: monday.com
Find Item find connected item
Status of the update: fully rolled out
Find item: Users can now search for any item on any board that matches a column value, and then perform actions on that item or use its data from other columns.
Example: If a position is created/updated in a “Leads” tab , you can search for an item in the “Open items” tab , that has the name of the item in the triggering element.
Source: monday.com
Find connected item: Users can now find a connected item using the ” Connection cards” column and perform actions on it or use the data from other columns.
Example: If a position is created/updated in a “Leads” board, the associated position can be found under “Open position”.
Source: monday.com
monday workcanva
Create templates save in account
Status of the update: fully rolled out
Users can now create customised templates and save them to their account, to share them with other members, or save them as links to share them across different accounts
Use Case
- Workflow Templates
- Recurring process sequences
- Brainstorming sessions
Intelligent organisation chart: filter by name
Status of the update: fully rolled out
Users can now filter their Smart Org charts by a label based on a monday.com board . After filtering , the profile cards that are not included in the filter are greyed out, greyed out and those that are relevant remain in colour.
Use Case
- Highlightemployees who work in the same cross-company working group
- Filter for older team members to focus on new hires.
- Focus on gender representation in management positions
Source: monday.com
monday app marketplace
Doc Search Pro
App category: Project management, Productivity and efficiency
This app allows you to search for text content in monday docs at workspace and board level.
App functions
- Search any text content in monday docs
- Use the workspaceview to access all documents in your own workspace, and the boardview to see the documents in the board ( “monday Docs” column)
- Also supports the search in document templates
- Search in up to 500 documents within a workspace/board and up to 500 blocks within a specific document
Outlook Calendar Integration Plus
App category: Integrations, CRM, Team management
This app enables deep synchronisation between the Outlook calendar and the monday.com platforms, bridging the gaps in native integration.
App functions
- The app allows you to choose from all calendars linked to your Outlook account – instead of using the primary calendar as the default.
- Solves all gaps in the existing monday.com integration:
- Sub-items are fully supported
- Control over event hours – instead of a whole day
- Supports full mapping and updates, including links, files etc.
- Flexible and robust triggers for enhanced control – you can choose which items or events are created based on your conditions.
- Automatic invitation of participants
Conclusion
We hope, we were able to give you an insight into the monday updates with this blog post and you can use them to optimize your workflow in your company.
If you still have questions about certain points , please get in touch with us. We will clarify the questions and show you how best to use the updates in your monday.com environment.