What's new
on monday CRM

Monitor AI activity and manage access with ease. Admins can track usage levels and restrict features by team to support security and governance.

Define a single source of truth for key column labels - like status or dropdown - and reuse them across multiple boards. Update once, and it syncs everywhere. Perfect for teams who want consistency, clarity, and control at scale.

Gain AI insights with clear feedback on results. Adjust prompts and inputs to enhance outcomes and drive better decisions.

Enhance your experience by easily accessing AI prompts, boosting clarity and driving seamless setup of AI columns.

Introducing the AI Hub: your one-stop solution for discovering AI features on monday.com! Easily access personalized recommendations on your board, useful links to get started with AI columns and automations.

Track account usage, see who created automations and where, and analyze workflows with historic data for smarter decisions.

Plan your communications with ease by choosing when updates are delivered. Enhance flexibility and professionalism in your async workflows.

Automate channel creation, invite members, and enhance notifications directly from workflows. Boost efficiency and teamwork!

Describe your form in a few words and let AI do the rest - custom questions, helpful descriptions, and required fields, all done for you. Fast, effortless, and smart.

Discover our new filtering feature! Easily find content in your workspace by adding asset types to filters.

Connect your Google or Outlook calendar to book meetings directly from monday CRM, and track them inside Emails & Activities!

Easily generate custom financial documents to streamline client transactions. With Quotes & Invoices, you can create, manage, and track documents using data from your CRM boards.

Get a full overview of all your emails and activities in one place. Instantly see which deals need more attention – without digging into each deal individually.

The activity tracker provides you with real-time visibility into the activities, ensuring better prioritization and performance tracking. You will be able to track how manu activities were done or emails sent, and filter by person, deal, account, and more

Instantly see which sequences your contacts are enrolled in right from your board. Stay on top of your outreach and manage follow-ups like a pro.

Measure what moves the needle. Get detailed insights into your sequence performance – open rates, click rates, reply rates – all in the sequences analytics tab.

Use new triggers like email opened or auto-reply received to automatically move contacts through workflows without lifting a finger.

Introducing the Platform API Analytics Dashboard: Track real-time usage, monitor trends, identify top users or apps, and stay ahead of limits for seamless operations. Available in the Admin Panel and Developer Center.

Custom Key makes collaboration easier by allowing teams to create readable item IDs with customizable prefixes, making it simple to reference, track, and share friendly URLs.

Try 30 new automations for adding and removing people from your sequences, assigning a person or moving an item – whatever your workflow desires.

Anyone involved in your pipeline can generate a summary of the last 15 items in an activity timeline to quickly get up to speed on the details of any deal.

Quickly customize the permissions for your board members with an easy dropdown menu divided by items, subitems, updates, columns, views, and more.

Assign the right people to the right projects with AI-powered resource allocation, taking into account effort level, availability, and skills.

monday workflows now supports Timeline column values, making it easy to populate the Timeline field with start and end dates, and allowing you to automate updates to start and end dates separately, using any date column value.

Add structure to your personal workspace view and effectively locate categorized content using the new alphabetical sorting feature

Build smarter workflows with AI-powered date-based formulas, helping you track deadlines, assess and flag project risks, and prioritize work.

Ensure your workspaces stay intact with the new permissions feature, which enables workspace owners to prevent workspace contents from reordering.

Surface key details after every meeting with conversational intelligence that instantly highlights takeaways and action items in the activity timeline.

The Jira Data Center integration for managing Jira tasks, issues, and bugs with monday.com has been upgraded. Now with advanced features like OAuth authorization, two-way sync, and flexible conditions for enhanced control.

Use AI to extract and organize key data from PDFs, images (JPG, PNG, and WebP), and Microsoft Office (Doc and Excel) files—converting unstructured data into categorized, actionable insights in seconds.

Users can now create solutions with pre-built workflows as part of workspace templates, saving time and ensuring consistency across workspaces and teams.

Preview and customize your doc's export with formatting, page breaks, and more!

You can now create a second layer of hierarchy within folders for better organization.

Find and match any item by column or by the Connected Board column to improve cross-board workflows.

With the writing assistant block, you can provide a simple prompt that will guide the AI assistant to write the perfect text for your Text Column.

Importing data is smoother than ever. We'll walk you through your import step by step from mapping columns to merging duplicates so every piece of data ends up in the right spot.

See exactly what happened with your email campaign – from the number of times each recipients opened it, to failed deliveries, and all link clicks.

Connect your Outlook Calendar to track all physical and virtual meetings so you have a complete picture of contact interactions in Emails & activities.

With the compact view, you can see more of your team's automations without scrolling. It's easier than ever to manage automations with a brief description and the ability to reorder the list.

Now you have the option to transfer entire workspaces effortlessly between your monday.com products.

Build campaigns on your own time and schedule them to send at the most effective time for your readers.

You can now choose any date in the year to be the start of the fiscal year in your Gantt chart!

Create reminders in the Emails & Activities timeline so you get notified at exactly the right moment to seize every opportunity and complete every task.

Add a pause between steps of your workflow actions for a set amount of time. Delay blocks can be added at any point in the workflow.

Whether in person or virtual, track every meeting to paint a full picture and make follow up a breeze. Add full recordings and transcripts for Zoom meetings in the Emails & activity timeline.

Keep key information pinned to the top of the Emails & activities timeline so the entire team will see it. Align the entire team on any deal, account, or contact with frictionless communication.

You can now use a subitem column's empty state as a condition when triggering an automation. When a subitem is created, choose from any of the empty subitem columns on your board, to trigger an automation.

Stay updated on which marketplace integrations are being used on your boards in the Automation Center. Admins can view all account integrations in the Administration section under "Connections."

Connect your Google Calendar to track all physical and virtual meetings so you have a complete picture of contact interactions in Emails & activities.

TLDR? With our newest monday AI Automation block, you can automatically summarize a text field or item name on your board.

Summarize, generate replies, translate, enrich or extract data from columns. It's up to you! With the new use AI block, you can instruct monday AI to perform a variety of functions via Automations.

See how engaged your prospects and customers are with different pieces of content by tracking which email links were clicked and how often.

Use a Kanban view built for sales to see the total value of deals at every stage and easily identify bottlenecks.

You can now manage all of your monday.com Integration connections in one place!

Users can now add an explanation of their needs when requesting an app download from the marketplace! Admin can consider the text when reviewing the request for approval or rejection.

We've added the ability to track click through rates in your mass emails! This gives you more ways to measure engagement with your email campaigns.

The dynamic text feature pulls live data from a connected item in your board. Choose from any of the columns on your board or include the current date or time and use these values in-line with your text!

To simplify the work process, you can reply to updates from within your email, without having to go to the updates section in monday.com

Now it's easier than ever to create a table or layout in your Doc. Instead of choosing from an existing design, create your own custom table by typing "/" followed by "table" or "layout" and using your cursor to highlight the cells that you want it to contain.

Add a fully customizable caption to images in your Doc. You can change the alignment, write in bold or italics, and hide it from sight with the click of a button.

Seamlessly add another Doc inline with your text that will open up in a separate browser tab. Simply type "/doc", click "mention doc" and select a doc from the list to link it to your Doc.

We now host Automations and Integrations in one unified Automation center. Find everything you need in one place!

You now have the option to trigger an automation every time a subitem is created!

With our latest addition to monday sales CRM for Enterprise, you can set conditions for status changes. Requiring key details before allowing a status change means that important details will never be left out of a deal again!

The mobile app now has a fresh new look! Head over to your app to check out our sleek brand-new design.

Automatically access best-in-class company information, like industry and employee size, on every account with data from Crunchbase so you can quickly target the right companies and inform outreach.

As part of the Enterprise account permissions, admins can now enable or disable the creation of open or closed workspaces for other team members.

We've upgraded the person filter on the Workload widget to make it easier to view specific teams or certain individual's workload data.

For efficiency and ease when managing your daily work, you can now add items directly from your My Work page.

We've enabled keyboard navigation on the administration page so that you can move around the page without needing to use a mouse.

The monday.com homepage was made accessible for keyboard navigation, eliminating the need to use a mouse to locate the information you need.

Your largest dashboards will now load in a matter of seconds and will run much smoother thanks to our new data engine mondayDB.

You can now filter your board according to the dates from your Creation Log and Last Updated Columns, allowing you to zoom into the exact data you need.

You can now use an automation to instantly assign a team as the owner of a new board created from a template.

Clearer and more aesthetically pleasing, admins can keep track of automation and integration usage on the new and improved usage page. In addition, admins can now view the names of private boards in the account.

A brand new header and sidebar give more information about the automation and allow for quick actions right inside the automation builder.

Looking to further customize the data displayed on your board? You can now hide columns from your subitems to help display the most relevant information to you at all times.

We’ve expanded the capabilities of the automation activity log. Now you can see if every trigger, condition, and action in an automation recipe has succeeded or failed.

When creating custom automations, you now have the option to use a subitem status change to initiate an automated action.

We’ve added the ability for an admin to transfer all of a user’s integrations to another user. The transferred integrations will be deactivated so that the new owner can reactivate them using their own credentials.

monday sales CRM subscribers can now enable their team to easily create new contacts from a form with mandatory fields clearly indicated.

Android users can now choose to temporarily pause all notifications for the duration of their choosing.

Allow all members of a team to instantly have ownership of a dashboard, so that all relevant people will be able to customize it with ease.

We've upgraded the way we notify you about certain automation actions and errors to help increase transparency and make it easier to understand how an automation performed.

Use the new filters on the monday apps marketplace for smoother navigation and so that you can instantly find the exact apps you need.

In accordance with the W3C Accessibility Standards, we now offer seamless keyboard navigation as well as the option to use a screen reader within the Account and Workspace permission pages.

Mass email analytics help you to streamline the performance of your campaigns by giving your team visibility into your target audience's engagement.

Needing to create a summary of your workdoc to highlight the keypoints? With monday AI Assistant this can be done with a single click.

Do you have multiple users on your account, each with different work schedules? The Workload widget can now be customized based on the work schedule for each user!

monday AI Assistant is ready to help you generate the perfect email. You can now use monday AI with Emails & Activities.

My Work now supports the priority column so that you can keep track of all your tasks and their deadlines.

Available on the Pro and Enterprise plans, you can now save your favorite workspaces full of boards, dashboards, workdocs, and more as a template for any team to use.

Fully customize and brand the emails that you send on Emails and Activities by using HTML code within the email editor.

Give all the members of a team ownership of a board or doc in one click, so that all the relevant people will have permissions to make changes with ease.

Add your own custom photo or GIF as the cover photo of your workdoc to customize and brand it as you wish.

Take your workflow up a notch by instantly connecting a subitem to an item on another board using automations.

Seamlessly transfer automation ownership prior to deactivating a user on your account, right from the user management page.

As part of Emails and Activities, you can now use an integration recipe to automatically update a Date Column every time that an activity or email was captured.

Effortlessly prioritize your tasks with Priority Pro's interactive matrix. Utilize a scoring system based on Effort and Impact to enhance your decision-making.

You can now view your mobile My Work items in a clickable list format, making it easier to understand what work needs to be done at a glance.

Further customize your Kanban view by dividing the cards according to different values from your board such as the board’s groups, Status Columns, or Connect Boards Columns!

With the Mandatory Fields app, you can ensure essential data isn't missed. This app requires specific columns to be filled out before progressing, enhancing data input accuracy across multiple boards.

We've revamped the mobile CRM item page, making it easier than ever to access and update the information you need while on the go.

You can now easily adjust the coloring logic of your Workload Widget according to a selected field from your board.

Use the app rating and reviews feature in the developer's section of the apps marketplace to easily understand how an app is evaluated by other users.

With the Dashboard Hub app, teams can analyze, collaborate and share business data through customizable reporting dashboards with pre-built templates for different teams.

You can now search through your notifications using free text to help find any past communications that you're looking for right away.

If you ever encounter a problem with automations, you can now report it to our team with the click of a button through the automation activity log.

We've added a filter to the board search bar, making it more efficient to narrow down on the relevant information that you need at all times.

Quickly restore multiple deleted or archived items in one go by using the multi-select option within the Trash and Archive sections.

Oversee the boards, dashboards, docs, and workspaces which your team is subscribed to by using the new "Content" tab located within a team's main page.

Take greater control of your Emails and Activities privacy settings to determine exactly who can see, send, or read emails within your account.

Exporting a Gantt chart will now display the entire length and width of it, allowing you to see and retrieve all the information that you need.

To prevent the display of private data, admins can disable profile fields so that they will not be available for the individual user to view or edit within their account.

Use the Leaderboard widget to visualize the performance of your sales reps and to understand who is excelling and who may need extra support.

Account admins can now customize the default email notification settings that are in place for each new user added to an account.

As part of account permissions, we added a new option to allow admins to enable or disable the ability for team members to create workdocs on the item level.

When hiding columns from your board, you can now choose to hide any File or Doc Column within it.

We've improved our board performance to allow for a much quicker and smoother scrolling experience, without interruptions or delays!

We revamped the process of building a new dashboard, making it easier than ever to create the reports of your dreams!

When editing a custom automation, you now have the option to fully adjust it by adding or removing conditions, triggers, and actions.

We now offer the ability to dock a widget on a board view, dashboard, or item page to make it occupy your screen space more effectively.

You can now copy the same column types that you have from your parent items to your subitems with the click of a button to help create more alignment in your board!

You can now filter your bell notifications according to who mentioned you to help you easily locate what you're looking for!

Using Emails & Activities, your entire team can use one shared, collaborative inbox so that you can keep conversations flowing no matter which team member is at hand.

You can now create a Doc Column template so that each time a new workdoc is added through the Doc Column it'll come ready-made with a pre-prepared outline.

Admins can now activate, deactivate, delete, or edit a team member's user role right from the mobile app!

We've redesigned the My Work mobile experience to make it easier than ever to navigate between all your tasks across your account while on the go.

When using a cross-board dashboard, you can now toggle on and off live data to instantly improve its speed and performance.

We released a new column type called the monday Doc Column, which you can use to create and attach a new workdoc to your board with the click of a button.

Easily share a secure, read-only version of your workdocs to people outside of your monday.com account via a shareable link.

Available from versions 4.65 (iOS) and 4.99.0 (Android), you can now access read-only versions of your board and dashboard views!

Display data from both your items and subitems simultaneously when using the Workload Widget.

Easily locate and add any elements (also known as "blocks") to your workdoc using our new blocks store!

On monday sales CRM, you can choose whether your email templates will be available only to you, or shared with your account members.

As part monday sales CRM, you can now view all item card widgets in a large pop-up window, providing you more space to see and update your deals, contacts, accounts, and more.

You can now filter the subitems on your Dashboard, allowing you to slice, dice, and drill down more precisely into the information that you need.

We've improved our Audit Log to cover and display a wider range of events!

As part of account permissions, Enterprise admins can now control who can create, manage, edit, and remove teams on an account.

You can now use the advanced board filter to drill down into specific subitems on your board and view the exact information that you need.