Even in April, monday.com brings a breath of fresh air to your monday.com area! With the latest updates, your Work OS platform will be even more powerful, smarter and easier to use. Whether it's automation, CRM, AI or service — there are new features everywhere that not only make your everyday work more efficient, but also more pleasant.
Let's start with an overview of the most important highlights.
Work OS platform
Managed templates
Status of update: fully rolled out
Managed templates offer an easy way to centrally define company-wide workflows while leaving enough scope for individual adjustments. They are ideal for creating standards while scaling efficiently. Key features include:
- creation more comprehensive templates, which include boards, dashboards, documents, and more — including predefined settings and access rights.
- Instances of these templates can be flexibly into arbitrary workspaces create and adjust individually if necessary.
- Changes to the central template (parent) can be made at any time and rolled out to all existing instances with one click.
- Clear stewardship: All instances based on the template can be viewed in the account, including their name and location.
This feature is only for:
- Enterprise accounts
- Workflow builders and administrators configure the template
Use Case
This feature opens up a lot of possibilities - especially for companies that coordinate multiple teams or departments. It is ideal for anyone who wants to create uniform workflows and data structures without restricting the flexibility of individual teams.
Exporting automations as CSV
Status of update: fully rolled out
From now on, you can easily export your active automations as a CSV file.
This is particularly useful if you:
- Want to gain deeper insights into your automations
- want to create detailed evaluations or statistics
- Want to conveniently process your data in Excel or another tool — e.g. for reports or internal reviews
@Mention now also in the item description
Status of update: fully rolled out
A small but nice new feature: From now on, you can mention other users directly in the item description of an item — just as you know it from updates or comments.
That means:
- You can make colleagues aware of important information directly
- Clearly assign responsibilities
- Or simply make sure no one overlooks anything
Ideal for anyone who works with several people on an item — be it in project management, CRM or support.
monday CRM
Products and service board
Status of update: fully rolled out
From now on, users can centrally manage their sellable items via a dedicated P&S board (Products & Services). This makes it even easier to organize and use products and services in the sales process.
What is possible?
- Products and services can be easily assigned to a deal in CRM
- When creating offers or invoices, you can directly access the values of the products and services — automatically, using your standard templates
- Everything remains central, consistent and clear
Use Case
- Products & services stay in sync e.g. between monday CRM and QuickBooks, ERP or other systems
- You can create offers and write invoices faster, directly in the context of a deal
- Sales statistics and reports on sellable items are becoming easier
- In the future, you can even manage inventory directly in CRM — without extra tools
monday Service
“Attached files” column
Status of update: partially rolled out
With the new feature, file attachments from incoming emails are automatically uploaded to the “Attached files” column on the monday service ticket boards. This means: No more manual saving or forwarding — the files are automatically where they belong.
This not only provides a better overview, but also ensures that important information is directly visible and accessible in the ticket — in the “ticket info” and in the file gallery view.
Use Case
- Customers or internal employees send screenshots, PDFs or other files to the service via email
- Perfect for teams that receive a lot of inquiries by email and still want to keep track of things
monday AI
Keep an eye on your AI credits now
Status of update: fully rolled out
Who uses how much AI — and for what exactly? Admins can now track the use of AI credits directly in the admin interface. This creates transparency and helps to manage the use of AI in companies in a targeted manner.
What is possible?
- You can see which boards and workflows consume the most AI credits
- You can see who the most active users are
- And you have access to historical data from previous billing cycles
Use Case
- Allocate resources cleverly: Which teams benefit the most from AI? Where is the investment really worthwhile?
- Keep costs under control: Find out whether and where credits fizzle out — and make better decisions about whether you need more or less AI quota in the future
- Identify optimization potential: Use the data as a basis for strategic investments in AI tools that bring real added value
AI meets transparency: Results now explained in a comprehensible way
Status of update: fully rolled out
Users can now tell from each cell whether it was generated by AI. A colored frame means a successful AI result, while a red frame shows that there were no results.
When you click on the AI explanatory framework, an AI-generated reason for successful results and an actionable reason for unsuccessful results is displayed.
Use Case
Whether it's a sales forecast, applicant suggestion or text generation — wherever AI blocks are used, you now have more transparency, control and understanding of the why behind the result.
monday workflows
Live updates on site and privacy-compliant visibility
Status of update: fully rolled out
monday workflow users now benefit from two practical new features:
- Live field updates: You can always see the latest names of boards, columns, status fields, and more. If something is renamed, the change is automatically reflected in your workflow.
- Data protection-friendly visibility: If a workflow contains inaccessible or deleted boards or columns, these are clearly marked as “Private” or “Deleted.” This ensures that you can only see what you actually have permission to do.
Conclusion
The April updates from monday.com show once again that this platform is not standing still. With features such as Managed templates, automatic file upload, AI explainability and Live updates For workflows, monday.com is becoming even more intelligent, transparent and scalable.
Whether you want to streamline your processes, keep track of AI deployments, or improve your service communication, these innovations bring real added value to teams of all sizes.
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