March brings exciting new features to monday.com! With the latest updates, the platform is becoming even more powerful, flexible and intuitive. Whether it's improved automations, optimized workflows, or new integrations — these features help you make your work processes even more efficient.
In this blog post, you'll find out all the important details about the latest changes and how they can make your everyday work easier.
Work OS platform
Enterprise add-on with make.com
Status of update: fully rolled out
Make is a visual, flexible and scalable add-on for no-code/low-code automations that helps to design processes efficiently and clearly depict systems.
Thanks to this new add-on, monday.com users can connect over 2,000 platforms with more than 8,000 pre-built integrations.
Just for
- Enterprise subscriptions
- C-level, VP and D-level executives in IT/Biz-Tech/OPS
- managers in various non-technical business areas (project management, finance, marketing, HR, etc.)
Learn more about Make and how to use it with monday.com:
Audit log overview of API tokens
Status of update: fully rolled out
The audit log gives admins insight into how users use personal API tokens:
- API access token shown: This event is logged when a user accesses their API token from the admin panel or developer center.
- Regenerated API access token: This event occurs when a user re-creates their token using the management console or developer center.
New list view for sub-items
Status of update: partially rolled out
The previous sub-item widget in the item card is replaced by the new list view, which is automatically filtered for “Sub-items only”. This change not only improves performance but also brings new features:
This feature is suitable for:
- Grouping according to various criteria
- Real-Time Updates
- Advanced filter options
- Add sub-items directly via the widget
note: In order to use the new feature, existing sub-item widgets must be removed and added again.
New “My Rights” view for more clarity on permissions
Status of update: partially rolled out
Users now have access to the new My Rights view, which shows them exactly what actions they can — and can't — take on a specific board. All authorizations and access levels are taken into account. In addition, users receive clear instructions as to why certain rights are blocked and who they can contact to request additional permissions.
Use Case
This feature contributes to every use case in monday.com, but is most beneficial for complex authorization approaches (such as account, workspace, and board combinations).
Automatic sending of dashboard reports as PDF
Status of update: partially rolled out
Users can now automate sending reports by scheduling emails with PDF attachments directly from their dashboards. This feature enables dashboard owners to regularly share current reports with all relevant stakeholders — significantly reducing the manual effort required to create and distribute them.
Use Case
This feature is suitable for managers who need to provide weekly performance reports to the leadership team and other stakeholders.
monday Work Management
Resource planners and capacity managers
Status of update: partially rolled out
The resource planner helps users define at project level which resources they need, for what period of time and to what extent.
With Capacity Manager, users also get an overview at portfolio level to identify which team members are overworked or underutilized.
This feature is only available for the enterprise level of monday work management
Use Case
This feature benefits all use cases where resource planning or high-level planning in advance is part of the project process.
monday CRM
Timeline for emails & activities in focus
available for:
- monday CRM user
- sales manager
- Subscription: Pro+ and above
Use Case
Salespeople need fast and easy-to-use tools to centrally capture, analyze, and optimize customer contacts such as emails, calls, meetings, and chats. This allows them to keep track of things, react faster and continuously improve their sales processes — for more efficient processes and stronger customer relationships.
CRM emails & activity autofill with AI
Status of update: fully rolled out
This AI-powered feature analyses communication data and provides valuable insights for management. It makes it possible to:
The feature is available for:
- New and existing users
- The trial version is based on the AI offering
- All levels
Use Case
Sales managers in particular who are preparing for a weekly team meeting can use the AI timeline to get a quick overview of the last 10-15 sales activities.
monday dev
Daily Standup
Status of update: partially rolled out
The new Daily Standup feature in the sprint menu provides a structured overview of team updates to make daily meetings more efficient and targeted. It shows current activities and tasks and provides AI-based recommendations for prioritization. With integrated timers and navigation aids, the feature ensures that discussions remain focused — and helps teams optimize their performance and strategic decisions.
Sprint summary
Status of update: partially rolled out
The feature is available for all monday dev pro+ & Enterprise accounts.
Use Case
A product manager can use this feature to efficiently prepare for a sprint retrospective by retrieving dynamic information directly from a sprint on their sprint board.
monday Service
“That helped me” — Faster ticket resolution by end users
Status of update: partially rolled out
With the new “That helped me” button, end users can mark solved tickets themselves, which prevents unnecessary reopenings and saves the service team time.
At the same time, flexibility is maintained: Tickets can be reopened via the portal or by e-mail — including a clear time frame for all reopen activities.
Use Case
In a team environment, a ticket is considered resolved when:
- a service team member gives an answer, which is marked as a solution in the timeline
- an AI-generated response successfully solves the issue, or
- An email response from the service team is sufficient to resolve the issue.
Autonomous AI answers in the customer portal — efficient & controllable
Status of update: partially rolled out
Thanks to the automatic AI response, service team members can process tickets significantly faster, as the AI automatically answers if they are trustworthy. At the same time, team members and admins retain full control and can deactivate the automatic response for individual tickets if necessary.
If the AI answer is not sufficient or unclear, users can request targeted human assistance at any time.
Use Case
By implementing the automated AI solution, service teams can automatically resolve common and repetitive issues, such as resetting passwords or account requests that meet a predefined trust threshold.
monday AI
Extensions to the “Extract with AI” block
Status of update: fully rolled out
Users now benefit from advanced features in the Extract block, including:
- receiving from offers in different file formats through suppliers
- Filter out more relevant infos from extensive and complex legal or compliance documents
Use Case
The improvements to the extract block offer a clear advantage, particularly in the following use cases:
Additional instructions in the “Summarize” AI block
Status of update: fully rolled out
Users can now in the block”Summarize“the option”additional directions“to obtain even more precise results that are better tailored to their needs.
Use Case
The advanced functions of the “Summarize” block offer real added value, particularly in the following situations:
- workmanship of support tickets where the assessment of the request has an impact on SLAs
- Schnelle Summarize structured information from emails and feedback from multiple customers or meeting participants
AI now uses updates as input for all blocks
Status of update: fully rolled out
Users can now use their updates as input for a variety of AI actions.
Use Case
- Status tracking: Status updates can be divided into different categories to get a clear overview of progress, projects, approvals, and more.
- Key content from specific updates: such as data, responsible persons or instructions — can be specifically included in text columns.
Comprehensible AI blocks thanks to integrated descriptions
Status of update: fully rolled out
Users can now view the description of a selected block at the top of the module to understand the purpose of the block.
Use Case
This improvement is very useful for first-time users and in cases where new blocks are being added to the block suite to understand what that AI block is being used for or what it is currently implementing.
monday Workforms
Reorder questions in the form using the sidebar
Status of update: partially rolled out
Users can now easily rearrange questions using a minimap or the left sidebar, giving them a clear overview of the structure of a form.
monday workflows
note: monday Workflows is out of beta and is gradually being released for accounts with the Enterprise plan!
New trigger block: trigger workflows with every column change
Status of update: fully rolled out
Users can now trigger workflows by making any changes on their boards and thus bundle multiple processes into a single workflow — instead of having to create separate workflows for each column as before.
The feature is available to all enterprise users, administrators, designers, and power users who automate workflows.
Use Case
If any column in a team's low-level board changes, the workflow automatically recognizes the associated element in the department's high-level board and updates the corresponding data there.
This allows workflows to be triggered flexibly and effectively based on changes in any board — ideal for numerous deployment scenarios!
New action block: Find & connect subitems in a targeted manner
Status of update: fully rolled out
Users can now search for sub-items based on column values in any board and apply targeted actions either to the found sub-item or its parent element.
The feature is available to all enterprise users, administrators, designers, and power users who automate workflows.
Use Case
If a sub-item in the “Leads” board is updated, users can search for a sub-item of the same name in the “Vacancies” board. This function is suitable for numerous use cases in which actions should be applied specifically to sub-items and their higher-level elements.
Conclusion
The March updates from monday.com once again show how consistently the platform is being developed to offer users an even better working environment. With improved automation, structuring and integration functions, team collaboration is further optimized. Whether you want to refine existing workflows or discover new opportunities, these updates take you a step further towards working more efficiently with monday.com.
Use the full potential of monday.com! 🚀
With the new monday.com updates You can make your workflows even more efficient But that is just the beginning! As official monday.com partner We help you set up your automations and integrations optimally — without any programming effort.
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