Fresh features for your everyday work with monday.com!
May brings numerous improvements to your Work OS platform again, from new automation blocks to more control over resource allocation to exciting features in the area of CRM and AI. Regardless of whether you're an admin, project manager, or power user — these updates help you make your processes even more efficient and optimally support your teams. 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 update: fully rolled out
Admins can now force users in their account to reset passwords, individually or even multiple together.
Use Cases
- For unlocking accounts for users who are locked out or have forgotten their passwords.
- To protect against account breaches caused by individual users logging out whose login details have been compromised.
Assigning users to departments efficiently - now possible via CSV & SAML
Status of update: fully rolled out
Administrators with an enterprise account can now easily assign users to specific departments in bulk, either via CSV import or through *SAML-based synchronization with external identity providers.
* (Security Assertion Markup Language)
Use Cases
- Ideal for large, distributed organizations: Department structures can be mapped in just a few seconds - instead of laboriously by hand in hours.
- Simplified billing: The number of seats used can now be transparently managed and assigned to each department.
Name calendar entries specifically by date columns
Status of update: fully rolled out
With this update, users can now label their calendar entries using the name of the respective date column. This provides greater clarity and precision - particularly useful for parallel schedules such as US/UK releases or alpha/beta versions.
Use Cases
In the calendar widget, a marketing team can now clearly distinguish which type of publication it is, such as the theatrical release in the USA or in Great Britain. By specifically naming the entries based on the date columns, planning becomes clearer and more efficient.
Batch actions now also for sub-items across multiple main items
Status of update: fully rolled out
From now on, it is possible to edit multiple sub-items at the same time, even if they belong to different main items. This feature significantly simplifies mass management of sub-items.
Use Cases
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 various main items. Ideal for anyone who wants to save time and keep things tidy.
monday work management
Capacity manager: grouping by attributes for better resource planning
Status of 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 capabilities to see their team's overall workload at a glance.
Target group: project managers, portfolio managers, resource managers
Use Cases
Use resources in a more targeted manner: A resource manager can see at a glance which team members are currently underemployed and can redistribute tasks in a targeted manner.
Simplify strategic planning: With aggregated data on workload, availability and skills, long-term personnel planning can be improved and well-founded hiring decisions can be made.
Resource selection - filter by attributes
Status of update: partially rolled out
With this update, it is now possible to filter resources specifically in the resource planner and capacity manager — e.g. by role, capabilities, or location. This way, you only see people who meet the requirements of your project.
Target group: Project, portfolio, and resource managers
Use Cases
A resource or project manager wants to ensure that exactly the right team members are scheduled for a task — for example with specific skills or at a specific location. Thanks to the new filter function, these people can be found quickly and precisely to ensure optimal project staffing.
monday CRM
Emails and activities timeline
Status of 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 - both inbound and outbound.
Use Cases
Sales teams get a clear overview directly in CRM of which leads were last active. This allows them to focus their energy specifically on those prospects with whom the exchange is current - this improves time management and increases the likelihood of successful deals.
More transparency in sequences: Advanced event tracking for emails
Status of update: fully rolled out
Thanks to this extension, users now have detailed insights into the behavior after automated emails have been sent in sequences.
Now you can:
- Clicks on links follow up in automated emails
- automatic responses How to recognize absence notes
- automations and workflows trigger based on these events
Use Cases
Perfect for all scenarios where customer contact and response tracking are important: You can see who is actively dealing with your emails, recognize automatic responses - and can react directly with appropriate follow-up actions.
Email signature sequences
Status of update: fully rolled out
CRM users can now automatically add their personal signatures to all sequences of outgoing automated emails.
This is an advantage for any use case where sequences are used to send automatic emails.
monday AI
Targeted control of AI usage - new permissions for admins
Status of update: fully rolled out
Admins can now determine who can use AI features such as automated column creation or AI assistants within the account. Control is possible on two levels:
- At account level: Role-based permissions to use AI features - already active for accounts with role assignments.
- At board and work area levels: Role-based AI authorizations - currently in testing.
Use Cases
Particularly helpful for large organizations: Admins retain full control over which teams or roles have access to AI features, can restrict or specifically enable use and this ensure security and compliance.
Board preview
Status of update: partially rolled out
AI users can now preview AI results and repeat the prompt.
This feature is particularly relevant for creators who create AI-driven columns or use the “Autofill with AI” feature.
monday workflows
New workflow action blocks for more automation power
Status of update: fully rolled out
Target group: Admins, power users and workflow designers in an enterprise environment
monday.com has significantly expanded automation functions - with three new action blocks, which 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, such as “Email” → “Customer Email.” - Find a linked sub-item
Enables you to find a linked subitem in order to trigger targeted actions on it - ideal for complex project structures. - Update Item & Subitem
Update multiple columns at the same time with just one block - at both item and subitem level.
Use Cases
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 appropriate Subitem in the approval board is automatically adjusted.
A production update automatically changes the timeline, owner, and date - in a single step.
Automatically transfer files from updates to the file column
Status of update: fully rolled out
Target group: Admins, power users, and automation professionals in enterprise accounts
With this update, files that were uploaded in an update can now be automatically moved to an item's file column - without any manual action. A real boost for structured workflows!
Use Cases
Particularly useful for marketing and creative teams: If, for example, an image or video is uploaded in an update, the “When update created” trigger can automatically copy the file to a specific file column in the campaign board. This ensures that all team members have immediate access to current assets - without manual reworking.
New workflow options for sub-items - more control & automation
Status of update: fully rolled out
With this update, sub-items (subitems) are significantly more powerful - two new functions provide more automation options and precision:
- Trigger when creating columns in the sub-item: A workflow can now start automatically as soon as a specific column is created in a sub-item.
- Detect & edit column value changes in sub-items: With the “Change column value” action block, individual fields in a sub-item can be specifically updated - based on changes within the same sub-item.
Use Cases
When 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 if there are dependencies in the project plan.
Automatically convert text to numbers or data
Status of update: fully rolled out
With this new feature, you can convert text values from any column into numbers or date formats and reuse the converted values directly in other columns - perfect for data-driven processes!
Use Cases
- Extracting numeric values from formula columnsto process them further in separate columns of numbers.
- Remove dates from status or drop-down columns and use it for deadline management or reporting
- Great for tracking KPIs, meeting deadlines or for any type of structured data collection
Conclusion
Get more out of monday.com with Blinno by your side.
The May updates show once again how versatile and powerful monday.com has become - especially when combined with automation, data management and AI. But every new function only develops its full potential when it is used correctly.
.svg)