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What’s New on Monday.com: The Biggest Updates for 2024

Gary David
23 Dec
2024
5
min read

At ProBackup, we are deeply committed to ensuring that you are always up-to-date with the tools that power your daily workflows. In this blog post, we take a closer look at the most impactful updates introduced to Monday.com in 2024. It’s been another significant year for Monday.com, packed with exciting improvements.

Tailored product suites

One of the standout developments this year is Monday.com’s introduction of four tailored product bundles. These curated suites are designed to cater to specific use cases, making it easier for teams to get started and maximize the platform’s potential:

  • Work Management: This bundle offers the classic Monday.com experience, which focuses on helping teams effectively manage projects and tasks. It’s a reliable foundation for streamlining workflows and ensuring productivity.
  • Monday CRM: This specialized package provides tools to oversee your entire sales funnel, from managing leads to closing deals and maintaining client relationships. It’s tailored for sales teams looking for greater control and efficiency.
  • Monday Dev: Aimed at fostering collaboration between developers, product designers, and business teams, this suite is designed to accelerate the product development lifecycle, helping teams bring ideas to life more efficiently.
  • Monday Service: Currently in its beta phase, this suite focuses on streamlining support and IT ticket management, ensuring smoother communication between customer-facing and development teams.

We believe this strategic move by Monday.com is a step in the right direction. While the platform’s flexibility has always been a strong suit, the sheer number of options can sometimes feel overwhelming. By offering these focused bundles, teams can start with a well-defined package tailored to their needs and gradually customize their setup as they grow.

Monday Sales CRM

For those new to Monday Sales CRM, it is a powerful customer relationship management tool seamlessly built into Monday.com. Its primary goal is to streamline sales processes, track deals, and enhance client interactions. What sets it apart from other CRM solutions is its unparalleled customization options and robust integrations with other tools.

Here are some of the most noteworthy updates to Monday Sales CRM:

  • Sequences allows you to automate repetitive tasks such as email outreach and task reminders, creating a smooth and efficient workflow for activities like client onboarding and lead nurturing.
    • With five available steps—automatic emails, manual email reminders, general tasks, call tasks, and delay steps—you can create sophisticated, multi-step sequences.
    • Advanced rules let you define when a sequence should start or stop, such as automatically removing a contact from a sequence once they respond to an email.
    • The Sequence Manager provides an overview of all sequences, showing how many contacts are enrolled, active, or completed. This feature, though relatively new, already rivals established tools like Drip and ActiveCampaign.
  • Zoom AI integration: Another time-saving innovation is the integration with  Zoom AI, which automatically summarizes video calls by capturing key takeaways, action items, and highlights. These summaries are added directly to your activity timeline, allowing you to focus on the conversation without worrying about taking notes.
  • Enhanced import tool: Importing data into Monday.com has never been easier. The new and improved import tool provides a step-by-step guide to map columns to the board structure and merge duplicate entries. This ensures that your data is accurate, organized, and ready for use right from the start.

WorkCanvas Updates

This year, Monday.com introduced WorkCanvas, a versatile digital whiteboard tool integrated within the platform. Similar to tools like Miro, WorkCanvas allows teams to brainstorm, visualize workflows, and collaborate in real time. Despite being a relatively new feature, it has already received some impressive updates:

  • Synced Templates: This update enables users to create project templates in WorkCanvas that are automatically linked to specific boards. This synchronization ensures that updates, tasks, and progress are always aligned across platforms, saving time and eliminating redundant setup steps.
  • Project Timelines: With this feature, you can transform your WorkCanvas into dynamic Gantt charts, providing a clear visualization of tasks, dependencies, and deadlines. This makes managing complex workflows more intuitive.
  • Table Element: The new table element allows you to create, edit, and format tables directly within WorkCanvas. You can add or remove rows and columns, apply formatting, and drag-and-drop data to keep everything structured and easily accessible.

Dynamic Values in WorkDocs

WorkDocs, introduced in 2023, has become an indispensable tool for many teams, functioning like Google Docs but fully integrated with Monday.com. In 2024, Monday.com enhanced this feature by adding dynamic values, which allow live data from boards to be embedded directly into documents.

For example, by linking a Doc to a board column, you can automatically pull in data such as dates, statuses, or text updates. This feature is perfect for generating up-to-date reports, summaries, or templates without needing to manually refresh information. It’s a game-changer for teams seeking accuracy and efficiency in documentation.

Work Management Updates

In addition to the major feature rollouts, Monday.com has introduced several updates that enhance its core work management capabilities:

  • Advanced Dependencies: This update makes project planning more precise by allowing users to add lead times (tasks starting earlier) and lag times (tasks starting later). It’s an essential tool for teams handling complex projects with interdependent tasks.
  • Filter Subitems on Dashboards: Subitem filtering adds a new layer of granularity to dashboards, enabling users to analyze data at a deeper level. For instance, you can now filter tasks by priority, assignee, or status, making it easier to generate detailed reports and actionable insights.
  • Reply Directly from Inbox: This seemingly simple but impactful update allows users to reply to comments or updates directly via email, eliminating the need to log into Monday.com or switch between tabs. It’s a small change that significantly improves communication efficiency.

Closing Thoughts

These updates reflect Monday.com’s ongoing commitment to innovation and user satisfaction. From enhanced collaboration tools to improved automation and data management capabilities, the platform continues to evolve to meet the needs of modern teams.

At ProBackup, we’re thrilled to see these advancements and are here to help you make the most of them. As always, we ensure your data stays secure while you explore and implement these exciting new features.

Which of these updates are you most excited about? We’d love to hear how they’re transforming your workflows and boosting your productivity!

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