quarterly platform innovations
TRANSCRIPT
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Quarterly Platform
InnovationsNoviembre 2021
Hacemos simple la complejidad de los negocios
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First thing’s first, MAKE A COPY
Before you share!
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Quarterly Platform InnovationsQ3 2021
New Work OS features
and important updates
you shouldn't miss
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Automations
& Integrations
1. Archive/delete item custom blocks2. Google Calendar 2-way sync3. New auto-linkage static automations4. Integration block actions in custom recipe builder5. Webhooks for subitems6. Subitem support in custom & apps dynamic mapping7. Updates to Facebook integration8. Unlimited actions in custom recipes9. Ability to set negative numbers and decimals10. Enhancements to Hubspot integration11. Assign multiple people or teams in custom automation12. New Zapier Connector
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Views &
Dashboards
1. Drag items in table widgets2. Social preview for forms3. New version of Form Response Viewer app4. Cards view (aka item gallery)5. Cards and kanban views support most column types
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Board
Improvements
1. Accessible “choose boards” dialog2. Search ability added to Person filter3. Display week number in date picker4. Support sorting for multi-board mirror column5. New filter options
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Navigation &
Admin
1. Robust Audit Log2. Exclude files during Export Account Data
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monday Apps
1. CommuniHub is now Emails & Activities2. Automatically log sent emails from Gmail and Outlook3. Email track control4. Apps now open in EU5. Auto complete feature in Emails & Activities6. New item card now supports all columns7. Remove monday branding from Quotes & Invoices App
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Introducing monday workdocs!
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monday workdocs
More than just a doc:
● Board integrations
● Real time engine
● Tagging
● Multiple editors
● Live Updates
● Checklist
● Embedded Elements
● Auto Save
Where words ignite workflows
Connect, collaborate, and execute ideas and workflows—all in one place.
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Automations & Integrations
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Archive/Delete
item custom
blocks
You can now build a
workflow with a custom
recipe to help you clean up
your boards!
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Google Calendar
2-way sync
Users can now seamlessly
sync events between monday
and Google calendar
Note: Recurring events are not
supported at the moment
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New auto-
linkage
automations
● Search values between 2
boards and automatically
create a link between
matching items
● Great for CRM use case!
Currently, linkage limited to 1
match only
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Integration
blocks in custom
recipe builder
One liner about benefit /
application
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Webhooks for
subitems
4 new Webhooks supporting subitems:● When a subitem is created● When a new update is posted on subitem● When any subitem column changes● When subitem name changes
2 existing Webhooks now support subitems:● When a status changes to something● When a column changes
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Subitems support
in custom & apps
dynamic mapping
Now, when an item is being
moved or created in another
board, pull existing column
values from a subitem on the
source board
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integration
updates
● Sync be ad set
● Support for start and
end date of campaigns
+ ad set
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Unlimited actions
in custom
recipes
You can now add as many
actions as you want!
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Ability to set
negative
numbers and
decimals
You can now set a number
field to a negative or decimal
in custom recipes
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Enhancements to
Hubspot
integration
New list-level filtering
available
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Assign multiple
people or teams
in custom
automation
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New Zapier
integration
● Updated UI
● New triggers
● New actions
● New actions like “Get file from column” and “Get items by column value”
● Updated triggers that return all column values● Search actions to retrieve data from monday● An updated UI to make it easier to feed data from
other tools into monday.com columns
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Views & Dashboards
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Drag items in
table widgets
Users can now drag items on
table widgets to change an
item’s position and/or group
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Social preview
for forms
More visual preview when
sharing Forms on Facebook,
Twitter and LinkedIn
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New version of
Form Response
Viewer App
● New name
● Faster
● Support for question order
● Refactor
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Cards view (aka
item gallery)
Add it from the “Add View”
menu
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Kanban and
cards view now
support most
columns
Exception: Subitems,
integration + button column
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Board Improvements
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Accessible
“choose boards”
dialog
You can now decide what
boards will be linked to your
dashboard using keyboard
navigation and screen reader
only!
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Search ability
added to Person
filter
No more playing “Where’s
Waldo” when you’re trying to
easily filter by a specific
person
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Display week
number
Choose to show week
number under column
settings
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Support sorting
for multi-board
mirror column
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New filter
options
Filter within next or last X
days / weeks / months
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Navigation, Security, & Permissions
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Robust Audit Log
● Admins can now filter by
event type and user
● Track when
boards/workspaces are,
deleted and when a user role
is changed
● Admins can now now track
what boards were exported
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Exclude files
during Export
Account Data
Save time while downloading
the export .zip file
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monday Apps
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CommuniHub is
now Emails &
Activities
The new name will make it
clearer for customers looking
to send emails and capture
activities
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Automatically
log sent emails
from Gmail /
Outlook
Users can maintain their
communication in Gmail &
Outlook, and reflect data
back into monday easily
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Email track
control
● Users can now choose
whether an email will be
tracked
● See when an email was
opened and how many
times
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Apps now open
in EU
EU accounts can now do
mostly everything related to
the Apps marketplace
● Install marketplace apps● Apps development● Installing apps from US in EU and vice versa● Use different types of app features (e.g. integrations)● Other apps-related things except:
Solution templates are supported only within the region of the developer account at the moment
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Auto-complete
feature
Sending emails has never
been easier!
● Email suggestions list
will be ordered by
usage (most > least)
● Each email connection
will have its own auto-
complete list
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New item card
supports all
columns
Much faster load time
Add by clicking “Add view”
from item view
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Remove monday
branding from
Quotes &
Invoices App
* Available for Pro & ENT only
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Gracias!
0810-555-5445
www.protechcompany.com
Hacemos simple la complejidad de los negocios