In February, monday.com launched several new features. Want to help staying up to date? Check out our solutions page to learn more about how we help transform your business using monday.com.
Easily create an organogram with this new feature!
An organogram is a representation of the structure of an organization. This is useful for showcasing the hierarchical structure of the organization and who reports to who. Removing ambiguity and helping new employees understand the organizational structure of the business they are learning to understand.
And with monday.com’s WorkCanvas newest feature you can easily create and update one! In WorkCanvas, to cater to all your possible organogram needs, there are several templates you can use. Simply search for; org chart in the template library and you can select the one you need. In this template you can select employees directly from your monday.com database, filling in the profile for you, and then you can add people to the side of profiles (for management level for example) and add branches below.
You get the option to make adjustments or changes as you’d like, in two ways, you can edit directly through clicking on the profile, and by pressing the ‘pencil’ icon you open a panel giving you good oversight of what you are editing and it allows you to reorder the fields by dragging and dropping them where’d you like.
Want to learn more about all the options, the links to all articles are available below.
New monday.com workdoc features
The workdoc is a flexible multi-media document where you and your team can write down your notes and ideas related to the relevant topic. By adding elements and you can easily structure and organize these ideas.
You can add elements in several ways in workdoc, you can either
Press the “+ add” menu in the top left of the doc
Click “+ add” “More options” for the whole menu
Choose heading options in the toolbar
You can use “/” a keyboard shortcut in the doc
Click the blue “+” in you workdoc
All elements can be transformed into another form, moved up or down, duplicated and more with the use of the dropdown menu, to access this menu hover on the left side of the element and click the arrow that appears.
To keep your tech savvy employees happy, an element you can use is the code block feature. Simply select the “< > Code” element and insert your code, the feature will automatically recognize the programming language used, which will appear in the gray code box.
An all new automation center
There used to be separate centers for automations and integrations, with this new update monday.com has combined the two in new and significant ways and are updating how you access these tools.
Right now the automations and integrations are in one place instead of the separate centers before. The default landing page is for Automation templates and you can navigate to Integration templates at the bottom of the left hand menu. When you click on the “Board automations” tab in the Automations Center, you get a full list of your Automations and Integrations.
New sub-item automation templates
Subitems provide more structure to your board, and automations help you reduce manual work. The good news for you? You can use automations in your subitems combining the best of both worlds!
To visit the Automation center, open your board menu in the top right corner of the board, and hover over “Board Power-Ups” and click on “Automations”. In the Automation Center, you can find all of the automation templates that support subitems, by going to the “Subitems” category. The last option in the sub items category is create your own, which you can use to develop your own automation if the templates don’t fit your needs. Another easy way to see if an automation supports subitems is through the “Support subitems” icon.
New monday sales CRM feature!
This new feature for Enterprise accounts that use the monday.com CRM lets you set conditions for updates. Making sure important details will never be left out again.
This feature allows the owner of the board to set-up rules for changing a status label. For example, you can set the rule that if you mark a deal as “Won”, you would also need to complete the “Amount” field. Making sure that important details are never left out of a deal update.
To set-up a conditional status. Navigate to the board where you want to set it up, select the three-dot menu, “Settings” and then “Set label change conditions”. When you do this a pop up will guide you through the set conditions. When you choose the label that you want to set conditions for, you choose the field what must be filled when the status is selected. To make the rule a requirement simply check the “Required” box. You can set multiple fields for one status and decide per case if you want it to be a required rule or not. When you are all done simply press the “Apply” followed by the “Done” button.
When the rule is applied and your team wants to make a change, they will receive a form where they can fill in the required field.
Keep in mind that there are a few safeguards in place in order to make sure that everything will keep running smoothly. These are:
If the status is changed because of an automation, Batch Actions, or API call, the conditions will be skipped
If status is changed on a dashboard, the conditions will be skipped
Currently only applicable on browser, to make sure that your team does not get hindered using the mobile app whilst on the go. So for the time being the feature is not active on mobile.
