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New Feature: Group Your Board by Anything
monday.com’s latest feature, Group By, brings ultimate flexibility to how you organize your workflows. You can now group your boards based on any column—whether it's by status, people, dates, or even custom fields you've added. This makes it easier than ever to visualize your data exactly how you need it.
How It Works:
Simply open your board, click on the “Group by” dropdown, and select any column to organize your tasks instantly. Whether you're tracking by priority, department, or custom categories, you can now tailor the board view to fit your project’s unique needs.
Use case:
While the use cases for the "Group by" feature are nearly endless, one way it can be utilized is to help with the prioritization of your tasks or projects! To do this, start by having a Status or Rating column on your board to indicate priority for each item.
Next, you can use the "Group by" feature to select the column which indicates priority on your board! Your board will then instantly be organized according to priority so you can tackle the most urgent items first and ensure that your work gets completed in an effective way.
Use the AI Writing Assistant Block to Generate Text
With the writing assistant block, you can provide a simple prompt that will guide the AI assistant to write the perfect text you need for your Text column. Click on the three dot menu and then choose Autofill with AI.
Select Writing assistant in the dropdown menu and then fill in the prompt for the text that you need the AI assistant to write. Then choose the tone and length you're looking for, and watch the AI assistant create the perfect text right in front of your eyes!
Xebia helps monday.com users to benefit from the full capabilities of monday.com’s extensive platform.
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Discover here: monday.com: the Heart of Your Organization
Import All of Your Data with Ease
monday.com now offers a more intuitive data import process. This feature guides you through each step—from mapping columns to merging duplicates—so that every detail is accurately imported. This reduces errors and makes data entry and migration smoother, which is essential for maintaining clean and organized datasets.
For all the steps you should take to import data into your monday.com board, check out this article!
Detailed Insights on Email Campaigns
With monday.com’s mass emailing, users can now gain in-depth insights into their email campaigns, transforming how marketing and sales teams track and optimize their outreach efforts. This feature offers detailed analytics on every aspect of your email communication, from recipient interactions to technical delivery statuses.
Key Metrics Tracked:
- Email Opens: Track how many times each recipient has opened your email. This metric helps gauge initial engagement and interest, allowing you to understand which content resonates most with your audience.
- Link Clicks: Gain insights into how recipients are interacting with your content by tracking every link click within the email. This metric helps determine which call-to-actions (CTAs) or resources are driving the most interest.
- Failed Deliveries: Stay on top of email deliverability issues by tracking failed deliveries. Understanding why certain emails failed to reach recipients helps improve campaign efficiency by identifying invalid email addresses or technical problems.
How to move content between products
monday.com users can now seamlessly transfer entire workspaces from one monday.com product to another. This functionality is a valuable tool for teams looking to consolidate workspaces, streamline operations, or transition between different monday.com platforms without losing any data or workflow settings.
Key Features:
Effortless Workspace Transfer: You can now move entire workspaces between monday.com products with just a few clicks. This is perfect for teams working across multiple products (like monday.com Work Management and monday.com CRM) who want to combine or reorganize workspaces.
Retain Data and Automations: When you move a workspace, all boards, data, automations, and settings within that workspace are transferred as they are, without any loss of information. This ensures that your workflows remain intact, minimizing disruption for your team.
Simple Step-by-Step Process: The process is user-friendly. You start by selecting the workspace you want to move, choosing the target product, and confirming the transfer. monday.com walks you through the steps to ensure a smooth transition.
Use Cases: This feature is ideal for businesses growing their use of monday.com products. For example, a company might want to consolidate all workspaces into one product after merging teams or expand their existing workflows into a new product without having to recreate everything from scratch.
How to Move Workspaces:
- Access the Workspace Menu: From the workspace you wish to transfer, navigate to the settings.
- Select the Move Option: Choose the option to move the workspace and select the target monday.com product.
- Confirm the Transfer: After reviewing the details, confirm the move, and all boards and content will be transferred to the new product.
For more detailed instructions and step-by-step guidance, check out the full guide.