-
August brought some meaningful enhancements in Monday.com. The platform sharpened its tools, giving users more control, clearer views, and smarter workflows
In this article we will dig deep in those new AI enhancements and updates delivered by this CRM to its customers.
Customer portals on monday.com have existed for a while, but this month they received a major lift. Teams can now create and brand multiple portals—each customized for specific client groups, departments, or even internal teams. This means that instead of one generic entry point, you can design different experiences depending on who is logging in.
The update turns portals into more than just shared dashboards; they become professional-grade client experiences. For organizations that want to scale without losing personal touch, this change makes a big difference.
Card Stack view is already a favorite for visual thinkers—it lets you view items like cards, almost as if you’re sorting sticky notes on a wall. The new update introduces the option to show or hide sub-items directly in the Card Stack view.
This may sound small, but anyone working on complex projects knows how quickly sub-items can overwhelm the main picture. The two-way sync ensures that whatever you adjust in Card Stack reflects back to your board instantly. Less clutter, more clarity—it’s the kind of usability improvement that feels designed by someone who actually uses the platform every day.
Navigation is often overlooked in productivity tools, but when you spend hours inside a platform, the little things matter. In August, monday.com introduced the ability to keep multiple left-pane lists open at the same time.
Before, you had to collapse one list to open another. Switching between workspaces feels smoother now. Multiple left-pane lists can stay open simultaneously. That cuts down on clicks, and speeds up jumping from one view to another.
Artificial Intelligence continues to expand inside monday.com, and August’s update sharpened its usefulness. The AI assistant can now analyze prompts that include sub-item columns, even file attachments.
For Enterprise users, the update goes even further. The AI can fetch live updates from the web when you include words like “current” in your prompt or paste a URL for context.
This blends project management with real-time intelligence. Instead of flipping between platforms, you can pull fresh data right where you’re already working.
For folks using CRM, sequence automations now allow manual-completion steps. When a manual task appears, the sequence pauses until you check it off. That gives you real control over lead workflows—no more missed steps. That’s why the new manual task option in CRM sequences is so useful.
Here’s how it works: When the automation hits a manual task, the sequence stops until you complete that task. Once done, the automation continues. It’s a small but powerful shift that allows sequences to mirror real-world sales processes.
August brought portal customization, better content visibility, smoother navigation, deeper AI integration, and more control in CRM sequences. But the beauty lies in how they improve everyday use.
These incremental boosts may seem small—but they push the platform toward being more intuitive and adaptable for real people doing real work.
August showed us that monday.com is doubling down on practical evolution rather than surface-level innovation. monday.com is clearly honing in on better user flow and smarter automation. By tightening the experience—giving users exactly what they need without overcomplication—they continue delivering tools for thoughtful work.
Partner like CloudCache Consulting can use these updates right away. Whether you're designing client portals, organizing complex boards, or automating sales sequences with care—these features bring practical, tangible gains. You can check our customer testimonials on Upwork as well.
Leave a Reply
Your email address will not be published.