monday.com new features August 1, 2022
1. Emails & activities templates - new behavior Templates in Emails & Activities allow users to save any email they would like as a template and use it to automate the communication flow. If users choose "{} Columns" in the lower right corner of the editor, they can pull in data from any column on the board and save this as a template for a faster communication with their customers. To save a template:
Create email
Click on the Templates in the bottom right corner
Click +Save as new template
Add the name of the template
Click Save
Once templated is created, users can rename, update and delete them.
Renaming template Hover over the template --> Click on the pencil icon --> edit the name --> Click Save
Updating template's content Hover over the template --> Click on the clock icon to update template The template content will be overridden with the content from the email editor
Deleting template Hover over the template --> Click on the trash bin icon to delete the template
Important: templates are user-specific and are not applied throughout account. Currently, users are unable to share templates with other members in the account.
2. New “mentioned” suggestions The Mention suggestions have improved!Before: Mention suggestions were based only on your last mentions without considering the context for the post/reply. After:When writing/editing an update: The prioritized mention suggestions will be the user who created the item and users who appear in person columns for the item.
When writing/editing a reply: the prioritized mention suggesting will be the user who wrote the update and the user who posted the last reply.
💡 Stay tuned for more updates in the future!
👉👉Start your free trial with us today: www.achievan.com/mondaydotcom
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