Monday.com January 2026 Updates: Sidekick AI, Multi-Level Subitems & More

In this video, I'm going to share with you the newest updates and features from monday.com for January 2026.

If you think some of these can be helpful for your company and you either don't have the time or the knowledge to

implement them yourself, feel free to reach out. I would be happy to help you implement these new features into your

current workflow. My contact information is in the description below. And now, let's jump into the newest features.

I'm going to start out with my favorite feature release for this month. And honestly, I think this is a game-changer

for anyone using monday.com. If you're familiar, monday recently launched something called Sidekick. It's

basically an AI assistant on an item level, but it applies just for a board. Now, what monday has launched is the

ability to have Sidekick read your entire account. So, instead of it accessing information on one specific

board, it can see all of your boards and everything going on within your account. I think that this is a game-changer

because now you can use AI directly within monday to see the whole picture of everything going on instead of one

specific board. They also released versions for the mobile app. So, anyone on the go can easily use Sidekick on the

app. The next feature that I want to talk about is something that I think people are going to be really excited

about. Monday released the option to have multiple levels of subitems. So, it used to be that you would have one item

and then a subitem under it. Now, you can use something called a multi-level board, and within that, you can have one

item and up to four levels of subitems. For some people, this is critical within their workflows, and now we have that

functionality. The next feature allows monday.com admins to have more control over the content directory. You can

easily archive or delete boards, but you see everything in one place. For admins with a lot of people on their team, this

is an easy place where you can go and manage everything. If you're using monday templates, then this feature is

for you. We now have the ability to embed AI columns within a template. Now, what that means is that you can

configure the AI columns for a certain workflow, and every single time you use the template, you have that same

configuration already set up. You don't need to do it from scratch. The next feature is about the list view. If

you're not familiar with the list view, it's essentially a widget that you can add to a dashboard and it pulls in all

of the items on a board into one place. Now, the issue was that if you were pulling data from two different boards

and you had two different columns, you couldn't see the data from both those columns. It was only for shared columns,

meaning if both boards had a status column, then you can configure that column. But if one has, let's say, a

numbers column and one had a different kind of column, you couldn't put both of those columns within list view. Now, you

have the ability to have shared, meaning like overlapping columns, and columns that are not shared between different

boards. I think the list view is a key feature that I hope monday is going to continue to build on and it's going to

continue to evolve, but I think it's really great to see everything in one place. And the more flexibility and

functionality that it has, I think the better it is and more people are going to use it. So, this is definitely a step

in the right direction, the fact that you can see all different columns. Monday has now released the option for

an overlay, which means that you can open up one board on top of another board. So, you can see in this example,

I'm working on task board one, and let's say I need to see the information in this KPI board. I can click on these

three dots and you'll see that I have this new option for open in overlay. When I click on it, it opens this as

like a pop-up screen on top of the original board that I was working on, and I can see all the data here. And

then, I can simply close it and I'm back on the original board that I was working on. Monday has also added the option for

me to easily see the past boards that I was working on most recently. If you click on this more button, you can see I

have this new option for recents, and it shows me over here the last couple of boards that I was working on. So, I can

easily jump to those boards. Monday has just added some new features to workspace management. Personally, I find

it a little cumbersome jumping between workspaces, and now what they did is they have the option to pin workspaces,

or you can check out the most recently visited workspaces. Hopefully, jumping between workspaces now will be a little

bit easier. If you're using work canvas, you can now navigate to it natively directly within monday. Check out this

image and you can see how you can easily get into work canvas. If you're looking for a certain report or data within

monday.com when you're in Sidekick, and remember, it's the new Sidekick that's account-wide, it can now tell you if you

should try using monday vibe because it will tell you what the best tool is or product within monday to find

information that you are looking for. And this leads me to the next update, which is about monday vibe. Sometimes,

companies create a vibe, which is essentially a custom app within monday, and they only want people to see the

information in that app. So, now you can set that app as your homepage when you log into monday. Monday has changed the

name of the workflow builder to AI workflows. If you're not familiar with what's now AI workflows, it's

essentially a way to build out automations much faster and in a visual way within monday. They also have added

the option to have AI agents directly within the AI workflows. I definitely recommend checking it out because

there's a lot more capabilities in terms of what you can build within monday, and usually you end up having less

automations than you used to have cuz things are more concise and they're kind of grouped together instead of having

like a single layer of an automation, you can have it do multiple things based on specific data. So, definitely check

out what's now called AI workflows. If you're using Microsoft Teams, you have more ability now for messaging within

monday. There's more blocks within the AI workflows that you can use to communicate with your team. Now, this is

another huge update in my minds. Within the AI workflows, you now have the ability to format your email. So, let's

say you're sending an email through Gmail, it used to be very standard and you weren't able to format the email

like bold items or bullet something, now you have rich text formatting directly within the AI workflows. So, you're

building a workflow and creating the email to look exactly how you want it to look. And this applies for Gmail and

Outlook. Monday also announced the release of a new lead agent, and basically what it can do is help you

find leads based on your ICP or your ideal customer profile. Now, if you click on the link above, I did an

interview with Yaniv, and he is actually the developer that built out these AI agents. So, if you're in sales and

looking for ways to get more leads, find more leads, I definitely recommend checking out that interview. I think

this is going to be a game-changer for the monday CRM because all of your work about finding leads is now automated

through an AI agent, and also you're still within monday. You can do it directly within the platform. Continuing

with the CRM, monday also released more deal insights. And what that means is it can flag risks or issues and actually

remind you what needs to be done in order to close a deal. The CRM also introduced reporting

for its feature quotes and invoices. So, essentially what you can do is you can see like how many outstanding invoices

you have or how many proposals were sent out per rep. If you're using quotes and invoices to send out either a quote or

an invoice, this information that you can now pull into a dashboard is critical to understand how your quotes

or invoices are doing. Within monday service, which essentially is monday's products for ticketing, you can now see

all of your tickets within the my tickets tab, but you can add or remove people that are relevant to each ticket.

If you're using monday dev and cursor, now there's an even better integration between the two. You can just mention or

do @cursor within an update and it will automatically send the information to cursor. So, you don't need to jump to

different platforms. The last and final update of today's video is about work forms. Monday is using AI to understand

the branding of your company and apply it to your form. So, you can simply have a form that looks like it's exactly like

your brand and it fits in with your brands. I hope that these updates have given you some ideas and sparked your

creativity to see how you can make your workflows better. And again, if