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How AI Will Help Teams Plan Projects More Effectively in 2026

ProvidentCRM-CRM-How-AI-Will-Help-Teams-Plan-Projects-More-Effectively-2026

From experiment to impact

In 2025, AI shifted from a promising concept to a practical advantage for teams using monday.com. At Provident CRM, we spent 2025 working closely with customers to help them adopt monday.com more effectively — focusing on clearer structures, stronger project visibility, and smarter ways of working that scale. Along the way, AI features began to play a meaningful role in supporting teams day to day, from surfacing insights to reducing manual effort across projects.

To explore what this means looking ahead to 2026, we sat down with Cian Brennan, monday.com Practice Lead at Provident CRM, to talk through what teams are already doing well, where AI is adding the most value, and how project managers and operations leaders can continue building on this momentum.

Read on to see how the opportunity isn’t more AI — it’s using AI well. And that starts with strong foundations.

 

What teams learned about using AI in 2025

For many organisations, 2025 marked a turning point in how AI was used within everyday project planning. Rather than experimenting with disconnected features or one-off use cases, teams began to see real value when AI was embedded directly into their workflows — supporting planning, prioritisation, and delivery at scale.

The biggest learning: Structure and consistency amplify AI’s impact

One of the biggest lessons was that AI delivers the strongest results when it’s aligned with how work actually happens. When boards are structured clearly, data is kept up to date, and teams follow consistent ways of working, AI becomes a powerful layer of intelligence that helps surface insights, highlight priorities, and reduce manual coordination.

As Cian found:

“Last year, most teams thought AI would tidy things up for them..but if their workflows were messy or their data wasn’t reliable, AI simply reflected that back,” Cian noted.

For teams who took this on board, AI quickly shifted from something to experiment with to something they could rely on. Accurate timelines, meaningful updates, and clear ownership allowed AI to spot patterns across projects, flag risks earlier, and support better decision-making without adding extra effort.

This learning mirrors a broader shift happening across industries as organisations move into 2026: success with AI isn’t about using more tools, but about focusing on a small number of high-impact use cases and backing them with strong foundations. When AI is anchored to real business processes — and supported by clean, reliable data — it stops being hype and starts becoming a genuine advantage.

In summary, 2025 showed that AI works best not as a shortcut, but as a force multiplier for teams who take their foundations seriously.

 

Why strong foundations unlock AI’s full potential

AI delivers the greatest value when it’s built into a system that already reflects how work actually happens. In project planning, that means AI works best when it can rely on consistent signals — clear ownership, accurate timelines, and meaningful updates. When those foundations are in place, AI becomes a powerful enabler rather than just another feature.

In practice, strong foundations allow AI to support teams in a few key ways:

  • Clear ownership creates reliable signals
    When it’s obvious who owns each task or milestone, AI can track progress more accurately, identify delays earlier, and surface the right information to the right people.
  • Consistent ways of working enable pattern recognition
    AI learns from repetition over time. When boards follow consistent structures and status definitions, AI can spot trends across projects, highlight risks, and support smarter prioritisation.
  • Accurate, up-to-date data unlocks meaningful insights
    AI depends on boards that “tell the truth.” When timelines, updates, and task statuses reflect reality, AI can confidently summarise progress, flag issues, and reduce the need for manual checks
  • Simple, well-desiged workflows encourage adoption
    Foundations aren’t just technical — they’re behavioural. When boards are intuitive and lightweight, teams are more likely to keep them updated, which in turn strengthens the data AI relies on.

When foundations are strong, AI doesn’t just save time — it helps teams plan with more confidence, spot issues earlier, and scale delivery without adding unnecessary complexity. And as AI becomes more deeply embedded in monday.com, these foundations will only become more valuable.

 

Practical ways AI supports smarter project planning

As AI becomes part of everyday work in monday.com, teams are seeing value not through dramatic transformation, but through small, practical improvements that remove friction from project delivery. These are the kinds of use cases that save time, improve visibility, and help teams stay ahead of issues without adding complexity.

Below, Cian outlined a few practical ways teams are already using AI in monday.com, without totally overhauling how they operate (you can steal these!)

1. Clearer project visibility through automated summaries

One of the simplest and most widely adopted AI capabilities in monday.com is the ability to summarise updates automatically. Instead of scrolling through long comment threads to understand what’s happening on a task or project, teams can use AI to generate a clear, concise summary of activity.

For project managers, this means:

  • Faster context switching between projects
  • Clearer handovers when picking up work mid-stream
  • Less time spent chasing updates or interpreting long discussions

By surfacing the most relevant information in seconds, AI helps teams maintain momentum without losing detail.

 

2. Less manual coordination with AI-powered status and text columns

AI built directly into monday.com’s status and text columns allows teams to automate small but time-consuming tasks. With a few clicks, teams can extract key information, summarise content, or generate updates based on what’s already in the board.

Common examples include:

  • Pulling action items from meeting notes
  • Generating status updates based on task progress
  • Extracting key details from documents or form submissions

These capabilities reduce administrative overhead and ensure boards stay up to date without relying on manual data entry.

 

3. Proactive risk management across multiple projects

For teams managing larger portfolios, monday.com’s Enterprise Portfolio solution introduces AI-driven risk management that brings clarity at scale. Instead of monitoring multiple boards individually, AI scans connected projects and surfaces potential risks in one central view.

This includes:

  • Identifying tasks running behind schedule
  • Highlighting updates that signal delays or blockers
  • Summarising risks so project managers can act quickly

Rather than reacting after issues impact delivery, teams can intervene earlier — often with a single click to notify stakeholders or adjust timelines.

monday-risk-assessment-ai

4. Smarter handling of requests and feedback

AI is also helping teams manage incoming information more efficiently, particularly through monday.com forms. When customer requests or feedback are submitted, AI can automatically analyse sentiment, categorise responses, and surface insights that would otherwise require manual review.

In practice, this enables teams to:

  • Respond faster to client feedback
  • Identify recurring issues or themes
  • Prioritise follow-up actions with greater confidence

This kind of automation helps teams stay responsive while reducing the time spent processing information behind the scenes.

 

5. More time for planning, less time chasing

Across all of these use cases, the impact is cumulative. By automating coordination, surfacing insights, and improving visibility, AI reduces the need for constant follow-ups and manual checks.

This shift allows project managers to focus on higher-value work:

  • Planning ahead instead of firefighting
  • Managing delivery rather than chasing updates
  • Spending more time leading teams and less time maintaining systems

When AI is built into how work flows, it supports better planning without adding pressure, helping teams work smarter as they scale into 2026.

 

Turning learnings into smarter planning for 2026

If you’re trying to hammer out your plans for the year, just know this: teams don’t need to do more with AI — they need to be more intentional with it. The teams seeing the strongest results are the ones taking a measured approach, choosing a small number of areas where AI can genuinely make planning easier, rather than trying to automate everything at once.

In reality, that usually means starting with:

  • One core project or delivery workflow
  • A single board that’s widely used and well understood
  • A clear goal, such as reducing manual updates or improving visibility for the leadership team

From there, AI can be layered in to support that process, whether that’s summarising updates, flagging risks, or automating routine coordination. As Cian said, “One clean, well-used board is better than five messy ones.”

 

Why AI will become part of everyday planning, not just an add-on

AI in project management is becoming less about standout features and more about quietly supporting the work that happens every day. As intelligence is built directly into planning workflows, coordination starts to take care of itself, freeing teams to focus on delivery rather than administration.

Within monday.com, this is already showing up in practical ways — fewer follow-ups, less time jumping between boards, and earlier visibility when something isn’t going to plan. By taking care of the background coordination, AI gives project managers more space to focus on the work that actually needs their attention.

 

Turn momentum into action with us

As AI becomes woven into everyday planning, its value starts to compound. Patterns emerge more clearly, risks are spotted earlier, and decisions become more informed, all without adding extra overhead or complexity. Looking ahead to 2026, the teams seeing the greatest benefit won’t be those using the most AI, but those using it consistently, in support of how they already work.

At Provident CRM, this is exactly how we approach AI and monday.com. We don’t believe in layering technology on top of broken processes or chasing features for the sake of it. Instead, we work with teams to build strong, practical foundations first — so when AI is introduced, it genuinely supports planning, delivery, and decision-making in a way that sticks.

That’s also why we don’t just talk about this stuff, we show it. Through our monday.com User Group (MUG) sessions, we create space for real conversations, live demos, and honest questions about how these tools actually work in practice. In our upcoming session, we’ll walk through all six of monday.com’s new AI features, what they’re useful for, and where teams should (and shouldn’t) be using them. It’s free to join and open to anyone who wants to get more out of monday.com.

Because preparing for AI-driven growth isn’t about keeping up with trends. It’s about building clarity, confidence, and foundations that help teams plan better — not just this year, but well into the future.

 


 

Want to talk it through?

If you’d like to chat one-on-one about any of the ideas in this piece — from building stronger foundations to using AI more effectively in monday.com — we’re always happy to help. Just click the link below to get in touch.

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