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reviewer1843143 - PeerSpot reviewer
Works at LAW OFFICES OF ROXANA V. MURO
User
Great automation and date tracking with easy assignment capabilities
Pros and Cons
  • "The ability to track dates and times we need cases to be completed has been of great use to my firm."
  • "Having more integrations for different specialties that use Monday would be great."

What is our primary use case?

My office is a boutique immigration firm. We use Monday to keep track of our active cases from beginning to end. 

It helps us organize our different departments and keep track of who had what case and how they are working on it. We use Monday to provide guidance on different cases from beginning to end. We also use Monday for administrative tasks and projects. We are able to organize our different departments and sort out important cases on Monday. The automation helps everything run smoothly. 

How has it helped my organization?

Monday has greatly improved the accountability everyone in my firm has regarding cases. Case managers are able to quickly assign cases and we can keep track of the entire process on Monday. 

We are able to see all the active cases we have on a day-to-day basis and quickly assign them if they are unassigned. We have been able to organize each department thoroughly and separate them as necessary. We also have used Monday to aid in administrative tasks throughout both offices. It aids in our office-to-office communication as well. 

What is most valuable?

We thoroughly enjoyed the automation to help us see where our cases are going next. The entire visual aspect of Monday is also a great resource for our firm as it makes it easy for us to point out certain things and for our management meetings to go smoothly. 

The ability to track dates and times we need cases to be completed has been of great use to my firm. Our attorneys are able to monitor and track our cases with ease every day as they please. It has greatly improved how we track out cases and hit our deadlines. 

What needs improvement?

Having more integrations for different specialties that use Monday would be great. Monday is awesome as it is, however, expanding would also be helpful. 

Monday should have people reach out to different heads of businesses in different sectors to see how they use Monday and create more templates and maybe even videos on how they use it so there are more ways for people who are just starting out to find more examples to see how to tailor Monday to their needs. 

I met up with a specific immigration attorney who helps immigration firms organize and pull their business to more paperless solutions she introduced us to Monday and showed us how she uses it and we tailored it for our needs. 

Buyer's Guide
monday.com
November 2024
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
816,406 professionals have used our research since 2012.

For how long have I used the solution?

My office has been using Monday.com for over two years.

Which solution did I use previously and why did I switch?

We only used paper to "assign"/give assignments and Excel to track our cases. It was hard to keep track of who had each case and how they were doing with the assignments. The papers would also get lost in files or paper stacks, so a lot of assignments were falling through the cracks. It was hard to maintain and the switch to Monday was excellent for our case tracking. On Monday, we are able to notify those who are newly assigned to a case and track their work as well. All of our case tracking and assignments are easily visible to everyone in the firm so that nothing falls through the cracks if it is put on Monday. 

What's my experience with pricing, setup cost, and licensing?

Having someone from Monday work with you on your needs for Monday is a great way to get started. It helps you see the price you should go for. 

Which other solutions did I evaluate?

We met with an immigration attorney who works with organizing businesses. She said Monday was the best one so we stuck wiith it. 

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1852116 - PeerSpot reviewer
Works at Imperial Cabinets & Millwork Inc
User
Custom tabs, good linking capabilities, and works on various devices
Pros and Cons
  • "It works perfectly and runs very smoothly."
  • "The only thing that I would change, and I'm not sure if this is part of the settings that need to be fixed by the user itself, not by the admin, is that sometimes it would be convenient to make your own categories, and it makes it difficult to constantly go and talk to my boss to get them."

What is our primary use case?

I work at a custom cabinet shop, and this isn't the first company I have worked for in this industry.

It is very convenient as all jobs/projects that I have upcoming or in progress, are really easy to keep track of. Once there is progress in the project, it gets organized into different categories so that other departments can see and use the information to their own benefit and progress. 

Once the completion happens from my side, it goes into the next category, which at that point is finished from my side.

How has it helped my organization?

It is really convenient thanks to the custom tabs our company has created. If there is some information missing in one department (for example, a color code that is very crucial to the paint department), I know that I need to fill that information in before the job gets sent out into production. 

Also, sometimes when it seems like you have all the information, you miss certain tabs, and they need to be filled in. Even though sometimes there isn't any information that is needed, we have a "does not apply" tab.

What is most valuable?

I found it really useful that when uploading certain files or PDFs, you can have it linked through Dropbox or Google Drive. That way, I can hop onto my phone or iPad, and can easily see the content that is linked within all the devices. 

Also, to add to that, it's really awesome that they are on all platforms. 

It works perfectly and runs very smoothly. A lot of times programs are on multiple platforms, however, they don't seem to work well, or even don't have updates to fix little bugs. This program constantly gets updated, and works flawlessly on all platforms, or should I say very well compatible. Sorry if I'm repeating myself in a different way, but for example Instagram works perfectly on phones. But when you get on the iPad or PC/Mac then it works a little differently and does not allow you to have/get certain features than you would on the phone. My point is, Monday works perfectly and the exact same way on the phone, computer or iPad.

What needs improvement?

I have used it for a year, and I don't see much that needs to be improved. It seems like the updates happen pretty often, and so far, I am very happy with the product. 

The only thing that I would change, and I'm not sure if this is part of the settings that need to be fixed by the user itself, not by the admin, is that sometimes it would be convenient to make your own categories, and it makes it difficult to constantly go and talk to my boss to get them. However, I am aware that anytime you do that, it adds the categories for all the consumers under the same company.

For how long have I used the solution?

I have been using the program for a little over a year - since March of 2021.

Which solution did I use previously and why did I switch?

No, I have not. It was on paper at my other company.

What's my experience with pricing, setup cost, and licensing?

I don't know the details about pricing.

Which other solutions did I evaluate?

I did not evaluate other products in this situation; this is the program that was chosen by the company.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
monday.com
November 2024
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
816,406 professionals have used our research since 2012.
reviewer1854924 - PeerSpot reviewer
Senior Manager at CareerEco Corp.
User
Great color coding and trigger notifications with helpful management capabilities
Pros and Cons
  • "I like how you can trigger notifications and reminders automatically when different statuses are changed or updated."
  • "Sometimes, I had difficulty moving items from board to board and would have to move them twice to get them to successfully move."

What is our primary use case?

We're a virtual events company that provides custom events for colleges and universities, employers, non-profits, associations, consortiums, and more. 

We use this product for project management of sales leads, marketing, social media promotion, and event setup and implementation. 

Monday helps us to track varying stages within each area and move event projects from stage to stage beginning with a new lead all of the way through the event day. Monday is also useful for tracking tasks that are associated with each event.

How has it helped my organization?

Monday has given us a process around how we manage sales leads, marketing, social media promotion, and event setup and implementation. 

Prior to using Monday, we were using cumbersome Excel spreadsheets to track this information. Monday has made everything easy. With the click of a button, anyone on a board can see updates and status changes to sales leads or event tasks and projects in real time. The interface is very user-friendly, and it was easy to get everyone on board (even our less tech-savvy users). 

What is most valuable?

I like how easily you can add items and move items between boards. 

It is great that everything can be color-coded and that you can update pre-defined types of items and statuses within varying categories. 

I also like how you can trigger notifications and reminders automatically when different statuses are changed or updated. 

It makes it easy to move projects along from different stages or from department to department within the organization. 

Monday has been really key in helping us to manage events and properly track all of the steps along the way.

What needs improvement?

Sometimes, I had difficulty moving items from board to board and would have to move them twice to get them to successfully move. 

We have an older email system with Outlook (2012) so we are not able to have our email synced to the site. This makes it manual for us to track email communications that go along with the sales leads.

The statuses on the boards don't copy over when I move an item to a new board and that category was not previously on the board. This makes more work as I have to go in and manually add those categories to the board using the proper colors and labels.  

For how long have I used the solution?

We began using this product in June of 2020.

What do I think about the stability of the solution?

My impressions of the stability are positive.

What do I think about the scalability of the solution?

My impression of the scalability is positive.

Which solution did I use previously and why did I switch?

We did not use a different product. We used MS Excel.

How was the initial setup?

The initial setup was straightforward. 

What about the implementation team?

We handled the setup in-house.

Which deployment model are you using for this solution?

Private Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
User
Great features, various views, and a helpful kanban tool
Pros and Cons
  • "I really really like the sort by name or dates functions as they toggle and make being able to offer super-quick organization a breeze, especially when client-facing."
  • "I have never not found a feature I want."

What is our primary use case?

I work in multiple areas in design, consulting, and managing health businesses, and enjoy my environments being diverse across the board. 

I often will add my clients as guests and sometimes also as collaborators. I am often remote and not office based so having a tool that has a well-functioning app is integral to retaining me as a customer and the clients usually say they love the easy app also. 

I am also a visual/design-motivated person so the aesthetics and UX side of a tool is integral also. 

How has it helped my organization?

Monday.com has really improved the professional presentation of information and the ability for me to be able to facilitate transparency on the progress of a variety of jobs. 

I also use it for personal use with budgeting and helping me with day-to-day life as the deadlines functions keep me on track. 

The kanban tool is great when working with teams. My personal subscription when shared has usually resulted in clients signing up themselves as it is so user-friendly. Obviously, it's well developed and tested prior to release.

What is most valuable?

I have really appreciated the many features of Monday.com. The most valuable are usually the ones I repeatedly use time and time and time again. 

I really really like the sort by name or dates functions as they toggle and make being able to offer super-quick organization a breeze, especially when client-facing. 

The ability to have timeline and calendar views is simply magnificent - they really help too especially when partnered with the useful alarms functions to remind us when stuff needs to happen.

What needs improvement?

I have never not found a feature I want. Monday.com is intuitive to use, and color coding and groups make tracking tasks a breeze. The calendar and Kanban features are aces. Being able to store files in tasks also makes organizing and finding large volumes of information so easy, especially over time.

The phone app is awesome and any clients I have ever added to my boards have gone on to subscribe themselves following access. 

I have tried other tools since first subscribing but have always ended up coming back to Monday. Who thought you could ever love Mondays so much?

For how long have I used the solution?

We've used the solution for several years.

What do I think about the stability of the solution?

I'm very positive in regard to the stability.

What do I think about the scalability of the solution?

I'm very positive about the scalability. 

How are customer service and support?

We've never needed support.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

I did not use a different solution previously.

How was the initial setup?

The initial setup was easy.

What about the implementation team?

We handled the setup in-house.

What's my experience with pricing, setup cost, and licensing?

I do find the pricing a little expensive.

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1850964 - PeerSpot reviewer
Billing at Bilder Appliance Repair
User
Great kanban boards, useful for housing project information, and has GIF sharing capabilities
Pros and Cons
  • "The features I found most valuable are the Kanban boards."
  • "A message center that is similar to texting or Facebook Messenger would be useful."

What is our primary use case?

The primary use case of this solution is for organization and accessibility of information.  We work in appliance repair and order parts, send bills, and have general information all employees need to access. With our parts table, everyone in the office can easily see where a part was ordered, if it was ordered, if it is in and can be set up to go back out, or if the part is back-ordered. This helps our parts department communicate with the rest of the office without having to actually talk to them. 

How has it helped my organization?

With our parts table, everyone in the office can easily see where a part was ordered, if it was ordered, if it is in and can be set up to go back out, or if the part is back-ordered. This helps our parts department communicate with the rest of the office without having to actually talk to them. We have general employee information organized on boards, and our truck fleet information. It also helps with being able to access this information from work or home.  We also have a payment board we can mark when we get paid by vendors.

What is most valuable?

The features I found most valuable are the Kanban boards. You can communicate with the rest of the office with comments and organize the information by categories and it will automatically send them that way when you choose that category. 

Who doesn’t love sending your co-workers GIFs in the comments section of the board? We can also make side tables to assign and create a special table for a certain group of people all based on the main table. We are a small business so it really helps us stay organized.

What needs improvement?

There is a feature I think should be included in the next release. A message center that is similar to texting or Facebook Messenger would be useful. That way, you could communicate with people in the office without having to comment on a specific board. We have people who work from home and would be an easy way for them to communicate with everyone without pulling out their phones to message. I can’t really think of anything else. We are a small business so it works great for everything we need it to. It has helped out our organization greatly. 

For how long have I used the solution?

I've used the solution for a year.

What do I think about the stability of the solution?

The stability is good.

What do I think about the scalability of the solution?

The scalability is good.

How are customer service and support?

We haven’t used technical support.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We did not previously use a different solution.

How was the initial setup?

The initial setup is easy.

What about the implementation team?

We did not implement it through a vendor.

What's my experience with pricing, setup cost, and licensing?

If you have more than ten people, it will cost more.

Which other solutions did I evaluate?

We did not look into other options.

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1853904 - PeerSpot reviewer
Business Analyst at Strop
User
User-friendly and modern looking with helpful notes/comments capabilities
Pros and Cons
  • "Pretty much everything is customizable and easily editable."
  • "There was one time that I had used CTRL + C to copy one of the text fields, and accidentally pasted it into all other rows/projects. I know there is an "undo" button you can click on for a few seconds, however, it would be helpful if you could undo it even after it's been a few minutes/hours."

What is our primary use case?

Tracking my projects as well as seeing other colleagues' keeping track of different data points such as owner, project costs, types of projects, and adding subitems based on the phase each project is currently in has been the main use case for our organization. 

We also move all completed projects to another board to keep track of our revenue. 

Another board that we use internally is to update our vacation and travel calendar. It's useful due to the fact that you get to see everyone's travel schedule in various formats such as table, timeline, and calendar view.

How has it helped my organization?

The solution offers better tracking of the status of multiple projects, passing the baton between individuals, etc. 

It's super user-friendly and there are almost no learning curves when we first started using the platform. 

A modernized look and feel is always a plus. 

The website also functions very fast and I'm also happy with the mobile app version they provide. 

It's also super easy to use and update on your phone. I'd recommend using this for any companies out there. 

Pretty much everything is customizable and easily editable.

What is most valuable?

The notes/comments section is helpful. It's visible to everyone. Everyone can upload files and random notes relevant to each project. I've been using the notes and comments section a lot, just so that if someone else gets looped into the project but is too lazy to read through the long email thread, they can simply go to this internal note section and download necessary and important files and understand the scope of each project without having to ask your colleagues. It's also good to jot down any information you may need.

What needs improvement?

There was one time that I had used CTRL + C to copy one of the text fields, and accidentally pasted it into all other rows/projects. I know there is an "undo" button you can click on for a few seconds, however, it would be helpful if you could undo it even after it's been a few minutes/hours. There is a functionality where you can download an older version/history, however, I needed to re-update that specific column manually - which was a pain. Other than that, everything else has been pretty good so far.

For how long have I used the solution?

I've used the solution for more than two years.

What do I think about the stability of the solution?

The stability is pretty good. It's a pretty big company with a dedicated team troubleshooting all the time.

What do I think about the scalability of the solution?

The scalability is pretty good. I wish there was an example of scalability.

How are customer service and support?

I have no experience with technical support.

How would you rate customer service and support?

Neutral

Which solution did I use previously and why did I switch?

We used to use SmartSheets, however, there is a lack of features and an old look and feel.

How was the initial setup?

The setup is very user-friendly and straightforward.

What about the implementation team?

We did the setup in-house.

What was our ROI?

I'm not sure about what our ROI would be.

What's my experience with pricing, setup cost, and licensing?

I wasn't involved in the decision-making process.

Which other solutions did I evaluate?

I wasn't involved in the decision-making process.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1850994 - PeerSpot reviewer
Communications Manager at The Bhutan Foundation
User
Great task management features with easy commenting and simple uploading capabilities
Pros and Cons
  • "I found the task management features as the most useful and necessary."
  • "While there are most of the features that users aspire to see in managing daily plans and tasks, they could focus to bring in extensive and comprehensive features of project management and grant management."

What is our primary use case?

Monday.com allows you to easily manage and plan all your projects and tasks easily and efficiently. It has endless features you can adapt to your requirements.

From daily task management features to managing donor reports, and publication deadlines, it covers all features to make your daily work easier, more efficient, and professional. We even manage our dispatch records and meeting follow-ups on Monday.com.

This is very useful for non-profit organizations whose work spreads over large project constituents and various thematic areas. 

How has it helped my organization?

This has helped my organization to manage our tasks and deadlines very efficiently. 

We use this to plan our online social media content on different platforms. It is easy to review and finalize. We even upload pictures and related media on the platform to review and finalize them.

We do record our meeting and discussion follow-ups. This helps us to assign specific staff and officials with deadlines for the tasks.

This is a great tool for planners. We have our individual work plans and leave registers online.

What is most valuable?

I found the task management features as the most useful and necessary.

Task management is very crucial to get things done as per the work plans. This lets us fulfill our goals and milestones for various projects and activities. It is transparent and is available to view and review by all the team members of the organization. The team members can come in and comment, suggest and review anything by tagging them in the update field. 

All kinds of media can be uploaded online for review and feedback. We have specific deadlines and notification features to let the member know of their upcoming task deadlines in advance.

What needs improvement?

While there are most of the features that users aspire to see in managing daily plans and tasks, they could focus to bring in extensive and comprehensive features of project management and grant management.

For instance, a non-profit might want to use the platform to fully manage their project information and database without a need to go for another platform or system. This feature should include all basic and advanced features of project management.

Another feature could be to have grant management features. If an organization wants to generate a report on how much they have spent on certain projects, it should easily be able to do from the platform dashboard without much hassle.

For how long have I used the solution?

I have been using this solution for over four years now.

What do I think about the stability of the solution?

I didn't experience any outages on the platform that affected my efficiency. It has required infrastructures to cater to growing numbers of clients very efficiently and effectively.

What do I think about the scalability of the solution?

Since the solution is based in the cloud with multiple geo-location of its servers, I feel it has already built a required infrastructure to serve the growing number of demands for their platform. 

How are customer service and support?

Technical support is prompt and efficient. They resolve any issues related to their platform.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

We had some other platforms which were not so user-friendly and efficient. 

How was the initial setup?

It was very easy and straightforward to set up with good support service. 

What about the implementation team?

We did the setup on our own.

What was our ROI?

We are using it daily for the tasks and I can confidently say this has helped us in our daily task management.

What's my experience with pricing, setup cost, and licensing?

This is a professional platform with loads of features and functions. Therefore, it would come with a cost. I would say it would be worth our investments as this would really enhance your organizational goals and efficiency.

Which other solutions did I evaluate?

We did evaluate, use, and then only chose Monday.com for our daily use.

What other advice do I have?

I would recommend the product to all those who are looking for easy and efficient system to manage their tasks, plans and program deadlines.

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1851507 - PeerSpot reviewer
Publicity Assistant at Harvest House Publishers
User
Greta due date reminders and communication threads with helpful personal boards
Pros and Cons
  • "The way it allows our team to communicate with each other and keep each other up to date on many ongoing assignments at once through comments and the subitems feature is very helpful."
  • "A more personalized dashboard displaying each account's unfinished assignments would be helpful."

What is our primary use case?

Working remotely, our team uses Monday to keep track of assignment due dates as well as to share files with each other and notify others when files are available. 

I also create personal boards to help me keep track of my own individual work. The many different ways to organize boards, either for the whole team or just for me, have been a very efficient way to keep track of work, as well as a centralized place for team communication. 

The setup also provides an easy way to follow up with unfinished work. 

How has it helped my organization?

Monday is like a to-do list combined with a bulletin board and an inbox. 

The due date reminders are helpful, and being able to pass along assignments to each other via Monday is much simpler than continuous emails. 

It's a clean way to keep track of conversation threads, as well as post general status updates on projects that involve other team members without disrupting their work by sending out another email. 

I've definitely felt better organized and more prepared after moving from my own organizing system to Monday. 

What is most valuable?

The way it allows our team to communicate with each other and keep each other up to date on many ongoing assignments at once through comments and the subitems feature is very helpful. 

The somewhat recent addition of being able to post due dates in the comments so that the assignment can be passed through multiple people has also been helpful. I liked the subitems feature, but this has proved to be a cleaner way to assign work, and we are less likely to overlook an assignment when it is assigned directly to us, rather than when it is assigned via a collapsable subitem. 

What needs improvement?

A more personalized dashboard displaying each account's unfinished assignments would be helpful (or if this feature is already available, making it easier to access; my homepage just displays the inbox right now). 

One downside right now is that staying up to date on everything mostly requires going through each board regularly to check assignments. Having Monday display those assignments outright on the dashboard would help ensure that everyone is up to date on their work. If this feature is already available, I'm not sure how to access it. 

For how long have I used the solution?

I've used the solution for a little over two years.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.
Updated: November 2024
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.