We primarily use the solution in our digital marketing agency. We provide services in design, video production, advertising, and web development. Also, our team is often trying to launch our own projects.
On Monday, we manage our human resources, our equipment as cameras and lamps, distribute the workload, and plan tasks. In addition, we have automated our financial statements, and keep records of sales, contracts, and communication with customers.
I really do not know of any process in our business that does not go through Monday, except that we sometimes communicate in Telegram.
Now all our processes are in one tool. This saves the team time and energy.
Before that, we tried different systems, including industry solutions, however, they did not bring so much pleasure to the work. They were enough for a couple of months, after which they turned into a garbage dump.
Monday is so flexible that even we are not as flexible as it is. Any idea and change in the organization are implemented in a couple of hours. It helps a lot to try more, make more mistakes, and come to the right decisions faster.
The most valuable aspects include:
1) The mirror column which turns Monday into a serious interactive database that can cover all our processes. We have linked all aspects of the business together and there is no more duplication of data in the tables. This is difficult to do if you have never designed a database. In our case, we immediately realized that the mirror column allows you to make boards and powerful systems.
2) Guest access for the client significantly increases their loyalty and understanding of the value of what we do for them.
The solution could improve:
- Messenger-based communication with clients in CRM
- Telegram integrations and notifications
- Diagrams that better understand the timeline column (as Workload does). I really need an option to distribute the values from the "number" or "formula" column by all the days that the timeline column covers
- Date-based diagram view (as workload or timeline view, with the diagrams)
- Item group as a Kanban separator - not only a status column
- Automation of timezone settings
- More options for board-view sharing by links
I've used the solution for two years.
Just once we had problems with the connection. However, they are progressing in that field.
The solution is very helpful. The product is so intuitive that we very rarely need support.
We did use other solutions, including:
- Trello which was too hard to build relations between boards
- Notion which had an interface that was too simple and low-power
- Team Gantt which made it hard to share files
- Google Sheet which was hard to keep
- ClickUp which was too hard to build relations between boards
At first, we didn't understand the full depth of the product. After a while, we realized that everything is possible and more.
I did the initial setup by myself.
For us, Monday is an inseparable part of our business.
I'd advise people to use the pro version only. It's pointless to buy the others.
New users should find a person who understands database design. It will help you use the capabilities of Monday 300% more.