monday.com Reviews

As a provider of professional education, Monday.com is used within our environment to manage a program lifecycle, assign tasks to individuals, and manage the delivery of our products end-to-end. We use it for tracking workflow from individual programs, informing managers of capacity and availability within a team, and making live requests using the 'form' functionality for website changes (by way of example). 

Monday.com provides a holistic oversight of all the activity required to complete a project from start to finish.

Used as a project management tool, our business is able to utilize the clear visual display provided by Monday.com to manage workloads, allocate tasks, and have a greater oversight of tasks within each program. 

The ability to change the layout of each project to the form of a Gantt chart, kanban, table, and more allows for more accessibility within the same programme. Users are able to choose a view that they find most beneficial, without having an impact on the content visible for managers within the business.

Using the deadline feature to manage priorities has been the most valuable. Having a visual representation of the week and month ahead in the 'My work' category allows for improved organization and workflow planning. Being able to tag other colleagues to support with tasks and allocate jobs when members of the team are taking annual leave has also proved incredibly helpful. The tagged member of staff knows what the job required of them is, has a deadline allocated, and is able to receive further information using the comment feature - it saves lengthy handover documentation.

The ability to implement a timetabling functionality would be really useful for an education provider. Currently, dashboards can only be created with a small number of boards (20 I believe) which can limit the amount of information to view across multiple boards. We can implement more programs within one board, however, this is not always useful when programs need to be archived each sitting. 

Easier reporting functionality or more regular training in this area would also be of great value to the business.

I've been using the solution for one year.

The solution's setup was straightforward and easy to navigate.

We also looked into:

• Asana
• Mavenlink
• Trello

The solution is primarily for end-to-end marketing, planning, and e-commerce sales planning. Our marketing team uses the tool to build out all of their previous job bags digitally and create visibility for cross-functional marketing teams to keep up to date with the work the teams are doing. 

Our e-commerce teams use the tools to plan mini-projects, brief digital marketing work required and obtain visibility of all the marketing activities that the teams could take advantage of. 

The primary benefit for me is visibility of all our current work.

We have gotten rid of all our paper-based systems and our marketing work is now 100% visible to anyone in our planning organization providing ultimate accountability between teams. 

The power behind Monday.com is not just the fact that the teams are now visibly accountable to each other, they are also able to build best practices and cut out checks that would be required in a manual process. For example, we used to have multiple sign-offs of work previously. Now, teams are assigned and can easily review multiple streams of work simultaneously.

There are too many valuable features to mention in detail. Most notably, the workflow automation and assignment features plus the ability to work in email too have been a game-changer for our teams. 

The email feature is very valuable as the teams work collaboratively with many agencies and this means that agencies do not have to adopt the tool completely and can still "work via email" whilst our teams continue to have the visibility they require on their tasks. 

If only there was a way for the @ feature to work properly via email.

I wish there were more calculations available across boards and pulses. 

The biggest reason this would be a valuable resource is the teams could then use the calculations feature exclusively - replacing the need for Excel. This could also create a great way to manage budgets, forecasting, actual spending, and analysis of data from our campaigns. 

The tool is used already in this way, but the calculations are way too manual which means that teams often have to resort to exporting and completing calculations outside of Monday.com.

We've used the solution for three years and five months.

The solution is stable. We have had no noticeable downtime in three years of using the tool.

The solution is highly scalable!

Technical support is very good and responsive.

Positive

We used Excel and manual paper-based systems before and moved straight into Monday.com

The setup is a five-minute process at a maximum. It's super simple.

All in-house setup was done by non-technical teams.

ROI was not a consideration for the cost of the tool. Our primary goal was workflow improvement and team collaboration with ultimate visibility.

Licensing can be expensive if you are only using it for tasking. The tool is best used when multiple teams use the tool for multiple use cases.

We did not evaluate other options.

It's a great solution and we've been very happy so far.

We are a small engineering company and we use Monday to keep track of all of our projects. We will include information such as the client's name, project name, who is the project lead, the date received and date that its due back, what type of project it is, how we managed to get the project (via which type of marketing), the project value, quote numbers for the project, total value, etc. It ensures that we never miss a project, which otherwise is very easy to do.             

It has enabled us to not only keep track of our extensive list of projects - it has allowed us to analyze which types of projects are most worth our time, which clients are likely to place the orders, etc., which has allowed us to become a lot more efficient and develop new business strategies based on the heaps of data we have of past projects.

Monday is very easy to use and is very user-friendly. I must say the most valuable feature is the export to Excel feature, where you can take an entire board or just sections of it and put the data in Excel. It's great for data analysis and also to present to your boss as the list of projects you've completed and which of these were won, etc.

Monday does everything we need it to do. It would be quite cool if it could connect to my Outlook calendar and put the project deadlines in there. I'm still trying to understand the automate feature, however, this looks very promising for efficiency.

We have been using Monday for just over three years.

Monday has the opportunity to be useful for a company with 10,000+ employees or even just one. 

Monday has changed since we first started using it, however, the updates are automatic as it's a website-based solution.

The solution is very straightforward and not that time-consuming.

I'm unsure of the exact figure in terms of ROI.

Set-up costs are minimal with just an hour or two of labor to customize the board how you will like it. 

I would make a note to future companies looking to use Monday to make use of all the people spots you have available. Even if you work on different teams and won't be using the main board, there will definitely be a type of board that will suit you. 

We did not evaluate anything else. In fact, we weren't actively looking for Monday. We heard about it from word-of-mouth and couldn't believe we'd worked without it for years.

It's a great service and has quite competitive prices. It does exactly what we need it to do anymore. 

We use Monday for a variety of reasons ranging from tracking progress on tasks to keeping our client list updated and segmented appropriately to managing agents and contacts. 

Our most common use case of this solution is to help us analyze our product offerings by cross-examining our client base. By doing this, we can see our most popular products, our audience demographics, and which customers are most likely to be upsold to new products or services. Monday.com has revolutionized the way we work and what we offer.

Monday.com has made our company far more efficient and has saved on a lot of unnecessary chasing for updates. We simply check what tasks a user is allocated to and can see how they are progressing easily. 

It has also made our lives much easier when it comes to tracking our customer journeys and analyzing our customers' purchases to help with future business development. 

We are now able to work with more clarity and peace of mind. Our business is progressing and employees/agents are meeting all our goals. 

We love to use the automation available on Monday.com. We have many different automations set up for different use cases. Our most effective one has been for sending a Slack notification to an employee/agent when they have been allocated to a task, board, or customer. 

Other examples of automation include automatically creating items in a board when an email is received. While this automation is not perfect (as it doesn't extract information to name the task) it is very helpful when we come to make changes to the task. 

We have always wanted to be able to perform a global search for a phone number. There is a facility to search for everything else yet not this. We have found a workaround for this, which is to add a customer's phone number to the notes section of their profile. Then, when we perform a global search for a phone number, we can choose to only see results by the content of any notes. This is not perfect, however, it is a solution. 

As a company, we are really hoping they will add this feature soon. It is something that many businesses would really appreciate. 

I've used the solution for around a year and a half. 

We have only had a couple of issues with downtime, however, Monday.com is very transparent and allows users to track the progress of their repairs/remediation.

This is a very scalable solution for our business and we are nowhere near finding its limits. 

The initial setup is very straightforward and intuitive. We were able to very quickly set up our first few boards with all the features we needed. 

We use the product for recording and keeping track of all sales and transactions going on in our company. This includes sales, returns, descriptions and order numbers. 

It provides our company with a customizable web and mobile work management platform, designed to help teams and organizations with operational efficiency by tracking projects. 

We use the platform on a daily basis since all our tracking, status updates, and descriptions are all logged in real-time. Also, the updates are all real-time as well which makes it an important tool in our daily cycle

In terms of being more organized, Monday has greatly improved overall productivity in the workplace. All the data and information is stored in one place. It is extremely easy to use and does all the project planning and management work for you. 

It can also integrate with quite a few systems to automate processes like creating an inventory, sales, and customer report database which makes it easy to track all updates on one platform. Our whole team uses this platform daily and so far it has been a big help. 

The sales sheet where we keep track of all transactions including transaction history, customers, and all necessary records is great. Every team member has access which makes it easy to tag which customer belongs to who. As for interacting with the project and its tasks, it's very easy. We can set status, assignee, dates, add items, etc. Notifications are a great tool to stay on top of things, especially with customer updates which are critical. You can see all your tasks without scrolling through long items in a project.

Adding more features would be ideal since there are limitations as far as scalability. For example, we'd like a field for adding attachments, especially since, for recording purposes, customers submit documents. It would also be nice if there are training or quick access tools for new features since there are actually a lot of decent unexplored services that we may have not been using. They might actually be helpful in our day-to-day operations if we were aware of them. We continue to use the platform since all our data is stored in one location and the whole team relies on it.  

I've been using the solution for a little over a year.

The solution is very stable and reliable.

I would rate scalability a seven out of ten.

We have not reached out to customer support yet.

Positive

We previously used Google Sheets.

The initial setup was easy.

We did have assistance. I'd rate the process a seven out of ten.

The ROI is still the same.

It is a very cost-effective solution.

We did not evaluate other options so far.

We are a small team of five just starting an agency. We have no offices and needed something that everyone could access to track projects, schedules, tasks, administrative needs, contacts, and more.     

It has allowed our small team of five to deliver more projects on time and with quality as well as instill trust with clients that their projects do not fall through the cracks. It has been instrumental.

We have found the ability to export outboards to Excel, the schedule and charts you can create, and the ability to connect boards for custom automated workflows all invaluable.

I don't have any comments on current improvements to what is there, however, a new feature that we would love is the ability to create custom reports from our workspaces. It would negate the need to export boards individually and then take all that data and make our own reports with third-party software. We'd even pay for this upgrade as I could see this being something we could gain a ROI on for clients as well.

We have been using the product for two years.

The solution is very stable. In two years, we only had one outage and it was minimal downtime.

The product is very scalable for small to medium-sized teams and businesses. However, larger firms need a robust CRM tool and features that Monday doesn't provide. For example, an enterprise would likely need accounting projections, HR functions for staff data, etc.

The technical support is great! They are quick and responsive.

Positive

We did not previously use a different solution.

The initial setup is straightforward and easy.

We handled the setup in-house.

There is no price you can pout on the quality, on-time delivery, and peace of mind our CEO gets. Work is moving through the agency with no delays.

It is very affordable and a great option for small businesses. 

We evaluated Slack and Trello as well. 

We love Monday!

We primarily use Monday at work as a tool for task management and as a CRM database. Working within the marketing department, we manage a lot of projects at once and speak to a lot of people. Being able to keep all of the information in one place where it's easy to collaborate and upload documents really helps. We also use it as a space for new ideas and brainstorming throughout departments.

Monday has massively improved how we as a company work. We're more collaborative as a whole and projects are managed a lot more organized which really helps with getting stuff done on time.

The most valuable tools are the search function, automated email reminders, and the ability to track changes through the activity log.

I'd like to see more integration with outside software such as social media publishing sites and cloud services.

I've used the solution for three years both at my current company and previous organization.

There is rarely an issue with the system itself, though there has been a few occasions where it has been inaccessible.

The scalability has great potential.

I've always had a great experience with customer service. There's always been a solution. Alternatively, if a tool isn't yet available, they've always been happy to take my feedback.

Positive

We've previously used Trello and Slack but found they didn't offer everything we needed, whereas Monday does.

The initial setup was very straightforward.

The initial setup was handled in-house.

It's a fair price for what you can do and how many members are a part of the organization. For the time it saves, as well as other tools we no longer need, it's well worth it.

We primarily use Monday to keep track of action items for project management dealing with software development. 

Our team manages multiple projects, and, for each project, we are able to create the individual tasks that need to be completed in order to finish the project.  

We also use Monday to share with our team times that we will not be in the office or be available for team meetings.  

It allows us to see which tasks are being worked on and which ones we have not started. It keeps our team members informed about our activities.

It helps us to keep track of all of the remaining tasks on a project and the remaining number of days that exist on a project.  

It provides all team members with insights into multiple projects.  

It also allows us to share information about project statuses with other team members.  

I do like the feature where you can indicate whether you are working on a particular task or if you are stuck on a task. 

It also gives provides more insight into the possible amount of time it could take to complete a specific task.  

The ability to upload files associated with a particular task is very useful to us.

It helps us share examples of reports with our team members. 

I have also found the task status feature to be valuable. You can indicate whether you have started on a task, are stuck on it, or have completed it.  

I also like that you can add your own columns to each task within a project.  

For example, if you wanted to add a column that's not already included in the Monday app to track a specific item for a project, you can do that as well.

The calendar selection for dates is not the easiest to navigate. Sometimes once you select a start date, it is hard to extend the selection out to the end date.  The date selection is confusing. If there was another method that they could use for this that would be better.  

Also, I feel as though sometimes I received notifications for Monday boards that I am not even subscribed to and the notifications, in general, are a bit much.  There should be a way to indicate which Monday boards you would like to receive notifications for.

I've used the solution for two years.

I have not had a reason to contact customer service or support.

Neutral

I did not use a different solution previously.

The Monday board was initially set up by our administrator so most of the team members did not participate in the setup process.

I believe it was done through an in-house team.

I am not sure what the cost is.

I did not evaluate other options.