monday.com Reviews

We were using it as a CRM to manage coaches and clients, but we were also using it for personnel, and we were using it for tasks. We had contacts in there. So, we were using it for all of that information.

We are no longer using it. We are transitioning this month to GoHighLevel.

It was the only way to handle all of our information. If we use Google Drive, it just gets out of control after a while. On Monday.com, we were able to identify the most important work that we had to do every day for the people who mattered. We had everybody on Monday.com. Once we understood the perspective of Monday.com, we could then see anything we wanted at a glance, and that was great.

It reduced project delays because it streamlined the handoff of information and transfer of information. It could have saved days or weeks, depending on what it was. The big hurdle was really setting up the automations and making sure that the boards talked to one another well. Once we did that, it was amazing. Work was done so much faster because people were notified immediately of what they needed to do. It made prioritizing what had to get done easy because you can just go through your email or your inbox and take care of something immediately.

It helps in breaking down silos within the organization because people can see in real time how they contribute to a project. So, something has to go someplace else and get signed off on, and then it bounces back, and it gets done. That is literally like someone walking over to somebody's office, "Put a signature on this one, please, and we'll get that done." You get faster responses when people get notifications from Monday.com versus a notification from me or from another person. Everybody gets pulled in at the right time, and you can see everything. If someone misses something, you can see it immediately because something or a process hasn't continued. The notifications or the ability to send notifications to people after-time also helps to organize outreach, sales calls, and things like that.

It provides you with the insights you need to empower decision-making because all the information is readily available, and it notifies you when things come in, when people respond to something, or when people submit the information. It directs the work for you. It's very easy to prioritize what you have to work on. You're able to see what's been assigned to you and what you have to work on, as well as oversee what's been assigned to other people.

The automations absolutely were the most valuable because they helped us create a system within Monday.com for all of our data. We did client intake there, and then we could send the client intake information. As soon as we selected a coach for that person, it would automatically go and notify the coach. It would send them an email and send an email to the client saying, "You've been matched, go here, do this." It was very easy to use, but it took work. It took work to build out the system that we wanted.

The visual presentations of the interface are very good, but you have to know that they're there before you can use them.

For me, it was very hard in terms of the learning curve because I didn't know the language of project management. The last time I built something, I was still using paper. That's the last company I opened, so being able to switch my head from paper to digital, from physical files to digital files, took adjusting. They nowhere talk about that in any of the videos, instructions, etc. All of the software assumes you know how to use it, which is a problem, particularly for older users or for people who are starting something completely new or starting something from scratch.

A mind-mapping function of some sort to help you when you first get in would be very helpful. That's the biggest thing because you don't know what you don't know, so you don't know if you're missing out on features. You don't know if you're missing out on anything. There are just so many things that can be dealt with.

I wish there were more templates because having to start from scratch was hard with a lot of things. It was not as intuitive. I wish there was a board builder function that could take you through creating your board and ask you the automation questions. Something like that, which is hands-on, would be very helpful.

I've been using it for almost two years.

It's a very stable platform. We never had any issues with regard to outages, etc. It's a very stable platform.

It's very easy to scale and add new users.

I have contacted them a few times. They send videos, and that's okay. It's hard never talking to someone. I'd rate their customer service a seven out of ten.

Neutral

We were using Excel, but we were using Excel poorly. We are now transitioning from Monday.com to GoHighLevel. We decided to go to an all-in-one solution so that we could do our funnels, our website, all the Monday stuff, our email campaigns, etc.

One thing that we can't manage in GoHighLevel in quite the same way is the project management tasks. So, we moved that back over to Excel, but because we used Monday.com, we now know how to use Excel better. We are now using Excel only for that one purpose now. We are not using it for anything else. The rest of the things are elsewhere, which is good because we don't need a ton of people. I can see everybody doing what they're doing in GoHighLevel in a way I couldn't see before because things weren't connected to one another. I can go into GoHighLevel, and I can see my website, and I can see my funnels, and I can see all of my data and all of my CRM data. I can see everything all in one spot. One limitation of Monday.com was that you have to connect it to other things. I know that Zapier is available, but that's just adding another connection or another piece of software.

I was involved in its deployment. In the end, it was pretty straightforward, but it was hard to know where to begin.

We did it all in-house. There were three of us who used it the most.

In terms of maintenance, often, you need to update your automation. Sometimes, you have to add new users, new coaches, or new clients. So, there is maintenance involved, and we learn as we go. If we find out that there's more information we need from someone, we need to add it to a form. It has been an evolution over time.

We had absolutely seen an ROI. It was the only place wherein we built the company.

It was fairly reasonable. For everything we were using it for, it was fairly reasonable.

I evaluated Asana and had seen one more solution, but one of my co-founders was using Monday.com herself and liked it. That's why we went with Monday.com. It was a recommendation from her.

If you're looking into implementing Monday.com, I'd advise spending some time going through all of its capabilities and options. You probably need to learn about automations and how they work so that you can use it to the best of your knowledge. A couple of times, I went on YouTube and saw videos on YouTube, which were helpful. I'd recommend watching the videos on YouTube because they're written from an outsider's perspective. Look at the actual features that it has. If there's a list of features anywhere, see and compare that against other companies, but also compare pricing for the long term because, in some places, you have to pay more with fewer users. Monday.com was pretty reasonable, and the jumps were good in terms of adding users and everything like that. So, you never get sticker shock with Monday.com.

I am 54, so the biggest issue with me starting my company was the technological lift. I found that I had a significant learning curve to be able to use Monday.com, but once I learned enough about how to use it, I found it pretty easy to use. It helps the way that it's structured. You have to learn how to think like a project management software, which is a skill you have to acquire so that you can then create automations, relationships, and things like that. If you're a non-technical person, the biggest challenge is going to be figuring out all the different ways it can be used before you can get into it and start using it well.

It can take a while to create a new project, but it's getting faster. When I first started, you had to create the project, but you didn't fully create it until you filled out the board and figured out all the different data points and other things you needed. It used to take much longer. Now that I've been using Monday.com, and I know what the possibilities are, I can create a new project in maybe an hour.

It has the Gantt reporting, but we didn't use it very much. We were able to sort things by their due date in order to show our priorities, and that was very helpful.

Overall, I'd rate Monday.com a nine out of ten.

We are a 35-person accounting services department within a larger accounting firm, and our department uses Monday.com to track the recurring monthly, quarterly, and annual accounting engagements as well as regular business filings, one-off unique projects for clients, and some of our internal processes. 

We use it as a workflow tool to track various stages and statuses of task in a project, and as our personal work to-do lists. We use it to onboard new employees, as well as a topic tracker to create agendas for our task force department initiatives.  

We were tracking our work in a few different places that weren't very user-friendly for regular updates. 

For 85% of our work, it is on a recurring basis (either monthly, quarterly, or annually) and we need the same engagement to roll each month and create a new project for the subsequent month. 

Monday.com helped us capture all the work we're doing in one place, with liveability to provide timely updates on the status of projects, and it allows us to create customized boards to track the tasks associated with each engagement. It gave us the flexibility to build it how we want it to suit our unique mode of operation (a lot of small recurring processes). 

We chose Monday.com for the flexibility. It is relatively easy to build a basic board for tracking projects and tasks. 

It has a pleasing and pretty user interface, allowing conditional formatting and color coding for easy visual tracking of projects and statuses. It doesn't take much training to get up and running in it. It's easy to pick up and click around and figure out how to build a basic board. 

I like the ability to customize so that we can create a system that works for us, and easily iterate it as things change.  

The inbox and notifications section is not great, therefore, we don't use the comments field to communicate with each other. We instead communicate outside of the platform in Microsoft Teams. 

It is hard to maintain when you have linked boards, automation, etc. It can doa lot, however, that means it requires a lot of upkeep too. We didn't purchase the Enterprise package. Our representative mentioned that would have provided advice and a roadmap for supporting our rollout, however, we couldn't have known what we wanted out of the gates. Therefore, it was best that we implemented it ourselves, however, at this point it's a little sprawling and on the brink of becoming unmanageable. 

I've used the solution for three and a half years.

A few times it'll have an outage or glitch, however, it never lasts more than an hour or so.

The solution is definitely scalable, however, it would require a champion or team of people with a significant investment of time to stay up to date and manage the flow of boards.  

We used a combination of a variety of tools, including shared Excel docs, Outlook calendars, and Smartsheet.

The setup is pretty simple and straightforward. That said, we were much smaller at the time (maybe 20 people). 

We evaluated Asana and Trello.

This initiation of a systematic approach allowed me to seamlessly track progress and engage in efficient communication with the project lead. The structured workflow enhances visibility and fosters a collaborative environment, reinforcing the symbiotic relationship between my role as a designer and the leadership provided by the project lead. This deliberate coordination on monday.com by streamlined processes and heightened productivity ensures that the design projects unfold with precision and creativity.

monday.com has significantly enhanced our organizational efficiency and collaboration. The platform serves as a centralized hub where design briefs are assigned to me every day. This feature streamlines communication with the project lead, enabling real-time updates and fostering a transparent workflow. The visual nature of monday.com ensures that project timelines and task statuses are easily trackable, contributing to improved project management.

The platform's interactive interface has facilitated seamless communication and reduced the likelihood of misunderstandings, creating a more cohesive work environment. Additionally, the ability to attach files and leave comments directly on tasks has streamlined the exchange of information, making collaboration more efficient.

The most valuable features of monday.com for our organization are undoubtedly the dashboards, checklists, calendar functionalities, and file-sharing capabilities. Dashboards serve as a visual command center, offering a comprehensive overview of project progress, deadlines, and key performance indicators. This visual representation enhances decision-making and facilitates a quick understanding of the project landscape.

Checklists play a pivotal role in task management, allowing for a structured approach to project execution. The ability to create, edit, and update checklists within the platform ensures that team members stay organized, tasks are completed in a systematic manner, and project timelines are adhered to.

While monday.com has been an invaluable tool for our organization, there are areas where improvements could enhance user experience. Specifically, expanding pulses could be more user-friendly. Currently, users need to click on a small text line to expand pulses, which can be somewhat cumbersome. A more intuitive approach would be to enable users to click on the entire table cell for pulse expansion. This modification would streamline the process, making it more accessible and reducing the risk of oversight.

Additionally, it would be beneficial to consider incorporating features that enhance the platform's customization capabilities in the next release. Providing users with more options to tailor their boards, dashboards, and views would contribute to a more personalized and adaptable user experience. This could include advanced formatting options, customizable templates, or the ability to incorporate additional data visualization tools.

I have been using monday.com for about four to five years

We previously used Trello, however, have found monday.com to have a greater product offering.

I'm a COO of multiple companies that do business management consulting. I implement monday.com at every company that I work with for managing workflow, HR, SOPs, payroll, invoicing, accounts payable and receivable, meetings, and agendas.

If people know what they're doing, or the boards are put up the right way, or dashboards have been built, managers can usually assess how far along a project is and what needs to happen next. It's pretty amazing at showing a project's completion rate. You can pull almost any data you need out of it.

It helps me in terms of reducing project delays by giving me a bigger, comprehensive idea of where a project is at by listing the critical path, all the steps, and creating milestones of what needs to get done next. monday.com does a pretty great job of tracking the statuses of projects.

It's also great for breaking down communication silos between different departments that are not talking to each other. Being able to mirror boards or different departments' projects, statuses, and completion rates on other boards are elements that really help people to understand what might be delaying them in one department, and that this other department is coming along and getting things done. While people know which boards they need to be on because they're working on a given project, they are able to "get inside" other departments without being overwhelmed by their workload.

Collaboration is quicker through updating status boards and setting up automation for notifications. Before, you might have had a Google Sheet that said, "This bill is paid, or this task is done." Using logic-based automation means that it can function such that, "If this turns to this, then notify these people."

It gives me an overall view of everything someone is working on. I can go to the My Work feature, click on someone's name, and see all the tasks assigned to that person; their whole workload. One of the things we've implemented in our company is that if you're working on something, it has to be in monday.com. There are no other boards or other checklists that people are using somewhere else. That way, when I want to see somebody's full workload or the projects they're working on, I can do so. That's probably my favorite feature.

I like the fact that it's drag-and-drop. The way I explain it to people is that it's Excel on steroids. The interface, visually, is great, and I give it five stars for viewing projects and timelines.

I like the integrations and workflows as well. When I am running agendas or workflows, I'm able to automate follow-ups. We create an agenda meeting board and assign tasks in real time. We'll follow up on the tasks in real time. We have people's agendas and work assignments all managed in monday.com. 

And being able to duplicate a successful board architecture as a template and implement that in other companies or departments is helpful.

monday.com is also flexible and very robust. I can basically do anything with it. Whenever I meet with a client, I find out what systems they're already working with. There are a lot of integrations and APIs available with monday.com, so I can usually have it pull data from other sites or other systems, or build custom workflows. The amount of integrations that it does, along with the ability to import boards from a Google Doc or Sheet, makes it pretty successful.

I would like the web-based app to be able to switch between different accounts. The mobile app can switch between accounts pretty easily, but with the web-based app, you have to log out and log back in to do it.

I've been using monday.com for about three years.

Stability-wise, it's an 8.5 out of 10. There are updates going on all the time and sometimes you have to refresh your board. But it's pretty stable.

It's scalable, 100 percent. There are no issues with that.

I very rarely use their technical support, but when I have had a question, I've never had it take longer than a couple of days for them to reach out to me or get the right tech onboard with me.

Positive

I was in the Google Workspace world for a bit, and I still use that, but I did not previously use a work management program like monday.com.

The setup is all pretty easy. The hardest part is building the templates. But once I imported my boards and the workflows that I normally use, it wasn't difficult. 

And when I meet with a client, I look at their current solutions and build boards for workflows based on their checklists or their steps. I build their action items or critical path for a project into workflows and then create templates for them. From that point, they can pretty much use them and modify them as needed.

It does not take very long at all to create new projects. That's one of the reasons I chose to jump in with the solution. Once I realized how easily I could import my current work programs and implement them, I was up and running pretty quickly. It didn't take me a long time to bring my data into it. The import feature is pretty quick.

The pricing is totally fair. I don't have any issues with it.

I looked at a few, but I fell in love with the way monday.com works, so I didn't spend too much time on other companies.

It's pretty easy to use although it's a little intimidating at the beginning and people are a little apprehensive about learning it, because it is so robust and there are so many features. But once I force people to get into the ecosystem, they really start to understand it. Usually, the most difficult part for me is getting somebody to sign up for what, for them, amounts to another app or website or system they have to learn. But once they're in it, it's pretty easy for people to understand.

Once I've got somebody on the platform, after a couple of days they're usually pretty good with understanding how to navigate and get around in it. I usually have a little boot camp board for them to go through, so they learn some of the features. The challenge is just getting somebody to actually spend the time to go through and do it.

Another difficult part is trusting a team to use all the features available. A lot of people don't necessarily understand how to connect boards or how to implement their own ideas in it. As long as they utilize me as a resource and say, "Hey, this is the idea, and this is what I wanted to be doing on it," and allow me to jump in and connect all the dots for them, I'm able to help. But that's often one of the biggest challenges.

I would advise you to get somebody who is comfortable with monday.com, or an expert, to assist with the program. Dedicating a person to really assist all departments in utilizing it as much as possible is going to help.

I use Monday.com to manage four different content editorial calendars. There are several different approval processes for each calendar, and Monday helps us submit content as updates, and have them reviewed, approved, and ready to publish all in one platform. 

Once the content is published, it remains on the Monday board so we can see which items were completed in the past and whether they need to be updated again. 

In the past, I’ve also used Monday to manage a social media calendar. It was the easiest way to keep track of social media posts, even with ownership of many different platforms. 

It has kept us very organized. 

In the past, we used email to send content items back and forth for review. In this shuffle, items would get lost in inboxes. Sometimes, Word documents would be shuffled so colleagues may be editing older versions. 

With our Monday calendars, content stays on one platform, so version control is stronger. 

We use automation, so it’s also helped us stay on deadline by including reminders as the dates approach. 

At a glance, Monday tells us whether we’re producing enough content. 

Automations have proven most valuable. Most notably, when I mark a pulse as “complete” it automatically tags a colleague. This means I no longer have to manually send emails to colleagues to push items along the approval process. 

It also saves us room for error - if a colleague forgets to send an item to the next person, it no longer costs us time because the next person is already tagged. As mentioned above, these automations also help us to stay on time. 

With the timeline feature, if a content update is nearing or past its due date, the date will turn red and I know to prioritize it. 

It's very simple to use and very useful.

It would be beneficial to have the ability to toggle between the traditional Monday.com pulse view and a monthly calendar view. Sometimes I’d like to see a more high-level overview of what our content looks like for the entire month or quarter. 

For social media management, it would be incredibly useful if Monday could connect to social media platforms so that we could schedule and publish social media content directly from our calendar. For planning purposes, this would also tell us right away whether posts had too many characters or whether photo or video files are small enough for each social platform. 

I've been using the product for over two years.

The solution is fairly stable. There are sometimes outages, however, they’re transparent about those. 

I'm not sure if the product can scale.  

So far, technical support is very transparent during outages. 

Positive

We used Trello before. We switched when my organization decided to use Monday. 

I wasn’t involved in the setup. 

We used a vendor team, however, I'm not sure about expertise. 

I wasn’t involved in the licensing process. I don’t know much about pricing.  

I wasn’t involved in the decision making process. 

In our advertising agency, we use Monday to collaborate, schedule tasks, share items, and coordinate among the team. 

It's a solid solution that allows us to create a more streamlined workflow and connect in an organized way with clients. 

With Monday.com we're also able to share deliverables and get them reviewed or approved by clients keeping everything in the same place. 

The software is used also to coordinate among Collaborating Professionals that can have access to specific boards and have tasks assigned there.

The Monday.com software solution has improved our ability to get things done in an organized and streamlined way. 

Every task can be set, scheduled, and assigned with easy access. The UI is simple but at the same time strong enough to provide ease of use with many levels of detail that can be added progressively.

The Monday.com software also improved our ability to connect with clients in a very organized and detailed way: clients can leave comments on topics and change task status, those aspects together with the notification system combine into a great solution.

The notification system is well done. 

The UI is very easy to use and improves progressively. 

The templates provided also are a great resource. The items are well displayed in many kinds of display resolutions which can vary from ultra-wide screens to 13" notebooks. The really impressive and most valuable aspect of the Monday.com software is the fact that it simply works. From past experience with other similar software that used to be fully packed with as many features as possible, with Monday.com you can create really tailor-made working boards.

There aren't so many areas in which the software from Monday.com could improve. 

The solution could use a more streamlined Google Calendar integration. 

The ability to preview Google Drive links that are strictly connected to images, videos, or text files could be a huge improvement for those who work with a collaboration between the two software solutions. 

Also, the ability to match with the Google calendar from teammates with task assignments with visual alerts could be a great addition.

I've used the solution for two years.

The stability is rock solid.

The solution offers great scalability.

We didn't need any help from support yet.

Positive

We did use Asana, however, it had a heavy interface.

The solution is easy to set up.

We did an in-house implementation.

We have seen ROI in terms of customer satisfaction.

You can grow at your own pace. The software is great, however, it costs accordingly.

We looked into Trello, however, it was not as deeply organized as Monday.com.

I use this solution for project management and events planning. I manage a school (kids from three years to 17 years old). In my school there are more than 1200 students and 80 teachers, so it has been hard to organize them all. We use the Google Suite, however, we needed a tool to manage the projects and plan the events.

We also use it to organize the documentation we need to have to achieve our quality standards. As we can have a clear view of what we have and what we do not; we realize in what areas we have to work harder.

It has helped me to organize the important things, projects, and events in a better way. We have bought ten accounts for the managers, so we are connected and working on the projects. We would like to integrate all of our collaborators but it is expensive. 

Since we started to use Monday, we have been able to have a clear view of how organized we are, we have created a board for the important things that the school has to do. We assign responsibilities for each activity and they receive an email about it, it is awesome. 

The most valuable tools I have found on Monday.com are the calendar, automatization, and the capabilities to link apps like Google Forms. We have been able to integrate our Google Suite to Monday. 

It is also good to receive reminders about projects and deadlines. Besides that, it has been not hard to learn how to use it. I really love the integrations, we use Integromat to link our Google Forms to Monday. 

It is also a great app for desktops and cellphones. 

I have found many good options to organize my time, my projects, and my events.

It should be cheaper. 

It should have more options to create panels.

It should also have options to share the boards or some info directly to Gmail. 

In premium accounts, the amount of transactions allowed is so low. We have not been able to integrate more apps due to this limitation. 

There is not enough information in Spanish. Most of my users do not speak English. It has been hard to learn to use all the functions.

I would also want some plans with fewer permissions. Maybe they could have access to just one board so that accounts could be cheaper. We have 80 teachers and we need that they are enrolled in just one board. We do not want to pay just for one board. 

I've used the solution for two years. 

We have not had problems with the solution. There have just been some crashes on my iPad.

I really like that we can grow as much as we want. The only bad thing is the price.

It has been good. I have written two times and I have received good and quick answers.

Positive

I did not use a different solution. We use the Google Suite, however, it is not the same. It does not have a management tool.

There is not enough information in Spanish; the tutorial videos were not so clear, however, it is easy to use it.

I implemented the product by myself.

The ROI of using this app has been 4 to 1 as we have optimized our work.

I always say it is expensive, yet it is worth it, especially if you run a company with many projects and events.

We evaluated Asana, however, we did not like it at all. We also tried ToDo app, however, it was not enough.

There should be cheaper plans with fewer options and maybe with access to one board or something like that.

The primary use case for the solution is to plan our projects and to put pipelines in place for all the project participants to make sure that everyone is within the plan and making great contributions to the project. 

We start our plan using the Agile approach to set our goals and tasks with the plan that already includes some phases and steps to make sure that the goal is achieved successfully and within the planned timeline.

The user interface of Monday.com is very friendly and easy to use. It's simple to assign tasks to my colleagues.

Monday.com improves our work within the organization by automating our work and making it friendly and easy to use in order to achieve our goals.

We have integration with third-party applications and can send notifications through email to the participants - making the application very interactive and keeping the project members up to date with the latest on the project and the plan.

Monday.com saves time by automating the work through the pipelines. The features are drag and drop. You can see the status for each task easily.

The most valuable features that I loved with Monday.com are:

• Notifications
• Task status and project status
• Monday.com colors are friendly to the eye
• I can task assign to my colleagues
• The screen size works with others and there is easy sharing of images and documents
• Automation and set up of automation is done in seconds and leaves your routine tasks in the dust
• Integration with other applications such as MS Outlook.com, MS Excel, Slack, Google Drive, LinkedIn.com, Dropbox, and One Drive is great
• Monday workdocs for workflows are helpful

There is nothing to dislike about Monday.com. 

There are some new features they need to improve within the application. For example, it would be awesome if we had some themes for each project and for each user.

If we could add a new feature to draw the plan as a chart and note priority via color, that would be great.

It would be nice to make a plan according to the historical data that Monday.com has already stored that's related to the user and the company.

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

The stability is awesome.

The scalability is fantastic.

Technical support is professional.

Positive

I didn't use a different solution previously.

The initial setup was straightforward.

We did the setup through a vendor team.

We saw an ROI within three months.

Monday.com is the best solution with a great price.

I didn't evaluate other options previously.