We primarily use the board, and we use automation, rules, and different groups.
We use monday.com for our workflow. But we don't really have any issues with Monday.com.
We primarily use the board, and we use automation, rules, and different groups.
We use monday.com for our workflow. But we don't really have any issues with Monday.com.
We spend less time organizing our things to do. Everything is on the board on Monday.com and we don't have to discuss or assign or meet anymore. We just push a button and change the status and it's done. We work more efficiently since using Monday.com.
There are so many great features. All of them are great.
The filters are extremely useful. Since we work remotely, we can filter down to the task, to employees, to urgency, to everything. Every little detail we can filter down into. The filtering is the best part.
All of our projects, tasks, and clients are on the same board so we can search for anything and we don't have to ask the others.
They improve the product regularly. We just go with the flow as it works perfectly for us.
The solution should have better integration. We have, for example, Ignition, our online contract platform. When the clients sign the contract online, it would be awesome if it could trigger Monday.com and create a task immediately. Right now, we are doing it manually. We were trying to connect Monday.com with Ignition through Zapier, however, it was too complicated. Therefore, integration would be awesome.
They need a bigger server or more space on whatever they keep this website on. Sometimes, when we have a huge board, it gets slow. They might need more resources.
The product could have more templates.
I've been using the solution since 2020.
The stability is endless. I don't have any projects that I cannot set up on Monday.com. It's so flexible. If you need something to organize your stuff, Monday.com is the best.
There are 14 end-users. Everyone works from their laptops.
The scalability is great. There's nothing I can't set up, no matter the size.
Technical support is awesome. They had some technical issues, a few weeks ago and they kept me posted. They replied back immediately. It was totally acceptable. They admitted to the technical issues and they did not argue. They did not ask me to refer to the router and stuff like that. Everything was good. Their support is good.
We tried many different platforms and none of them worked. Then, on Facebook, an ad for Monday.com popped up and the company loved it.
We tried Karbon, and then Jetpack. They were not good. We spent more time changing and updating the status than the actual work.
Monday.com has more flexibility. Karbon did not have that many settings. Since we are a CPA firm, we have different projects and groups like tax returns, monthly closing, small tasks, and so many different items and tasks. Now, we have 14 users in this group and Karbon did not have that big flexibility to assign, and share tasks and responsibilities. We couldn't work it out. When we tried Monday.com, we found that we could change a lot more and update, and personalize everything specifically to the firm, or to the project, or the task.
The initial setup was easy. There are great tutorials and support.
There were three people who handled the deployment. I was one of them. There was a manager who did the workflow and the professional details. I did the operational side of the workflow and another individual did the overall review and is the owner.
The product does not require any maintenance.
We did not use an integrator or consultant during the initial setup.
We've seen an ROI. The time we spent on organizing is a lot less than what we did before.
Previously, before Monday.com, our firm time was a lot higher. The firm time is when you are doing your organizing, saving documents, and checking your things to do. Now, it's a lot less. I would say 30% to 40% less time spent on organizing than we spent before. All of the time we saved, we carried over to billable time with clients.
We are customers and end-users. Our environment is 100% virtual, with everyone working from home.
I'd rate the solution nine out of ten.
I'd advise new users to watch the tutorials. If you do not have the basic knowledge of how to use Monday.com, you can get lost very quickly.
When a platform has so many settings and solutions, that means that it's more difficult to set up everything, as it's not quick. When you set up a workflow, you have multiple options to choose from and then, when you choose an option, then you have other multiple options. You can mess it up pretty quickly.
However, if you are watching the tutorials, and see and think ahead about how you want to set up your board and what you want to see, this platform would be perfect. That said, at first, you need to know what you want to see. A random setting up of boards, statuses, and labels will not be ideal. If you know what you want to see, then you can prepare.
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.
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).
I use monday.com in my company for work management, project management, and task management.
With the use of the tool in our organization, we have had a good experience with better team coordination and better project management, but one cannot modify it.
Though the product's interface is quite simple, it lacks some functionalities. There are some automation areas that work quite well in the solution, but the product lacks in certain items when it comes to implementation.
Mostly, the sub-items in the organization of the project are areas where improvements are needed. Though it offers full customizability, the table is an area where the product's performance is not quite up to the mark. From any improvement perspective, the solution should consider the aforementioned areas where it lacks.
I have experience with monday.com. I use the solution's latest version since it is a SaaS-based product.
Scalability-wise, I rate the solution a nine out of ten.
More than 200 people in my company use the solution.
Our company has plans to increase the usage of the solution in the future.
The product's initial setup phase was straightforward.
The solution is deployed on the cloud.
The solution is always ready to use since it is available in the cloud, but you need a week or two to get the product working correctly.
For the deployment, you mostly create your team and invite people, and you complete the templates and dashboard. The longest part of the deployment is related to the dashboard, as you need to customize the dashboard to your needs.
At least two people with technical knowledge are required to take care of the deployment and maintenance of the product, but as it is a user-friendly tool, anyone can manage it.
Our company's in-house team managed the product's installation.
Though I am unsure about the product's pricing plan, there is a need to make monthly payments towards the licensing costs attached to the solution, and it operates on a per-user plan.
Those who plan to use the solution should take time to dive deep, test, and try to customize the product to meet their needs.
I rate the overall product a nine out of ten.
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.
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.
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.
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.
My office has been using Monday.com for over two years.
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.
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.
We met with an immigration attorney who works with organizing businesses. She said Monday was the best one so we stuck wiith it.
It is a project management tool. My last client was a lawyer. I used the solution to manage his project.
The product is quite simple to use.
The documentation must be available in French. I had to translate a lot for my client.
I have been using the solution for four months.
I have no problems with the tool’s stability for the moment.
Around ten customers are using the solution.
The product is quite easy to set up. Once I explained the product to my clients, it was easy. It took me ten days to deploy the tool. It is a cloud-based product.
I did not need a consultant’s help to deploy the solution.
The product is not expensive. For the moment, the price is not a problem. I pay annually for the solution.
I would recommend the product to others. It is quite a simple tool for people who do not know how to manage projects. Overall, I rate the tool a seven out of ten.
I own a 3D design studio in Belgium and work with several clients in Belgium and the Netherlands. My team consists of 12 3D artists and three project managers.
We work on up to 30 projects at the same time which means keeping track of each and every project can be difficult and get very messy sometimes. That's why we use a tool like Monday to keep a good overview of each project and in which phase each project is.
We track the next deadline, the amount of previews that our client has already gotten, extra notes, etc. Basically, it helps us to be organized and never have a project fall out of sight.
Monday has given us a clear overview of all our projects as well as all our tasks.
We write down to-do lists for the other managers so they know what's a high priority and a less high priority. We can also see which task has been done which is super handy.
We have project overviews to keep track of each client and project and I can also see what the other managers are doing. Is the project ready or still in review. Now I can just look on Monday and see what is going on internally. We save a lot of time with this.
We also have integrated Monday into many other systems like Airtable and Stacker and built a whole system around it to make our lives so much easier.
The most valuable feature of Monday is that we have a clear overview of what is actually going on in our company.
I can see in which phase a project is and what the next deadline is as well as if the project is on hold or almost done.
Each project is categorized between the different 3D renders that get ordered and we can keep track of each individual render step-by-step.
When I am away my other colleagues can check the Monday board and find the status of each project that I have been working on. The note option makes it very convenient to leave little remarks for my colleagues as well.
Monday could be improved if it could be linked with Google Calendar. This way, I can add deadlines directly on Monday for my whole 3D team and they can automatically see it in their Google calendars or the general calendar when their next deadline is going to be and for which project. Now we fill it in separately and it could save us a bit of time.
We also use Clockify to track the time spent on each render. Maybe it would be handy to have some type of clock or icon that shows how much time is left within the budget that the specific project got sold for.
I've used the solution for 1.5 years.
So far, we had not had any incidents with Monday.
We have an automation in place that allows us to easily duplicate setups.
A standard workflow is pre-made and it saves us a lot of time when starting up a new project.
We set up our project in Airtable and all the data gets processed on Monday automatically.
Customer service replies fast and has helped me many times.
I can't say anything bad about it.
Positive
I did not use another solution.
Standard templates were not suitable for our company after a while.
We, therefore, built a whole automated system with a professional which is quite complex to do ourselves.
We did not have any outside help.
There is no way of directly measuring an ROI, however, it's my understanding it saves us a couple hours per week.
Monday can get expensive if you want to add a lot of members to it. Only members can change things on the board. Click-up is free, however, Monday is just much easier to work with so that's why we went with Monday.
I am a solo-preneur. I coach moms with spirited children so they can yell less and have more fun with their families. I offer my clients several ways to work with me and so I needed a simple way to manage my many clients and the various packages they have with me. I also have several different kinds of clients and Monday.com allows me to differentiate my clients all on the same page. Monday.com also allows me to set up reminders so I can always serve my clients in a timely manner as well as keep them on track for success.
First, it's attractive and colorful. I really love the way it looks as it keeps me feeling positive. Monday allows me to track client progress and projects with my VA. My VA can log in and see where a client is in the process of their package with just a glance so my VA and I are always on the same page. I can also communicate with my assistant through Monday.com so there's much less back and forth on email and text. Monday.com keeps our communication so simple. I've tried other programs in the past, however, they were too much or not flexible enough. Monday is perfect for my small biz.
I love being able to set up alerts. My assistant and I no longer "forget" to send a testimonial request. It also allows me to allow clients to pause their coaching package due to vacation, for example, and it reminds me to resume scheduling my clients. My VA and I are always on the same page and use Monday.com every Monday (not kidding) when we have our weekly meetings. We literally go through the client boards and get caught up on where each client is in their progress through their packages. We frequently post updates.
It would be helpful if I could integrate Google Docs with Monday somehow. I keep spreadsheets in Google Docs to track my income and keep track of my sales goals. I have not figured out yet how to do that on Monday.com
I also would love to be able to export Monday boards to Google docs somehow. I plan on expanding my business to teach other parenting coaches to run a successful business and I know I'll recommend Monday. Perhaps I should take some online Monday.com classes so I can learn more about the features I am not using?
I've used the solution for two or more years.
It is very stable.
I'm confident I will grow to use more of Monday.com's features.
I don't think I've used technical support.
Neutral
I've tried Slack and it was too much. I tried Asana a long time ago, but again, it was too much. Monday.com is perfect for me as I get to use it for my small business.
The setup is simple. I just started using the boards available and ended up making my own
I did not implement it through a vendor.
The time I spend on Monday saves me time as I'm not shuffling papers. I don't have a direct ROI link to income.
Don't be afraid to invest in the yearly cost of a CRM.
I looked at AirTable and Trello (which is very popular with coaches).
I run a coaching and training department that requires me to manage a large team of full-time, part-time and seasonal team members. Our projects vary from month to month and require quite a bit of cross-functional communication and high levels of collaboration. Some projects also require the assistance of strategic partners who were added as guests. All in all, we primarily used this software for Project management because it allowed me to monitor the progress of my team, allowed us to manage hybrid programs and operations (and transition seamlessly), and communicate 24/7.
When you first get in, the set-up and overall functionality were easy to use. Not to mention I appreciated all of the many integrations. It made it so easy to build systems and processes for my team.
We’ve also had quite a bit of turnover in staff, so it was super great when it came to transitioning new employees in and old employees out. My multi-generational team loved it. It was also pivotal in teaching my collegiate interns how to manage their time and break down their projects into smaller tasks.
The templates were always the best part as not starting from scratch made the process so much easier.
The various display options and formats were great -especially when you have a large team with varying needs. They appreciated the tutorials and how-tos available with each board as well.
As someone who has to manage their team’s as well as my own projects and tasks - it made it easier to see everyone and everything from a bird’s eye view. I also really appreciated the daily reminders, progress updates, and little (but impactful) notes of encouragement.
I wish I understood and had taken advantage of the automation more. it was kind of hard to figure out.
While I appreciate the templates, some of them are extremely complex and not as tailored to non-profit work so they required quite a bit of customizing (but worth the trouble).
The email log-in sensitivity would be a challenge and would lead to guests being added as members and the account getting overcharged frequently.
I also wish the software was more affordable as I would love to use it for my small business as well.
I've been using the solution for two years.
If you had a variety of pricing options I can see this going far.
It is definitely possible to scale.
We have never had to use technical support, however, the tutorials were great.
Positive
We used Microsoft Teams and were unable to customize it the same way.
It is very easy to use if you follow the promptings and watch the videos.
We implemented it with our in-house team.
The ROI is very high.
The budget is quite pricey. If you can afford it, it’s worth it.
The primary use of this product is to keep a track of all the tasks assigned, update the progress of the tasks assigned, and get reminders in case of meeting all deadlines.
It's great for keeping track of various works and timelines. At times, we tend to forget things. It's handy in that it can be updated from anywhere, unlike a physical diary which cannot be carried everywhere.
It is a better way to keep a track of all the work that has been done by you throughout the year so that while evaluating your performance at the time of your appraisal you can claim the same if your manager feels otherwise.
Monday.com has greatly improved the efficiency of all the resources working together collaboratively. The way everyone can work together is fantastic.
How you can assign tasks to your fellow members and keep a track of them is helpful. Also, how easily anyone can assign you a task is great. Once assigned, you quickly get an email.
We literally update all our tasks every Monday and our Manager can have an overview of the progress simultaneously. It has basically improved the efficiency of the organization with the optimum utilization of its resources.
The app is loaded with features. The most valuable feature is getting a reminder email of the deadlines assigned to you on the emails and how the color of the task is coded, like green for the task done, red for pending, and yellow for stuck. Likewise, one can get a pictorial depiction of all the tasks to be carried out and what is the current status of the same. When you will filter out the task assigned owner to your name, you will get a list of all the tasks assigned to you by different departments, so it's easy to keep a track of it.
If you want to drag a task or rearrange them, it's quite tricky, especially on the app. They need some improvements to allow for the making of real-time changes in the task updates while working on the small screen of a cell phone.
Anyone can make changes to your task, like adding or deleting any sub-items assigned to you. An additional feature that should be included should be a track of all the changes/deletions made by any third person to your task. If anyone wants to do mischief, we could track them down.
I have been using this solution for almost six months.
Stability is pretty good; there are no bugs
We did not really need any technical support.
Positive
We did not use any different solutions.
The solution already existed when I joined the company. I did not help with the setup.
We handled the solution's setup in-house.
Returns are intangible, so the exact values for ROI are not assigned.
We evaluated Slack.
If there could be a feature to chat with all the members online, that would be ideal.
