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Assistant Manager- Fund Raising at Rustomjee
User
Efficient, great for task tracking, and helps with organization
Pros and Cons
  • "The way everyone can work together is fantastic."
  • "If you want to drag a task or rearrange them, it's quite tricky, especially on the app."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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.

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?

I have been using this solution for almost six months.

What do I think about the stability of the solution?

Stability is pretty good; there are no bugs

How are customer service and support?

We did not really need any 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 use any different solutions.

How was the initial setup?

The solution already existed when I joined the company. I did not help with the setup.

What about the implementation team?

We handled the solution's setup in-house.

What was our ROI?

Returns are intangible, so the exact values for ROI are not assigned.

Which other solutions did I evaluate?

We evaluated Slack.

What other advice do I have?

If there could be a feature to chat with all the members online, that would be ideal.

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
reviewer1851501 - PeerSpot reviewer
Founder & CEO at Falkor Digital
User
Great customization and time tracking with excellent communication tools
Pros and Cons
  • "Since I'm using it for a variety of purposes, not just project management, I can customize boards and workspaces based on the needs of that particular workflow."
  • "I'd like better CRM integrations."

What is our primary use case?

I have a three-person team (plus myself), where my team works offshore and I'm US-based. We use Monday.com primarily as a project management tool. However, I also use it heavily as a CRM and personal task management tool. 

I love that I can integrate it with our Google Workspace accounts efficiently. We're a design team, so sharing drafts of work is constant. 

I plan my team's daily workload with detailed steps, often up to 75-100 customizes steps, and respond to drafts across the project journey. 

For the CRM, I am manually entering leads that come through a combination of Dripify + LinkedIn + LI Sales Navigator, although I do wish there was better optimization and integration with that. 

How has it helped my organization?

Communication and file organization are centralized (instead of emails and file share via Google). I chose Monday.com over Trello, Wrike, or other competitors due to the user interface and ease of customization. 

Emails alone were becoming extremely challenging, especially with finding specific files or emails. We just started sending emails to boards as well which has been a game-changer. I know these are somewhat standard project management solutions, however, Monday.com does it in a way that's far more intuitive and easy to customize. That's the key difference for my team. 

What is most valuable?

Customization is #1 for me. Since I'm using it for a variety of purposes, not just project management, I can customize boards and workspaces based on the needs of that particular workflow. 

Communication tools have been fantastic, and my team has adopted them well. 

Time tracking is pretty good. It could be more robust, however, it's been fine so far. Previewing of files has been fantastic as well. I love not having to download every single file to see it. 

I live in the notifications; it's what I visit first thing every morning to see my team's updates. 

What needs improvement?

I'd like better CRM integrations. It currently does not stand up to HubSpot or SalesForce when it comes to integrating well as a CRM. Improvements there would be huge. 

I'd hugely appreciate a more price effective solution to scaling up and down my employees as well. It gets very expensive to scale. 

Also having a "lite" version of the application for executive user's who just don't have the ability or time to dive into the full version of the platform. Something like a customizable view link for either execs or clients who just need snapshots of specific things. 

I could also use the ability to separate companies. I run two companies in Monday.com and it's very challenging to separate notifications for different users and companies. 

Also, I need more features for mobile. I can't seem to delete action items on mobile or have other basic abilities that would allow me to be more independent from my computer. Also, I'd like better integration with iCloud for managing files on mobile. 

Lastly, they should offer PDF annotation directly in-app would. I could provide feedback without the need to download the file or use external applications. 

For how long have I used the solution?

I've used the solution for about two years.

What do I think about the stability of the solution?

The stability is not so great. It needs improvement for sure. When it goes down it is dead in the water until fixed and brings my business to a grinding halt. In terms of day to day the web version is generally not very buggy, it's more about the times where everything just stops working. The desktop version is quite buggy because it's essentially just pushing the data out to the web version on the fly. So I often find things don't update, or the desktop app in general can be buggy. I will sometimes add detailed items then they won't save. It's not often, but when it does happen it's quite frustrating. So I abandoned the desktop version in favor of the web version which is generally a lot more stable (when its not down that is).

What do I think about the scalability of the solution?

From a cost standpoint it's not ideal for smaller businesses like mine. Technically the platform is easy to scale team members and section them off. 

How are customer service and support?

Support is very good, fast, and knowledgeable - especially with more custom "what if?" kinds of questions that are more about custom workflow solutions. They are quick to provide potential workarounds or integrations that could work.

How would you rate customer service and support?

Positive

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

I've used Trello and Wrike in the past with companies I worked as an employee of. I never liked them. Once I started my own company I wanted something way more customizable. I went with Monday.com and have been very happy.

How was the initial setup?

The setup offers plenty of videos that are easy to understand and I also like the sample boards a lot. Support responds fairly quickly with answers so I'd rate the ease of implementation very high. 

What about the implementation team?

I personally handled all setup, training, and implementation. 

What was our ROI?

I'd say I've seen an average ROI. I cringe when I get the bill each year, however, I know I need it. If it were much more though, I'd have to reconsider out of sheer survival. 

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

I'd advise new users to expect to pay a lot more than you're used to. Also, that scaling is a pain. However, if they need something more user-friendly and customizable, it's the only way to go. 

Which other solutions did I evaluate?

I had already evaluated Trello and Wrike through direct experience. 

What other advice do I have?

The system has been pretty buggy as of late. I've abandoned trying to use the desktop application and the iOS app is super buggy as well. I will add items, with detailed comments, and they will just disappear. Stability should be a priority over enhancements in my opinion - at least until they are solved. My business comes to a grinding halt when the platform goes down, which has been nearly once a week this past month.

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
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.
reviewer1850733 - PeerSpot reviewer
Administrative Office Coordinator at Sutton Eldridge Engineering, LLC
User
Customizable with flexible boards and seamless processes
Pros and Cons
  • "The most valuable feature of Monday.com is the ability we have to customize it to suit all of our needs."
  • "We would love it if the system could communicate with our accounting system, QuickBooks."

What is our primary use case?

We are an engineering firm. We utilize Monday.com to manage all our projects and our billing as well as our proposals, paid-time-off benefits, and anything that has to do with the coordination of a project from beginning to end.  

How has it helped my organization?

It would be very questionable as to whether or not our firm would be where it is today without the utilization of Monday.com. We have customized it to the point where every process runs seamlessly throughout the day, throughout each project, and on all boards that we created. 

What is most valuable?

The most valuable feature of Monday.com is the ability we have to customize it to suit all of our needs. 

Our IT director has created boards that talk to each other which allows the project management process to successfully create all phases of a project, and show all work done on each project, including when and how much we billed according to how much work has been completed.  

We can glance at a board to see which engineer worked on a project when our clients contact us with the need to speak with the engineer on a specific discipline.

What needs improvement?

We would love it if the system could communicate with our accounting system, QuickBooks. I keep track of my invoice dates in Monday but then I have to go to Quickbooks to backdate the date of the Invoice to match Monday, for each invoice.  

For how long have I used the solution?

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

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

We did not use another solution. We started out using Monday.com.

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

It's worth it! It will change your workflow for the better.

Which other solutions did I evaluate?

I cannot remember if we evaluated other options at the time.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1849491 - PeerSpot reviewer
Project Engineer - Building Mechanical Services at CBD Facility Management
User
Customizable with great pulse updates and helpful automation
Pros and Cons
  • "The reminder function and tagging function work really well."
  • "The solution shouldn't let the system directly pull out Outlook (the Windows default mail system) whenever we click on an email address."

What is our primary use case?

The product is a platform for all employees to share their: 

  1. email updates (pulse update from Gmail) 
  2. personal updates (write down findings) 
  3. files and information of a case in each site we manage. 

They can also automize some routine admin tasks.

Emails to our contractors are stored in an individual's Gmail account, by updating to Monday, we know what is going on in each case from the different correspondence of different employees.

We use email integration to send out auto emails to chase up a report/document/response which we receive on a regular basis. 

How has it helped my organization?

We no longer have to type things down in a shared excel spreadsheet where the formats and presentation are not so likeable.

It also helped us better keep track of cases/items. 

The reminder function and tagging function work really well. Things won't be left unattended. 

The email integration and the new file section in the item is a day-to-day feature we use. 

Every employee can write down the contractors contract details, the phone numbers and email address are no longer just stored on a person's phone.  

What is most valuable?

People not added to our Monday account can also use pulse updates now. We used to manually forward other people's responses to the item.

Files can let us view all the files in one item. Sometimes files are not uploaded to infobox, so files on Monday are a good way to find it. 

Groups in a board is also valuable. I have closed cases and in-progress cases. Whenver a case is closed, the automation moves it to the close section so that I don't have to worry about it anymore. 

The customized automation feature that was recently added is a huge game-changer. We can tailor what we need in each board now. 

What needs improvement?

They should maybe add a filter feature in files in the item filter: .jpg, .pdf, .doc. (different files). It may be helpful to combine or flag duplicate file names. 

The solution shouldn't let the system directly pull out Outlook (the Windows default mail system) whenever we click on an email address. Both in the column and in the update context. We're not sure if this is a Monday issue or a Window setting issue. 

Custom Automations should have more customized options. For example, when a date changes. Not all the features in the automation are brought into the Custom Automation, however, I'm not able to name all of them. 

For how long have I used the solution?

I've been using the solution since April 2020. 

What do I think about the stability of the solution?

Stability is pretty good. An outage is rare.

What do I think about the scalability of the solution?

Scalability is good and you can always change plans. 

If your company expands and need more to register more people to the system, it's easy to change user plans from the website.

The scalability of Email Integration features is also fascinating, we once sent a batch email to 70 contractors, and it was sent within a second. 

How are customer service and support?

Technical support responds very quickly. 

Sometimes I asked a question they couldn't solve and don't have a solution yet. They really take the time and effort to understand what the real problem is and are really honest about the lack of some features. However, they will bring back suggestions to the dev team.

How would you rate customer service and support?

Positive

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

We were only using a shared Google Drive Sheet for everyone. 

How was the initial setup?

Moving from the Excel sheet to Monday took us about two weeks of manual transfering

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

We tell others it's about $2200 for a ten-person plan and it can be adjusted; it's easy to scale. 

Which other solutions did I evaluate?

We did compare Asana and Monday.com.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1850976 - PeerSpot reviewer
Programme Delivery Manager at CLT International
User
Easy to work with, visually appealing, and helps track workloads
Pros and Cons
  • "Being able to duplicate boards from sitting to sitting and also being able to upload .csv files for tasks is great."
  • "They should make it possible in the inbox to select all inbox updates and mark them as read."

What is our primary use case?

The solution is used for managing tasks for educational courses to ensure the delivery of the courses for course delivery and examinations. This includes updating course materials, preparing exam papers, and keeping track of academic malpractice schedules. 

It's also used for giving time-frames for working on course manuals and preparing these with authors and design services to ensure these a prepared annually ready for the beginning of a sitting.

Courses in general have a lot of information held within a board so that each sitting is monitored. 

Boards are also used for other company projects to help keep track of tasks and work collaboratively with other teams. 

How has it helped my organization?

Monday.com has enabled the department to create boards that help keep the tasks for each sitting and each course in one place and on track. Tasks can be allocated and it makes inter-department co-operation much easier for projects. Adding in comments and tagging them means they will receive your note. 

Managers can keep track of people's workload and support or split tasks within the team to ensure that work is balanced. 

It is visually a really nice platform compared to some other project management tools, which makes it much easier to work with.  

What is most valuable?

Being able to see 'my work' at a glance in the "My Work" section allows me to see what tasks are coming up and which ones are in progress. 

Being able to duplicate boards from sitting to sitting and also being able to upload .csv files for tasks is great. 

Creating a baseline so I can see when tasks in a project should have been completed as opposed to when they are completed helps a lot. This allows me to see where delays occur in the project and change the amount of time given to reflect more accurately the realistic time frame of each task for next time. 

The Gantt chart also gives a really good visual guide to the workload at different points in the project. 

What needs improvement?

For tasks that have a time frame, they should make it optional as to when they appear in 'My work' - as in, not just the end date of the timeframe. I'd also like to see the beginning. 

When duplicating boards it would be useful if Moday.com could have the option to auto-populate the dates for the following year, as education courses run in cycles, with dates for tasks due being quite similar, year on year. This would then just leave a few date tweaks rather than having to change all the dates for each of the tasks. 

They should make it possible in the inbox to select all inbox updates and mark them as read. 

For how long have I used the solution?

I've used the product for over a year.

What do I think about the stability of the solution?

The solution has not let us down. It's stable. 

What do I think about the scalability of the solution?

This is a very scalable solution.

How are customer service and support?

Customer service and support are very responsive.

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 product beforehand.

How was the initial setup?

The initial setup is straightforward yet time-consuming.

What about the implementation team?

The solution was implemented in-house

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

The solution offers very good value for money.

Which other solutions did I evaluate?

I 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
reviewer1851000 - PeerSpot reviewer
Programme Delivery Team Manager at CLT International
User
Great layout options, excellent project management capabilities, and a helpful deadline feature
Pros and Cons
  • "Using the deadline feature to manage priorities has been the most valuable."
  • "The ability to implement a timetabling functionality would be really useful for an education provider."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

I've been using the solution for one year.

How was the initial setup?

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

Which other solutions did I evaluate?

We also looked into:

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1847700 - PeerSpot reviewer
Marketing Associate at OOMPH
User
Great automation, removes repetitive task work, and good drag and drop functionality
Pros and Cons
  • "Automation is by far the most valuable tool ever."
  • "We need to have conversations within the platform."

What is our primary use case?

Monday.com is used in multiple areas, from being a CRM that I use for influencers, reaching out to new ones, and keeping in touch with long-term influencers. It's also a great to-do list for all my tasks.

It's used for content calendars and approvals. It's easy to leave specific comments on specific posts and how to change them. This way there is no need to go back and forth on chat.

How has it helped my organization?

Monday.com allows me to get rid of all the mundane repetitive tasks on the daily. Things like writing a whole new email to an influencer even though I only need to change parts of it. I can use Monday.com to create a customizable email template and send it to as many influencers and as much customizability as I require.

It's also great for keeping track of tasks. Having 20-30-40 tasks and keeping track of all is not easy, the easy drag and drop on Monday allows me to prioritize and work on tasks as needed.

What is most valuable?

Automation is by far the most valuable tool ever. By automating things I save enough time to make Monday.com worth every dollar without accounting for the rest of the features.

As mentioned earlier, I've almost fully automated every repetitive task that I needed to work on day in and day out. By doing this, I've freed up my time and brain to work on tasks that actually make a difference. I like the notifications, file sharing, and most recently, the mirroring and linking of multiple boards.

What needs improvement?

I love the email automation and it's great, however, there is something that is still missing. We need to have conversations within the platform. If it's possible to filter certain emails and bring them all into one Monday.com task and have a full conversation with that person through Monday, that would be ideal. It would save me hours of time trying to find old emails, referencing them, and getting information out of them.

I'd like Google Drive integration where I don't have to leave Monday.com to look and search on my drive. Quickly linking to files, creating new folders, etc. would be fantastic

For how long have I used the solution?

I've used this product now for two years. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1849383 - PeerSpot reviewer
Social Media Manager at La Boutique du Stationnement
User
Customizable, great for organization, and useful for social media management
Pros and Cons
  • "The most valuable aspect of the solution is the fact that we can make the tool as we want, in the way it is the most useful for us."
  • "We often have problems with bugs and slow service."

What is our primary use case?

At the communication office, we use it to manage all our topics, including what topics we have to make, Facebook ads, our social media schedule, project management, and so on. 

We are a team of 30 people working in communications for a city. We have one folder for each team and we can interact without emails about every single subject we have. We also share all our documents on Monday: communication plans, reporting, data, and so on. We manage the city newspaper on Monday as well, including who will do what, when, about what, etc.

How has it helped my organization?

It reduces the number of emails we exchange. It also permits us to keep an eye on what our colleagues do in a global way. For example (the example of my service), we can follow the evolution of a task to know when we will receive a final document. 

In terms of social media, we have one board. On this board, we have one item by post and we can skip to a calendar view, which is very useful. On top of that, we can also exchange with our colleagues' pieces of information, links, and pictures we need to create social media posts. All the solutions we had before are now in one platform.

What is most valuable?

The most valuable aspect of the solution is the fact that we can make the tool as we want, in the way it is the most useful for us. This customization is a strength. It adapts to everyone. For example, for social media, we need a calendar and now we have one. For the magazine, we need a big table and now we have one. 

It's also true for each single person. We have group tables yet we also can create one only for one person. It makes it easier to manage the orgzanization of the tasks we have to manage, with deadlines, documents, reminders, links, pictures, etc.

What needs improvement?

In terms of synchronization, maybe some tools can be more synchronized. For example, with Facebook Ads, we can ad campaigns and still, everything is not synchronized and is not as useful as the Facebook ads tool if we want to make reports. 

Also maybe it could be useful to make a better connection between tables. When we write something in one item, it doesn't synchronize with the one linked in another board. 

It could be interesting to have Microsoft Teams tools and also Outlook email on it and more integrated.

For how long have I used the solution?

I've used the solution for more than a year.

What do I think about the stability of the solution?

It could be improved in terms of stability. We often have problems with bugs and slow service. 
- The website could be slow and nothing is loading although we refresh and clean the browser cache

- We write comments, change status or other content and when we refresh, nothing appears. So we have to try many times before it’s ok.

- The time zone change although we didn’t change it in parameters.

- To download a zip file from “folders”, sometimes it’s charging but nothing happens 

What do I think about the scalability of the solution?

There is often scalability, which is a good thing.

How are customer service and support?

I'd prefer to have online support in French. 

How would you rate customer service and support?

Neutral

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

We used to use Trello. It was not as useful as Monday. We switched as the service decided to. We adapted our way to work to fit with Monday.

How was the initial setup?

It's quite complex to set up, however, honestly, if each employee takes half a day to test and try everything, then it's quite easy to use. 

What was our ROI?

I did not evaluate ROI due to the fact that we do not sell products.

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

I don't manage the license. 

It's a powerful and easy tool to work with in teams in order to centralize and reduce email.

Which other solutions did I evaluate?

I was not part of the decision-making team! 

What other advice do I have?

It could be interesting to integrate a publication tool for social media.

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
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.