monday.com Reviews

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. 

I use Monday.com as a CRM and a project management tool for my business and my client's business. I've been using Monday.com to create my own to-do lists, manage the performance of my investments, and as a journal of sorts.

When I take a call or a meeting, I can use the time-tracking feature to log the duration. Then I write an update to remind myself of the meeting details. I can highlight any action items for myself and quickly recall what was discussed at a later time. I can house countless meetings and notes under one line item ("communication") and keep things super organized. Even if I can't remember all of the details and deliverables from meetings and calls, I know where to look!

Monday.com has so much versatility I almost can't think of anything that it doesn't have a use case for. This has allowed me to house business and personal information in one single place, which has automatically improved my organization. 

The reason I feel so comfortable with Monday.com for personal use as well is due to how seamless and intuitive the app experience is. Knowing I can access all of my data from my phone really helps me stay organized. 

For me, it's the little details that just make like easier. Things like dialing a phone number or sending an email with a click of a button on both my computer and my phone. There's no need to right-click or press and hold to copy and paste. You can do it in just a click! I love that. 

I love the time-tracking feature. It allows me to see where my time and energy are going, line item-by-line item. When it's time to reflect and make adjustments, I can be definitive and decisive. I wish the time-tracking column integrated with the workload widget so I can manage my team based on the actual time they've worked rather than estimated time [they will work].

I love that we can mention anyone on our team and everyone on our team from anywhere within the product. If this feature wasn't available, we'd have to all work from the same board to communicate. I'm becoming overwhelmed just thinking about it. I'm glad we have this feature.

The workload widget should work with the time-tracking column for more accuracy in managing team resources. This would allow us to take preemptive measures against team member burnout by seeing who is putting in a vast amount of hours at a glance. Conversely, we would also be able to see who isn't working very much, at a glance. We could check in and see if they need additional direction, resources, or support.

It would be phenomenal if Monday.com could support voice notes like What's App and Instagram do. This would take team communication up a notch for sure.

I've used the solution for about four years now.

This is a stable solution and they are here to stay.

The sky is the limit when it comes to scaling.

Customer service and support are always a pleasure to interact with as they don't give out generic responses and replies. They want to understand your specific use case and help you troubleshoot based on your vision. 

Positive

Most people were recommending Asana and Trello, however, during my research I found Monday.com and trusted my instincts and went with them. I've never used another solution.

The initial setup is not complex at all. 

I've seen a 10X ROI.

I'd advise new users to understand the various user types that Monday.com offers so you can choose the price, plan and seats that really fit your needs.

I watched product overview videos for Asana, Trello, and Basecamp during my evaluation research.

Monday.com has great webinars and free trainings. Check them out! You'll get inspired with other ways to use the product. 

We use Monday.com for marketing project requests and management. 

Our work consists of a marketing team (graphic designer, social media manager, copywriter, director of communication, design manager, and VP) getting project requests from external teams.

Requests are submitted via Typeforms and are populated on our Monday.com boards. We manage some boards that have external guests (all "active" projects live on one board, and upcoming projects on another), and manage some boards with internal marketing team access only, depending on the project type.

There are a few key ways that this has positively impacted our organization, including: 

REQUESTS

With our last project management system, we had a big problem with getting all the correct info for our projects the first time. We had to do a lot of back and forth, and there was always confusion about project requests. Our system with Monday.com allows us to adjust the request forms based on the project to get EXACTLY what we need, upfront. 

BIG PROJECTS

We also find the collaborative environment works better on big projects, thanks to subitems. Previously, we would manage multiple item cards for the pieces of big projects that our team was individually owning. On Monday.com, we can link projects and use subitems to create due dates and manage task lists.

MY WORK

My Work helps us really, truly see what is on our plate for a given day in a task list form - we did not have this capability before.

GUESTS

Our Monday.com account is primarily used for our marketing team only, so having free account guests was crucial for us from an affordability standpoint.

The most valuable aspects include:

SUBITEMS

Subitems allow us to more efficiently break down projects into tasks for individual team members. For example, for one event, we need basically everyone's input - copy written for an email, social media posts, graphics/landing pages. Subitems allow us to manage all of these tasks under the umbrella of one main project.

MY WORK

This just really simplifies our workflow. You can see what you need to do on a certain day/week/month at a simple glance.

UNLIMITED AUTOMATION

This helps us work more efficiently. We mainly use it to move projects to other groups based on status. 

The product could improve:

AUTOMATION

Automation is often glitchy for us. Maybe we have too many automations set up? Sometimes it will move the project, just with a lag time, and sometimes it doesn't move the project at all. 

TIME TRACKING

Our designers have some key challenges with tracking KPIs around project time tracking in Monday.com. Time tracking is pretty difficult to remember to initiate and they also need to be able to track the overall project timeframe. For example, they want to know the project, all told, took them six hours, however, they also need to know that it took three weeks from start to finish.

I've been using the solution for nine months.

I am defining stability here as the entire platform being operational. I feel like we experience system outages (where we can't load Monday.com at all, or things are lagging because of system issues) more with Monday.com than we did with Trello, our previous project management solution. Ironically, this usually seems to occur on Monday, which is the day that our team does a status update on all projects. I'm looking at the incident history on Monday.com's Status webpage and it looks like there have been 2 major connectivity issues across all accounts per month for the last 2 months. I am not sure if that is normal, and just feels like a lot because it's inconvenient, no matter how frequent? 

We previously used Trello and there were just some major gaps - the biggest being price (Monday.com offers free guest users) and features (mostly around tracking KPIs).

The initial setup was complex in that you really need to come up with a great plan at the start and you can really easily get inundated with information. There are a lot of great resources, though.

We did the setup in-house.

We also looked at Asana and a Microsoft product that comes in the suite of products we pay for already.

We use it to run our back office as well as manage tasks, team communications, and processes. 

We are a fully remote company. We do utility billing and must keep track of several metrics and data points that change each month so we needed a way to keep them all in a place where we could share with our entire team, keep logs, see activity, share tasks, and have insight into what the entire company was doing. Monday helps us tremendously with this. 

We love it. It has really made a difference for us and we are happy with it.

We have seen a significant increase in efficiency. We used to manage everything on Google Docs and spreadsheets and have since begun converting all of those to Monday.com boards which are much smarter and more well integrated. 

We like how much we can automate and customize the automation to suit our needs. We want to "dummy-proof" our tools and processes as much as possible and Monday.com's automation and customization allows us to do that. The dashboards are great to see an aggregated overview of what is going on.

The entire product is valuable. You can do nearly anything with it given how much flexibility is in the ability to customize for your use case. We really like the dashboards, automation, and spreadsheets. 

The function item on the table view is great to leverage smart calculations and is easy to program. The different views available and the ability to save filters and views really help so that each team member can limit what information they see to only things that are meant for them. 

It's great. It really helps with flexibility.

It would be great to have better email integration so that you could have all of your inboxes consolidated there. Right now, my email account is the only other page I have open most of the time. It would be great to consolidate further.

Also, we need a better place to aggregate all of our tasks. You can in the "My Work" section, however, you are limited to what data is shown there. It would be really great if you had more columns to include any data from any board so you could do all of your work from there instead of going to each board separately.

I've been using the solution for about six months.

It has been very stable so far.

The solution is very scalable and customizable.

Support is very responsive and helpful.

Positive

We used Google Suite. It was not efficient enough.

It's pretty user-friendly and easy to configure. However, there are a lot of features so its best to get help to know the best way to set your system up. Due to the amount of customization available, its nice to have an expert assess your use case so they can tell you the most efficient way to accomplish your goal. 

We handled the setup in-house.

It's hard to say what the ROI is, however, it has greatly reduced mistakes that would have cost us thousands at the least.

I would definitely reccomend trying to get an onboarding specialist to help you set it up if you have a complicated workflow.

We looked at Teamwork and Asana. Monday was more user friendly.

I use it for my daily to-do list. I can keep myself organized by what is on deadline and reassign deadlines easily if I prefer to postpone a project. My personal board allows me the freedom of creating my own columns and settings so I can monitor my work, progress, and deadlines.

The marketing team uses the boards to stay aligned with tasks and focus on priorities based on due dates. I also like being able to assign tasks needed from other team members and able to follow up with notes, and uploading valuable information into the files tab to refer to later.

I loved using this product as soon as it was introduced to my team. It was exactly what I needed to keep me organized, task-focused, and deadline-driven.

Now, finally, the whole team is on board (really on the board) and now we are so effective and efficient as a team. We can easily sort projects by deadlines, subdivisions, people assigned to them, and more. We can attach documents, research, and notes to an individual task, so all team members can review the steps taken or needed to complete their own assigned tasks.

The newest feature of "My Work" is my favorite. It allows me to now see every task that is mine or that I've been tagged on. This allows me to quickly see what my day or week is going to look like based on my task list. 

I also love the sorting features of columns; especially on a shared board. This allows me to sort and see my own interests and determine what needs to be accomplished.

I also appreciate the feature of uploading important files and sharing updates in the line items so that we can have documentation to prove our work.

I've been using Monday.com for over two years and nothing major comes to mind. New features are implemented all the time, which I find super helpful, however, are items I wouldn't have thought of on my own. 

I do find the emails too frequent and notifications or inbox for things that aren't tagged for me inconvenient and occasionally confusing. The links to the line item they reference don't always work and it's hard to understand how to clear them as new notifications. Sometimes it takes several times of clearing them or logging into Monday.com the next time for them to disappear. 

I've used the solution for over two years.

I've been using the solution for over two years and haven't had any problems.

The amount of data that can be put into Monday.com is part of the reason I like it so much. I am able to put all information, references, and assignments in one place.

I have not had any experience with technical support to date.

Positive

I worked with Trello for personal use until I was introduced to Monday.com by my employer.

I was added as a team member user and not involved in the setup.

My manager implemented the solution.

I don't handle the finances; I can't answer what the ROI might be.

I'm not involved in the purchasing or pricing; Monday.com was selected by my supervisor.

I did not evaluate other options.

I love Monday.com and would continue to use it personally if my employer switched to something else.

I primarily use Monday as a tool to assist in the management and organization of our flood book of business across our many insurance providers. Keeping track of underwriting requests and upcoming renewals that need to be requoted, as well as big picture things for the future of the company that needs to be investigated and researched. 

Monday allows us to track who is working on what task and how long it has been active. We can see how many quotes are processed in a given time as well as how much new business is closed.

I am not a naturally organized person, and the whiteboard I used to use to keep track of my tasks was a mess. Monday has been a lifesaver in helping me to prevent things from falling through the cracks. 

The ability to better organize and execute at my job has helped me to make a better impression on my peers and supervisor and has allowed me to take an active part in the growth and expansion of the company. 

Without Monday, it would have been impossible for us to achieve the same level of success that we have recently seen.

The feature that I get the most use out of is the boards and groups that allow me to track my daily tasks and to mark which quotes or underwriting requests are top priority and which ones have been sitting the longest. 

Monday has allowed us to create a comprehensive database of all of our active policies with each carrier, the total premiums for each carrier, and each individual policy's expiration date to help us keep track of our renewals. 

Before signing on with Monday, we had no idea what the total value of our book of business was, and keeping track of renewing policies was very difficult. 

The web page can be a bit buggy at times, especially after I switch to a different tab and then come back to the Monday site after leaving it idle for a few minutes. 

Certain functions like moving tasks to different groups/boards will suddenly not actually work. The page will say "X has been moved" however it will still be sitting there on the same page where it started. Sometimes I will try to organize a group of information and the page will give an error and not allow the change to happen.

My usual response is just to refresh the page, and the issue almost always resolves itself.

I've used the solution for a little over a year.

I'm impressed with the stability.

It's very versatile and can be easily shifted to suit almost any need.

I have only had one call with support, however, they were very kind and helpful.

Positive

We did not previously have an alternative.

It was quite straight forward and there are many wonderful tutorials available to help.

The setup was all done in-house.

I don't have a quantifiable number for ROI, however, it's my understanding that it is significant. We certainly would have missed out on some business opportunities over the last year if not for Monday helping us to keep things organized.

I am the primary user of the Monday site, however, not the administrator who set it up or manages payments. I assume we are all happy though.

I was not the one who initially signed us up on Monday. I could not say what was evaluated if any.

This site has been a lifesaver. 

The primary use case of Monday.com in our office experience is for event planning, organization, promotion, and execution. It is helpful in the process of identifying what needs to be done, who needs to do it, and when it needs to be done. 

Overall, it is really helpful in the behind-the-scenes processes of event planning. Our environment for event planning is a non-profit educational organization and our events range from 50 to 12,000 people in attendance. We primarily use it for mid-size events, however, it has been helpful in other types, too. 

It has helped us organize details and tasks that need to take place leading up to an event. 

It helpfully can assign tasks to co-workers while also notifying them. There are several sections where they can fill in more information about details. 

In event planning, it is easy to let small things slip through the cracks as you are attempting to execute the big picture of the event, however, details like name cards, reserved signs, table numbers, and smaller gifts can be forgotten in the process. Monday.com is helpful in reminding us who is helping with those small things.

The features that are most valuable to us include creating sections of lists in an event, being able to assign tasks to different people (and having them automatically get notified), assigning different aspects like dates/details to these tasks, and also being able to attach important documents to tasks like schedules, menus, and other event details. 

Monday.com has been helpful to us in multiple ways, however, primarily it has been great in the ability to think through details and assign them to different coworkers. 

Monday.com can be improved by becoming even more simplistic in settings/layout. 

I have had multiple co-workers tell me about their confusion at first glance of the website. However, they typically get used to it. 

I would recommend creating an even simpler layout of the main screen as well as of the settings. I have had difficulty trying to figure out how to adjust the settings for various items, including setting up notifications. 

Overall, I think Monday.com is user-friendly, however, improvements can be made.

I've used the solution for about two years.

We tried using Slack, however, it was not very user-friendly because I have had many co-workers tell me they could not understand how to use it. Comparatively, Monday.com was easier to learn to use on a daily basis. 

It is a little pricey, yet worth it if you have the extra revenue stream.

We have not yet evaluated other options.

We have several music schools where we provide students of all ages private music lessons and group classes. We teach private lessons on guitar, bass, drums, piano, ukulele, voice, and almost every other instrument you can imagine. We use Monday.com for lead management and form collection on our website. 

When a parent goes to our site, reviews what we offer, and chooses to learn more, there is a Monday.com form for sign-up. We then are able to use the Monday.com board to efficiently delegate and follow-up on the lead. We also use the form as an organizational tool when building programs for our students, using its powerful tools to help us with logistics and coordination.

Monday.com immensely improved our organization and allowed us to simplify our sales lead processes. We looked at other products, like Salesforce, that are way too expensive and way too complicated for our needs. Once we found Monday.com, we were up and running within 5 minutes. It was surprising that a new product, which I am normally resistant to implementing across my team, was so easy to implement and was so quickly accepted as the solution by my team. 

Additionally, the form collection tool eliminated the need for Integromat and other intermediary solutions to take data from our old form and put it in a spreadsheet for processing. Monday.com eliminated redundancies, costs and time.

The solution offers the simplicity of use with no need for 'experts' to build a suitable product for us (like Salesforce does, for example). The appearance as well makes it a right-off-the-bat winner for us. 

The submission form collection and collaborative tools have been amazing for us and have completely changed how we process new leads and related data. The form collection tool eliminated the need for products like iItegromat and other intermediary solutions to move the data from a Squarespace form to a spreadsheet, which wasn't very user-friendly or consistent. 

All-in-all, Monday.com has changed how we worked for the better and easily saves us dozens of man-hours a week.

I'd love it if there was an instant messenger built into the product so I could talk with other teammates live in-product, as opposed to needing another solution like Slack, Google for chat, or Signal. 

I'd also like to see conditional logic on forms included in future releases (kind of like typeform.com conditional logic). 

I would love if there was an integration with Calendly.com to make call scheduling a bit easier and more integrated. At this time, I have to manually move data, updates, and appointments between Calendly and Monday.com.

We've been using Monday.com for two years.

It's been very good in terms of stability, aside from a few days of downtime which were inconvenient. 

This can be scaled very highly if the board is built properly.

We used a gross-looking spreadsheet as products like Salesforce.com were too robust, costly, and difficult to implement. When we found Monday.com, we knew we had found our solution.

The initial setup is very simple.

The setup was done completely in-house. I didn't want to use vendors.

The ROI is very high. We save dozens of man-hours a week thanks to Monday.com and it has made processing leads so much easier.

I found it to be very transparent. You start with the lowest tier and work up to a middle or higher tier as is needed.

We looked into Salesforce.com and a few other options that I don't remember.