The main use case for monday.com is to track project progress from start to finish, beginning with the sales team and continuing through the onboarding process. It helps keep our teams aligned and organized, and we are also able to produce a variety of reports to determine where we are with KPIs for each team.
A specific example of a project I have tracked using monday.com is using it as a capacity plan for capacity planning, task management, project management, and some amount of finance calculations. My use cases are mostly capacity, project management, and collaboration, and we are also able to track tasks, stakeholders, resources, and any material needed for the deliverables.
For daily tasks, I use monday.com for collaborative projects, requests from team members, onboarding new hires, peer coaching, and event planning. It allows all of my work to be transparent to our organization, and it saves me and our people leaders hundreds of thousands of dollars and time and hours per year through templates and automations. monday.com is one of my favorite project management tools.
The best features monday.com offers include automation to move and fill items without much manual work, thereby saving a lot of time, working from templates to keep things moving quickly, tagging and pinning others to increase transparency and communication, and the bright and warm colors and easy navigation create a pleasing user experience.
Automation has had the biggest impact on my workflow because we are able to automate small, tedious, and time-consuming tasks, thereby saving a lot of time. Additionally, monday.com calculates the amount of new and returning clients, which is very useful. It allows us to create forms that our clients can use and personalizing the platform based on our needs, setting up automated workflows for tasks and team collaboration.
Overall, monday.com has positively impacted my organization because task management is easy to set up, easy to replicate, duplicate, and modify. Collaboration has all the standards by now: tagging, linking, messaging, and many more. Boards enable fast organization of tasks, repositories, responsibility, and tracking with dates and notifications, while automation enables fast actions that provide no real value if done manually. Being able to auto-create, auto-close, and many others makes it easier to follow processes and make fewer mistakes, and also saves a lot of time.
We have seen a reduction in errors from twenty percent to seventy percent, and we save a lot of hours, having been able to save five to six hours per day through automation of tedious and time-consuming tasks.
monday.com has saved us time by allowing us to have all our program information in one place. It has also helped us greatly with collaboration with our program partners who need to use our data. It has saved us a lot of time, cost, and has also reduced error through automation.
One way monday.com can be improved is by enhancing the notification system, which is not trustworthy for me, as some notifications are very overwhelming. I also see a need for more tools to input data automatically and more functionality without having to do APIs would be great.
Additionally, I think more calculation capability within the columns would be great.
I have been working in my current field for six years.
My advice for others looking into using monday.com is that it provides great project and task management with robust tools including automation, where automations work great if you learn how to use them accordingly. Once you put in the work at the beginning, it can save you a lot of time and reduce errors, and the templates are also great as they give you ideas on how to start, thereby making it smooth to learn and easy to use for non-technical users. I would rate this product a nine out of ten.
