Project Excellence Consultant at Leaderology
User
Great chat functionality with helpful forms and templates
Pros and Cons
  • "I use the templates function to create standard templates for my project plans that I can easily duplicate and disperse organizationally."
  • "I would love to be able to hide rows visibility. Currently, this is only available for columns."

What is our primary use case?

I am a project manager in a leadership consulting organization. My role includes managing our leadership development programs and keeping all stakeholders looped in and appraised of my progress. It is a fast-paced environment and Monday.com helps me stay on track with all my projects and tasks. 

I use the software to manage long term and short term projects, track project expenses and keep my account manager informed of my progress. I also invite key stakeholders as guests to the project plans. Monday.com makes it easy for me to maintain visibility into my progress.

How has it helped my organization?

Monday.com has increased transparency and visibility and also helps me keep track of all my projects and stakeholders. 

When I have multiple projects that are long-term, Monday.com's automations help me remember when I have a task or item due. 

They have also helped me manage my stakeholders better. By inviting my stakeholders to my project plans, they are up to date on the progress. 

As a team, we use Monday.com to communicate, tag one another in updates, and ensure everyone is up to speed. We also use the software to track project expenses.

What is most valuable?

The automation has been helpful in allowing me to automate my projects. I also use the dashboard and Gantt views frequently to track data and to track my projects. 

I appreciate the chat function as well and use it to keep my project team members looped in to any project changes. 

I use the templates function to create standard templates for my project plans that I can easily duplicate and disperse organizationally. 

Another feature I have begun using is the forms linked to Monday.com. I appreciate that I can capture the data and it automatically links to a board.

What needs improvement?

I would love to be able to hide rows visibility. Currently, this is only available for columns. 

An additional feature I am interested in is the reporting on the forms. I'd like to see options for report templates based on the Monday.com forms. I occasionally use Monday.com to generate survey responses, and want a cleaner report template to share with them. 

Other than that, I don't have any other ideas of areas that Monday.com could improve. They do a wonderful job!

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monday.com
March 2024
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765,234 professionals have used our research since 2012.

For how long have I used the solution?

I've used the solution for 2.5 years.

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

I did not use a different solution.

Which other solutions did I evaluate?

I was not part of the selection process.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Education Coordinator at Turnip Green Creative Reuse
User
Great integrations, customization capabilities, and excellent collaboration features
Pros and Cons
  • "I love being able to "check off" a task by changing its status to "done." It also disappears off the list when you complete it."
  • "Monday.com has tons of features and capabilities. However, you’ll need to upgrade your plan to actually benefit the most from these tools."

What is our primary use case?

Our education team at our non-profit uses this site to assign each other tasks, to stay organized, and to sort out different categories of things to focus on. 

In addition to its support for a wide range of use cases, the site is loaded with functionality. 

It comes with collaboration features, timeline views, calendar views, time tracking features, and dozens of integrations. 

My boss usually will tag me in task items after our weekly meetings so that we can keep track of them together. When I have completed a task, I enjoy changing the tab from "working on it" to "done". It is so satisfying! 

How has it helped my organization?

It has drastically helped me to get organized in the office and for personal to-do lists as well. 

Our whole nonprofit uses it to tag each other for meetings and tasks to work on and focus on. Whether you want a big-picture view or want to see daily tasks at-a-glance, you can easily switch views and drill down or zoom out as far as you need. 

The satisfaction that I receive from completing tasks pushes me to want to complete the whole list. 

With the right integrations, you don’t have to bounce back and forth between platforms, you can build workflow automation to eliminate repetitive administrative tasks, and keep everyone in the loop on autopilot. 

Monday’s project management software syncs up with just about anything you’d need it to, including Slack, Dropbox, Zoom, and Google Calendar.

What is most valuable?

I love being able to "check off" a task by changing its status to "done." It also disappears off the list when you complete it. 

Monday.com is one of the few project management tools on the market with built-in time tracking capabilities. Most project management tools only offer time tracking as an add-on. When the time tracking and project management tools play well together, you get a deeper look at how long tasks take, the entire timeline of your projects—down to the minute, and identify your most time-consuming tasks. You can turn the tracker on or off with a click or enter time manually. You can even track time from anywhere using the mobile app and a few taps. 

Thanks to Monday.com’s automation, you can eliminate repetitive tasks, like notifying your team or moving a card from one column to the next. It's great!

What needs improvement?

I don't have any feedback for improvement - I love the site. The idea behind a project management platform is that it makes your lives easier rather than adding yet another tool your team doesn’t know how to use. 

In less than an hour, you and your team will know all you need to know—without relying on professional training. There’s an extensive knowledge base with hundreds of video tutorials to help you get started, troubleshoot problems, and get your crew up to speed. When we were introduced, we loved the concept and didn't even need training for it. 

Monday.com has tons of features and capabilities. However, you’ll need to upgrade your plan to actually benefit the most from these tools. For example, Gantt charts and timeline views aren’t available with the entry-level plan. To access time tracking and private boards, you’ll need to upgrade to a higher level.

For how long have I used the solution?

I have been using Monday for about a year now. It was introduced to my team at work.

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

I used a regular planner and my smartphone before. I now have Monday on my phone as an app and it's great.

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

If you want all of the features, be willing to pay more, however, the basic levels are great.

Which other solutions did I evaluate?

I was not in a position to choose, however, I am glad we went with Monday.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
monday.com
March 2024
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
765,234 professionals have used our research since 2012.
Project Manager at 500 Designs
User
Great formulas, good time tracking, and excellent customization
Pros and Cons
  • "I love how I can customize so many items on the boards to fit my exact needs."
  • "I have to use a ton of filters to get the exact data I want on an overview board."

What is our primary use case?

I am a project manager at a digital design agency and I use this to plan out all of our projects for the team.

Our agency has many project managers and many teams. Each project manager sets up boards/tasks for their own team members. I usually use my own templates while other project managers set up their own templates based on how they like to use Monday.com.

We are an online-only agency and fully remote. We all work in different time zones around the world and all have different schedules/working hours.

How has it helped my organization?

I love how I can customize so many items on the boards to fit my exact needs. I've been able to figure out how to save time and brainpower just by creating the right templates, automation, and formulas. 

It also reduces the number of questions the team needs to ask me as so much is programmed into our Monday boards that everyone can see.

Something we've been working on is trying to make sure all of our team members are efficient with their hours. I was able to make an overview board to see everyone's hours/what they are doing at a given time. It's not perfect and has a lot of filters, however, it's a start.

What is most valuable?

The formulas are great for pulling data from many boards into one board. The time tracking has been helpful.

All of these items allow me to properly track time for my team and figure out how many hours we have used, how many we have left, and what all team members are doing at a given time through pulling data into one board.

The formulas are probably my favorite (although it took some learning to figure out how to use them) as it takes the work off of me to have to manually do the math and flag when we're going over hours. The team can just see it automatically.

What needs improvement?

I have to use a ton of filters to get the exact data I want on an overview board. My goal is to see everyone on my team's projects/capacity. My team is not the entire organization/not inclusive of everyone on a given board.

Also, I can't total up hours or anything on sub-items. It just counts them. I want to be able to add numbers as I can in normal items and see the total at the bottom of a group.

I also wish I could more easily see a list of tasks for a given team member for the week. I can see my own tasks, however, it's hard to filter through everyone to see my team's tasks. I wish I could just add everyone on my team to a team to only see what they are doing each week.

For how long have I used the solution?

I've been using the solution for 1.5 years.

What do I think about the stability of the solution?

It's a stable solution due to the fact that it's so amenable.

What do I think about the scalability of the solution?

Monday can continue to grow seamlessly. I like the emails with the new features.

How are customer service and support?

We haven't had to deal with them at all.

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 solution.

How was the initial setup?

I was not a part of the setup process.

What about the implementation team?

We did the solution in-house, and I was not a part of that process.

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

I didn't make these licensing decisions.

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
Product Owner at Neobrain
User
Great color coding, excellent use of subtask features, and integrates with Jira
Pros and Cons
  • "We use also integration with Jira, to see the updates so the CSM team can see the update from Jira."
  • "We'd like more automation."

What is our primary use case?

In my case, I have worked on two SaaS products as a PO with Monday.com. It helps me with the product roadmap of my product. It also offers a product roadmap of the whole company. I used it for managing projects and being able to see the specificities of a project.    

We also used it to manage onboarding, as a personal to-do list.   

We use also integration with Jira, to see the updates so the CSM team can see the update from Jira.         

It was used by sales so we could see the sales information directly there.

How has it helped my organization?

It improved the communication between all the teams and the company, especially during remote work due to COVID. There is also remote work in this new company, where my work is 100% remote. It has helped to have data stored somewhere and be accessible by everyone at every moment.           

For the onboarding it allowed the newcomers to have a good base to work on, and the colors and ergonomy of the tool are helping a lot. We have more motivation to complete the information on Monday.com.             

What is most valuable?

The subtasks were super useful to have in order to define actions plans.

The link between the boards and do not need to copy-paste information and not need to update at different places is great.

The llama farm is super fun and helps the team to want to work on issues.

The colors and the style are amazing on Monday.com.

The dashboards are super useful for presentations to the other teams and to follow.

The Kanban view is great for organizing the common roadmap with other teams.

What needs improvement?

We'd like more automation. I would like more automation between Jira and Monday. To be able to have modifications in the status on Monday when the Jira tickets are updated for example.    

I like the automatic change of status when all subtasks are done. The main task is also done so we don't need a last action from the user.

The translations sometimes are not OK when you change the name of the item. For example, in French, if the item is masculine or feminine, the sentence is not correct so it seems weird.    

For how long have I used the solution?

I've used the solution for four years.

What do I think about the stability of the solution?

The stability is very nice too. 

What do I think about the scalability of the solution?

The solution's scalability is very nice.

How are customer service and support?

The solution is very friendly and the answer quick. Maybe a chat function could make it a little bit more user-friendly.

How would you rate customer service and support?

Positive

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

We used to use Trello. It was not complete enough and not very user-friendly.

How was the initial setup?

I learned everything by myself and it was easy to onboard.

What about the implementation team?

The setup was handled in-house.

What was our ROI?

Our ROI is high.

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

The cost is a bit expensive, however, it was worth it. The whole company can use it and for their own purposes. It's a good investment.

Which other solutions did I evaluate?

We looked at Asana.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Sr. Director of Content Strategy & Delivery at Leaderology
User
Easy to use with excellent item and task tracking capabilities
Pros and Cons
  • "The features that I have found most valuable include the dashboards, forms, and item and task tracking."
  • "I would like to see more flexibility with sub-items as well as more customization of branding for dashboards and exported documents."

What is our primary use case?

Our primary use for Monday.com is to help us with our project management and sales pipeline. 

We use it to keep the various departments connected so that we know what work is coming in, being worked on, and being closed out. 

We also use it to help us track the work the Marketing team is doing, both in terms of branding, document creation, and marketing campaigns. 

We also use it in some instances to share documents with one another. 

We are a small company and monday.com makes us feel very efficient.

How has it helped my organization?

Monday.com has improved our organization in that it enables us to stay on track and aligned on the current state of the business. 

It gives us a clear view of what work we expect to come in through our sales pipeline. 

It also enables us to assign clear roles and responsibilities for both incoming and ongoing work, from project managers to account managers and marketing to content development and delivery. 

I am not sure how we would be able to function without using Monday.com on an every day basis.

What is most valuable?

The features that I have found most valuable include the dashboards, forms, and item and task tracking. 

I appreciate the dashboards as they give me a high-level, 30,000-foot view of the current business and work that I have going on. It helps me understand the big picture so that I do not get stuck in the weeds. 

I find the forms easy to use, easy to brand, and easy to collect data from internal and external stakeholders. 

I love the item and task tracking capabilities because it keeps me on track. 

What needs improvement?

I would like to see more flexibility with sub-items as well as more customization of branding for dashboards and exported documents. I would like to be able to do the same kinds of actions that you can do with regular items (i.e., move them, batch them, etc.) with the sub-items. 

I would also love to be able to customize the look and aesthetics of the dashboards and exported documents so that I can share them directly with both internal and external stakeholders while giving them a branded experience. 

For how long have I used the solution?

I've used the solution for three years.

What do I think about the stability of the solution?

Monday.com is highly stable.

What do I think about the scalability of the solution?

Monday.com is highly scalable.

How are customer service and support?

Customer service and support have been fantastic.

How would you rate customer service and support?

Positive

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

We did not use a different solution previously.

How was the initial setup?

It was straightforward and easy to learn how to use and set up. Monday.com has great support and tutorial videos. 

What about the implementation team?

We did the setup in-house.

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

It's all very easy and affordable - it is worth it

Which other solutions did I evaluate?

I was not the one to do the research.

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?

Google
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Marketing Manager at Mango Publishing
User
GreatSlack integrations, helpful tagging, and very customizable
Pros and Cons
  • "I don't go on Monday every day so being notified through email and Slack is helpful."
  • "Monday, the service, can be improved with even greater integration and configuration."

What is our primary use case?

My company is a publishing company. We use it for various different reasons. For example, Monday.com helps us to allow for greater connectivity throughout the company and to better manage various projects both internally and externally. 

It allows team members to create different teams and is perfect for the case of project management. 

Team members know who is working on what and when the assignment is due. It's also great in terms of tagging other team members for updates, comments, and links as well.

How has it helped my organization?

Monday has improved the company through its integration features. For example, being able to manage various teams and projects within the company. Team members know who is working on what and when the assignment is due. 

It's also great in terms of tagging other team members for updates, comments, and links as well. In addition, Monday has Slack integration which helps to notify me or other team members when they are tagged or if there's an update which is a really great feature. I don't go on Monday every day so being notified through email and Slack is helpful.

What is most valuable?

The features I have found most valuable include the Slack integration which helps to notify myself or other team members when they are tagged or if there's an update which is a really great feature. I don't go on Monday every day so being notified through email and Slack is helpful. 

Another feature is how customizable it is for our teams which allows for greater creativity. One of the things that is especially valuable is the status updates and the options available for those. 

One last feature I like is the fact it's allowing the use of Google links/Google Drive.

What needs improvement?

Monday, the service, can be improved with even greater integration and configuration. It would be great to get company-specific features depending on the specialty of the company. For example "technology, small business, publisher" etc. 

Another feature that would be beneficial is a Google Calendar integration. It would be great if due dates can be added to the calendars of specific team members. This would help to keep team members on top of projects, especially if the individual does not go on Monday every day.

For how long have I used the solution?

My company and I have been using this product since the beginning of 2021. It's been a great service so far and we are constantly figuring out new ways to use and improve how it integrates into our company. 

What do I think about the stability of the solution?

It's a very stable solution that has allowed for proper management of teams and projects.

What do I think about the scalability of the solution?

My company and I have an overall good impression of the scalability as it has been extremely helpful. 

How are customer service and support?

We've never had any issues and customer service and support has been overall satisfactory.

How would you rate customer service and support?

Positive

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

We never switched, this is our first service.

How was the initial setup?

The setup was a bit complex as the company was still navigating exactly what we needed to utilize it for. We are constantly adding more ways to use Monday as the company and teams grow.

What about the implementation team?

We implemented it through an in-house advisor.

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

We normally advise the setup cost, pricing, and/or licensing will be very company-specific. 

Which other solutions did I evaluate?

No, we did not. This was our first option.

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
Shareholder at Shulman Rogers Gandal Pordy & Ecker PA
User
Great search functionality, helpful integrations, and excellent flexibility
Pros and Cons
  • "The flexibility to create any sort of format has been very valuable."
  • "If there was a way for Monday.com to take over, or interface with, my inbox, such that my email messages became associated with a particular task, group, or board, that would be incredibly useful."

What is our primary use case?

We use the product for tracking clients, client sales progress, legal matters, tasks, and subtasks, and also as a repository for certain key deal documents or links to those documents.  

It's very useful to store all the key background files (existing docs, term sheet, structure chart, list of parties, and their contact information) in a group that is easily accessible every time the matter-specific board is open.

I've also used it as a common dashboard shared with clients so they can monitor progress without having to call or email me.

How has it helped my organization?

Monday.com is our centralized location for managing all projects, to-dos, and tasks, as well as for managing a cooperative team.  

It helps our attorneys keep an eye on all relevant parts of a project, from both a high level and in-depth details on specific pieces.  

It is far superior to digging through lengthy email chains that are not associated with a particular piece of a transaction other than through its content.

It has helped us reduce our email usage. And as a centralized system, it helps reduce time wasted on searching or reinventing the wheel.

What is most valuable?

The flexibility to create any sort of format has been very valuable. That the platform can be adapted for each specific use. The communications piece with other users is also critical, as it allows for task-specific communication that gets stored in a history associated with the appropriate item.

The search function, to identify all tasks that are assigned to a specific person, is critical for staying on top of issues.

The integrations are a useful aspect that will continue to be key for Monday.com to become an increasingly integrated and permanent part of the work tool ecosystem.

What needs improvement?

My issue is with learning about and taking advantage of, existing features.  Perhaps they need a system that suggests features and offers quick tutorials. I primarily use the basic functions of Monday.com - groups, tasks, lists, due dates, searching, and file uploading.

If there was a way for Monday.com to take over, or interface with, my inbox, such that my email messages became associated with a particular task, group, or board, that would be incredibly useful.  

I also would be interested in a mode designed for parties in opposition (e.g., opposing counsel) to work from the same board while staying synced to some degree with items from other boards.

For how long have I used the solution?

I've used the solution for two years.

What do I think about the stability of the solution?

I've never had a problem with stability.

What do I think about the scalability of the solution?

When the number of matters and clients goes way up, a "flat folder" system of listing all boards/folders seems unwieldy and not useful. That said, Monday.com has not had an issue on the technical side with too much content.

How are customer service and support?

They offer excellent customer service and support. The team is responsive to feature requests as well.

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

We did not use a different solution previously.

How was the initial setup?

It's very simple to set up. That said, thinking about and developing a template took a lot of time and thought.

What about the implementation team?

It's my understanding that we used a vendor team.  

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

This was set up at my firm before I joined, so my involvement was minimal.  However, make sure you have priced enough licenses for all your users, including assistants, paralegals, techs, etc.

Which other solutions did I evaluate?

We did not look into other options.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Senior Account Manager at Y Associates
User
Reasonably priced with helpful integrations and great automation
Pros and Cons
  • "The customization ability of Monday is unmatched."
  • "We need the product to keep adding automation - specifically more subitem automation."

What is our primary use case?

We primarily use Monday.com as a CRM for our digital marketing agency. Utilizing automation and integrations is key to our success. With Monday.com we take in orders and break them out into their individual campaigns and disperse creativity and instructions to our entire team within minutes. 

We are also able to keep track of things like campaign timelines and any updates to campaigns and of course we are able to follow our budgets in order to make sure we are spending the correct amount of money for our clients. 

How has it helped my organization?

The customization ability of Monday is unmatched. The service is so user-friendly to make what your company needs a reality is as easy as 1.2.3. 

With the ability to stay organized with Monday.com we have been able to grow our company from four members to ten in the past year and are continually adding more and more clients by the day. With the time we save using Monday.com we are able to triple our efforts for our clients making it that much more likely for us to gain and keep business. 

What is most valuable?

Integrations and automation make it easy for us to get notified and key on top of our heavy workflow. With integrations and automation, we can notify a whole team when campaigns need changes or sales reps when we need client information. 

We are also able to make the workflow work for us so we can track all parts of the campaign's lifecycle from infancy to completion. 

Monday's integrations and automation make it so the company can work efficiently and on time to maximize our returns and gain new customers.

What needs improvement?

We need the product to keep adding automation - specifically more subitem automation. Subitems have been becoming a valuable commodity for us in helping keep track of all the different parts of our digital campaigns. However, there are only a few options when it comes to subitem automation and integrations. 

I would like to see more ability for subitems and main items to work together. It can be a little frustrating to have to work with the main items so much when the proper details are in the subitems. 

For how long have I used the solution?

I've been using the solution for four years.

How are customer service and support?

Technical support has been super helpful.

How would you rate customer service and support?

Positive

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

We had no previous solution.

How was the initial setup?

The initial setup was complex, however, it was mostly due to learning the system and having exact needs that weren't (but now are) available.

What about the implementation team?

Our in-house team set it up.

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

The set-up is a little tedious, however, it is worth it. There's tons of material and helpful information out there so make sure to read through it all first. The pricing is very fair, especially for smaller companies like ours. 

Which other solutions did I evaluate?

We looked into Zoho and TigerLRM.

Which deployment model are you using for this solution?

Hybrid 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
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.
Updated: March 2024
Buyer's Guide
Download our free monday.com Report and get advice and tips from experienced pros sharing their opinions.