monday.com Reviews

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.

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.

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.

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.

I've used the solution for two years.

I've never had a problem with stability.

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.

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

We did not use a different solution previously.

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

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

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.

We did not look into other options.

I am the manager of onboarding and support. I use Monday.com to manage all clients in the onboarding process. 

I can easily see what phase they are at in the process (through groups), see the statuses of certain parts of the OB process (through the status category), and understand what tasks have been completed and still need to be completed through the subitems. 

Monday.com also allows us to easily store all client information in one place so that the team can easily access it. I also used Monday.com for my own personal note-taking and meeting agendas.

It has improved our organization and specifically the onboarding team. It has brought a sense of organization, structure, and clarity into the department. Thanks to the clarity it provides, it has become much easier for someone to go on vacation and allow another person to pick up where they left off. 

The subitems make it crystal clear what tasks are done, in progress, or complete.

The "My Work" section allows me to filter by certain employees so I can see exactly what is on their plate for the day/week, and allows me to keep the workload balanced. 

We use the boards the most. We have one for new client onboarding, upgrade clients (existing clients that are adding an additional service that we have to get them onboarded into), and one for offboards for when a client stops working with our company.

Within the board, we rely heavily on the subitems. These allow us to easily see all the tasks that need to be completed (by either the client or our team), as well as all the tasks that are in progress or completed. We set due dates when a client first signs with us, so we rely on those to keep us on track to hit our desired timeline.

We also use statuses and automation within the boards to see a high-level view of where clients are at and to move people from one group to the next. 

It is difficult to create templates for repeat use cases. For example, I have created six different items that have unique subitems based on the service or package someone has. When a client signs, I choose the appropriate item "template" based on their package. I then have to duplicate that item and move the subitems to the new client's item that was created. Once that is done, I then have to update all the subitems within that item to assign them to the correct owners. We rotate implementation specialists and designers, so we can't have this preset. 

I've used the solution for nine months.

The stability is great.

The scalability is so-so. We reached our maximum capacity on a board very quickly. I had to duplicate the board and remove all live clients from it. I now have two boards: one for actively onboarding clients, and one for all of those that are live. 

The technical support is great. I have not reached out often, however, when I do they are responsive.

Positive

Before Monday.com we used Notion.

The initial setup is very straightforward. There are some limitations much like any solution once you get in there, however, I could do most of what I needed to do.

The product was implemented in-house.

The ROI is hard to quantify.

It's pretty straightforward. I did all the set up myself so I did not pay someone to do it for me

We also looked into Basecamp and Clickup.

Our marketing team uses Monday.com as a project management system. We are currently a two-person team and this solution helps us stay on track and provide updates about various projects. We look forward to expanding the use of Monday.com into other departments. 

When I used Monday at my last job, we had a team of four which meant there were so many moving pieces and projects. Monday helped us silo everything we were working on into one place. Our boss could easily see items needing review and could get a status update pretty easily.

Instead of using flagged emails, a spreadsheet, or a paper calendar as a way to keep track of various projects, I can easily create an item on Monday. Nothing gets lost, and I can add notes and details to each item. 

Subitems really help me stay organized when a project has more than one piece. (Which happens more often than not.) The automation is very helpful in the review process on many projects. Having an email sent to the person requesting the project automatically when the status changes save so much time.

The introduction of subitems has been a game-changer. I love being able to group together different pieces of projects under one item. It keeps me more organized. 

I also love having different automation set up to make our workflow between us and different departments seamless. I have boards for each month so I know what I should be focusing on. 

I also like being able to sort projects based on who owns them or how I've tagged them. I've just recently started looking into the different ways to view a board, and I can't wait to dig in further.

There are so many bells and whistles that I don't feel like I'm using Monday to its full potential. I know that's on me, however, maybe offering more webinars or having users show other users how they use Monday, in full detail with examples would help. Perhaps having industry-related groups that could have a "show and tell" every month would be helpful. I'd love to find someone who has a job similar to mine in the same industry show me how they use Monday. There are so many options and ways to use it effectively. 

I've used Monday.com since late 2018. I liked it so much that I also took it with me to my new job in 2019.

I've never had an issue with stability. It works exactly like I want it to when I want it to.

Monday can be fully customized and used in so many different ways. I can't even imagine the possibilities. 

My other solution was using my Inbox, a paper calendar, and a spreadsheet. Using Monday makes way more sense. 

I thought it was straightforward, however, having all of the options available make it a little overwhelming at first.

It was set up in-house by me.

I'm unsure as to if we've seen an ROI.

Any setup cost or money spent will be well worth it by all of the time you get back into your day.

I did not evaluate other options.

I cannot say enough good things about Monday.com. I'm a customer for life.

We are a small engineering company and we use Monday to keep track of all of our projects. We will include information such as the client's name, project name, who is the project lead, the date received and date that its due back, what type of project it is, how we managed to get the project (via which type of marketing), the project value, quote numbers for the project, total value, etc. It ensures that we never miss a project, which otherwise is very easy to do.             

It has enabled us to not only keep track of our extensive list of projects - it has allowed us to analyze which types of projects are most worth our time, which clients are likely to place the orders, etc., which has allowed us to become a lot more efficient and develop new business strategies based on the heaps of data we have of past projects.

Monday is very easy to use and is very user-friendly. I must say the most valuable feature is the export to Excel feature, where you can take an entire board or just sections of it and put the data in Excel. It's great for data analysis and also to present to your boss as the list of projects you've completed and which of these were won, etc.

Monday does everything we need it to do. It would be quite cool if it could connect to my Outlook calendar and put the project deadlines in there. I'm still trying to understand the automate feature, however, this looks very promising for efficiency.

We have been using Monday for just over three years.

Monday has the opportunity to be useful for a company with 10,000+ employees or even just one. 

Monday has changed since we first started using it, however, the updates are automatic as it's a website-based solution.

The solution is very straightforward and not that time-consuming.

I'm unsure of the exact figure in terms of ROI.

Set-up costs are minimal with just an hour or two of labor to customize the board how you will like it. 

I would make a note to future companies looking to use Monday to make use of all the people spots you have available. Even if you work on different teams and won't be using the main board, there will definitely be a type of board that will suit you. 

We did not evaluate anything else. In fact, we weren't actively looking for Monday. We heard about it from word-of-mouth and couldn't believe we'd worked without it for years.

It's a great service and has quite competitive prices. It does exactly what we need it to do anymore. 

We use the solution for managing internal resources and client needs publicly. For example, client inductions with a marketing agency are fairly similar, therefore templating the process allows efficiencies in time and ensures everything is 'on brand' and everything is done the way we choose. 

Allowing clients to see exactly where all of their projects are and what reliances are on them saves difficult conversations that may occur later, particularly around timeframes and deadlines. 

Internally, everyone works differently, therefore having a fixed record that everyone defaults to helps amalgamate different working styles. 

The solution has improved our organization in terms of efficiencies in communication, project management, and openness and transparency (both internally and externally) as to the progress of items, while also assisting with recognizing bottlenecks and operational issues that stall progress.

Historically, weekly status reports/client contact reports were the norm, taking account managers/directors out of action to update their clients. However, with Monday, this is updated as they would update a to-do list, therefore removing duplicate effort (or as much as feasibly possible).

The Gantt chart with dependencies allows for all timescales to move when one changes, holding everyone accountable. 

File upload and communication save hunting for messages or files across devices and shared areas.

The Gantt chart function saves spending time creating a visual that is static. Within Monday a simple update on tasks moves the Gantt chart without removing the history - therefore the archive trail allows us to have a nice record. 

File upload and communication just keep everything concise, neat, and organized. Many firms use Google Drive, Slack, email etc. With so many places to find files, it all gets very messy very quickly. 

It is a touch expensive, especially when just starting out. Perhaps a simple per-user scaling that starts small would attract smaller Monday.com clients who are potentially priced out. 

A new feature would be more sophisticated calendar integration, perhaps deadline reminders. Sometimes, we don't want to have prescriptive minute-by-minute 'calendarization' of tasks, however, a simple list of deadlines for the day/week (similar to 'Your Work') would allow an easy and simple checkpoint for all members of the team.

I've used the solution for around six years.

It's only been 'Down' once in the six years that I've noticed.

The solution is very, very scalable, however, it would require investment (time) from the outset to agree to parameters and process. 

We tried Trello, however, it isn't the same. 

We handled the setup in-house.

ROI we are unable to calculate, however, it is certainly positive. 

Licensing is a tad expensive. That said, it depends how you value your own time and profitability gains from efficiency.

We had a quick look at Asana, however, Monday.com is superior by far.

We primarily use Monday for its calendar functionality. We are a small distributor that is working on getting a new ERP. Monday has helped us fill the gaps of our current ERP and has kept us highly organized while we work through the challenges of the current supply chain.

We track all open customer orders and our purchase orders to vendors on our board. We are able to take the working data and come up with supplier metrics such as on time percentage, days late, etc. This has helped us really have a handle on how things are moving along.

Monday has greatly increased communication and allows us to provide notes on open customer orders. We are able to record when our last communications were on an order with a customer and have visibility on delayed items so nothing falls through the cracks. 

We also use the search and filter functionality to view the data to determine how we can best consolidate both incoming and outgoing shipments so we can save on cost. We would have not been able to manage our pandemic response as seamlessly without Monday. 

The ability to attach files to boards and truly make it collaborative is the most important aspect of the solution. We have been able to make our internal meetings much shorter due to the fact that we all have access to the working area on Monday. It is also helpful that you can set certain notifications to make sure a colleague can address task items.

We also really rely on being able to import data with Excel and export data. It makes reporting very easy. It is an incredibly useful and powerful database of information once populated. The ability to chart information and turn it into a calendar or Gantt chart is also a major feature we use when reporting.

There are so many new add-ons and updates. I am always so impressed to see new columns, board types, and subcategories created. We are starting to look into using the subcategories on our items. We are excited to see how we can employ this feature on our shipping calendar for ease of use. We have also started using the Monday windows app instead of the browser and we really enjoy the UI. 

The only issue we have now is that Monday sometimes crashes and does not recognize a change we make. This can be frustrating creating some extra work. For the time being, downtime has been minimal. 

We have been using Monday for approximately 18 months. 

The program seems to be stable, with few interruptions.

This program seems incredibly scalable. 

I have not worked with either customer service or support.

Positive

We were using our Microsoft Outlook calendar previously. It was obviously not dynamic enough to keep up with our demand.

It was very easy for us to transfer the data using an Excel spreadsheet to import our orders.

I completed all of the setup on my own.

The software has been invaluable to our team.

The setup was incredibly easy and very user-friendly. 

We were looking into upgrading into a whole new ERP. We instead decided to move the data to Monday while we shelved the new ERP to do more research.

Getting it is worth it.

We primarily use Monday at work as a tool for task management and as a CRM database. Working within the marketing department, we manage a lot of projects at once and speak to a lot of people. Being able to keep all of the information in one place where it's easy to collaborate and upload documents really helps. We also use it as a space for new ideas and brainstorming throughout departments.

Monday has massively improved how we as a company work. We're more collaborative as a whole and projects are managed a lot more organized which really helps with getting stuff done on time.

The most valuable tools are the search function, automated email reminders, and the ability to track changes through the activity log.

I'd like to see more integration with outside software such as social media publishing sites and cloud services.

I've used the solution for three years both at my current company and previous organization.

There is rarely an issue with the system itself, though there has been a few occasions where it has been inaccessible.

The scalability has great potential.

I've always had a great experience with customer service. There's always been a solution. Alternatively, if a tool isn't yet available, they've always been happy to take my feedback.

Positive

We've previously used Trello and Slack but found they didn't offer everything we needed, whereas Monday does.

The initial setup was very straightforward.

The initial setup was handled in-house.

It's a fair price for what you can do and how many members are a part of the organization. For the time it saves, as well as other tools we no longer need, it's well worth it.

We are a start-up based in Mexico City that's mostly focused on selling online courses and giving consultancies to parishes and universities. We use Monday to keep track of our online presence on social media (followers, engagement rate, and so on). 

We use it to keep track of our database and the CRM of our customers and allies. We also find it very helpful to make forms for events and to channel all the information in one specific board and then at the end of the month to see it all visually really impacts our decision-making process to make improvements. 

It has saved us a lot of time in emails and going back and forth with feedback about processes, especially for our community manager in the area of the content approval to upload.  

It has also helped us to have all the historic decisions we've made for the past four years in a single click, we don't have to deep dive into our computers because we have it all on our boards. It has also helped us to easily to see all our databases in charts and drawings. 

To be honest, we know that we don't use half as much of the things that are offered to us by Monday.com but we are looking forward to helping it improving more our day-to-day. 

The Monday features that we find more helpful are these three: 

1. The structure it has, the sites, the boards, and how easily you can transfer information from one place to the other is great. 

2. The integrations. Even though we haven't used nearly 1/4 of the ones that Monday offers, we have managed to reduce time going from app to app with just one integration. 

3. The import option from an Excel doc into a board is great. Sometimes this option doesn't work as well. It appears to have some error that deletes it immediately and doesn't allow us to change the names of the columns.

It would help to have the option to use formulas horizontally as well as vertically in order to keep track of certain things that are accumulative.  Also, we would like the integration of mails EMAP for us to be able to use our company email and not only with the Gmail integration. 

Another thing that we would find helpful is to have an integration with Meta Business, so the analytics report would automatically be uploaded to the boards for us to have a report visually with all the other ones. 

Alongside the integrations, a Mailchimp one would help to add tags directly from Monday to the Mailchimp account. 

I've used the solution for more than four years.