monday.com Reviews

We are a marketing and branding agency. We are in consistent communication with our clients and have multiple projects and clients to manage daily. 

Monday helps keep us on track, prioritize, and communicate within our team as well as with our clients. 

We manage creative projects of various sizes; with projects from social media graphics, all the way to the complete rebranding of an organization. 

With Monday, it has helped us to stay organized as well as allow the clients to see where we are on a particular project. 

Monday has been a huge help to the team through personal organization and measuring team success. 

It keeps everyone on the same page and gives us a way to streamline our projects and client communication. Not only does it allow our team to keep track of where we are and due dates, but it also allows our clients to view our progress and how we are doing on the timeline. 

It is a huge help to see our team and daily progress and have comments available directly on a project. We use it to keep track of projects, timelines, and personal tasks. 

The most valuable features have to be the ability to create separate boards, both for external and internal communication. Having the ability to add tasks and reminders to our individual board as well as the team board helps keep communication in one place. 

A feature that we utilize daily is the form option (and the link) that we can send to clients. Instead of receiving requests via email, this helps us to keep all client requests prioritized and organized by date as well as the client. This not only helps our team by getting the information we need rather than going back and forth through email but helps the client have one place to put all their requests. 

It would be great to have more options on the form for external use, and an easier exporting option for client answers (rather than copying and pasting from each section). For example, right now we are limited in the questions we can ask our clients when they fill out a form. They are also limited with the lines and spacing. So allowing us to customize this to our needs would be helpful. It would be helpful to also have a calendar section with different options to select per board, etc, where it could lay out what the calendar looks like for the month or week based on the due dates. 

I've used the solution for over one year.

We have had little to no issues. It's very stable. 

This platform could work for larger teams as well as smaller startups. 

The solution offers great support and service.

Positive

We used Slack as well as Asana. Monday helps us to both communicate and keep track of tasks in a more streamlined way. 

It was a straightforward setup for the most marketed tools (organization, boards, teams). However, finding forms and plugins was more difficult. 

We handled the setup via an in-house team. 

We've had an incredible return on investment. It is very affordable and user-friendly. 

Monday is 100% worth it!

Monday was always on our radar. We did look into Notion, however, Monday works best for us.

We have had a great experience with Monday. 

We primarily use the board, and we use automation, rules, and different groups.

We use monday.com for our workflow. But we don't really have any issues with Monday.com.

We spend less time organizing our things to do. Everything is on the board on Monday.com and we don't have to discuss or assign or meet anymore. We just push a button and change the status and it's done. We work more efficiently since using Monday.com.

There are so many great features. All of them are great.

The filters are extremely useful. Since we work remotely, we can filter down to the task, to employees, to urgency, to everything. Every little detail we can filter down into. The filtering is the best part. 

All of our projects, tasks, and clients are on the same board so we can search for anything and we don't have to ask the others.

They improve the product regularly. We just go with the flow as it works perfectly for us.

The solution should have better integration. We have, for example, Ignition, our online contract platform. When the clients sign the contract online, it would be awesome if it could trigger Monday.com and create a task immediately. Right now, we are doing it manually. We were trying to connect Monday.com with Ignition through Zapier, however, it was too complicated. Therefore, integration would be awesome.

They need a bigger server or more space on whatever they keep this website on. Sometimes, when we have a huge board, it gets slow. They might need more resources.

The product could have more templates.

I've been using the solution since 2020.

The stability is endless. I don't have any projects that I cannot set up on Monday.com. It's so flexible. If you need something to organize your stuff, Monday.com is the best.

There are 14 end-users. Everyone works from their laptops.

The scalability is great. There's nothing I can't set up, no matter the size.

Technical support is awesome. They had some technical issues, a few weeks ago and they kept me posted. They replied back immediately. It was totally acceptable. They admitted to the technical issues and they did not argue. They did not ask me to refer to the router and stuff like that. Everything was good. Their support is good.

Positive

We tried many different platforms and none of them worked. Then, on Facebook,  an ad for Monday.com popped up and the company loved it.

We tried Karbon, and then Jetpack. They were not good. We spent more time changing and updating the status than the actual work.

Monday.com has more flexibility. Karbon did not have that many settings. Since we are a CPA firm, we have different projects and groups like tax returns, monthly closing, small tasks, and so many different items and tasks. Now, we have 14 users in this group and Karbon did not have that big flexibility to assign, and share tasks and responsibilities. We couldn't work it out. When we tried Monday.com, we found that we could change a lot more and update, and personalize everything specifically to the firm, or to the project, or the task.

The initial setup was easy. There are great tutorials and support.

There were three people who handled the deployment. I was one of them. There was a manager who did the workflow and the professional details. I did the operational side of the workflow and another individual did the overall review and is the owner.

The product does not require any maintenance. 

We did not use an integrator or consultant during the initial setup.

We've seen an ROI. The time we spent on organizing is a lot less than what we did before.

Previously, before Monday.com, our firm time was a lot higher. The firm time is when you are doing your organizing, saving documents, and checking your things to do. Now, it's a lot less. I would say 30% to 40% less time spent on organizing than we spent before. All of the time we saved, we carried over to billable time with clients.

We are customers and end-users. Our environment is 100% virtual, with everyone working from home. 

I'd rate the solution nine out of ten.

I'd advise new users to watch the tutorials. If you do not have the basic knowledge of how to use Monday.com, you can get lost very quickly.

When a platform has so many settings and solutions, that means that it's more difficult to set up everything, as it's not quick. When you set up a workflow, you have multiple options to choose from and then, when you choose an option, then you have other multiple options. You can mess it up pretty quickly. 

However, if you are watching the tutorials, and see and think ahead about how you want to set up your board and what you want to see, this platform would be perfect. That said, at first, you need to know what you want to see. A random setting up of boards, statuses, and labels will not be ideal. If you know what you want to see, then you can prepare. 

I use it pretty much specifically with a vendor to some of my other companies. They do have their own board to manage the business between them and those companies.

Since we use an inventory management tool and we're a hemp and cannabis solutions company, we integrate with a number of different software. It's definitely made it a lot easier and I've incorporated it into our SOPs, so it's fundamental to our business at this point.

I've incorporated it into our standard operating procedures. It is fundamental to every facet of the business, as now something as simple. I'm a little upset lately, since they changed for security purposes, the email function to the board, as I used to have my sales reps email their orders (when they got them) to a Monday board that goes to my office manager, where he knows to make an invoice and go ahead and move forward with things to invoice the client using QuickBooks.

Just the overall flow, once that client paid that invoice, I have an automation set up that, depending on what revenue bucket it falls in, it will trigger, to tell that project manager for that board that a new project has been paid and she can go ahead and start work and the team can start formulating or we can start ordering ingredients, or whatever the case may be. It's basically incorporated into every portion of our business now.

The types of columns that I'm able to put into a particular board and the data that that captures. I like the fact that I could drop in PDFs. I can't do that with Excel. I can just drop in different types of files which I couldn't necessarily do in Excel. I can drop images into Excel, however, I can't drop files that are PDFs. Most of the things that I'm trying to collect on a particular client are signed documents and working documents. 

It is user-friendly. I like the forms. I can have clients fill out a form. As far as making it easier, I would say the email feature, the automation really makes it special. The email feature where if say a status changes to complete, the fact that I can have a scheduled email to a client to say, "Thank you for doing business with us." I can a personal touch on it and have that go out on a timed basis so many days after they completed a project with us, they will get the message. Things like that have made life easier to be able to automate that stuff.

The sub-items have been incredibly helpful.

Monday is one of the more expensive tools available.

The columns don't have descriptions. I would love to be able to write an explanation for a column. I'm only able to label and title it. 

Based on each group, I wish each group could have a snippet. The top of the board has a little note section or a summary, however, sometimes I do it by vendor, where each group on a particular board is a type of vendor, where maybe we have co-packing projects or something like that going on. Therefore, it gets complex. 

If a new employee were to come in, it requires a lot of training to get them to understand the board, as there are things they just have to know. For example, a certain vendor is a type of lab to which we have to submit testing to, and we send specific types of products to certain labs. There's no way for me to write a little blurb about each group, rather than putting in a dummy or test item and having a comment section on that, which looks funny. The same thing goes for each of the columns. If you were able to hover over and be able to see it the way that you see a long text, if you hover over the long text boxes, you can see the whole thing. And if you were able to do that same function for one of the groups or column headings, it would be really helpful.

There wasn't much onboarding assistance. There are still things that, since we have a number of companies and I'm super busy going to these webinars, I sign up and I never can quite attend. It would be nice if there was a little bit of hands-on onboarding help. The same way that HubSpot, for instance, has its team reach out to you to say, "Hey, how can we improve?" I've organized it so that I could grab all kinds of KPIs and make my dashboard super intuitive and really gather a bunch of important information that I could use to improve the business, however, nobody really assists with that.

There are learning modules where I could go in, however, I'm very specific about the things I need to accomplish, and sitting on an hour-long video that doesn't pertain to my exact situation, where I have to play around with it more. Surely, I play around with things and I'm better than most at software stuff, as we have a software company, therefore, I'm used to dealing with this kind of thing. However, with the setup time, it would be really cool if they reached out to say, "Hey, if there's anything that I know you know that this software can do, that you're not utilizing since you just don't have the time to watch a bunch of videos and play around with it."

It was difficult to get to adopt it, however, it's fundamental now to how we run the business. We couldn't function without it, at this point, unless I adopted something new and applied the same, just I've invested so much time into creating processes around Monday.

With automation, I've gotten to the point where managing the boards is somebody's half of their job. Managing a Monday board is half of somebody's time. While it's a lot of work to use it, it does a lot of things that eliminate a lot of work that would need to be manual if we were using Excel or something that's free.

The clocking in and clocking out for people who are doing projects could be improved. I know that there's an integration that I could do with something called Time, or there are a number of others that I can connect to, however, it's got the functionality to do it. We're trying to use just Monday to do that clocking in, and clocking out, on various projects, however, it could be better. 

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

It's pretty stable.

Every once in a while, there may be some downtime, however, I just assume that is when they're making a lot of changes. Sometimes it's really slow, which sucks, as I have my employees clock in using it. 

Right after I moved a lot of our people over to hourly, we kept having some connection issues or it was slower than other websites were, due to an update or something like that.

The solution can continue to scale.

Technical support has been great.  

When you make requests, sometimes they say no. Like with the email change, I had to change up my process. They said it was for security purposes and they simply said that no, it's just going to be these long jingled things that make no sense, instead of whatever the old one was. They just simply said, we have to change them now to be a bunch of mixed letters and numbers and symbols for security purposes. I'm not sure why, and it is what it is. I'm fairly used to software people saying, "Your request, thank you for submitting it, but it is what it is." However, they're fast to reply.

Positive

I was using Teams to try to organize everything. Monday ended up being able to solve pretty much all of my problems. I've now incorporated it into all of my SOPs. 

I wasn't quite able to organize the flow of things and it didn't have the automation set up, and it was just difficult to visualize projects. As I couldn't do everything on the project management tool, I was doing some things on Excel. The fact that Monday is very similar to Excel, it made it a lot easier.

I had to basically get rid of my entire old team and onboard a whole new team. It was actually pretty intense. It was a very difficult thing. The old team was just stuck in their ways. We moved from being a smaller company and we were growing at a really fast rate, and I was the only one who was really organizing things. Now, I have a whole operations team, however, for a couple of years we were in a growth phase and it's just that the old team wasn't able to adopt the Monday change.

I have seen an ROI. I incorporated it into my SOPs. My business pretty much runs on Monday. My whole team actually is able to use this, however, I did have to have a lot of turnover to get people to use it. Of course, adopting change is always difficult, however, now my entire team does know how to use it and does use it, as it's a part of their job. That said, that was difficult to onboard originally.

It's one of the more expensive tools. 

I looked at a few others, however, I feel like Asana is very similar. I've worked with other companies where I'm able to log in to a particular board the same way you can on Monday. It's very, very similar and people like that just as much. I just went with Monday as it felt right to me.

Other software have very similar programming. I was pretty set on it. I went looking for a new tool and it met all my needs in a demo, and with a 30 day demo they were promoting that month. It worked out and now I can't not use it. I'm pretty happy with it, even though it's really expensive.

I'm a customer and end-user.

I'd rate the solution nine out of ten. There's a few things that would be great, however, I don't know if it's me not giving it the time to be able to do it correctly or if the program just simply can't do it.

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 started by looking for a task tracking tool - something other than Microsoft or Google. Since then, we have expanded our usage to include vacation tracking, project tracking and management, lead tracking, sales funnel tracking, vacation tracking, hourly reporting and approvals, applicant tracking, and onboarding. 

Basically, we attempt to use Monday.com for any task we can think of that will simplify our day to day communications and operations management. The tool provides great flexibility for that.

Before Monday.com, we struggled to keep track of who was doing what and by when. We had multiple spreadsheets, some that we shared via email, some in Google drive. It was chaos. Dates were missed and we didn't have a clear picture of who was assigned to what, nor did we have the ability to accurately hold each other accountable for what we were working on. This was clearly not a good situation for a startup.  

Since implementing Monday.com, we are more organized, tasks are getting done, and no one can claim, "I didn't know what I had to do."

In order of impact/importance, the three key figures for us are automation, templates, and role assignments.  

The automation feature saves us hours of time reviewing activities, sending reminders, and sending emails. We use this on virtually every board in the system even if it is just to send a completed item to the archive.  

The templates are expansive (and growing), detailed, and battle-tested.  We can often slot something in with little or no modification.  

Finally, the ability to easily and quickly assign someone to something is a tremendous time-saver.

There is very little to improve with Monday.com.  

Occasionally, it takes some time to get a response from customer success, though they are always helpful. The help system is very extensive, allowing us to resolve most of our questions on our own.  

There are no features that come to mind to be added. They are so far ahead on the product roadmap; we're continually playing catch-up via the monthly webinars to be sure we're taking advantage of the new features they have been dreaming up. It's a great plus for how they handle enhancements.

I've used the solution for two years.

Occasionally (maybe once or twice a month), we'll get an error message, usually cleared up by redoing the activity (therefore it may be just a network issue). The system itself has never been down for us.

The solution scales to whatever we need. At some point, we might need an administrator.

Early on, it was fantastic and nearly in real time. Since then, there have been times when we had to wait a day or more for a response. We haven't had to use it in the past several months as we have become more self-supporting.

We previously used Excel, Google, and Outlook Tasks. They were not automated or universally visible to us. That's why we went looking for a solution.

The setup is simple. You just log in and go.

We did the setup in-house. One person learned the system and then trained everyone else.

We didn't calculate ROI, however, it has saved us hours of time and many dollars that would have been spent on point solutions.

There is virtually no setup cost other than the time it takes to learn the system and set up boards/automation.  

The pricing is a bit steep, and it's built on tiers rather than incremental users (not ideal for a small company that's adding people slowly).

We looked into Excel, Google, Outlook Tasks, Basecamp, and a couple of others in the project management space.

The sky is the limit. How big is your imagination? You can build it on Monday.com.

We use Monday.com to manage all of our design and marketing departments. It helps us track all the projects in the pipeline, who is the lead of the project, and who is the designer. This makes it easy for our marketing strategists, who are in charge of the designers, to see which projects each of the designers are working on and be able to assign tasks easier. 

We do a lot of events organizing on Monday.com too. This is why we like to have specifically different boards for our tasks that aren't the same as our everyday boards. 

We love that we can track all past projects that we've done, and segment them based on who worked on the project. We work with a lot of clients that need a breakdown of everything that we've implemented each quarter for them. Being able to export a PDF based on the tags on each task has made it a breeze for us to stay organized and know exactly what we've done for each of our clients. We have 200+ clients, so sometimes it can be chaotic, however, Monday.com makes that aspect so much easier for us. 

Adding subitems to each task has made multi-dimensional projects easier to manage. We have a lot of projects for the events and tradeshows that we host, and sometimes we need to break down a simple project into multiple steps and assign each subitem to a different person. 

We also love that we can keep track of the status of the project and assign deadlines, as well as have tabs on where the project is in the process. 

Being able to see your own personal specific projects makes it that much more accessible a program and is great for work productivity.  

We'd really like to have the ability to have different types of boards within a board. Sometimes we don't need the same columns for every task and we'd like to customize each task board within the motherboard. We use to have tasks with different columns and information rather than it having to be the same for every task board within the main board. This would make it so much easier for us when it comes to special projects that have varying needs and not every column will fit into the same board. 

I've used the solution for about one year now, however, my team has been using it for more than two years. 

The stability is great. 

The scalability is great. 

I personally have not had any experience with customer support, however, technical issues are usually fixed very quickly. 

Positive

We used to use multiple different programs, including Teams, however, it didnt have as much functionality that we need. 

The initial setup is very straightforward and super easy to navigate. 

We handled the setup in-house. 

It's definitely worth the cost when you are using it for work or for a team of employees that you need to manage. 

We evaluated Microsoft Teams, Asana, etc. 

We are a 35-person accounting services department within a larger accounting firm, and our department uses Monday.com to track the recurring monthly, quarterly, and annual accounting engagements as well as regular business filings, one-off unique projects for clients, and some of our internal processes. 

We use it as a workflow tool to track various stages and statuses of task in a project, and as our personal work to-do lists. We use it to onboard new employees, as well as a topic tracker to create agendas for our task force department initiatives.  

We were tracking our work in a few different places that weren't very user-friendly for regular updates. 

For 85% of our work, it is on a recurring basis (either monthly, quarterly, or annually) and we need the same engagement to roll each month and create a new project for the subsequent month. 

Monday.com helped us capture all the work we're doing in one place, with liveability to provide timely updates on the status of projects, and it allows us to create customized boards to track the tasks associated with each engagement. It gave us the flexibility to build it how we want it to suit our unique mode of operation (a lot of small recurring processes). 

We chose Monday.com for the flexibility. It is relatively easy to build a basic board for tracking projects and tasks. 

It has a pleasing and pretty user interface, allowing conditional formatting and color coding for easy visual tracking of projects and statuses. It doesn't take much training to get up and running in it. It's easy to pick up and click around and figure out how to build a basic board. 

I like the ability to customize so that we can create a system that works for us, and easily iterate it as things change.  

The inbox and notifications section is not great, therefore, we don't use the comments field to communicate with each other. We instead communicate outside of the platform in Microsoft Teams. 

It is hard to maintain when you have linked boards, automation, etc. It can doa lot, however, that means it requires a lot of upkeep too. We didn't purchase the Enterprise package. Our representative mentioned that would have provided advice and a roadmap for supporting our rollout, however, we couldn't have known what we wanted out of the gates. Therefore, it was best that we implemented it ourselves, however, at this point it's a little sprawling and on the brink of becoming unmanageable. 

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

A few times it'll have an outage or glitch, however, it never lasts more than an hour or so.

The solution is definitely scalable, however, it would require a champion or team of people with a significant investment of time to stay up to date and manage the flow of boards.  

We used a combination of a variety of tools, including shared Excel docs, Outlook calendars, and Smartsheet.

The setup is pretty simple and straightforward. That said, we were much smaller at the time (maybe 20 people). 

We evaluated Asana and Trello.

This initiation of a systematic approach allowed me to seamlessly track progress and engage in efficient communication with the project lead. The structured workflow enhances visibility and fosters a collaborative environment, reinforcing the symbiotic relationship between my role as a designer and the leadership provided by the project lead. This deliberate coordination on monday.com by streamlined processes and heightened productivity ensures that the design projects unfold with precision and creativity.

monday.com has significantly enhanced our organizational efficiency and collaboration. The platform serves as a centralized hub where design briefs are assigned to me every day. This feature streamlines communication with the project lead, enabling real-time updates and fostering a transparent workflow. The visual nature of monday.com ensures that project timelines and task statuses are easily trackable, contributing to improved project management.

The platform's interactive interface has facilitated seamless communication and reduced the likelihood of misunderstandings, creating a more cohesive work environment. Additionally, the ability to attach files and leave comments directly on tasks has streamlined the exchange of information, making collaboration more efficient.

The most valuable features of monday.com for our organization are undoubtedly the dashboards, checklists, calendar functionalities, and file-sharing capabilities. Dashboards serve as a visual command center, offering a comprehensive overview of project progress, deadlines, and key performance indicators. This visual representation enhances decision-making and facilitates a quick understanding of the project landscape.

Checklists play a pivotal role in task management, allowing for a structured approach to project execution. The ability to create, edit, and update checklists within the platform ensures that team members stay organized, tasks are completed in a systematic manner, and project timelines are adhered to.

While monday.com has been an invaluable tool for our organization, there are areas where improvements could enhance user experience. Specifically, expanding pulses could be more user-friendly. Currently, users need to click on a small text line to expand pulses, which can be somewhat cumbersome. A more intuitive approach would be to enable users to click on the entire table cell for pulse expansion. This modification would streamline the process, making it more accessible and reducing the risk of oversight.

Additionally, it would be beneficial to consider incorporating features that enhance the platform's customization capabilities in the next release. Providing users with more options to tailor their boards, dashboards, and views would contribute to a more personalized and adaptable user experience. This could include advanced formatting options, customizable templates, or the ability to incorporate additional data visualization tools.

I have been using monday.com for about four to five years

We previously used Trello, however, have found monday.com to have a greater product offering.