monday.com Reviews

We're a virtual events company that provides custom events for colleges and universities, employers, non-profits, associations, consortiums, and more. 

We use this product for project management of sales leads, marketing, social media promotion, and event setup and implementation. 

Monday helps us to track varying stages within each area and move event projects from stage to stage beginning with a new lead all of the way through the event day. Monday is also useful for tracking tasks that are associated with each event.

Monday has given us a process around how we manage sales leads, marketing, social media promotion, and event setup and implementation. 

Prior to using Monday, we were using cumbersome Excel spreadsheets to track this information. Monday has made everything easy. With the click of a button, anyone on a board can see updates and status changes to sales leads or event tasks and projects in real time. The interface is very user-friendly, and it was easy to get everyone on board (even our less tech-savvy users). 

I like how easily you can add items and move items between boards. 

It is great that everything can be color-coded and that you can update pre-defined types of items and statuses within varying categories. 

I also like how you can trigger notifications and reminders automatically when different statuses are changed or updated. 

It makes it easy to move projects along from different stages or from department to department within the organization. 

Monday has been really key in helping us to manage events and properly track all of the steps along the way.

Sometimes, I had difficulty moving items from board to board and would have to move them twice to get them to successfully move. 

We have an older email system with Outlook (2012) so we are not able to have our email synced to the site. This makes it manual for us to track email communications that go along with the sales leads.

The statuses on the boards don't copy over when I move an item to a new board and that category was not previously on the board. This makes more work as I have to go in and manually add those categories to the board using the proper colors and labels.  

We began using this product in June of 2020.

My impressions of the stability are positive.

My impression of the scalability is positive.

We did not use a different product. We used MS Excel.

The initial setup was straightforward. 

We handled the setup in-house.

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. 

This is one of the primary services that we use daily. 

We use it to organize our new customer requests to tell us where they are in the application process. 

Any issues we have with our other systems can be monitored through this. 

It lets the user update where they are in the process and also what needs to be done still. 

It allows us to monitor communications about customer inquiries and what stage they are at. It is helpful in allowing us to communicate efficiently with other teams in the business. 

This is a great way to see what has been done and what needs to be done on any issue that we enter. It will automatically notify the correct person which helps remove a step in the process for the user and saves time. 

We use it for customer requests to show us what we may still need for the customer and allows us to monitor where they are in the application process easier. 

It lets us organize tasks between us and teams that are not in our immediate facility so that all parties know where the task is in the process. 

The feature that I find most valuable is the personalization of the pages. This allows us to decide what is needed for each page and section. 

The automation makes moving items around the boards easier and saves us time. 

The automatic notification saves the user time by removing a step in the process. 

It provides a section for anything you may need to add to each board and enough options to use. 

The filters on each board help to narrow down exactly what we are trying to look at at that very moment.

I have not found many things that need to be improved. The biggest thing that I have seen is that the automatic animations are sometimes delayed or slower. If the user is moving too many things at one time the automatic animations may not work at all causing the user to manually move the items between sections on the board. This is not a big issue at all as it just causes the user to have an additional step in the process. All other functions seem to work well and it is easy to navigate. 

J'utilise monday.com pour suivre mes prospects et mes clients. Je peux envoyer des SMS de suivi via le web et gérer ma facturation. Je peux également planifier mon calendrier éditorial pour les blogs, les newsletters et les publications LinkedIn. Lorsque des articles sont programmés, cela me rappelle de les publier ou de les préparer. 

Monday.com peut créer un espace de travail personnalisé pour chaque client. Par exemple, l'un est un installateur de cuisines et de salles de bains sous-traitant pour de grandes entreprises, il doit donc prendre de nombreux rendez-vous pour les installations et les services après-vente. Je peux voir rapidement quels fichiers n'ont pas été reçus ou voir les clients que je dois contacter, etc.

Monday.com me fait gagner du temps car il est simple d'extraire des données au format Excel et de produire des statistiques pour mes clients. J'utilisais uniquement des tableaux Excel dans le passé. Je peux aujourd'hui utiliser des tableaux agréables à lire, ajouter ou supprimer des colonnes, faire des calculs simples. Ensuite, je fais mes extractions sur Excel, à la demande, pour les clients qui n'ont pas l'opportunité d'utiliser Monday. C'est simple et très rapide. J'ai testé Trello ou Asana, mais je cherchais un format de tableau facile à manipuler et à personnaliser.

Monday.com est facile à utiliser. Vous pouvez le personnaliser pour l'adapter à vos besoins et à votre style de travail. Le produit est beau et intuitif, ce qui rend le travail agréable. 

Les nombreux modèles pré-enregistrés sont excellents. Vous pouvez tester différents modèles pour trouver les outils appropriés. Les différentes vues accessibles, comme les calendriers, les diagrammes, le Gantt, etc., sont essentielles et j'aime passer de l'une à l'autre. 

Les informations manquantes ou les délais non respectés ne sont pas toujours visibles dans le format de tableau classique. Passer à un autre permet d'avoir des données qui sautent immédiatement aux yeux. Je reçois beaucoup de satisfaction quand je vois la colonne "statut" devenir 100% verte. 

J'archive les données, mais je ne sais pas où les trouver ni comment. Lors de mes tests, j'ai cru voir tous les fichiers archivés triés sans ordre et sans savoir d'où ils venaient. 

J'ai toujours du mal à comprendre comment connecter des colonnes entre elles d'une table à l'autre. Enfin, lorsque vous souhaitez transférer certains éléments d'une table à une autre cela ne fonctionne pas sans colonnes préexistantes. Vous devez recréer les colonnes. Il se peut que j'aie besoin de formation, mais je n'ai pas beaucoup de temps pour cela.

J'utilise monday.com depuis deux ans.

J'ai rencontré des problèmes la semaine dernière pour la première fois. Je ne sais pas pourquoi, mais il était impossible de travailler. 

Leur support était très réactif lorsque je posais une question ou que j'avais besoin d'aide.

Positive

J'ai déjà travaillé avec  Trello  et  Asana

L'installation ne pourrait pas être plus facile.

Monday.com me fait gagner du temps et de l'argent.

Monday.com a une version gratuite qui peut suffire pour une personne. Une fois qu'on a testé la version payante, on ne peut plus s'en détacher. Par contre, je trouve ça très cher, surtout quand on est freelance. C'est un investissement important.

Je note monday.com 10 sur 10. J'adore ce produit. C'était la solution que je cherchais.

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.

As a trainer working under the customer success director, we have multiple projects to plan and implement together with our team members. We also work remotely in different parts of the country, so Monday.com provides our team a place to coordinate tasks and progress since we don't run into each other in the office to review or brainstorm ideas. 

I use Monday.com to plan and implement projects and to plan and create agendas for one-off and ongoing meetings. 

We use this platform also when cross-functional teams are working together on a plan or project

The solution provides a one-stop place for notes, progress, and sharing the status of projects. Monday.com keeps our teams aligned as we move through the steps needing to be taken in a project. 

Another aspect that is helpful, is that, by design, it guides you to be more organized in your thought processes. I enjoy the ability to add and edit agendas for recurring meetings here also.

Monday.com has helped with the planning of projects and also the communication piece that is often missed among colleagues and with other teams in the organization.

The visibility is excellent. The fact that everyone can see the different boards and who is responsible for the project. The sub-items are beyond valuable. The ability to add subgroups to projects keeps the team and individuals involved on-task and organized. 

I use Monday.com to keep track of agenda items and planning for recurring meetings my team has. It is easy to add recurring weekly, monthly, and quarterly meetings and tasks. Even having set up an annually occurring task ensures it won't be forgotten.

I often find it difficult to keep track of all the projects I am involved in. Monday has been working to improve this, however, part of that is on me to search, research, review and figure it out. I would like to just have a list of the items that I'm responsible for and involved in emailed to me every Monday or daily (my choice). That's really the only complaint I have. 

I've used the solution for six months.

I have had zero issues with Monday.com

The solution is easy and adaptable.

Luckily, I have not needed support.

This is my first project management tool. I'm sold!

This product was already in place when I was hired.

It's worth every penny in terms of ROI.

I was not involved in the purchase.

This was already in place when I was hired.

Introduce this product to all teams and get them on board simultaneously through an internal training. Leadership should use this exclusively to communicate and plan tasks - otherwise it won't take hold.

Our company is a small business and we're using this platform mainly for task delegation and communication between in-office workers and out-of-office workers. 

We are a dance studio that offers classes to students ages 2.5 to 18. We offer over 85 classes per season (August-May) and then we also offer summer camps and intensives. We use Monday.com for project delegation, scheduling our year out in advance, creating meeting agendas, and much more. As a dance studio, we also use Monday.com to help with the planning of our end-of-year recital. 

It has definitely streamlined our communication process with our business owners, managers, and staff. All from Monday.com, we can assign a task, communicate to the assigned person to complete the task, and see when there is a status update without using any other platform to communicate. 

We also use the calendar feature to visualize when certain tasks or milestones in various projects need to be completed. we also utilize the documents feature quite often to brainstorm or just to get everything out "on paper". From there, we can go back and organize our discussions into task boards.

The boards are very helpful in task delegation. Being able to customize the boards to our needs as a dance studio with a smaller staff team has been very helpful. 

We use the "subitems" column quite a bit on larger projects, and being able to assign different tasks within a project is helpful for everyone to see who is working on what. 

The status column is helpful especially when someone is stuck on a task and a question can be asked and answered via the notes section. 

We have also formatted our boards so that when a task is marked "Done" it gets moved to a separate board, so it is automatically taken off of the to-do list.

Coordination with different social media platforms would be a convenient feature. If the scheduled posts from Monday.com could somehow actually get posted from the Monday.com schedule without the user having to go in and post at the scheduled time, that would be a time saver. 

A Zoom-like feature or a conference call feature would also be cool to see. It would convenient to have the video call within Monday.com, and a split-screen or a shared screen feature so everyone could see specifically which task, board, or document the speaker was looking at. 

I've used the solution for two years.

The stability is ten out of ten.

The scalability is ten out of ten.

Customer service is great. We've only had the site crash a few times in the last few years we have used Monday.com, and it gets back online within the day most of the time within a few hours.

Positive

We used Google Docs previously. We still currently use all of the features in Google Drive, but communication via Google Drive was not streamlined enough.

The initial setup was straightforward. Most of us are hands-on learners, so learning how to make Monday.com work for us took us going into the website and applying it for ourselves, however, it is very user-friendly.

No, we did not.

The different price options and feature access is nice. I would test Monday.com first and take advantage of the trial period to make sure it will work with your business.

No, we did not. One of our business owners saw research and found Monday.com.

Definitely take time to look into all of the features of Monday.com yourself to see how it can best fit into your workspace.

We use the product for managing tasks within our paid search team. We work across multiple clients and channels. Monday allows us to track the team's progress in one place. 

One of the main tasks we use Monday for is preparing for new quarters and making sure everything is set up for campaigns to go live when planned. 

It also helps us keep track of optimizations we make throughout the quarter. At the end of the quarter, we can then download the board with the complete list of tasks and build a timeline of when different actions were taken and how these impacted our campaigns' performance.

We also use it to track the training and onboarding of new team members as well as annual leave so that we can make sure we have enough team members during peak times when the workload is highest.

The product makes it much easier to manage and organize workload within the team since you can easily see what tasks are assigned to who, and how long these are expected to take. In turn, this means we are able to meet deadlines and keep to clients' expectations in terms of timelines for different deliverables.

It also allows members of the team to take ownership of their tasks, whilst keeping everyone in the loop of what is going on within each project/campaign.  It makes it very easy to collaborate and share ideas.

The automation feature makes it really easy to replicate recurring tasks that we carry out each quarter and makes boards much easier to maintain.

Filters for different team members make it easy to see what you have to do on a weekly or monthly basis and stay on top of tasks.

Being able to add comments to line items makes it easier to provide updates on tasks and flag if there are delays or issues in completing something.

The sub-items feature makes it easy to delegate sub-tasks to different members of the team for longer-term, bigger projects.

Being able to create 'sub-teams' so people in these teams can be assigned to tasks in one go and receive updates on the progress of tasks would be useful.

They need to improve the timeline view. This would be really useful to us if there was more detail in this view, particularly for longer-term planning, to figure out where we have extra capacity throughout a quarter to do additional optimizations for our campaigns. It would also be good if it was possible to get a view of this across boards to get an idea of the overall workload.

I've used the solution for two years.

We have not had any issues.

This solution works well for teams of three to ten however, not much higher than that.

I have never needed to contact customer support.

Neutral

I have previously used Trello, however, not in my current role at my current company.

I was not involved in the initial setup.

I was not involved in the initial setup.

I don't know what our ROI is.

I'm not aware of what the pricing is.

I was not involved in choosing the service.