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reviewer1852119 - PeerSpot reviewer
Director of Communication at The Loken Group
User
Great subitems, helpful My Work section, and unlimited automation
Pros and Cons
  • "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."
  • "Automation is often glitchy for us. Maybe we have too many automations set up?"

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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. 

What needs improvement?

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.

Buyer's Guide
monday.com
April 2025
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: April 2025.
849,686 professionals have used our research since 2012.

For how long have I used the solution?

I've been using the solution for nine months.

What do I think about the stability of the solution?

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? 

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

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).

How was the initial setup?

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.

What about the implementation team?

We did the setup in-house.

Which other solutions did I evaluate?

We also looked at Asana and a Microsoft product that comes in the suite of products we pay for already.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1850889 - PeerSpot reviewer
Director Of Operations at Livable
User
Customizable with great automations and good flexibility
Pros and Cons
  • "We really like the dashboards, automation, and spreadsheets."
  • "It would be great to have better email integration so that you could have all of your inboxes consolidated there."

What is our primary use case?

We use it to run our back office as well as manage tasks, team communications, and processes. 

We are a fully remote company. We do utility billing and must keep track of several metrics and data points that change each month so we needed a way to keep them all in a place where we could share with our entire team, keep logs, see activity, share tasks, and have insight into what the entire company was doing. Monday helps us tremendously with this. 

We love it. It has really made a difference for us and we are happy with it.

How has it helped my organization?

We have seen a significant increase in efficiency. We used to manage everything on Google Docs and spreadsheets and have since begun converting all of those to Monday.com boards which are much smarter and more well integrated. 

We like how much we can automate and customize the automation to suit our needs. We want to "dummy-proof" our tools and processes as much as possible and Monday.com's automation and customization allows us to do that. The dashboards are great to see an aggregated overview of what is going on.

What is most valuable?

The entire product is valuable. You can do nearly anything with it given how much flexibility is in the ability to customize for your use case. We really like the dashboards, automation, and spreadsheets. 

The function item on the table view is great to leverage smart calculations and is easy to program. The different views available and the ability to save filters and views really help so that each team member can limit what information they see to only things that are meant for them. 

It's great. It really helps with flexibility.

What needs improvement?

It would be great to have better email integration so that you could have all of your inboxes consolidated there. Right now, my email account is the only other page I have open most of the time. It would be great to consolidate further.

Also, we need a better place to aggregate all of our tasks. You can in the "My Work" section, however, you are limited to what data is shown there. It would be really great if you had more columns to include any data from any board so you could do all of your work from there instead of going to each board separately.

For how long have I used the solution?

I've been using the solution for about six months.

What do I think about the stability of the solution?

It has been very stable so far.

What do I think about the scalability of the solution?

The solution is very scalable and customizable.

How are customer service and support?

Support is very responsive and helpful.

How would you rate customer service and support?

Positive

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

We used Google Suite. It was not efficient enough.

How was the initial setup?

It's pretty user-friendly and easy to configure. However, there are a lot of features so its best to get help to know the best way to set your system up. Due to the amount of customization available, its nice to have an expert assess your use case so they can tell you the most efficient way to accomplish your goal. 

What about the implementation team?

We handled the setup in-house.

What was our ROI?

It's hard to say what the ROI is, however, it has greatly reduced mistakes that would have cost us thousands at the least.

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

I would definitely reccomend trying to get an onboarding specialist to help you set it up if you have a complicated workflow.

Which other solutions did I evaluate?

We looked at Teamwork and Asana. Monday was more user friendly.

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
Buyer's Guide
monday.com
April 2025
Learn what your peers think about monday.com. Get advice and tips from experienced pros sharing their opinions. Updated: April 2025.
849,686 professionals have used our research since 2012.
reviewer1852125 - PeerSpot reviewer
Marketing Coordinator at Paul N. Gardner Company
Real User
Great "My Work" feature with helpful sorting and attachment capabilities
Pros and Cons
  • "The newest feature of "My Work" is my favorite."
  • "I do find the emails too frequent and notifications or inbox for things that aren't tagged for me inconvenient and occasionally confusing."

What is our primary use case?

I use it for my daily to-do list. I can keep myself organized by what is on deadline and reassign deadlines easily if I prefer to postpone a project. My personal board allows me the freedom of creating my own columns and settings so I can monitor my work, progress, and deadlines.

The marketing team uses the boards to stay aligned with tasks and focus on priorities based on due dates. I also like being able to assign tasks needed from other team members and able to follow up with notes, and uploading valuable information into the files tab to refer to later.

How has it helped my organization?

I loved using this product as soon as it was introduced to my team. It was exactly what I needed to keep me organized, task-focused, and deadline-driven.

Now, finally, the whole team is on board (really on the board) and now we are so effective and efficient as a team. We can easily sort projects by deadlines, subdivisions, people assigned to them, and more. We can attach documents, research, and notes to an individual task, so all team members can review the steps taken or needed to complete their own assigned tasks.

What is most valuable?

The newest feature of "My Work" is my favorite. It allows me to now see every task that is mine or that I've been tagged on. This allows me to quickly see what my day or week is going to look like based on my task list. 

I also love the sorting features of columns; especially on a shared board. This allows me to sort and see my own interests and determine what needs to be accomplished.

I also appreciate the feature of uploading important files and sharing updates in the line items so that we can have documentation to prove our work.

What needs improvement?

I've been using Monday.com for over two years and nothing major comes to mind. New features are implemented all the time, which I find super helpful, however, are items I wouldn't have thought of on my own. 

I do find the emails too frequent and notifications or inbox for things that aren't tagged for me inconvenient and occasionally confusing. The links to the line item they reference don't always work and it's hard to understand how to clear them as new notifications. Sometimes it takes several times of clearing them or logging into Monday.com the next time for them to disappear. 

For how long have I used the solution?

I've used the solution for over two years.

What do I think about the stability of the solution?

I've been using the solution for over two years and haven't had any problems.

What do I think about the scalability of the solution?

The amount of data that can be put into Monday.com is part of the reason I like it so much. I am able to put all information, references, and assignments in one place.

How are customer service and support?

I have not had any experience with technical support to date.

How would you rate customer service and support?

Positive

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

I worked with Trello for personal use until I was introduced to Monday.com by my employer.

How was the initial setup?

I was added as a team member user and not involved in the setup.

What about the implementation team?

My manager implemented the solution.

What was our ROI?

I don't handle the finances; I can't answer what the ROI might be.

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

I'm not involved in the purchasing or pricing; Monday.com was selected by my supervisor.

Which other solutions did I evaluate?

I did not evaluate other options.

What other advice do I have?

I love Monday.com and would continue to use it personally if my employer switched to something else.

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
reviewer1848456 - PeerSpot reviewer
Flood Insurance Specialist at Best Flood Insurance
User
Great boards, easy to track daily tasks, and helps with organization
Pros and Cons
  • "Before signing on with Monday, we had no idea what the total value of our book of business was, and keeping track of renewing policies was very difficult."
  • "The web page can be a bit buggy at times, especially after I switch to a different tab and then come back to the Monday site after leaving it idle for a few minutes."

What is our primary use case?

I primarily use Monday as a tool to assist in the management and organization of our flood book of business across our many insurance providers. Keeping track of underwriting requests and upcoming renewals that need to be requoted, as well as big picture things for the future of the company that needs to be investigated and researched. 

Monday allows us to track who is working on what task and how long it has been active. We can see how many quotes are processed in a given time as well as how much new business is closed.

How has it helped my organization?

I am not a naturally organized person, and the whiteboard I used to use to keep track of my tasks was a mess. Monday has been a lifesaver in helping me to prevent things from falling through the cracks. 

The ability to better organize and execute at my job has helped me to make a better impression on my peers and supervisor and has allowed me to take an active part in the growth and expansion of the company. 

Without Monday, it would have been impossible for us to achieve the same level of success that we have recently seen.

What is most valuable?

The feature that I get the most use out of is the boards and groups that allow me to track my daily tasks and to mark which quotes or underwriting requests are top priority and which ones have been sitting the longest. 

Monday has allowed us to create a comprehensive database of all of our active policies with each carrier, the total premiums for each carrier, and each individual policy's expiration date to help us keep track of our renewals. 

Before signing on with Monday, we had no idea what the total value of our book of business was, and keeping track of renewing policies was very difficult. 

What needs improvement?

The web page can be a bit buggy at times, especially after I switch to a different tab and then come back to the Monday site after leaving it idle for a few minutes. 

Certain functions like moving tasks to different groups/boards will suddenly not actually work. The page will say "X has been moved" however it will still be sitting there on the same page where it started. Sometimes I will try to organize a group of information and the page will give an error and not allow the change to happen.

My usual response is just to refresh the page, and the issue almost always resolves itself.

For how long have I used the solution?

I've used the solution for a little over a year.

What do I think about the stability of the solution?

I'm impressed with the stability.

What do I think about the scalability of the solution?

It's very versatile and can be easily shifted to suit almost any need.

How are customer service and support?

I have only had one call with support, however, they were very kind and helpful.

How would you rate customer service and support?

Positive

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

We did not previously have an alternative.

How was the initial setup?

It was quite straight forward and there are many wonderful tutorials available to help.

What about the implementation team?

The setup was all done in-house.

What was our ROI?

I don't have a quantifiable number for ROI, however, it's my understanding that it is significant. We certainly would have missed out on some business opportunities over the last year if not for Monday helping us to keep things organized.

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

I am the primary user of the Monday site, however, not the administrator who set it up or manages payments. I assume we are all happy though.

Which other solutions did I evaluate?

I was not the one who initially signed us up on Monday. I could not say what was evaluated if any.

What other advice do I have?

This site has been a lifesaver. 

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?

Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1848375 - PeerSpot reviewer
Assistant Director of Events for Institutional Advancement at The Southern Baptist Theological Seminary
User
Makes assigning tasks easy, has great notification capabilities, and helps with organization
Pros and Cons
  • "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."

What is our primary use case?

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. 

How has it helped my organization?

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.

What is most valuable?

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. 

What needs improvement?

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.

For how long have I used the solution?

I've used the solution for about two years.

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

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. 

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

It is a little pricey, yet worth it if you have the extra revenue stream.

Which other solutions did I evaluate?

We have not yet evaluated other options.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1848414 - PeerSpot reviewer
Owner at Architekt Music
User
Saves time, offers great collaboration tools and is very user-friendly
Pros and Cons
  • "The solution offers the simplicity of use with no need for 'experts' to build a suitable product for us (like Salesforce does, for example)."
  • "I'd love it if there was an instant messenger built into the product so I could talk with other teammates live in-product, as opposed to needing another solution like Slack, Google for chat, or Signal."

What is our primary use case?

We have several music schools where we provide students of all ages private music lessons and group classes. We teach private lessons on guitar, bass, drums, piano, ukulele, voice, and almost every other instrument you can imagine. We use Monday.com for lead management and form collection on our website. 

When a parent goes to our site, reviews what we offer, and chooses to learn more, there is a Monday.com form for sign-up. We then are able to use the Monday.com board to efficiently delegate and follow-up on the lead. We also use the form as an organizational tool when building programs for our students, using its powerful tools to help us with logistics and coordination.

How has it helped my organization?

Monday.com immensely improved our organization and allowed us to simplify our sales lead processes. We looked at other products, like Salesforce, that are way too expensive and way too complicated for our needs. Once we found Monday.com, we were up and running within 5 minutes. It was surprising that a new product, which I am normally resistant to implementing across my team, was so easy to implement and was so quickly accepted as the solution by my team. 

Additionally, the form collection tool eliminated the need for Integromat and other intermediary solutions to take data from our old form and put it in a spreadsheet for processing. Monday.com eliminated redundancies, costs and time.

What is most valuable?

The solution offers the simplicity of use with no need for 'experts' to build a suitable product for us (like Salesforce does, for example). The appearance as well makes it a right-off-the-bat winner for us. 

The submission form collection and collaborative tools have been amazing for us and have completely changed how we process new leads and related data. The form collection tool eliminated the need for products like iItegromat and other intermediary solutions to move the data from a Squarespace form to a spreadsheet, which wasn't very user-friendly or consistent. 

All-in-all, Monday.com has changed how we worked for the better and easily saves us dozens of man-hours a week.

What needs improvement?

I'd love it if there was an instant messenger built into the product so I could talk with other teammates live in-product, as opposed to needing another solution like Slack, Google for chat, or Signal. 

I'd also like to see conditional logic on forms included in future releases (kind of like typeform.com conditional logic). 

I would love if there was an integration with Calendly.com to make call scheduling a bit easier and more integrated. At this time, I have to manually move data, updates, and appointments between Calendly and Monday.com.

For how long have I used the solution?

We've been using Monday.com for two years.

What do I think about the stability of the solution?

It's been very good in terms of stability, aside from a few days of downtime which were inconvenient. 

What do I think about the scalability of the solution?

This can be scaled very highly if the board is built properly.

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

We used a gross-looking spreadsheet as products like Salesforce.com were too robust, costly, and difficult to implement. When we found Monday.com, we knew we had found our solution.

How was the initial setup?

The initial setup is very simple.

What about the implementation team?

The setup was done completely in-house. I didn't want to use vendors.

What was our ROI?

The ROI is very high. We save dozens of man-hours a week thanks to Monday.com and it has made processing leads so much easier.

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

I found it to be very transparent. You start with the lowest tier and work up to a middle or higher tier as is needed.

Which other solutions did I evaluate?

We looked into Salesforce.com and a few other options that I don't remember.

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1848318 - PeerSpot reviewer
Operations Manager / Bookkeeper at Revolutions Bookkeepers
User
Great time tracking, useful integrations, and extremely customizable
Pros and Cons
  • "Time tracking has been a godsend."
  • "Once timers are cleared, there is no way to recover this data."

What is our primary use case?

We use Monday to organize our clients and employee tasks. Specifically, we work in accounting and bookkeeping. The majority of our employees work remotely. 

I have created boards for client information, tracking of specific tasks such as payroll and sales tax, and individual boards for the employees, to keep on top of their client tasks each month. Our bookkeepers have individual boards on which they track time for client-related tasks.  We also have boards to keep track of monthly billing for clients.  

How has it helped my organization?

Monday has improved our organization in countless ways. We are able to keep track of our clients and all of the work that is being performed by employees. Since we work remotely, this has been invaluable to us. We have grown quite a bit over the last couple of years, and Monday has allowed us to manage all of our information in one place, which has helped immensely.  

Our employees are able to communicate and collaborate with one another on projects in real time, which is awesome. We are definitely more organized than ever before, and never miss a deadline, thanks to Monday.

What is most valuable?

Time tracking has been a godsend. As many of us work remotely, it has allowed us to keep track of our projects and bill clients appropriately.  

I also love that everything is happening in real-time and that we are all able to communicate about projects within Monday. 

The integrations are fun and useful.  

The email notifications of deadlines are super helpful for our organization.  

Monday is very customizable, which allows each company to utilize its features in a way that is unique to its needs. 

What needs improvement?

Once timers are cleared, there is no way to recover this data. I would love for there to be an option to "undo" or find this time in an archive when accidentally cleared.

I have found that the time trackers are a bit tricky in that if someone else assigns me to a project, the time is tracked under their name, instead of mine. This has been a bit of an issue for us. 

I would also like to see a way to customize boards where the columns do not continue all the way down so that each group can be customized independently of one another.

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?

There are some days when Monday does have technical difficulties and it really throws us off our game. We rely pretty heavily on Monday to track our time and tasks. Generally, though, it is pretty stable, and we will continue to use it as long as it keeps being awesome.

What do I think about the scalability of the solution?

If you are asking about the range, it has an excellent range of functions, which I appreciate very much. I love how customizable it is to fit our needs. 

How are customer service and support?

The experience with technical support has been good. I have received quick and helpful responses to my questions.

How would you rate customer service and support?

Positive

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

We did not have another solution, really. We were using Excel.

How was the initial setup?

The initial setup was both straightforward and complex. I very much enjoyed setting up and creating all of our work boards. This would be a daunting task for someone who is not interested in this type of work. It can be as complex or simple as you'd like it to be. Our use is more medium-complex as we do use some of the integrations and hidden functions, however, we definitely have more to learn and experiment with.

What about the implementation team?

We handled the solution's set up in-house. I did it myself. I learned as I went.

What was our ROI?

I'm not sure if I have seen an ROI.

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

The pricing is a bit high, yet still worth it. 

I would also advise new users that someone should be responsible for creating and customizing all of the boards to really make the program work for your needs. 

They will also want to keep up with the latest webinars and advances in Monday to get the most out of it.

Which other solutions did I evaluate?

I looked briefly at MS Teams, Slack and Asana.  They were not compatible with our complex needs.

What other advice do I have?

I love it!

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1843203 - PeerSpot reviewer
Senior Manager of Operations at Clark Nuber PS
User
Customizable with a good user interface and a short learning curve
Pros and Cons
  • "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."

What is our primary use case?

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.  

How has it helped my organization?

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). 

What is most valuable?

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.  

What needs improvement?

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. 

For how long have I used the solution?

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

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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.  

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

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

How was the initial setup?

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

Which other solutions did I evaluate?

We evaluated Asana and Trello.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
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Updated: April 2025
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