monday.com Reviews

We use Monday.com to keep track of custom orders and backorders. Lots of our work needs to be tracked throughout each stage so we use the different columns to easily link to CRM pages and invoice pages of each order. 

We also use this to keep track of deposit and balance payments as well as add tracking information and delivery statuses. This helps to show all orders and their statuses at a glance. Thanks to Monday, we avoid having orders forgotten or sent at the incorrect time.                

We are able to efficiently keep track of orders throughout each stage from ordering to dispatch. Monday.com displays this in an easy-to-view way. We use the link option to easily link our orders to our customer CRM pages and invoices. We also use the status columns to keep track of payment and dispatch. We have transitioned from Excel to Monday.com and have seen a huge decrease in errors. With its easy-to-use features, we are much more efficient and effective in processing orders.

We use the status column quite frequently and the search bar to easily find specific customers and orders. 

It also helps to be able to organize boards under different categories with folders to make them easy to locate. 

We use the collapse group function to help us easily locate current orders and business matters without needing to lose information from past orders. 

It’s been helpful to be able to allocate items to different staff members and notifications help to make sure that we do not forget any tasks.

It would be good to include more automated features that are easy to set up between different boards. For example, if the status in one board were to be changed to a certain status, this would trigger an action in a different board. 

It would also help to be able to have a better day view of allocated tasks with due dates. Improved integration with different software would also be helpful to make processing orders much more efficient and reduce the risk of human error. These improvements would help to make the process much more streamlined.

I've used the solution for one year.

We are impressed by the stability of Monday.com.

We’re very impressed by the custom abilities of Monday.com and how this can adapt to all our needs.

We used Excel and chose to switch as it was too manual and open to human error.

The setup process was very straightforward as the setup prompts were clear and easy to follow.

We did the implementation in-house.

We are happy with the pricing.

Yes, we considered many options, however, they were all too complicated and not what we were looking for.

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

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

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

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

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

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

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

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

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

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

I've used the solution for nine months.

The stability is great.

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

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

Positive

Before Monday.com we used Notion.

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

The product was implemented in-house.

The ROI is hard to quantify.

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

We also looked into Basecamp and Clickup.

We use the solution for the organization of projects for different departments. We have different departments including marketing, customer service, production, analytics/accounting, and IT. Having the ability to separate these by department makes our lives 10 times better. I personally found it useful for inventory reports and upcoming projects. 

Overall, we use Monday to help in keeping everyone on track and to assign certain projects to departments in order to fulfill our monthly goals. The cleanliness of Monday helps in doing so.

It has kept us up-to-speed with each department and kept everyone on track to improving our company. 

We originally used Jira for our projects in the past. Since Jira is mainly a ticket-based system, it did not help us in the long run when it came to tracking time for each project and things like inventory reports, project sub-items, etc. 

In other words, Monday provides more options for us to be able to perform our wishes of assigning projects and creating ideas that will further improve our company. 

Items and boards are ideal as they help in keeping everything in a single location without any confusion. Those have been used to help organize each department's ideas/projects so that everyone has a space to bring up cool ideas that can benefit the company. 

Being able to integrate with certain apps helps us in communicating between all of our 3rd-party apps so we don't have to take the extra step in updating those. 

I personally enjoy the number of options you have in terms of columns. You can create almost anything within Monday. 

Load time and glitches do occur on the site. There are times when I have trouble loading a certain pulse, or board because the site would glitch or take a very long time to load. 

There is a limitation to the automation process. I wish there was more variety in terms of the things you can automate on boards/items. Maybe they need to invest in a desktop app as that will run a lot faster than on a website. Plus, all people need to do is download an app on their computer/phone to access their projects from anywhere. 

I've used the solution for six months.

My team uses it at work to organize deadlines and keep track of information. We are a remote organization.

Everyone can see what other team members are doing and quickly see the status of tasks. We can plan out specific steps in projects and put dates/timelines on them. 

The subitems! I like planning out steps within an item with dates. 

The solution needs easier automation. We had a problem where we maxed out the automation limit. We also struggle to figure out solutions to notify people when certain tasks are complete so the next person can start their work.

I've used the solution for three years.

We are a small team, however, we've been growing over the last three years that I've been using Monday.com. It becomes more helpful the more team members we have, however, it may work better for smaller groups of people within an organization (e.g. the marketing team).

I've never contacted technical support, however, I like the emails I get from Monday.com about new features.

Positive

We didn't previously use a different solution.

I wasn't involved in the initial setup process. 

I didn't handle the licensing part of the process.

I didn't make the decision - it was someone else at my company.

It's a great app for project leading. As an event and promotion agency, we're more than ever very sensitive to all the costs of managing and communicating streams of understanding. We also use it for event and shift scheduling. 

It's great for feedback with clients where you could have all the relevant information associated with a particular project in one place. The solution is great for sharing attachments and links for all photo albums on our Google Drive. 

I definitely use it for my personal goals and projects. 

All the improvements though years are very handy.

We were struggling with duplicate information previously and Monday brought more effectiveness to our work in many ways. We could share all information in one "live" stream. 

With a client "on board" who's are very comfortable with this particular service, it helps to improve business relationships as well. 

When you have a tool that anybody can use from all devices, it spares some time so that you could do and handle way more things. 

The custom-made boards and solutions are good.

The dashboard is great for knowing what's most important and what's next. 

We would like to have more open boards at one time and more CRM functionalities.

We've used the solution for four years - since 2018.

The stability is great.

The scalability is great.

We used Asana. It was too difficult.

We've had an ROI of $560 USD.

I'd advise new users to always check you filled out their VAT ID.

We did not look at other options. It was love at first sight.

I'd advise customers to try it for free first and then decide. 

We use the solution for project management for upcoming large-scale events. We work with multiple departments on our events and to keep everyone on the same page using Monday.com.

It has been an efficient source for our team. We communicate with our graphics team the most through Monday with deadlines and approvals and edits. 

Monday.com keeps our entire team in check with deadlines and projects. We plan for multiple events at once so organization is key. This platform allows everyone on the team to be added to a board and also allows them to make their own board. 

The boards and the sub-boards are great. It helps our team divide up the important topics of each event logistics. A great feature is also being able to add viewers without the cost of a user, this allows other departments to view boards we create and share deadlines with people outside of our team or company. 

There have recently been a lot of lagging and loading delays with saving. This comes and goes, however, I have found it difficult to use when boards are unable to save when going back to update. 

Additional features that would be cool would be adding different formats for multiple workspaces on one board. Right now, each workspace has to have the same type of board set up and you're unable to have multiple types in one board. This becomes inconvenient sometimes because you like to keep everything under one topic type but with different layouts.

We've used the solution for two years.

We previously used Excel and email.

There are additional user fees.

My team and I use Monday.com for project management, task tracking, and internal communication. Also to keep version control and go back to the latest version or a final approved version of a particular project. 

In our company we support many business units with different needs and goals, we use Monday.com to plan our strategic communications and marketing efforts such as daily tasks, product launch progress, ongoing long-term projects, or media covering tracking.

The environment is a user-friendly interface that is easy to use and learn, yet it is very powerful and available in a browser as well as in an app.

The solution has helped us keep track of our work, by helping us keep organized in an environment that is friendly and easy to navigate. The automatic notifications on tasks help for visibility at a high level and the reminders on tasks and timelines help staff keep on top of their work.

Previous to using Monday.com at another company I was using other solutions Team Gantt and even Excel documents for project management. Those solutions are not powerful enough and definitely wouldn't fit the current needs at my job right now.

The most valuable aspects of the solution include:

1. Automatic notifications
This helps us keep track of everything. In the case of leaders of a project, they can see when a change was made within a task or when a task is done. In the case of staff, they get notifications once they're assigned to a task and keep getting reminders so they don't lose sight of the task.

2. Color coding and labels
Color coding and labels help us keep the interface lively and friendly with the benefit of assigning colors to different things such as the status of a task or in our case, different business units within the company.

3. The ability to add new members and keep communication flowing.
This is crucial for us to be able to share what's happening with different members of the organization outside of our department.

Perhaps a direct interface integration with social media channels would be ideal. We use Monday to schedule our social media posts. However, once everything is approved on Monday.com, we copy and paste it to another platform and then published it on a specific social media platform. Ideally, we could just publish straight from Monday.com.

Currently, we use Falcon to schedule and publish on our social media channels, however, the whole planning and approval process takes place on Monday.com.

A social integration directly from Monday.com will take away one step and the cost of another platform.

I have been using Monday.com for just over a year now.

It is rare that we have any issues with the app or the platform itself. It has been down every once in a while but it was not alarming, I'd say the solution is very stable.

Stability is great. In a previous role, only a handful of people used Monday.com in a separate department, in this new company a larger group uses it so it can be scalable to fit the needs of any business size.

I haven't had to use customer support yet. I haven't heard anything bad about it from my colleagues.

Positive

I was using TeamGantt. I left that company and we use Monday here.

the setup was straightforward and was set up by my IT department with just a quick sign-in.

Implementation took place before my time.

I'd advise users to do the research and not always go for what's the cheapest option. Users need to look at what's the right solution for their needs.

I was not part of the choosing team.

I am impressed with the interface and the look and feel without compromising performance.

We use the product for marketing, ordering inventory, new product process tracking, scheduling, and website maintenance.

It has improved team collaboration. The notifications are great. Seeing the status of all our many projects has been helpful. It's easy to export into Excel.

The solution is great for notification on changes and updates and Excel exporting and we can easily build and customize new boards. It's sharable and overall beyond easy to use and understand. 

I would like to see an app version similar to Teams, or even have them integrate with Teams. I would also like to have more templates available to choose from on different projects. We need more integration with Office 365.  

I've used the solution for two years.

I am very pleased and impressed with the stability.

I am very pleased and impressed with scalability.

In every job, I have had interactions with customers and support, and understand how it is important to listen, empathize and work together to communicate, both in positive and negative situations.

Positive

This was new to me when I joined the company. I didn't use something else.

Yes, the setup was straightforward and simple.

Monday.com has helped track, organize and optimize our production, ordering, web design, marketing, and scheduling. I cannot even start to truly measure the ROI we have seen in the different aspects it has helped bring our team together, track all our main projects and keep our businesses running smoothly as we grow and expand.

I am unaware of the pricing aspect.

We're pleased with Monday.com.

It is used internally, as well with our vendors and product manufacturers all over the world. It has truly helped us in so many ways.