monday.com Reviews

We are a digital marketing agency and we were using monday.com as a platform to set up our projects and our clients.

The document sharing was very useful and a feature that really helped us to easily create and share documents freely in our team and with our clients. We could create a document in monday.com and share it with a client and they could also access and edit it at the same time. Overall, it was easier to collaborate as a team. Tasks weren't under the radar. The simplicity made it very helpful for us.

We have different clients for whom we do digital marketing. We could track reports and see which tasks had been done and which had not been done. We could also plan the tasks we should focus on ahead of time, the ones that were crucial. We had that in one dashboard and could track progress from onboarding to finalizing the project. That was a day-to-day use of monday.com which was really helpful.

With the platform that we were using before, we couldn't do that. We had to have another tracking system just to clock in on our tasks and record how long the tasks took. With monday.com everything was put together. We didn't have to purchase an additional service, which saved us costs and time.

The most valuable features are the way we could easily add tasks and track the timelines of tasks through a Gantt chart. That made it easier for us to see which crucial tasks were finished. It kept us aware of what tasks we have to do and which tasks were coming up. We could see, when we did onboarding of a client, each and every step that was put in place.

Monday.com was pretty easy and simple to use. Before it, we were using Basecamp and tasks could get forgotten and were not easy to track. monday.com made it easier for us to track our tasks in a timely manner.

The visuals were another of the good aspects. The colors and appearance made it way better than the other user interfaces that we used. The visuals were very helpful. The color combinations were very nice. Other platforms that we used, like Basecamp, didn't have all the visuals that monday.com had. It only had one visual, and you could change colors here and there. But monday.com made it very simple and very attractive.

A part that could be improved is notifications, as we receive quite a lot of them. We struggled to limit the number of emails that we were not part of. Within our team, there were different departments and sometimes we received notifications that were not really for us. They would be about a project that we were all in, but we wouldn't want to receive notifications from that project because we did not work directly on that part. If we could mute emails for projects that we are only following but not necessarily working directly on, that would make a huge difference.

Our company is based in Cape Town, but I work remotely in Pretoria. We also have workers who are overseas. Our content team is in Canada and most of our clients are from Canada and the US, while some are local.

We could easily get a hold of the support team. They were always friendly and very helpful when we were stuck and gave us different options for us to move forward. It was very easy and we could get assistance at any time.

We attended webinars that provided us with different tactics on how to use monday.com. That was very impressive because with other platforms we never had webinars or conferences in which they showed how different projects could be done.

Neutral

We used ClickUp and we used Basecamp before that.

monday.com was very straightforward. Even our clients could easily use it. The reason we moved to monday.com was that our clients were struggling to track things on Basecamp. monday.com was very easy and we found that we could work directly with our clients, collaborate and share documents very easily.

To create new projects using monday.com we had a systematic structure, so it was very easy. It was just a matter of finding what we needed to get ready and which documents were required. For onboarding, it would take us 20 minutes, maximum, to get our onboarding documents and send them to the client directly.

As long as we had added the client on the platform, we could easily communicate with them directly, and all the communication could be tracked as well. The client was able to easily integrate into the system and we didn't have to send emails.

It was easier, with monday.com, to create a new project than it was with our older solutions because we didn't have to send additional emails after we had integrated the client. With our other solutions, in some instances, we had to send emails separately to clients to follow up. But in monday.com, the clients could respond quite quickly because they could easily understand what was expected of them and what to expect from us, in a very simple and straightforward dashboard.

There was definitely a return on investment, even though it was a little bit pricier. The fact that we didn't have to purchase additional platforms to help us meant we saved a bit of money. We didn't have to pay for a time-tracking platform, which Basecamp, for example, didn't have.

The pricing of monday.com was a little bit high for us, especially here in South Africa, compared to Basecamp.

We evaluated ClickUp. We were using Basecamp and then we tried to use ClickUp but we found we preferred using monday.com. With ClickUp, there were things here and there that we were still not getting right, so we ended up using monday.com.

Maintenance is required when we assess challenges to make things easier to use and to integrate additional clients.

If you're looking for a platform where you can have an overall view of the progress of different projects, monday.com is an easy platform to use and you can track everything in one place. Everything is clearly set up for you to understand and see what comes next. It made it easier for us as a team to prepare on time and understand what the coming tasks were. If you want to simplify and track your work, monday.com is definitely the platform to use.

One of my customers is in the US and they wanted an integration of monday.com with QuickBooks. At that time, it was not available, not on the monday.com marketplace or in the monday.com native integrations. But I did it through custom app development and they were very happy with that. It was quite useful for them because they could easily generate invoices from the monday.com platform and an invoice would automatically be generated in their QuickBooks system.

If you implement things correctly, the entire team uses the platform and gets the benefit from it. It saves a lot of time. If they want to shoot out an email from monday.com, we can create an automation for that. For example, if the status of something changes, an email can be sent from the platform itself.

It also gives you visibility into the entire project and what phase your project is going through. This is what the reporting is all about. You get the complete analysis of a certain project, so for making decisions about project management, I would not give it less than an eight out of 10.

In terms of reducing project delays, the best part is that there is a widget in the monday.com dashboard that gives you insights into the project. It shows whether it is moving along and how many days are left, because we have given a timeline for the project. The platform calculates how much your project is at risk of missing the deadline. If it is at risk, management can decide to take certain actions. I would give it 10 out of 10 on this aspect. You can certainly reduce the risk by 20 to 30 percent.

From the user's perspective, and even for me as an implementation consultant, one of the most valuable features is the integration of different platforms with monday.com. In addition to that, the real-time reporting from the dashboards is also valuable, as is the ability to customize it. You can customize the dashboard according to your requirements and group things the way you want them. You can structure it per your requirements. The flexibility of the customization is most important on monday.com.

The solution's interface is fantastic and easy to use. This is quite a plus for monday.com, because the interface is quite user-friendly. Anyone can come onto the platform, analyze things, and start using the platform. And for viewing projects and timelines, it's a nine out of 10.

I have had customers whose requirements are so complex that we could not implement them on the monday.com platform. We have said to them, straight out, that it was really not possible on monday.com due to some of the restrictions of monday.com. The solution keeps evolving over time and I'm sure that we are going to overcome all the challenges that we have right now.

There are features that should be part of the monday.com platform. Because I am also part of the monday.com expert community, I keep on posting things, and I keep on doing boards for new features that most of the community members want to have.

One important feature that would help is if you store a file on monday.com and you want to email a message to someone along with that particular file, monday.com does not send the actual attachment, but a link to the file where monday.com has stored it. You can click on that link to read the file. But the link expires after no more than 10 or 15 days. I overcame the problem by integrating monday.com with Make.com. The process downloads the attachment from the link on monday.com and then sends it as an actual attachment so that it doesn't lapse. If monday.com could do that, it would be a good feature.

I've been using the solution for over three years.

I generally implement the solution for the users. I provide services to clients around the globe and I integrate and manage different applications in PaaS as well. If there is a requirement for a custom app development I also do that.

I started my career as a developer but the organization that I was working for partnered with monday.com for the North American region. They gave me an opportunity to switch to this platform because I had an interest in it and, at that time, it was very new to everyone. Even I was not aware of what the tool was about. I grabbed the opportunity, did my certification and all my research from the monday.com articles and documentation on their website, including the API documentation.

It's a stable platform.

It's quite scalable.

Their support is good.

Positive

Most of the time, the initial setup is straightforward.

It can be complex when you have to design the layout of monday.com, such as whether you want the information related on a single board or you want to bifurcate it on two boards. It can also be complex to design what the boards are going to look like and what kind of interaction there will be between boards.

The number of staff required for deployment depends on the complexity of the project. If custom app development is involved, then a team will work on that. Otherwise, I can usually do it myself. One person for a project is enough if there is no integration or custom development involved.

The solution doesn't really require maintenance, other than if you include renewal of the licenses. But, as time passes, you may have changes in requirements and what you want to implement. In that case, if there is custom development, there is that kind of maintenance.

The licensing cost is not that high for monday.com.

However, if you need an implementer, the cost is high because there aren't so many monday.com professionals. People are now coming to the technology and learning monday.com skills. But when I started, I believe I was very one of the few monday.com professionals in India. That's the reason the rate is so high for monday.com implementers.

monday.com is divided into two server regions: One is based in the US and the other is in Europe. When you deliver a solution to the customer, the customer has to buy a license and gets his own domain or account, which is already deployed on the cloud. 

If we refer a customer to monday.com, we will get a commission. That is how the monday.com partner channel works.

I was going to use Asana, because a customer from the US, a very large healthcare organization, wanted to migrate data from monday.com to Asana. When they reached out to me and said that they want to make that move, I was shocked because monday.com was doing so great. I asked why they wanted to move. They said they were not happy with the platform. They were not initially my customer. When I went through Asana, to be honest, I found it more difficult to use than monday.com. The user interface of Asana is not so clear or user-friendly, compared to monday.com.

monday.com is not difficult to use, but you would require training and certification to implement things on your own. As an implementer, what is more important is that your analytical abilities should be strong enough to analyze the customer's requirements, what they want and how you are going to proceed with the implementation of monday.com. Anyone can come to the platform, create a board, and create the columns, but it's the consultant's responsibility to analyze the customer's requirements. You should have training or certification. Without that, I don't think you'd be able to implement the complex solutions.

The time it takes to create a new project using monday.com totally depends on the requirements and the complexity. Integrating monday.com with different applications will take more time.

My advice would be to do a proof of concept first. It depends on the requirements of your organization, but I would definitely recommend monday.com. But, be careful to go with a good implementation consultant. You may go to a consultant and say, "This is the solution that we want," but he implements a simple solution and charges you heavily, and there is still a problem in your system. So be very careful about choosing your implementation consultant.

I recently did work for a manufacturing company in India. They sell electronics to their customers as well as materials to B2B customers. They wanted us to create standard operating dashboards and we used monday.com to do so for every level of senior management. They wanted to manage all their sales and manage all their operations in the same place. I created boards for their manufacturing, sales, production, and project management operations. I also created automation tools based on the conditions and other requirements, as well as third-party integrations.

I know OKR well and I use the OKR framework with monday.com boards as well. They also were interested in knowing about their goals, operations, and marketing expenses. I created a separate OKR board for what they wanted to focus on.

monday.com has helped clarify that company's goals and created transparency: where they stand in sales, the amount of production completed per day, per month, and per quarter. They can see their marketing expenses, their junk leads, and the deals that closed.

The company is running in six regions, including North America, Europe, and Asia, and I created separate boards based on the territories. Information is allocated and automated in the respective boards in their Salesforce. I was also able to create their sales cycle process in one place. When a sale is closed it moves to operations and project management.

They have been able to see their three-month achievements and three-month problems and can work on how to resolve the problems and the strategies they want to implement for the next quarter. They have a clearer understanding of what they are doing and where they are going to focus.

Before monday.com, this company managed using Excel sheets. Once we implemented monday.com, it opened up clarity and transparency from the top level to the bottom level of management. They know what lower-level employees are doing and how they're contributing towards the organization's goals. They know how much of their goals have been achieved in a given quarter.

Decision-making is data-driven. monday.com gives detailed data in a single place, for every lead, sale, operation, and project. Every week it gives them clear data on where they stand: what processes are going on, what the backlogs are, and what needs to be done. With clarity on the boards and the data, it helps them make the right decision at the right time, in discussion with the respective managers or team leaders.

Delays are usually because of a lack of engineers or subject matter experts for a project. This is something that needs to be fixed and monday.com gives clarity on why there is a delay, where a process is not moving, to help them know which areas to improve.

For day-to-day project management operations of my team, as well as the entire organization, we can easily focus on a task-oriented system and the outcomes. And I'm guiding my clients to an outcome-based system using OKR boards so that they're focused on daily priorities based on quarterly goals and objectives.

monday.com is very easy to use and very user-friendly. I can give non-technical people access to their respective boards and that enables them to focus on their objectives and their targeted items or customers. We train them to use it and how to engage with their customers. It helps create a standard operating procedure for non-technical people and gives them clarity.

No other CRM is this user-friendly for non-technical end-users. I have worked with other CRMs, especially Apptivo, but with monday.com, we can access various models and find the necessary data in one place. We don't have to go to separate tabs to find data. It is like Excel, but in a single place I can find the data and details to easily grasp the information.

They need to add more data values and fields, such as currency and functional fields, as well as more trigger functionality for automation and time-based management.

I have been using monday.com for the past one and a half years. 

I haven't faced any issues with its stability so far. I have not imported huge amounts of data into monday.com.

Its scalability is absolutely great. I have brought most of the business users in my clients' organizations into monday.com because of its user-friendly visualizations on the boards and the automation, integrations, and flexibility. It is scalable for multiple users.

I have contacted their tech support once. It was very interesting to chat with them and they shared all the details as well as a detailed user guide with information that helped.

Positive

Over the past six years, I have been working in CRM implementation. I used Apptivo CRM. My passion was to become a CRM expert. I searched for great products in the CRM area for end customers and I found that monday.com has all the functionality, automations, triggers, and integrations. I also wanted a scalable solution for my customers.

My services include deployment and implementation of monday.com for my clients. Integration of the solution is generally straightforward, although sometimes we need developer input as well. We usually need a maximum of two to three people.

It takes a minimum of 30 to 45 days to create a new project, but that is for larger clients. For smaller clients, we can complete the entire project within 10 to 15 days.

Once we complete a project, I give detailed training to my customers and guide them on how to maintain and customize things. In terms of monday.com updates, I subscribe to their newsletter and I get their updates every month. I read about them and, if an update is suitable for our customers, I will acknowledge it by sending them an email, or if they want to know more about an update, I'll get onto a call and clearly explain the functionality and features of the update.

The pricing of monday.com is worth it.

Evaluation of other options depends on the customer's requirements. Some customers want HubSpot CRM. HubSpot has a service model as well as a CMS. I recommend the advantages of the respective CRMs: What are the advantages of using monday.com, HubSpot, and Apptivo CRM? Based on that and their requirements, I propose a solution. I will then give them a demo and they can decide how to move forward, which system will work for them, their use cases, and day-to-day activities.

monday.com is our CRM and task management system. We also use Jira, which was formerly our core solution. The company syncs monday.com, Workforce, and Jira because everything in monday.com's CRM can be transferred to Jira. We have an on-prem Jira data center and use monday.com as a cover layer for our sales team and some of our biz devs.

We have several branches in Baku and Latvia. A small part of the business is in Moscow serving customers we have committed to supporting until the year's end. We have a multi-language team. Our primary language is Russian, but we also speak English, Serbian, Mian, and several languages. It helps us to cover all the processes at a company-wide scale. We currently have 50 employees using monday.com.

monday.com helped our company get organized. For example, we have a special sales funnel. Every business process is the same as before, but some features and sub-processes cannot be handled with a different tool. monday.com is flexible and compatible with how our processes work. We could finally automate our process, which wasn't easy with other CRMs. The other CRMs are more rigid. monday.com provides better insight into how long and difficult our process steps are. 

The collaborative features are nice. monday.com lets us add extra users to our account, which is helpful when sharing data with customers and outside contractors. We can grant them limited access to our boards so that they can add or download data. It's free to add these additional users.

The platform helps managers make some decisions. However, not all decisions are based on process information. monday.com is helpful for middle managers, but executives also require some financial information that monday.com does not provide. Sometimes it's not secure to connect your system to your financial base. The top management bases its decisions on information from various sources.

While we don't use monday.com for project management, many of my customers have used it to control their budgets and project timelines. It also helped make their teams' capacities more understandable and transparent. 

I like monday.com's automation capabilities the most, but the reporting is also excellent. Jira and our other tools provide decent reporting, but monday.com adds another layer. We can drill further down into processes, problems, and issues. These reports helped us to control our sales funnel. 

Our non-technical staff members find monday.com highly accessible. The interface is nice and it's much more modern than others.

They have a private report, but it's a bit weak, and you cannot get everything you need from it. They could add some more dimensions to split the data into different slices. At the same time, I understand that monday.com isn't a BI tool, but it would be helpful as a senior manager to have sliceable data. 

The data linkage could also be improved. For example, sometimes you cannot automate item creation when you link different items to each other. You cannot connect the data deeply from field to field. It's somewhat complicated to link a contact to some account fields and automate the contact's behavior based on the value of those fields. The data is sometimes not structured enough for deep processing.

To do automated decision-making, monday.com's main feature, it isn't enough to link one item to another. Depending on the field or number, you need to make the system act a certain way. The logic is plain and not configurable enough. However, we aren't only automating end-to-end processes. If you have WorkOS, which is positioned as a top level of every system in your company, you will need to automate end-to-end processes. 

Depending on the process criteria, it isn't easy to get end-to-end reporting. At the top level, you aren't interested in who is assigned to a task. You want a helicopter view of your company, its goals, and how those objectives are achieved. Sometimes, monday.com doesn't provide the whole picture because automation, when the boards are connected, isn't easy.

In large enterprises, you must split your data into different boards to ensure your internal processes work as they should, and you will need to link those data sets to each other. You need to connect tasks from marketing, design, sales, production, etc. This linkage is not configurable and not reflected in the reporting. 

They could also have more extensive tutorial articles to reduce the learning curve. For example, you sometimes can't find enough information in the knowledge base or the forums to help you when learning to create integrations. You have to figure it out alone or ask someone from monday.com or another integrator to explain how to do this. It was a little tricky for us at the deep tech level. However, I think the documentation is good enough for the average end-user. 

I've used monday.com for a little over three years.

We've used monday.com for a long time, and the system has become unstable several times, but the issue was quickly fixed each time. 

monday.com is scalable, but large enterprises need to plan before scaling up. When scaling, you need to consider the design of the data, how it is stored, and the way processes are designed. The risk of mistakes increases as you add users and boards. 

If you add a flawed process to the system from the beginning, the mistakes in the design will be replicated on a larger scale. You will succeed if you are thoughtful in your piloting and testing at the start.

We may expand our user base, but we are unsure. We are SOC 1-compliant, so there are limitations on where data can be stored. For non-production processes, we will probably switch several teams to monday.com because it's well-integrated with other tools. Our accounting and legal teams will also likely move to monday.com.

I rate monday.com support a six out of ten. Explaining your issue to them can be frustrating because they make you go through these silly troubleshooting steps first. They ask you to check if your laptop is turned on and connected to a power source. 

Neutral

We used to work in Russia and used local solutions like amoCRM, Wrike, and 1C. We had another solution, but it wasn't good enough. We gave up on trying to find anything until we discovered monday.com. monday.com stood out because of its features, and it had the flexibility to fit our process.

Setting up monday.com is straightforward. We started by automating the critical areas, such as customer collaboration, billing management, and paperwork. For example, we want to see which invoices have been paid, so we don't lose some money on the way. This sometimes happens in our country. The initial setup and configuration took around a week, and we finished implementing the CRM in a month. The deployment involved three people, including me. I was the architect who built the data structure, and two contractors implemented it. 

Platform maintenance is done via requests to the monday.com team. You can reach out if something isn't working as it should or if you need new processes, integrations, or features. Every user can submit a request, so you don't need an administrator to answer your questions. You will just write a separate one, and that's it.

It took us three weeks to create our first project, but it was a highly complicated one. The CRM took three or four weeks. After deploying the project, it only took some fine-tuning. You sometimes need to correct a mistake or address some unexpected behavior.

Once we completed the first project, It was much easier to scale because the templates were ready. They have templates, and you can copy the board. You can clone your settings and leave the board empty with only the settings fixed. It's a handy feature because several branches use identical business processes. We cloned our entire workspace and group of boards. It only took one day to repeat the process at another brand.

We see an ROI in time and resources. We spend a lot less time on tasks and have been able to assign additional tasks to our teams because monday.com freed up their time. Our capacity has increased dramatically since adopting the solution, so we generate more profit. 

monday.com reduced manual work by around 40 percent because we previously spent a lot of time manually creating offers and collecting documents for tenders. Now, everything is automated, so our offers are generated automatically. We fill in the details about prices, the number of licenses, etc., and it produces the document. Before, sales managers needed to spend several hours creating an offer, but they can do it now in five minutes.

The enterprise plan looks expensive because we don't understand the value as monday.com users. The pro level and other packages seem reasonable. 

I rate monday.com an eight out of ten. monday.com is highly flexible, and you can shape your business processes using templates. However, if you have many users involved in your processes, you must think about the design first to avoid mistakes.

It has some limitations in data linkages, but I can't think of any other tools I would rate higher than seven. monday.com is still my favorite.

I am an implementation consultant, so I help clients create workflows, automations and integrations in the monday.com suite of products. 

I also use monday.com in my own business to track clients (CRM) and client projects (work management).  

For clients, I have worked with the following verticals: real estate, non-profit, veterinary practice build-outs, insurance, lab management, and many more. 

monday.com assists me in marketing to new clients, tracking current client projects, billing, action items, etc. 

monday.com has so many features and the company continues to improve the product suite continually. I love the ability to create workflows, integrate with other products either through 3rd party apps or using make.com. 

One of my favorite features is the Updates section which allows the users to track conversations and/or emails within the monday.com product. No more going back and forth to email and trying to determine the latest thread and exactly where you are on the project.

I am impressed with the amount of features that monday.com continues to release on a consistent basis. 

I have been using the solution for over five years.

It's pretty stable, but they're transitioning its code to another platform. So, we are getting some stability issues. We get a notice that automations aren't working. They usually fix such issues within an hour or two. There have been very infrequent issues that have taken longer than a day. They're on top of that part, so I'd still say that it's a stable platform even though they are doing this transition, and we do have some messages that come through saying that something is down. It's more stable compared to others I've worked on.

It's very easy to add new users. It has the ability where when you add a new user to your account and you're over your allotted number of users, they just go ahead and bill you for that. You don't have to do anything. As long as you have a payment form, like most software companies nowadays, they'll just go ahead and bill you for that. It's extremely easy to do that.

monday.com has implemented additional ways to contact support. As they grow, I do not feel their support is as fast as it used to be with responses, but you do get a response. And when the chat feature works correctly, you can get an almost immediate response. I see support as a current area of improvement for monday.com. However, if you work with a consultant, you can get support from them and they have access to support in different ways as well.

Neutral

I've worked with many of the workflow management tools on the market in the past. I personally switched from Trello to monday.com due to the configurability, automations, integrations, and 3rd party app availability. I find it easier to use and accomplish what I wish for my workflow.

The initial setup is straightforward in my opinion, depending on your workflow, of course. 

I suggest using a vendor for your implementation. As an implementor, I help my clients map out their workflow, create the boards, automations, 3rd party apps, and integrations. I've seen many businesses try the setup on their own and then get frustrated and transfer to a different product only to have similar issues. As a software consultant for over 25 years, I've "rescued" a number of implementation that were not setup to the clients needs and therefore failed from the clients perspective.

I feel that the pricing for monday.com is fair for the features that you receive. Even for smaller businesses, I would suggest the pro plan for the features it includes. For medium to larger business, the enterprise plan includes many feature that you may need as your use of monday.com grows.

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.

I run a coaching and training department that requires me to manage a large team of full-time, part-time and seasonal team members. Our projects vary from month to month and require quite a bit of cross-functional communication and high levels of collaboration. Some projects also require the assistance of strategic partners who were added as guests. All in all, we primarily used this software for Project management because it allowed me to monitor the progress of my team, allowed us to manage hybrid programs and operations (and transition seamlessly), and communicate 24/7. 

When you first get in, the set-up and overall functionality were easy to use. Not to mention I appreciated all of the many integrations. It made it so easy to build systems and processes for my team. 

We’ve also had quite a bit of turnover in staff, so it was super great when it came to transitioning new employees in and old employees out. My multi-generational team loved it. It was also pivotal in teaching my collegiate interns how to manage their time and break down their projects into smaller tasks.  

The templates were always the best part as not starting from scratch made the process so much easier.

The various display options and formats were great -especially when you have a large team with varying needs. They appreciated the tutorials and how-tos available with each board as well. 

As someone who has to manage their team’s as well as my own projects and tasks - it made it easier to see everyone and everything from a bird’s eye view. I also really appreciated the daily reminders, progress updates, and little (but impactful) notes of encouragement. 

I wish I understood and had taken advantage of the automation more. it was kind of hard to figure out.

While I appreciate the templates, some of them are extremely complex and not as tailored to non-profit work so they required quite a bit of customizing (but worth the trouble).  

The email log-in sensitivity would be a challenge and would lead to guests being added as members and the account getting overcharged frequently. 

I also wish the software was more affordable as I would love to use it for my small business as well. 

I've been using the solution for two years.

If you had a variety of pricing options I can see this going far.

It is definitely possible to scale. 

We have never had to use technical support, however, the tutorials were great.

Positive

We used Microsoft Teams and were unable to customize it the same way. 

It is very easy to use if you follow the promptings and watch the videos.

We implemented it with our in-house team.

The ROI is very high.

The budget is quite pricey. If you can afford it, it’s worth it. 

We looked at Trello and Airtable.

We switched to Monday from a couple of other options for tracking task management for our projects. That had proved to be a pretty difficult thing to do, since we kind of straddled the line in terms of a small business versus a big project, project management, somewhere. Particularly the developers and designers on our teams can use some of the larger solutions, however, most of our clients just don't feel that is necessary. It's really nice to be able to scale up when we need to. We had just a lot of issues finding something that was going to be easy to use, not just for developers, but designers as well, and allowed for at least some customer interaction through the dashboard as well.

Their flagship feature, what used to be called the pulse is great. Pulse offers great management. Being able to see everything at a glance and check task status, is wonderful. They use subtasks and the simple aspects of task management have been really helpful. Even beyond that, we do some Gantt views and calendar views, however, a lot of it is really just being able to manage large numbers of tasks seamlessly and be able to view them on different dashboards individually, not just per project. 

Previously, that was the limitation. We could look at all of the projects that someone was working on, and all of the tasks associated with the project, however, being able to filter down very specifically to say which tasks were on a particular project for a particular day, the interface was a lot better in our testing of Monday than it was with other similar solutions.

Speed and reliability need to be better. I don't mean that in a very basic, "Oh, we can't log in." Rather, there are issues with connectivity. That happens with anything at any sort of scale. I understand that. A bigger issue definitely is speed. It can run very slowly at times. A lot of the time we don't have issues, however, there are plenty of times when switching between views takes a long time, and I recognize they're doing on-the-fly queries with a lot of data. That's hard to do, hard to speed up, however, it does impact our workflow. That can really slow us down, particularly when we're trying to do a quick project check-in and we have to switch between two projects or more than one project and more than one person, having to drill down between those different contexts can be pretty cumbersome if it's a project at any sort of scale.

We've been using the solution since 2019.

It's fairly stable. They probably hit 99% or 98% stable, however, they'll go down for half a day at a time sometimes, which isn't great. It's not very common. That may be once or twice a year that they'll go down for a couple of hours, which obviously throws a wrench into things for us, however, there's enough collateral in other services that we're able to see what we're working on. It doesn't usually get in the way too much. We'll just work off PostIts for a couple of hours so we can reconcile everything. It's not too bad.

I can't speak to the number of clients that we have using it, since I don't know. However, internally, we've got six people using it. We bring clients in as well and have them use the system as necessary, which usually only happens if they're more on the medium to large-scale business or if it happens to be a more in-depth project. They'll usually have one or two seats that they use in that case, just to be able to offer feedback as we're working through the project. Occasionally, we'll have more than that, however, internally it's about a half dozen seats and then externally it's "as needed".

In most senses, it seems very scalable. That's one of the things that drew us to the product was that it can be used to handle very small projects, can be used to handle much larger projects. 

The issue that you run into is the same issue with scalability that you're going to have anywhere. It's large amounts of data, and so, querying that data just takes more time.  I would say that we do have some issues with scalability, however, it's really not more than we'd have with other project management systems except maybe something that was on-premises.

Technical support is pretty good. They're pretty responsive to the issues that we have. The consistent issue that we have had with them, if we have one, has been speed instability. When we inquire about that, we get a regular answer of, "Oh, we're sorry to hear about that. We're working on it. We'll get someone back to you when we have an answer," and very little will happen. It's not unexpected as we recognize the difficulties that they're dealing with. That said, after a while, it can feel a little hollow having that response. I suppose that's no different than what most customer service teams will do. They do offer guidance when we ask for help, however.

Positive

We still used 10,000 Feet a little bit, which was subsumed into Smartsheet some time ago. We used that really just for timesheet tracking since it happens to integrate with our accounting software, that's in the process of moving, however, the accounting software is kind of the lame-duck here. We have to work at the speed of the accounting software and that is Glacial. Previously, we used that for all of our task management as it was so simple to tie that to very specific line item accounting. We do that to a certain extent still, however, it's much more for the day-to-day tasks that don't need to be tied to a number, just tied to a task list to be able to track feedback loops and whatnot. That's really what Monday has helped with.

Everybody's just using their website. It's either that or their free app through the app store. It's a very public cloud situation.

Everybody in the company was involved at some level with the setup. I did some of the testing and vetting of various solutions before anything happened and then went through Monday and a bunch of webinars and whatnot too. 

The initial setup is pretty simple. One of the advantages that Monday probably has for itself is that you don't need to dive straight into really deep integrations unless you want to. A lot of that has come very slowly with our team. Therefore, initially, it was very simple. We're using much more complicated things through some of our integrations with GitHub and Slack and whatnot, however, right off the bat, implementation is easy.

We have two people, handling the setup. Our team's project manager did almost everything. Then, intermittently, we would have someone else from Monday help on troubleshooting a couple of things. There isn't anybody who is full-time just Monday.com management.

In terms of maintenance, we do have one full-time project manager. There's maintenance in that someone needs to go in and assign tasks and manage the status of those tasks if they do tree shaking and pruning, so to speak, to make sure that everything is moving along. However, the updates in terms of architecture are handled automatically, which is nice. The content of the software is software as a service. We have endpoints and we do what we can. 

We did everything internally. We connected with their onboarding team a bit, however, it's mostly folks who are running webinars normally. I don't remember us having a dedicated person past the first week or two. It was more about getting us acquainted with the platform rather than trying to build out a whole. The system itself doesn't need a lot of configuration compared to Jira or any of those larger systems that get you more at that ERP level.

We've seen an ROI. It has really helped from a process point of view for us to be able to do some internal evaluations of our QA processes and to be able to really push everyone towards documenting everything that they're doing. It's nice that there's a single point of truth for all of our projects. That was definitely lacking previously. 

It's extremely affordable. I've considered even getting a personal license just outside of work as it's been so helpful for all of my task management at work. I haven't quite pulled the trigger on that, since I'm not sure that the price point quite makes sense to have two of them running side by side. That said, it's great. The price point is very approachable, particularly for the time it saves. If it saves one hour a month, it more than pays for itself.

We looked at several other options. We looked at a few that were more on the free side or had free tiers like Asana and Trello. We also looked at Jira, which uses swim lanes and is very scrum compliant, very agile. 

Monday seems to be what really struck a nice balance between what was usable from the designer and project manager end, and then what was usable from the developer end as well.