monday.com Reviews

We use Monday.com for marketing project requests and management. 

Our work consists of a marketing team (graphic designer, social media manager, copywriter, director of communication, design manager, and VP) getting project requests from external teams.

Requests are submitted via Typeforms and are populated on our Monday.com boards. We manage some boards that have external guests (all "active" projects live on one board, and upcoming projects on another), and manage some boards with internal marketing team access only, depending on the project type.

There are a few key ways that this has positively impacted our organization, including: 

REQUESTS

With our last project management system, we had a big problem with getting all the correct info for our projects the first time. We had to do a lot of back and forth, and there was always confusion about project requests. Our system with Monday.com allows us to adjust the request forms based on the project to get EXACTLY what we need, upfront. 

BIG PROJECTS

We also find the collaborative environment works better on big projects, thanks to subitems. Previously, we would manage multiple item cards for the pieces of big projects that our team was individually owning. On Monday.com, we can link projects and use subitems to create due dates and manage task lists.

MY WORK

My Work helps us really, truly see what is on our plate for a given day in a task list form - we did not have this capability before.

GUESTS

Our Monday.com account is primarily used for our marketing team only, so having free account guests was crucial for us from an affordability standpoint.

The most valuable aspects include:

SUBITEMS

Subitems allow us to more efficiently break down projects into tasks for individual team members. For example, for one event, we need basically everyone's input - copy written for an email, social media posts, graphics/landing pages. Subitems allow us to manage all of these tasks under the umbrella of one main project.

MY WORK

This just really simplifies our workflow. You can see what you need to do on a certain day/week/month at a simple glance.

UNLIMITED AUTOMATION

This helps us work more efficiently. We mainly use it to move projects to other groups based on status. 

The product could improve:

AUTOMATION

Automation is often glitchy for us. Maybe we have too many automations set up? Sometimes it will move the project, just with a lag time, and sometimes it doesn't move the project at all. 

TIME TRACKING

Our designers have some key challenges with tracking KPIs around project time tracking in Monday.com. Time tracking is pretty difficult to remember to initiate and they also need to be able to track the overall project timeframe. For example, they want to know the project, all told, took them six hours, however, they also need to know that it took three weeks from start to finish.

I've been using the solution for nine months.

I am defining stability here as the entire platform being operational. I feel like we experience system outages (where we can't load Monday.com at all, or things are lagging because of system issues) more with Monday.com than we did with Trello, our previous project management solution. Ironically, this usually seems to occur on Monday, which is the day that our team does a status update on all projects. I'm looking at the incident history on Monday.com's Status webpage and it looks like there have been 2 major connectivity issues across all accounts per month for the last 2 months. I am not sure if that is normal, and just feels like a lot because it's inconvenient, no matter how frequent? 

We previously used Trello and there were just some major gaps - the biggest being price (Monday.com offers free guest users) and features (mostly around tracking KPIs).

The initial setup was complex in that you really need to come up with a great plan at the start and you can really easily get inundated with information. There are a lot of great resources, though.

We did the setup in-house.

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

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

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

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

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

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

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

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

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

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

I've used the solution for six months.

I have had zero issues with Monday.com

The solution is easy and adaptable.

Luckily, I have not needed support.

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

This product was already in place when I was hired.

It's worth every penny in terms of ROI.

I was not involved in the purchase.

This was already in place when I was hired.

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

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.

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.

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.

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.

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

It has been very stable so far.

The solution is very scalable and customizable.

Support is very responsive and helpful.

Positive

We used Google Suite. It was not efficient enough.

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. 

We handled the setup in-house.

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

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

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

The primary use case is for task management and clearly communicating ongoing and planned projects to colleagues across different teams within different geographies. 

I work in the marketing department of a global tech company, which is rather matrixed, so clear communication of current and planned projects helps myself and others to clearly understand where synergies might exist. 

I also use the platform to communicate requests to other internal teams, such as creative and design, and to keep track of the progress of my requests.

I am able to keep much better track of all current projects and each aspect of individual projects, which has helped to make team meetings a breeze. Everyone is clear on which tasks they are responsible for and I am able to review our Monday's board before each meeting to develop an agenda of problems to solve and updates to discuss. 

Organization, in general, has been greatly improved and it has had a marked improvement in communication also, cutting down on wasted time during meetings and making life a little easier for everyone.

I like the ability to connect boards. If I make an update to my board to mark a project as complete or content as live, my colleagues in the social team then know that this piece of content is now live and our community manager can begin to interact with comments. This is so useful as it helps to remove any unnecessary emailing/messaging. 

I also like the general layout and the ability to color-code projects/tasks. It provides an incredibly clear and user-friendly format. The ability to expand/contract tasks, edit labels and edit the ordering of projects are also incredibly useful features.

Email notifications from Monday.com can sometimes not lead to the relevant update I am being notified about. When this happens, I then need to review the email to understand which board the update has come from and then manually find the board with the update I need to address within Monday.com. If the email led me to the specific board, then it'd be a much easier experience and require less of an investment of time.In my opinion, this aspect of the user experience should definitely be addressed within the next release of the platform.

I've used the solution for one year. 

Overall, the solution is fairly stable and will likely continue to be a major part of the company I work for. It will be interesting to see further features/abilities added.

I have not yet engaged customer service and support.

Neutral

I previously used Trello. I switched as my new company already used Monday.com.

I am not involved in procurement. I am simply a user.

I like the product and am looking forward to using it more.

We use the solution for organization and communication in our construction company - including file organization and storage. It is very convenient to be able to leave reminders or updates about each job in their own file. That way, we can come to one central location for each job.

It is also very vital to be able to update field workers quickly as new updates from homeowners come in. With Monday, we have been able to eliminate so many construction meetings as all the information we would previously need is found in the client's file on the system. 

We are more streamlined, we have better communication without having to talk directly to each other, and it's made the online file system and photo uploading easier. We can see progress and hold our subs accountable as well as protect our company. 

Updates from clients or the office happen immediately and each team member is notified of the information that is important to their job title. The integration and automation like sending emails to clients at certain phases have vastly reduced the number of communication complaints we get from homeowners. They are kept in the loop when phases are listed as completed. 

The online file/commenting system for each job is great. We can all see everything going on without scheduling a two-hour meeting. 

Auto emails to clients have streamlined communication with external emails so we can keep people informed without manually adding any hours or tasks to our day-to-day list. 

It keeps things moving without actually doing additional work. The time savings alone is worth every penny and man-hour it took settings up the business profile. 

It took us a few weeks to fully integrate, however, it has been so worth it. 

There are minor bugs that delete information or don’t autosave information placed. It doesn’t happen often, however, when it does, it is inconvenient. 

In a few instances, the dates and times of appointments were changed - which obviously caused problems. The amount of times this has happened is so few and far between like any other system that we can easily see the benefit despite the few bugs we encountered. 

What I do appreciate is Monday's quickness to respond to issues whenever I have submitted them. Any software we’ve used has had its issues. None have been as much of a "package” as Monday - so we will deal with the bugs. 

I've used the solution for one year.

It’s a stable product.

I'm sure scalability could get better, however, it’s already very great. The capacity of memory is already very substantial for businesses of all sizes. For our midsized company that uploads multiple files a day I don't see scalability as a problem as of right now. 

We used Save File. We switched as it didn’t do anything but electronically store files.

The setup is straightforward for technically inclined people.

We did the setup in-house. 

We've saved hours worth of meetings/emails.

I'd advise new users to get the setup over with like ripping off a bandaid. It takes a lot of time, however, once it’s all up and running it’s amazing. 

We evaluated BuilderTrend. 

We'd like to see track appointment dates specifically in more than one area to ensure none or missed. 

I work for a luxury wedding planning company. We use Monday.com for everything. There is a team of five of us, some of who work remotely. Monday.com helps us organize information internally between employees and also with our couples as we go through the planning process. 

For example, we have an internal board where we have organized all of our vendor contacts, login information, and content creation too. For the couples, they are able to access a board dedicated to their wedding and share feedback with us, all in one place - no more chains of emails.

Monday.com has improved our efficiency by having many different options on how to organize your information. We use the boards to track the progress of vendor research, contracts, upcoming payments, and even to plan our social media posts! It's also nice to have the information all in one place where our couples can access the board and track our progress, give us feedback, and even update items that they've checked off of their checklist. 

Monday.com is a must-have for any individual or business in the event or wedding planning industry.

Besides the boards that we use daily to organize our information, we love the survey aspect of Monday.com too. 

It makes it so easy to create a survey with different answer options for our guests, and Monday.com effectively collects and organizes the answers for us, which can then be directly exported to an Excel spreadsheet.

For example, we have set up a survey for couples who are organizing rides to and from the airport for their wedding guests and we can change the answers to have multiple choice answers, dropdowns, or even leave a space for the guests to type in their own answer. 

Once all of the data is collected, you can view it all on Monday.com or organize it in a spreadsheet, which we normally do before sending it to the transportation coordinator.

I would love to be able to have a chat option with Monday.com's IT so that if I'm looking to add a new view or experience to our planning boards, they could easily talk me through the best option. 

For example, we are looking to fully use Monday.com for every aspect of business, but there are too many options for us to scroll through, and I feel as though it would help us to go over exactly what we're looking for and a Monday.com specialist help us out because I'm sure they know more of the offerings than we do. 

I've been using Monday.com for over a year now.

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.

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.

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. 

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.

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

I'm impressed with the stability.

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

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

Positive

We did not previously have an alternative.

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

The setup was all done in-house.

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.

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.

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

This site has been a lifesaver. 

We use the product for internal project management for every department in the business: marketing, product launches, finance, logistics etc. 

We also invite our external agencies to internal projects like SEO, Ads and Press.  

We are a small full remote team. As we grew, the complexity of projects grew as well as the number of projects. Monday helped us scale easily, understand bottlenecks, and plan accordingly. It's also been a life saver as I don't need to remember anything. It's all on Monday! We've totally moved away from emails. 

It gives managers a clear view on how projets are moving forward and they are able to give support where needed without having to constantly follow-up.  

Board templates are really good when you have recurring projects. 

Automations are perfect to save time and remind people of various tasks. 

Overall the product is really good and can adapt to any team with specific columns for each board. 

"My Work" gives you a great view of all the tasks that are due and upcoming.

The dependencies and Gantt chart could be better. I would love it to have personal views with hidden columns per board. Sometimes it can get quite overwhelming. 

I'm not a big fan of the new left panel organization by workspace. Maybe this is due to the fact that we are in a small business. 

We'd like to send emails via Monday. Ideally, being able to cc Monday tasks from our mail account could be better. (ie. sending attachments, being able to cc the task with people not in Monday (they received an error message when replying).  

I'd love it if their could be feature to plan for work time for a task (not a timeline as it shows in your "My Work" view)

We've used the solution for three years.

Stability is pretty good. Every now and then server is down. 

The scalability is very good although it would be great to have more onboarding videos. 

Technical support is super helpful and very fast to respond.

Positive

We did not use solutions.

The initial setup is super straightforward. We imported our Excel files.

We handled the setup in-house.

The ROI has been very good.

We looked into Asana, Trello, and Notion.