monday.com Reviews

We use the product for recording and keeping track of all sales and transactions going on in our company. This includes sales, returns, descriptions and order numbers. 

It provides our company with a customizable web and mobile work management platform, designed to help teams and organizations with operational efficiency by tracking projects. 

We use the platform on a daily basis since all our tracking, status updates, and descriptions are all logged in real-time. Also, the updates are all real-time as well which makes it an important tool in our daily cycle

In terms of being more organized, Monday has greatly improved overall productivity in the workplace. All the data and information is stored in one place. It is extremely easy to use and does all the project planning and management work for you. 

It can also integrate with quite a few systems to automate processes like creating an inventory, sales, and customer report database which makes it easy to track all updates on one platform. Our whole team uses this platform daily and so far it has been a big help. 

The sales sheet where we keep track of all transactions including transaction history, customers, and all necessary records is great. Every team member has access which makes it easy to tag which customer belongs to who. As for interacting with the project and its tasks, it's very easy. We can set status, assignee, dates, add items, etc. Notifications are a great tool to stay on top of things, especially with customer updates which are critical. You can see all your tasks without scrolling through long items in a project.

Adding more features would be ideal since there are limitations as far as scalability. For example, we'd like a field for adding attachments, especially since, for recording purposes, customers submit documents. It would also be nice if there are training or quick access tools for new features since there are actually a lot of decent unexplored services that we may have not been using. They might actually be helpful in our day-to-day operations if we were aware of them. We continue to use the platform since all our data is stored in one location and the whole team relies on it.  

I've been using the solution for a little over a year.

The solution is very stable and reliable.

I would rate scalability a seven out of ten.

We have not reached out to customer support yet.

Positive

We previously used Google Sheets.

The initial setup was easy.

We did have assistance. I'd rate the process a seven out of ten.

The ROI is still the same.

It is a very cost-effective solution.

We did not evaluate other options so far.

We use the solution for task management and social media content planning. Our content creator would create a card for each post that we do. We then start gathering the content and images or design images as needed. This then goes to our copywriting team for approval and any edits that may be needed. Once approved, we update the statuses. We also make use of guest accounts for the rest of our company to view the content.

Our UX team also works on Monday.com - we have several projects on the go so it is easy to separate these. We list all the pages that we need to create in a particular flow and assign it and track our time this way.

The solution offers us one place to do all planning - and allows us to never forget any tasks as we email all our work to a planning board.

When we get requests and jobs from the rest of our company, I can simply forward the email to our backlog address. This is very convenient and ensures we never miss any work.

Due to the fact that it syncs with our calendars, the whole team is always sure on what they should be working and when the deadlines are arriving. 

It is also easy for us to share a viewer account with our exco and they can see where we are with our work.

We really use the custom columns quote a lot and also the statuses and the different views. We can quickly review our list but also see what our scheduling is like with the Gantt view.

The Gantt view really helps us make the most use of our productive time and ensures that we do not have any idle time from any of the team. It even helps us plan our leave well.

I myself particularly like the Windows and Android apps as well, so that one can work on the boards even if they do not have connectivity at the time.

Perhaps a nice Outlook plugin to copy tasks from Outlook would be beneficial. The same could work on Gmail. I have seen similar productivity App Store links to the specific emails and when you click on them you can go directly to Outlook/Gmail and view the request. Currently, we forward all the emails to the board, however, it can get messy when multiple signatures and replies, etc start happening - especially if we cc the board's email address.

A quick paste feature for screenshots would be very handy.

We have been using Monday.com for almost three years. We manage three teams and all our digital content on the platform. It is very easy to use and consolidates all our work tracking brilliantly.

The solution is very stable - we have not had any issues besides some slow speeds about three years ago.

The product can scale to any amount of users in our company.

Support has been great.

Positive

We used Trello previously. The Trello options were a bit limiting.

The initial setup was straightforward. 

We handled the setup in-house. It was very easy to start using everything. 

I am not sure what our ROI is. 

We compared the product with Todoist Business.

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.

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.

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.

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. 

I've used the solution for over two years.

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

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.

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

Positive

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

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

My manager implemented the solution.

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

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

I did not evaluate other options.

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

I work in the affiliate marketing industry, where we have numerous content blogs as well as other promotional models. Monday.com has helped us greatly in the organization and flow of our processes. It allows us to visualize the information in different ways, and therefore have a clear and established process of what needs to be done for each item. It also facilitates the organization and prioritization of our daily and weekly activities. Likewise, I use it to organize my projects and to have a clear and previously established process.

Monday has made our task overview much easier. It allows us to place our key actions for the day or week, and visualize those activities in different ways. It also lets our superiors know what we are working on, or if we have any specific blocks.

Finally, it has allowed us to establish clear processes for each specific task that is carried out within the company, and thus optimize our time. For example, it allows us to organize our work and personal projects, establishing the perfect order of each activity and its level of priority.

The most important feature is to be able to import items from Excel and place them in a Monday file. It allows us to drag primary information and establish clear processes of how each item is going to be attacked. It also allows us to add owners so that each person knows which item corresponds to them and can complete their activities accordingly. 

Another very important feature is the placement of dates. It allows us to know in advance when each part of the project would be finished, and thus optimize our time.

One feature that would certainly improve on Monday is the fact that each group of a board has the same columns. I would find it interesting to put the option of each group having different columns. For instance, a group of data from the final step of a process should have more columns than the previous ones, referring to final activities that correspond to the end of a process. Another aspect of Monday that I'm not such a fan of is the infinite scroll to the right. Other alternatives could be evaluated to improve this.

I have been using Monday.com for about two years now.

Previously we were using Excel for our organization, but we realized that it was not the optimal tool to organize processes in which many employees had to fulfil a part of the process. For this reason, we decided to use Monday's tool and it has worked great for us.

The integration with other applications is very easy and I have not had any problems in almost two years of use.

We evaluated the option of using ClickUp. We decided to stick with Monday as it offered us a more competitive price and the features are quite similar.

Monday is an excellent tool. I highly recommend it.

We primarily use the solution for both sales tracking and project management. In the case of sales tracking, we have a list of potential customers qualified in different ways, as well as customers. This allows us to contact customers, review past proposals, and update them. Potential customers can vary in terms of type of industry they are in, the size of the company, requirements and needs, etc. In the case of project management, it's used for customers which we need to perform services for. It also helps us with Gantt charts and budget planning for current customers.

The solution helps us track sales opportunities much better. We lost many potential customers as there was a lack of follow-up or even knowledge of their existence. Now, it's easy to find quotes, specific information about customers, locations, or anything related that can provide a guideline on how to approach a certain customer with a follow-up. It helps us be organized much better with current projects, potential customers, and also historic data with past projects. In the case of ongoing projects, it helps us track expenses, dates, and other specific details that eventually make a huge difference in day-to-day activities.

We like the aspects of adding files, creating tables or workspaces, easy to use tools to update existing information in workspaces. There are a lot of features and once you understand how to use them, it's quite easy to get the benefit out of them. 

Probably the feature I like the most is how easy it is to create a new item in a table. You have several ways to do it and all of them are easy and intuitive. It allows you to create new items, with all the columns available for that item. This sounds like something that is easy and should be a given in every type of platform, however, it is not easy or a given. It is a good feature that makes things easy for users.

We'd like it if it was possible to create two separate environments that mirror each other - one productive ("real") and the other for testing. That would be kind of like what some ERPs have, just to allow users to move and experiment and throw around different formats. When you finish, you could apply changes to a productive environment. That would be a cool feature.

Another feature I would like to see is to have a brief explanation of what a certain function does. Maybe a mouseover, or, as you roll the mouse to the top right of the page, it displays a text describing the end results that you can achieve with a specific function.

I've used the solution for more than two years.

Sometimes the solution fails. That said, is not common. I would say it has an availability above 97%.

The solution is scalable, however, I would advise planning on how to organize workspaces and tables before starting to load information into them. It can save thousands of hours invested in changing or adapting once you have already started using it.

Technical support is ok. It's not perfect and not bad either. 

Positive

We did not really use a different solution. We used Excel, however, it's not the same type of software.

The setup was complex. We had to learn on the run.

We did not use a vendor team.

We haven't tracked the ROI.

It's expensive, especially if you are in Mexico as we are. That said, it's worth giving it a shot. As with any other software, the information that users feed the system with will eventually determine if it is valuable or not. It doesn't matter if the software is the best in history, if the information that users provide is flawed, it will be a problem. As long as it is used correctly, I recommend Monday.

We evaluated Zoho and Sugar.

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.  

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.

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. 

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.

I've used the solution for two years.

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.

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. 

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

Positive

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

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.

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

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

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.

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

I love it!

I manage an art department at one of the largest flexible packaging companies in the world. Including myself, we are a team of ten people. We use Monday.com to track our art projects and the various stages of each project. 

Our sales reps also need to be kept in the loop as to where each of their projects is in the pipeline at any given time. With the amount of sales reps and the number of projects we have, Monday really helps us keep everyone on the same page in real-time. It's helped us a lot. 

Prior to using Monday we never had any kind of project management software to speak of. We tried Google Docs, Trello, and Smartsheet. Monday was a real game-changer for us as it gave us a much more manageable and shared platform to list all of our tasks. Since we've incorporated Monday.com, we've dropped fewer balls, greatly improved our ability to cover for employees while they are out, and keep our sales team and account coordination team all updated in real-time on each project.

Some of the biggest features have been notes, reminders, and automation. The notes section is great for keeping the most up-to-date project information in case anyone needs to take some time off. All the info is right there. Reminders are great for getting email notifications when something is due. Having that extra ping in the inbox helps these not get missed. The automation is a game-changer too, since there are so many stages of an art project, changing status and having the program do an action right away is a great way to reduce clicks. 

A little more customization on the UI would be good. There's light mode and dark mode, however, not much other customization. For what it is, it looks just fine, yet maybe something a little more aesthetically pleasing would be nicer on the eyes. 

There is an update with a new look being released soon, and I went ahead and tried it before it was released. It made the program look more like an excel spreadsheet, and literally, no one wants to see something like that. They could maybe rethink that. 

I've been using the solution going on four years now.

Stability is very good, it's rarely down, and, when it is, it's down for less than a few minutes. 

The scalability is very good. It's easy to add more users and project boards.

I've not had much need to reach out for technical support or service. 

Positive

We tried a few other options including SmartSheet, Trello, and Google Docs. None of them were as organized and connected as Monday. 

The setup was very straightforward; we were up and running in less than an hour.

We handled the setup in-house.

There is no monetization in an art department. 

The setup is pretty easy. There is a series of customizable templates or you can start from scratch if you're savvy. The pricing is competitive depending on the size of your team.

We evaluated Asana, Trello, and Wrike.

Monday.com runs nearly our entire organization from inventory to CRM, and from our inbound lead management to our ERP. We rely on Monday.com to keep everything organized and everyone on the same page. We are a packaging company and we also manage our entire design department across full-time on-site, full-time remote, and freelance remote employees. Our prepress department also runs entirely on Monday.com. Without Monday.com we would have to use several other software solutions - which sounds like a pain.

Before Monday.com, we were using a program called Asana. It was very superficial for our needs and resulted in much of the more sophisticated functionality is lacking. We then switched much of what we were doing to some other software like Trello, however, I personally didn't like the interface and the UX as much. One of our employees actually found Monday.com and we began using it for smaller things. Over time, we were able to move almost 90% of our workflow into Monday.com. It has been a game-changer for us. 

One of my favorite features is the ability to segment work from each department into boards all while giving everyone on the team access to all of the information. We run our entire design department on Monday.com even given the fact that our team is full-time on-site, full-time off-site, and part-time remote. It allows us to get everyone on the same page at their local terminal without having to sync everyone on ten different software solutions. The mobile app is supremely helpful as well given how easy it is to view, use, and manipulate information. 

There are two main areas I would like to see Monday.com really improve: 

1) Integrations with QuickBooks Online, and 

2) Easier transfer of data, sheets, and specifically calculations from Google Sheets. 

Currently, we run our accounting on Quickbooks Online and we are forced to use their reporting tools to bring out the data we want to see. I would much rather have Quickbooks integration that allows us to more seamlessly pull transactions into Monday in real-time and allow us to manipulate that data on the Monday interface. 

With Google Sheets, we are using a large spreadsheet that has many calculations in it. I would like to move all of that to Monday.com. We are limited on a number of columns currently, and, when we tried to transfer everything over, none of it worked. That was disappointing. 

I've used the solution for three years.

The solution is fairly stable. There are some bugs when inputting data into certain places. Otherwise, the platform is rather stable.

The product is very easily scalable. 

My personal experience is non-existent. However, my team says the support is phenomenal. 

Positive

We have previously used Asana and Trello in an effort to manage our business. 

Asana was too superficial at the time when we used it. Trello's interface was not as intuitive as Monday.com's. We switched when we saw the ease of use and the ease of manipulating both the data and the appearance.

The setup is straightforward and very intuitive and there are plenty of tutorials online via YouTube. 

We handled the solution in-house. I wasn't aware there were vendor teams.

It's tough to say what our ROI is since we consider Monday a fixed cost. 

I would advise using the free version as long as possible. 

We paid for the program after we decided it was a good fit, however, I would let a team work with the program on a smaller, more isolated project first, and then decide if it is a good fit as you scale the team on the software.

Before switching we did evaluate other options. 

The first option we used was an Excel spreadsheet. That didn't last long. We then switched to Google Sheets, which has worked for some of our businesses, however, ultimately, as we scaled, it became too cumbersome for multiple people to work at the same time. 

We then tried Asana, which was superficial in its capabilities for our workflows. From there we tried Trello. I prefer the column and row approach to managing my data, so Trello's wasn't a great fit for me personally. 

I'd advise users to get the QuickBooks integration.