monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
$36
per month (3 seats)
OnBoard Board Management Software
Score 9.7 out of 10
N/A
OnBoard is a board management software designed to streamline meetings, enhance governance, and improve director engagement. Key features include agenda building, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, skills tracking, automated minutes powered by OnBoard AI, minutes builder, and video conferencing integration. With OnBoard AI, meeting discussions are instantly transcribed, generating a comprehensive draft of…
The platform is very well suited for our nonprofit programs that serve low-income clients who need diapers, wipes, and period products. It has helped us run our programs, capturing information and allowing us to view the data for reporting purposes. The ability to filter data is very helpful by allowing us to categorize information to get a better picture of the progress of our programs.
OnBoard is an adaptable platform that could be used for most meetings. It works perfectly to build an agenda and packet for board and committee meetings. It allows for easy RSVP to ensure a quorum at meetings. All users are able to easily view the packet and can even make notations of points they want to discuss during the meeting. OnBoard doesn't work well for detailed documents such as spreadsheets. Our company has a strategic plan and we cannot use OnBoard for that committee meeting. The size of the spreadsheet simply doesn't function well within OnBoard and isn't easily navigable. The same is true of certain financial spreadsheets.
I like summary of subitems, especially with subitasks as subitems and add item tracking for each subtask it can show total tracked in parent item. Similar with other columns, like numbers, status, date.
Dashboard features, Many kinds of dashboard view available, we can utilize on the basis of requirements.
monday.com workform is very powerful, easily share form link when submitted it will create line item in board with provided data.
monday.com automation is very helpful in order to automate steps with specific rules and easy setup.
monday.com also provides integrations in order to automate processes if need to integrate multiple app together. or need to transfer data between multiple apps.
The desktop app for Mac seems to have a few issues with visual glitches appearing on screen, it only seems to go away when I close the tool and reopen it
Subtasks don't show on the individual users to-do list, only main level tasks
Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
I couldn't imagine us doing our business without OnBoard [Board Management]. It has become the way we communicate with our Board and run our meetings. Frankly, I have no desire to go back even when we are meeting in person to paper binders for each board member. It truly has been a blessing coming out of COVID for us.
I give monday.com a 10/10 because I almost never encounter any lag or connectivity issues despite all of the many templates, boards, and automations we have. As a matter of fact, I feel like the last issue I encountered was over a year ago... and I'm in monday.com every single work day. Not only is monday trustworthy, it is easy to find what I'm looking for... making the overall usability extremely hard to beat.
OnBoard Board Management Software appears to be very user friendly. The layout allows for easy access to a number of areas via the left side of the page. Admins are able to customized the main page so that the most vital information is available to users when they log in. Setting permissions is easy.
Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
monday.com only really care about accounts that have 20 seats or more. While this is great for monday.com, it pushes smaller organisations to evaluate alternatives. We rate monday.com highly in our organisation because key staff have already got good experience with the application and we know we will get to 20+ seats one day. But, till then the billing model and lack of permanent enterprise features is a dread.
I haven't needed to contact OnBoard customer support many times because it's user-friendly and functions as it's supposed to/sold. On the occasions I've contacted customer support, they have promptly answered the phone or my email. In one instance, a board member couldn't access OnBoard prior to a board meeting and customer support was able to resolve the issue in the 10 minutes prior to the meeting. In another instance, a board member wasn't able to get the system to recognize all answers to a completed survey which prevented a compilation of results. Customer support viewed the member's screen and ran an error log to figure out the issue.
To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
Implementation was easy and I was able to do it alone without OnBoard customer support, although customer support assistance was offered and available. The platform is very user-friendly and doesn't require assistance to implement in my opinion. The biggest hurdle is getting invitees to access the invitation email and set up their login.
monday.com is simpler and easier to grasp, apply and navigate than ClickUp, but the ClickUp free version has so much more functionality available than the monday.com free / low-cost options (sorry, but it's true!). Google Tasks is really simple and I shouldn't really compare them - it's just really nice to be able to see my tasks right next to my Google Calendar or Gmail (widget) - the "all on one" view on the screen is really nice ease of access, but the power of monday.com outweighs the nice-to-have of an all-in-one screen layout - it feels clumsy to bring in all my Calendar items from Google to monday.com, so an integration app to the Google screen where you can see monday.com tasks would be amazing.
OnBoard is more user-friendly. It is very easy to navigate from an administrator's standpoint as well as for the end-user. I received compliments on a regular basis from our board members and how grateful they are that it is so easy to use. They also love having the Resources where all of our important documents are located. Other tools that I have used were very clunky and hard to navigate and the cost was greater higher.
For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
