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monday.com

Score8.3 out of 10

5,077 Reviews and Ratings

What is monday.com?

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.

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Media

Screenshot of Work OS
Screenshot of Ready-Made Templates
Screenshot of Mobile
Screenshot of Visual Boards
Screenshot of Real-time Notifications
Screenshot of Automations
Screenshot of Integrations
Screenshot of Views
Screenshot of File Sharing
Screenshot of Dashboards
Screenshot of App Marketplace
Screenshot of Docs

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Screenshot of Work OS

Top Performing Features

  • Task Management

    This includes the ability to plan, track, collaborate and report on tasks.

    Category average: 8.9

  • Team Collaboration

    Team collaboration capabilities let team members work directly with each other and provide team updates.

    Category average: 8.6

  • Change request and Case Management

    Change request and change management enables tracking of all customer requests including priority and timeframe.

    Category average: 7.8

Areas for Improvement

  • Document Management

    Document management provides for centralized management of all project documents.

    Category average: 7.5

  • Integration with accounting software

    Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

    Category average: 6.8

  • Quotes/estimates

    Ability to create, manage and send project fee proposals to customers

    Category average: 6.9

Who Buys & Uses monday.com

Pros

  • Effective project and task organization
  • Powerful automation features for workflow streamlining
  • Intuitive user interface and ease of use

Cons

  • Complex setup and troubleshooting for automations
  • Limitations and issues with external integrations
  • Occasional performance slowness with large datasets

monday.com review

Use Cases and Deployment Scope

We use the monday.com system as a true project management solution for our team. Internally, we utilize workspaces for different departments and different boards for different topics / projects. Our company struggles a lot with information being stored and living in emails, Excel files, and local drives without ease of accessibility for other team members. monday.com does a great job of diverting people away from storing important information in non-shareable locations. With monday.com, now all of our important information for projects can be shared instantly and displayed in various formats. The system has a great UI, so users feel confident in using this new tool to keep track of and share information.

Pros

  • User Interface - The UI that monday.com has brought forward has elevated people's experiences using a project management system. We have used other tools in the past, but this is by far our highest adoption rate for a new system, and I believe it has to do with how user-friendly the monday.com system is.
  • Customer Service - I have reached out multiple times and spoke with various people on the monday.com team and all of them have been extremely helpful. Each one is knowledgeable in their own respects and has been an enjoyable experience working with them.
  • Integrations - monday.com offers a ton of useful integrations. We have used some internally for communication via Teams and Outlook. The system does a seamless job of notifying people using automations in the system. Rather than having to be notified in the system itself, monday.com has built-in integrations with other systems and software.

Cons

  • Exporting / Importing - When exporting or importing data from other software's and systems, I feel like information gets jumbled around too much and it is almost easier to build from scratch.
  • Duration Column - Potentially adding a filter to include or exclude holidays and weekends when calculating duration of time. You can achieve this using a formula, but it could be helpful to have it built into the duration itself.
  • Column visibility - If monday.com could allow different groups to have different columns without having to switch board views, that could be helpful. There's a way around this by adding a board view and restricting column views and group views, but it would be great if this could be achieved on one singular board view.

Return on Investment

  • Positive - Increased employee adoption. We have gone from under 90 users to now over 200 in the matter of months because the success in the system has been so high.
  • Positive - Project tracking. There is now a much clearer picture of where projects are in phases of completion. Before monday.com, a lot of information like this lived in emails but with a little bit of time, people have been setting up their projects and overall making processes more efficient.
  • Positive - Overall organization. As more people gain confidence in the system, it is forcing people to think better about their personal organization of projects. There is a better structure now, but it all started in monday.com.

Usability

Alternatives Considered

Trello

Other Software Used

Microsoft 365, Canva, Anthropic Claude

Monday Work Management Revies Small Accounting Firm.

Use Cases and Deployment Scope

I have been using the Monday app on my laptop for a number of years now. It’s a management tool that organizes my daily tasks and reminds me of what needs to be done, so I don't overlook anything. I am a small accounting firm based in Perth, WA, and Monday acts as my personal assistant, saving me the cost of hiring a real person to help do the same thing. I have it open automatically every day, and my tasks are listed there for me to follow through on.

Pros

  • Keeps my tasks in plain view when opening the app.
  • Nice visualizations of tasks.
  • Intuitive menus and easy to navigate the app.
  • Great a adding notes and progress reports per client.

Cons

  • More features in the free plan.
  • AI more extensive.
  • Direct integration to my Xero accounting software.

Return on Investment

  • For a small accounting firm, the free plan costs me nothing. This is important for a small or one-man accounting firm.
  • It allows me to track dozens of jobs for dozens of clients that have to be completed on a strict schedule. Like tax lodgement date deadlines.
  • I can keep the app open all day long and add tasks as they arrive from clients, or remove tasks as they are completed in other software.

Usability

Alternatives Considered

Trello, Asana and ClickUp

Other Software Used

PDFgear, Bitwarden, AnyDesk

The growth companion app to launch your project

Use Cases and Deployment Scope

As a user, I use it like a task administrator, it means that the organization of tasks only depends on me when it is assigned and I begin the development. I can subdivide the task into microtasks or create a checkbox list that works like a verifier of what I did, what I am doing, and what I need to do. It's easy to watch the progress of each task because you can click once on an element that is collapsed, and expand it, or take a look at the updates where the involved members post for possible changes or to hold-on task for the reason that they can write in the textbox.

Pros

  • Task progress very defined with elements and micro-task
  • Update of elements at real-time that avoid information conflicts
  • Notifications between involved members to an element
  • Constant updates to product

Cons

  • The management of holdable items, continuously drops in incorrect places or doesn't show the 'correct way' to handle in the wished place, it happens with the dragable items on dashboards
  • The 'favorites' menu on desktop is now with 'Use my IA feature' everywhere and has removed the Fav section of for the boards in the sidebar. It was so useful when there were hundreds of Tables and only work on or update 3 - 4 of them (it is still visible on the mobile version, by the way)
  • The errors after using for a while, like 90 minutes, I am writing something and unexpectedly the app says something is wrong and I need to reload the page, and the thing I was doing doesn't still local storage as in other use cases

Return on Investment

  • The best management for the time spent by workers on administrative tasks is usually a problem for " creative " people.
  • The billing is flexible to begin and expand as you growth.
  • Maybe some functionalities are too complex to use if you don't have a "monday.com user" who can explain what and how to use the functionalities.

Usability

Alternatives Considered

Trello

Other Software Used

Telegram, Slack, Notion

Upgraded Excel Spreadsheets with Automation Capability

Use Cases and Deployment Scope

We use monday.com for task management, project tracking, and CRM account management. Our Help Desk also uses monday.com for support ticket tracking.I handle conference attendance and cost tracking. monday.com has helped me track expenses, shipping, material development & more better than before. Now that I have a large conference board, dashboard, and dates etc inside monday.com, I no longer stress or worry about missing anything because I have automations set up to remind me if tasks have not been completed by a certain date.

Pros

  • monday.com has automations you can set up to get reminders when tasks are outstanding or need to be reviewed by a superior.
  • monday.com is really customizable.

Cons

  • monday.com does not integrate with Typeform's multiple-choice survey questions.
  • It would be helpful if different groups in boards could have different columns.

Return on Investment

  • Time-savings for managers
  • Easy setup for similar projects. You can duplicate and customize.

Usability

Other Software Used

Jotform, Atlassian Loom, Canva

monday.com good option for HIPAA-compliant flexible needs

Use Cases and Deployment Scope

We use monday.com for everything from project management to our CRM. Because we are in healthcare, we have a BAA to keep our patients' information safe. We use the forms to boards feature quite often to create workflows that start with our clients and then move into our internal processes, such as scheduling. We also provide financial estimates and keep track of provider onboarding and other administrative tasks with monday.com.

Pros

  • Flexible boards that we can see multiple versions of while keeping all the information in the same location
  • Linking items to follow a case or person all the way through a variety of places (onboarding for HR, marketing, clinic, etc.)
  • Automations that streamline everything!!! Notifications to people who are "next in line" to take over steps on a project, etc.

Cons

  • Relies a lot of non-native applications for robust use, but those aren't available to BAA clients because they are not native. Limits the functionality significantly in some cases.
  • Conditional logic is fledgling at best - making workflows can be tough.
  • No documentation for the formulas! Super frustrating

Return on Investment

  • Save time and effort with automations by not having to use a manual spreadsheet
  • Keep centralized information about people as a CRM function so we're always up-to-date on information - one source of truth
  • Ease of onboarding by providing forms to new employees

Usability

Alternatives Considered

Asana and Airtable

Other Software Used

Paubox Email Marketing