Project Management Made Easy for Onboarding Clients and Managing Tasks in Operations
March 09, 2021

Project Management Made Easy for Onboarding Clients and Managing Tasks in Operations

Jodie Miller | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

  • Onboarding our new clients is seamless with monday.com project management boards.
  • High level process management projects are easy to track via our project management boards.
  • Ticketing system with out ops teams insures everyone knows what their roles and responsibilities are, when they are due and if issues arise, communication is efficient so problems are getting resolved in a timely manner.
Our organization uses monday.com on a daily basis by our company as a whole. We have set up a ticket system so every employee; (95% in operations) have "tickets" related to their tasks. We love the fact that owners are notified when these items are completed and if there are issues with a project or task, notification is made quickly to all parties need to help resolve the issue.

In addition we use monday.com for onboarding new clients to insure each department has set up their tasks correctly and in the correct order. As a result, the client onboarding process has become very seamless and our clients are happy.
  • The ability to create dependencies within boards.
  • The ability to personalize boards depending upon needs of the team.
  • The use of subtasks.
  • Better overall reporting to pull tasks that are late in one cohesive report.
Great usability. I wish there were better videos for newbies.
From a work management software perspective, the reliability has been excellent. We have not experienced any downtime or glitches during our use over the last two years (since we engaged with monday.com).

Do you think monday.com delivers good value for the price?

Yes

Are you happy with monday.com's feature set?

Yes

Did monday.com live up to sales and marketing promises?

Yes

Did implementation of monday.com go as expected?

Yes

Would you buy monday.com again?

Yes

I would recommend monday.com if you need a project management or ticketing tool for your company; especially your operations team. It has been a great tool for our organization that manages detailed projects within projects.

monday.com Feature Ratings

Task Management
10
Resource Management
7
Gantt Charts
Not Rated
Scheduling
8
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
Not Rated
Document Management
5
Email integration
5
Mobile Access
Not Rated
Timesheet Tracking
Not Rated
Change request and Case Management
10
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated