monday.com Saves The Day!
June 21, 2023

monday.com Saves The Day!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday.com

We use monday.com for several different operational things within our company. Everything from onboarding tracking, employee directory, time off requests, personal boards for task management, and much more.
It has been a great way to tackle some communication problems and being able to tag people using the "people" column to know who is on what task, using subitems for smaller tasks within an overarching main task.
The scope of our use case is quite large since there are several different moving parts in finance, our executive team mainly uses it for task management and keeping track of employee work, etc. The home office team uses it to help onboard new representatives and the many tasks that go into getting someone properly onboarded (paperwork, logins, etc).

Pros

  • Task management, being able to use a hybrid board of main tasks with subitems to break down a tasks "mini-tasks" and assigning them to people as needed. Using status columns for quick updates or the updates section for more detailed messages that are all inside of their own individual task base.
  • Creating different boards and therefore, completely different systems but then being able to still make those boards connect with connected boards and/or mirror column to quickly reflect information between different systems.
  • Forms is one of my favorite things about monday.com. Whether it's a form to rate a recent company trip or a more permanent questionnaire we use for onboarding, they can be set up accordingly and having responses go straight back to monday.com (no pulling a file out of an email for instance) is great and convenient. Embed a form on a website or simply share the link, anybody can fill out a form without even having a monday.com account. All answers get loaded into a table for easy viewing and any further processing that may need to occur.

Cons

  • I would appreciate if I could clean up my "Inbox" section either with a "Clear All" button and/or incorporate a board permission that allows me to shut off notifications for all updates, not just notifications. I have mute all notifications for several boards that I am on mainly for assistant purposes but I am not involved in the day-to-day updates that are happening within the board, so it would be nice to not have all those updates cluttering my inbox, or to be able to mass click and clear several at a time.
  • Would like to see more conditional logic on forms in the future, not sure if it is possible but we have had to use some other "smarter" forms to embed on our website simply because monday.com forms didn't have the conditional logic we needed for several things such as being able to add many beneficiaries on an account but only showing that dropdown one by one. Some of our forms have been extremely in depth. I am overall very happy with forms but it could be improved.
  • Wish there was a small "messaging" section when we just have a quick question for a coworker. I understand the idea of writing everything in its task updates but sometimes it would be nice to shoot a message over without having to make a whole update/comment section for it, almost like texting or an instant message.
  • We've definitely had a much easier setup for project management boards, which we have several and utilize workspaces and folders to help organize all the moving parts of our business.
  • We have struggled with getting some of our employees to really adopt monday.com the way that they should, myself and others jumped right in but I've noticed struggles with some of the older generation trying to get used to using monday.com. It's by no fault of monday.com more than some people just don't adopt technology as quickly.
  • It seriously improved a lot of workflows but I love our time off request, which has since prevented incidents from an executive saying they didn't realize an employee would be off or gone or anything like that. Using that board so that a request has to be approved, seeing the timeline, etc.. has made a clear line of sight for our executive team to see who will be out when and why.
I am giving it a 9 because while I 100% agree the interface is very easy and adoptable, there can be A LOT for a new person to come in. We have implemented some training to help new guests or members to easier understand monday.com, I cannot recall if there is a video when someone first makes an account that walks them through monday.com a little but if there isn't, there should be. If there IS, then a lot of people skip it.
Otherwise, once you have a good grip and understanding of monday.com and its usability, it's very easy to start experimenting and making new boards, learning how you like to set things up and view information.
We have had amazing customer service since upgrading to Enterprise, and most of the people I have spoken to or emailed have been very helpful. Scheduling a quick 20-minute video to answer some questions or get some tips has been great for me and a coworker of mine who have been the main builders of all the boards and dashboards in our company.
There has only been one incident where I felt that someone we spoke with wasn't helpful, or his answers were "I'm not sure" which is a bit discouraging at times.
Performance and reliability of monday.com have been very high for me and my team. I mostly use the desktop version and it's always flowed and worked beautifully.
It has impacted our company in a positive way to have a centralized place for updates, statuses, sharing certain files, and the list goes on and knowing that everyone can view that information whenever and wherever.

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 have been using monday.com for around 2 years now. I think it's been over 2 years, actually. I work in the financial business and I am an assistant to a few advisors as well as to some executives in our company, monday.com has been incredible for assigning tasks to advisors, or even to myself, or even using a monday.com doc to collaborate on live forms with a team on a new idea.
I have used it extensively for client tracking, so mostly their name and their account types and onboarding them to our company, tracking when their account funded, any other issues I can notate and knowing that all of my notes can be exported at any time if anything needed to be audited is great. Overall, I have been extremely happy with Monday and encouraged my company to get the enterprise package so that the rest of the employees could collaborate, which they did end up doing and everyone has loved it.

monday.com Feature Ratings

Task Management
9
Resource Management
9
Gantt Charts
Not Rated
Scheduling
7
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
Not Rated
Document Management
7
Email integration
8
Mobile Access
6
Timesheet Tracking
Not Rated
Change request and Case Management
8
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated

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