monday.com is productive, efficient, and worth it

For our accounting and advising firm, we use monday.com (MDC, as we call it) to organize tasks and timelines for a number of clients. Ranging from 10-20 clients at a time thus far, we create a board for each one, and within those boards we have different groupings that track the status levels: New Task, In Process, Done. We also utilize a number of automations and other cool features that help keep us on track such as tracking duplicatable tasks, automation of dates, etc. With sensitive timelines and various levels of compliance, depending not the client, it is pertinent we stay on things and monday.com does just that for us. monday.com also holds all of our communications for those tasks. We utilize the note/comment functions as well as the function to attach files and directly mention someone for notifications. Perhaps the best part is the ability to use a custom email address for each task that can be dropped into the "TO," "CC," OR "BCC" of an email and that email updates in the task.

One thing the team has found using the platform over the last there years is it's customizable and potentially far more powerful than we even realize. The amount we have adjusted it to fit our needs over the years and the integrations monday.com continuously comes up with is quite impressive.

The performance is generally pretty great. Occasionally the automations don't work as designed and will revert. This does cause a loss of productivity on occasion, but it is not as frequent to become an issue. Downtown is rare as in monday.com goes down, whether for maintenance or some other sort of issue, during the day on very rare occasions.