monday.com

Making Repetitive and Manual Tasks More Efficient

Comments: We had a lot of manual (repetitive) tasks that we had to manually track/update. With Monday we were able to eliminate a lot of those and allow us to onboard more people with less staff.

Pros:

I really like how we can build automated emails/actions based on a variety of things (either when a date arrives, something else gets done or somethin gets updated). It really helps to still get the emails out that we want to, when we want to, without having to wait until that day and copy and past templates into Outlook. It also gives us visuals on where things stand and what the team is working on

Cons:

There ALOT of options and things to choose from with the integration/automation lists. Sometimes it is hard to find exactly what you want or have it do what you want without some research. But, once you get used to looking at it differently it makes it a little easier.

Alternatives Considered: Workato

Reasons for Choosing monday.com: At the time Process Street did not have the automation options that Monday did, so, it wasn't as powerful.

Switched From: Process Street

Reasons for Switching to monday.com: Workato is a massive project that can do even more then Monday.com, but, because of the pricing, it would only make sense to use it once we ramped up to a larger scale to get the value out of it, which we werent ready for at the time.

Monday.com streamlines task management

Comments: The high degree of personalization available on Monday.com is its most notable quality. Users are not limited by the platform's predefined structure but rather can mold it to their own needs by constructing dashboards, columns, and workflows.

Pros:

Monday.com allow me to maintain order in my workplace. I appreciate being able to create individual boards for each member of the team, complete with tasks and subtasks. It's simple to establish due dates and a system for conducting reviews. It's also great that we can use automations to notify the sales staff when a task is finished. It's convenient that I can customize my labels with names and colors.

Cons:

In an ideal world, I'd be able to view all notes associated with a job without having to open it. It would be nice to have, but it wouldn't change the game.

Project Management Made Simple (But Customer Service is Not Helpful)

Comments: Overall, managing projects and collaborating with my team is easier with Monday.

Pros:

It's incredibly easy to use. A first-time user can easily start planning projects and tracking progress from day one.

Cons:

I emailed our rep at Monday.com and he didn't even have the courtesy to respond. As a paying customer, I shouldn't have to chase their team when I need help accomplishing tasks on their platform. simply put, once you sign up for Monday.com, expect to figure things out on your own.

Alternatives Considered: Jira, Trello, ClickUp, and Asana

Reasons for Switching to monday.com: My manager (the [sensitive content hidden] ) preferred Monday since she had used it before.

Monday works wonders for project management in manufacturing

Comments: I'm very happy with the boost Monday's given us in managing our projects. We first bought it to set up shared boards for our projects, but very quickly expanded our use into shared documents, forms, notes, and more. I definitely recommend it if you need one source of truth for project management.

Pros:

I like the sandbox environment it creates to boost collaboration. We have shared boards to monitor everyone's tasks, shared documents, forms, etc. When you need a new type of document or collaborative environment, chances are, Monday will already have it.

Cons:

It's hard to start using it confidently in the beginning. I was a bit overwhelmed in the beginning by all the different modules available. It might be a bit frustrating to onboard to it if you can't spare a lot of time to learn it in the beginning

Managing Projects for business

Comments: Easy to set up and use. User friendly, ability to create multiple boards and invite guests as need basis

Pros:

Ability to create different boards and tag multiple users

Cons:

So many features, we are probably not using them all to its full capacity. Would like an easy way to get staff to use it more

Alternatives Considered: Asana

Reasons for Choosing monday.com: Monday seamed to integrate best with our office and offered featured we needed in terms of prioritizing tasks etc. it was easy to set up

Switched From: Asana

Reasons for Switching to monday.com: Owner and I needed to find something that was user friendly and easy to set up