monday.com work management
monday.comExternal reviews
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Replaced scattered notes and Slack reminders with one organized, automated workflow system
What do you like best about the product?
What I like best about monday Work Management is how it brought structure and visibility to a team workflow that previously lived across disconnected tools, spreadsheets, and informal communication threads. I work as a Customer Support Representative at Alarm Masters, a security alarm monitoring company based in Colombia serving North American clients, and our team of approximately 19 agents relies on monday Work Management daily to track cases, manage follow-up tasks, coordinate escalations, and monitor workload distribution across the team.
The feature I return to most consistently is the customizable boards. Before monday Work Management, tracking open follow-up tasks — payment arrangements on past-due monitoring accounts, scheduled callbacks, pending account modifications — meant relying on personal notes, calendar reminders, or Salesforce task fields that weren't always visible to the broader team. Monday's boards gave us a shared, real-time view of every open item across the team, organized by status, priority, and owner. Nothing falls through the cracks the way it did before because every task is visible to everyone who needs to see it.
The automation layer has also been a significant time saver. We use automations to trigger status notifications when a follow-up task is approaching its due date, to reassign items when an agent is unavailable, and to move tasks automatically through workflow stages as their status changes. These automations removed a layer of manual coordination that previously required a supervisor to manage manually throughout the day.
The dashboard feature has given our team leadership a real-time view of workload distribution across all 19 agents — who has the most open items, which task types are accumulating, and where bottlenecks are forming — without requiring anyone to compile that information manually. Before monday Work Management, that kind of visibility simply didn't exist in a format our team could act on quickly.
After consistent daily use, what I appreciate most is how monday Work Management fits around the way our team actually works rather than forcing us to adapt to a rigid system. The no-code customization means our boards, automations, and dashboards reflect our real workflow — not a generic template — which is why our team adopted it quickly and continues to rely on it every day
The feature I return to most consistently is the customizable boards. Before monday Work Management, tracking open follow-up tasks — payment arrangements on past-due monitoring accounts, scheduled callbacks, pending account modifications — meant relying on personal notes, calendar reminders, or Salesforce task fields that weren't always visible to the broader team. Monday's boards gave us a shared, real-time view of every open item across the team, organized by status, priority, and owner. Nothing falls through the cracks the way it did before because every task is visible to everyone who needs to see it.
The automation layer has also been a significant time saver. We use automations to trigger status notifications when a follow-up task is approaching its due date, to reassign items when an agent is unavailable, and to move tasks automatically through workflow stages as their status changes. These automations removed a layer of manual coordination that previously required a supervisor to manage manually throughout the day.
The dashboard feature has given our team leadership a real-time view of workload distribution across all 19 agents — who has the most open items, which task types are accumulating, and where bottlenecks are forming — without requiring anyone to compile that information manually. Before monday Work Management, that kind of visibility simply didn't exist in a format our team could act on quickly.
After consistent daily use, what I appreciate most is how monday Work Management fits around the way our team actually works rather than forcing us to adapt to a rigid system. The no-code customization means our boards, automations, and dashboards reflect our real workflow — not a generic template — which is why our team adopted it quickly and continues to rely on it every day
What do you dislike about the product?
The most consistent frustration our team has encountered with monday Work Management over our time using it at Alarm Masters is the learning curve tied to board structure and scalability. When we first implemented the platform, individual agents started creating their own boards organically for different task types — follow-up tracking, collections cases, account modification requests, escalation logs — and within a few weeks we had multiple boards doing almost the same thing with different status labels, different column structures, and no single place to see overall team progress. The platform gives you tremendous freedom to build, but that freedom works against you if you don't establish standardization upfront. Consolidating those boards into a coherent, scalable structure took approximately three to four weeks of cleanup and required buy-in from the entire team to adopt consistent naming conventions, status values, and column types across all boards.
Automation reliability has also been an occasional frustration. Our team relies heavily on automations to trigger due date notifications, reassign tasks when agents are unavailable, and move follow-up items through workflow stages automatically. On most days these automations run without issue, but we have experienced intermittent delays — particularly during periods of higher platform load — where automations fire later than expected or require a manual trigger to execute. For a customer support team managing time-sensitive follow-ups on active alarm monitoring accounts, even a 30 to 60 minute automation delay can affect the timeliness of a customer callback or a collections follow-up.
The mobile app experience is the third area where monday Work Management falls short of the desktop version for our use case. Updating task statuses, adding comments, and viewing dashboards on mobile works adequately, but the mobile app lacks the full functionality of the desktop — the automations editor, certain column types like formula columns, and board template access are all unavailable on mobile. For agents who occasionally need to check or update their boards outside of regular hours, the mobile experience is functional but noticeably limited compared to what the desktop offers.
None of these issues have been significant enough to reduce our team's overall reliance on the platform — but they are real friction points that teams should be aware of and plan around during implementation and ongoing daily use
Automation reliability has also been an occasional frustration. Our team relies heavily on automations to trigger due date notifications, reassign tasks when agents are unavailable, and move follow-up items through workflow stages automatically. On most days these automations run without issue, but we have experienced intermittent delays — particularly during periods of higher platform load — where automations fire later than expected or require a manual trigger to execute. For a customer support team managing time-sensitive follow-ups on active alarm monitoring accounts, even a 30 to 60 minute automation delay can affect the timeliness of a customer callback or a collections follow-up.
The mobile app experience is the third area where monday Work Management falls short of the desktop version for our use case. Updating task statuses, adding comments, and viewing dashboards on mobile works adequately, but the mobile app lacks the full functionality of the desktop — the automations editor, certain column types like formula columns, and board template access are all unavailable on mobile. For agents who occasionally need to check or update their boards outside of regular hours, the mobile experience is functional but noticeably limited compared to what the desktop offers.
None of these issues have been significant enough to reduce our team's overall reliance on the platform — but they are real friction points that teams should be aware of and plan around during implementation and ongoing daily use
What problems is the product solving and how is that benefiting you?
The core problem monday Work Management solves for our team at Alarm Masters is the lack of shared visibility that used to define how we tracked open tasks, follow-ups, and escalations across our team of approximately 19 customer support agents. Before monday Work Management, every agent managed their own follow-up workload independently — through personal notes, calendar reminders, and informal Slack messages — which meant that open items tied to active customer accounts were invisible to anyone except the individual agent handling them. When an agent was unavailable, tasks fell through the cracks, follow-up calls didn't happen on time, and customers with active billing disputes or unresolved alarm monitoring issues had to call back in to chase resolutions that should have been proactive.
Monday Work Management solved that visibility problem entirely. Every open follow-up task — payment arrangements on past-due monitoring accounts, scheduled callbacks, pending account modifications, escalation tracking — now lives on a shared board that the entire team and our supervisors can see in real time. The benefit to me personally is confidence that nothing I'm responsible for will slip past a due date unnoticed, because the platform surfaces upcoming and overdue items automatically and triggers automated notifications before a deadline is missed.
The automation layer has directly addressed the coordination overhead that used to sit on our supervisors. Before monday Work Management, redistributing tasks when an agent was unavailable required a supervisor to manually identify what was open, who could take it, and then communicate that reassignment through Slack or a direct message. Now those reassignments happen automatically based on rules we configured upfront, which has freed our supervisors to focus on higher-value coaching and escalation management rather than daily task logistics.
The dashboard reporting has also benefited our team leadership significantly. Before monday Work Management, understanding the team's overall workload distribution required manually compiling information from multiple sources — a process that was time-consuming and always slightly outdated by the time it was complete. Now our supervisors have a live dashboard showing how many open items each agent has, which task types are accumulating, and where bottlenecks are forming, all updated in real time without any manual reporting work.
The cumulative benefit across all of these improvements is a customer support operation that is more organized, more accountable, and more responsive than it was before monday Work Management was in place — and our customers notice the difference in the form of faster follow-throughs and fewer instances of having to call back about an issue that should have already been resolved
Monday Work Management solved that visibility problem entirely. Every open follow-up task — payment arrangements on past-due monitoring accounts, scheduled callbacks, pending account modifications, escalation tracking — now lives on a shared board that the entire team and our supervisors can see in real time. The benefit to me personally is confidence that nothing I'm responsible for will slip past a due date unnoticed, because the platform surfaces upcoming and overdue items automatically and triggers automated notifications before a deadline is missed.
The automation layer has directly addressed the coordination overhead that used to sit on our supervisors. Before monday Work Management, redistributing tasks when an agent was unavailable required a supervisor to manually identify what was open, who could take it, and then communicate that reassignment through Slack or a direct message. Now those reassignments happen automatically based on rules we configured upfront, which has freed our supervisors to focus on higher-value coaching and escalation management rather than daily task logistics.
The dashboard reporting has also benefited our team leadership significantly. Before monday Work Management, understanding the team's overall workload distribution required manually compiling information from multiple sources — a process that was time-consuming and always slightly outdated by the time it was complete. Now our supervisors have a live dashboard showing how many open items each agent has, which task types are accumulating, and where bottlenecks are forming, all updated in real time without any manual reporting work.
The cumulative benefit across all of these improvements is a customer support operation that is more organized, more accountable, and more responsive than it was before monday Work Management was in place — and our customers notice the difference in the form of faster follow-throughs and fewer instances of having to call back about an issue that should have already been resolved
User-Friendly, Customizable, and Comprehensive
What do you like best about the product?
I love how user-friendly monday Work Management is. The user interface starts simple, and once I understand how to use the program, I can build and customize the interface to my needs. This lets me customize my boards and overall look according to my requirements, without clutter from unnecessary tools that make navigation difficult on small screens when multitasking. It makes automations to track my lists, helps me understand what phase of a project I'm in, and sends me reminders to follow up on tasks, keeping me organized overall. The initial setup was really easy.
What do you dislike about the product?
I don't really have any issues. I know they have integrated AI which could be improved to give results at a faster pace. I don't really need it so I'm not really worried about it.
What problems is the product solving and how is that benefiting you?
I use monday Work Management for project management and to-do lists, automating task tracking and getting reminders. It helps me stay organized, allows me to customize the interface, and only provides the tools I need, which improves navigation, especially on small screens.
Streamlined Project Management with Automated Efficiency
What do you like best about the product?
I love the fact that monday Work Management reduces manual work by creating automated actions, like notifying team members about tasks that are complete or non-complete. It makes my team more efficient by reducing a lot of the manual things we would do otherwise. The notifications about upcoming team meetings are super helpful, especially for our sales team that has a lot of clients. The initial setup was pretty easy and efficient too.
What do you dislike about the product?
No dislikes, i have been using it for some time, with no concerns.
What problems is the product solving and how is that benefiting you?
I use monday Work Management for visual organized work boards, reducing manual work with automated actions like notifying my team about task status, which boosts efficiency.
Transformed Our Workflow and Team Collaboration
What do you like best about the product?
I really like how monday Work Management is a very clear, easy-to-use system that allows us to do our workflows and task managment efficiently. I appreciate the way it supports items and sub-items, letting us see both the big picture and the small details. It offers so many different views, providing a visual way to see what you're working on, and these multiple views cater to different people with different ways of thinking, allowing them to see the same thing in multiple ways. This feature really helps us do our work much better.
What do you dislike about the product?
Occasionally, there are glitches where things aren't saving or various features aren't working, which are annoying because we are so dependent on monday Work Management. These glitches usually only last a few minutes
What problems is the product solving and how is that benefiting you?
I use monday Work Management to centralize all our project notes, track progress, and improve team collaboration. It's changed how we work, helping us manage tasks better and see what everyone is doing, which streamlines our operations.
Streamlines Offsite Team Communication
What do you like best about the product?
Monday helps to streamline communications with an offsite creative media team
What do you dislike about the product?
it notifies you when anything is complete or moved to the next phase
What problems is the product solving and how is that benefiting you?
communication gaps and slow email reponse time for the approval process
Campaigns Organized and Teams on Track with Monday.com
What do you like best about the product?
Monday is great for organizing campaigns and staying on track with tasks and things to do. It is easy to navigate and edit, making it a go to within teams.
What do you dislike about the product?
Monday can be a little bit clunky and offers lots of smaller widgets or management tools that can be difficult to learn, especially just starting on.
What problems is the product solving and how is that benefiting you?
Monday Work Management solves the problem of keeping track of projects and deadlines and showing the progress to a group or team. As a small non profit this is a great tool that helps keep us organized and collectively keeping track of our progress.
Monday Keeps Us Organized and Working Efficiently
What do you like best about the product?
Our workflow depends on keeping all information accurate and easy to access, which is why Monday has proven to be the right tool for staying organized and working efficiently.
What do you dislike about the product?
When the workflow volume is high, the amount of information can feel overwhelming. That said, there are always filters available that help refine the view and make workflows easier to look through.
What problems is the product solving and how is that benefiting you?
When you’re handling a lot of information about customers, equipment, drivers, and more, it’s easy to get lost in all that data. That’s where Monday comes in—it helps us stay organized and keep everything clear.
Easy Project Task Assignment and Tracking
What do you like best about the product?
It is very easy to assign and track tasks per project.
What do you dislike about the product?
I don't like how when you build a new board it has prepopulated columns that I need to delete.
What problems is the product solving and how is that benefiting you?
It has created significant effecienies in how we review and provide input to design projects.
Straightforward Setup and Easy Task Management
What do you like best about the product?
Relatively straight forward and easy to set up and manage tasks
What do you dislike about the product?
Only self serve support and board building options
What problems is the product solving and how is that benefiting you?
Project and task management
Smooth, Scalable Lead Tracking That Keeps the Whole Sales Team Aligned
What do you like best about the product?
The whole sales team can keep track of their prospects and leads in one place. I can check in and see in real time what they are doing. Notes can be left on each prospect. Automations can be created to update follow up dates. Navigating monday Work Management is smooth and easy. I am able to make boards private or share them across the entire team. It seems to handle a heavy workload just fine. Right now we have over 3000 prospects/leads in it and it has not slowed down at all. It has improved our workflow because sales reps can easily track where they were the day before and see what they need to follow up on.
What do you dislike about the product?
I dislike that I can take some features away from users, but not all features. I would like to be able to make it to where not just anybody can change the name of the sales rep on the leads.
What problems is the product solving and how is that benefiting you?
Sales reps are more organized with their leads and prospects while using monday Work Management. More follow ups are happening because of the reminders.
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