Automation has transformed collaboration and has enabled transparent, error‑reduced project tracking
What is our primary use case?
The main use case for monday.com is to track project progress from start to finish, beginning with the sales team and continuing through the onboarding process. It helps keep our teams aligned and organized, and we are also able to produce a variety of reports to determine where we are with KPIs for each team.
A specific example of a project I have tracked using monday.com is using it as a capacity plan for capacity planning, task management, project management, and some amount of finance calculations. My use cases are mostly capacity, project management, and collaboration, and we are also able to track tasks, stakeholders, resources, and any material needed for the deliverables.
For daily tasks, I use monday.com for collaborative projects, requests from team members, onboarding new hires, peer coaching, and event planning. It allows all of my work to be transparent to our organization, and it saves me and our people leaders hundreds of thousands of dollars and time and hours per year through templates and automations. monday.com is one of my favorite project management tools.
What is most valuable?
The best features monday.com offers include automation to move and fill items without much manual work, thereby saving a lot of time, working from templates to keep things moving quickly, tagging and pinning others to increase transparency and communication, and the bright and warm colors and easy navigation create a pleasing user experience.
Automation has had the biggest impact on my workflow because we are able to automate small, tedious, and time-consuming tasks, thereby saving a lot of time. Additionally, monday.com calculates the amount of new and returning clients, which is very useful. It allows us to create forms that our clients can use and personalizing the platform based on our needs, setting up automated workflows for tasks and team collaboration.
Overall, monday.com has positively impacted my organization because task management is easy to set up, easy to replicate, duplicate, and modify. Collaboration has all the standards by now: tagging, linking, messaging, and many more. Boards enable fast organization of tasks, repositories, responsibility, and tracking with dates and notifications, while automation enables fast actions that provide no real value if done manually. Being able to auto-create, auto-close, and many others makes it easier to follow processes and make fewer mistakes, and also saves a lot of time.
We have seen a reduction in errors from twenty percent to seventy percent, and we save a lot of hours, having been able to save five to six hours per day through automation of tedious and time-consuming tasks.
monday.com has saved us time by allowing us to have all our program information in one place. It has also helped us greatly with collaboration with our program partners who need to use our data. It has saved us a lot of time, cost, and has also reduced error through automation.
What needs improvement?
One way monday.com can be improved is by enhancing the notification system, which is not trustworthy for me, as some notifications are very overwhelming. I also see a need for more tools to input data automatically and more functionality without having to do APIs would be great.
Additionally, I think more calculation capability within the columns would be great.
For how long have I used the solution?
I have been working in my current field for six years.
What other advice do I have?
My advice for others looking into using monday.com is that it provides great project and task management with robust tools including automation, where automations work great if you learn how to use them accordingly. Once you put in the work at the beginning, it can save you a lot of time and reduce errors, and the templates are also great as they give you ideas on how to start, thereby making it smooth to learn and easy to use for non-technical users. I would rate this product a nine out of ten.
Which deployment model are you using for this solution?
Hybrid Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
All-in-One Project Management with Integrated Communication and Easy Tracking
What do you like best about the product?
I like the integrated communication within tasks, it's designed to manage all aspects of a project. It's easy to track task progress, and I can find everything I need in one place. I like the dashboard where I display all my tasks, it's ideal for project management.
What do you dislike about the product?
The tool fully meets expectations and reacts quickly to any need. So for, we haven't noticed any drawbacks, I haven't had any serious problems while using the platform.
What problems is the product solving and how is that benefiting you?
Checklists save me a lot of time—they’re a real lifesaver. They help us complete tasks more efficiently and make it easier to set realistic deadlines. The custom templates have also optimized our processes, saving even more time and giving us a clearer understanding of how the team’s workflows fit together.
A Simple Way to Bring Order to Team Chaos
What do you like best about the product?
I like how it visually organises tasks and workflows in one place, making collaboration clear, efficient, and easy to track at a glance.
What do you dislike about the product?
The pricing can be a bit expensive in my opinion
What problems is the product solving and how is that benefiting you?
Monday Work Management solves the problem of scattered, uncoordinated work by centralising tasks, communication, deadlines, and workflows in one visual platform and that benefits me by making planning clearer, improving team collaboration, reducing miscommunication, and helping me stay on top of priorities without juggling multiple tools.
Keeps Priorities Top-of-Mind and Staying Organized
What do you like best about the product?
It helps me stay organized and keep the most important priorities top-of-mind
What do you dislike about the product?
It can be complicated to learn, but once you know how it works, it's pretty managable
What problems is the product solving and how is that benefiting you?
Prioritization & time management. It helps me fulfill the deadlines I need to for my job.
Versatile Boards and Custom Apps Keep Everything in One Ecosystem
What do you like best about the product?
Many different boards, connecting them, building custom apps is great so everything stays in one ecosystem. Often I need to rely columns from another board in my new board and it works great
What do you dislike about the product?
Only thing I dislike: right now I cant edit groups in a board when I choose to sort by date. Sometimes mobile version is a little bit buggy but both is improving and making good changes
What problems is the product solving and how is that benefiting you?
I can plan all my contracts, can track working hours, share important locations for our "outside business" and can connect with make, outlook etc. one of the greatest benefits
Easy Board Creation and Automations That Just Work
What do you like best about the product?
I love how easy it is to create the boards and automations
What do you dislike about the product?
I wish it was less expensive, more affortable
What problems is the product solving and how is that benefiting you?
We are finally in the same plataform and staying connected in one board
Highly Customizable Platform That Feels Like Our Own
What do you like best about the product?
I like how customizable it is, and how much room it gives us to make it our own.
What do you dislike about the product?
Honestly, nothing major comes to mind. If I had to point to something, it would be the pricing, or the fact that we have to add 5 seats at a time whenever we need just one more user.
What problems is the product solving and how is that benefiting you?
All of them. We’ve adopted it for everything, from HR to project management to accounting.
Easy to Use and Highly Effective for Client Work
What do you like best about the product?
Automating emails using the email and status columns saves me hours every week. The Updates section also lets clients add comments on each item, which makes it much easier to keep everything in one place.
What do you dislike about the product?
It needs better copy-and-paste functionality. Right now, it’s difficult to import a large amount of data and keep it in the correct format.
What problems is the product solving and how is that benefiting you?
I struggled to keep a consistent cadence with partner outreach, and the automated emails help with that.
Instant Visibility and Flexible Boards for Keeping Work on Track
What do you like best about the product?
What I like most about monday Work Management is how easy it makes it to see the work at a glance. I can open a board and, within a few seconds, understand what’s in progress, what’s waiting on the client, and what’s late. The status labels, owners, and due dates are very clear, so there’s less guessing and fewer “who has this?” messages in Slack or email.
I also appreciate how visual and flexible it is. We use it for creative and marketing projects, but the same tool works just as well for production, planning, and even small internal tasks. Being able to add files, links, and updates directly to each item keeps the context in one place, rather than spread across different tools.
What do you dislike about the product?
What I dislike about monday Work Management is that I sometimes feel limited by the automations. For certain boards or specific request types, I’d really like to create more custom rules and logic—for example: “if this field has X value and the client is Y, move it here and notify this person.”
At the moment, you can do a lot with the built-in automations, but when it comes to more complex workflows, I wish I had a bit more flexibility to build my own “if/then” rules without having to rely on a workaround.
What problems is the product solving and how is that benefiting you?
monday Work Management mainly solves the problem of project chaos.
Before we started using it, a lot of our work lived across email, Slack, and random spreadsheets. Now, each client or campaign has its own board where we can see tasks, owners, due dates, and status all in one place. As a result, we have far fewer “Where is this?” or “Who has this file?” conversations.
It also helps us prioritize more effectively. When I open monday, I can quickly see what’s due today, what’s urgent, and what’s blocked by the client, which makes planning my day and the week ahead much easier.
For the team, the biggest benefit is having a shared view of the work. Creatives, account managers, and leads are all looking at the same boards, so there’s less miscommunication and fewer things slipping through the cracks. Overall, it saves us time, cuts down on follow-ups, and helps us deliver campaigns and assets in a more organized way.
Aesthetic, Easy-to-Use Collaboration Platform for Every Skill Level
What do you like best about the product?
It creates a aesthetically pleasing, easy to use platform for users of all tech levels to collaborate in one place.
What do you dislike about the product?
For those who were a bit more tech savvy some of the automation capabilities could not preform what our team needed them to do. I would reach out to their customer service team and would be told that the tool could not perform that. It seemed like I had to do a lot of work arounds.
What problems is the product solving and how is that benefiting you?
It created a simple CRM system for me and other departments to focus and work on together. It allowed me to create a seamless system for our social media workflow and posting schedule.
