monday marketer

Its incredibly easy to create a work flow or "Board", add participants and follow the progress of many tasks with ease. We can attach any supporting files or materials needed to each post and tag a specific user. Email and desktop notifications alert you on any activity and there is a web based site you can go to or the even better desktop and mobile app versions.

One of the few cons i can think of is the absence of a "repeating or scheduled task". I know there are ways around this but it seems like something that should be native to it.

We chose this for the depth of the product, the vision of the company, and the support system. I am quite happy with the product for the time being - options, configurations and communication tools abound, and the different ways of visualizing project data are extremely helpful and open our company to opportunities.

I have used an immense variety of project management software in my time, and all bring something to the table. Monday brings everything to the table, but the table gets too full. The sheer complexity of the offerings has kept many of my users away, and often I am in the position where I am attempting to rope members back into the software in order to not have to duplicate my reporting. Intimidated by the product, they fall back to inundating the team with email. I don't quite have a picture of how I can fully build out dozens of client folders, each with 10+ boards, each board with 4-5 groups of 1-+ "pulses" each, without anything falling through the cracks, and still knowing that progress is being made. This may be an educational thing on my part.

I liked how Monday.com allows for easy collaboration with team members. It does take some getting used to for me it was easy to get used to because I am more of a computer person and have had many different experiences with a lot of different programs. Everyone else on my team is the complete opposite, however because of Monday.com's modern website design people were able to grasp it because the design is easy on the eyes if that makes sense. It is almost like an easy/drag and drop version of excel. Aside from the design I did love that there were different calendar views like Kanban view and the map view especially. The other things I loved was the forms integration, which made it easy to transfer our clients over from one program to another. As they came in they filled out the short form and were integrated into the calendar pretty easily. Lastly I loved the status column. I was going to use it to check in clients. Red for when they arrived to their appointments, Yellow for when they were waiting and Green for when they were done and waiting on their transportation back home.

There were a couple of things that I did not like, which made us only use Monday for a short period of time. For one we are a mental health therapy center and we do A LOT of scheduling. While there is a template to schedule clients. It is more so for a few clients and not hundreds. We have multiple therapists and may want to view their appointments sometimes together and sometimes separately and Monday started to get somewhat bulky when trying to do this. We tried doing multiple boards for each therapist and then we tried doing each board as a day of the week and in the end we had too many boards and it was still and either you view this person or that person but not both. On top of that we also schedule activities with clients and that would have been a whole separate view as well. The last thing that we needed was to make recurring appointments for clients that are seen every Tuesday or for ones that are seen every other Thursday etc. This task was extremely bulky and involved using a 3rd party service.