When it comes to workforce management software, Monday is one of the most popular options on the market. Monday offers a comprehensive solution for businesses of all sizes, with features that can help you streamline your operations and improve your bottom line.
Formerly known as Dapulse, this tool is used by teams that value collaboration and communication. Monday.com is designed to help you get work done more efficiently by making it easy to track progress, assign tasks, and manage deadlines.
In this review, I will go into detail about the features that make Monday.com such a valuable asset for businesses, as well as some of the drawbacks you should be aware of before making a purchase.
Let's get right into it.
What Is Monday.com?
While some consider it a project management application, Monday.com is much more than that. It is a comprehensive business management solution that helps you track progress, assign tasks, manage deadlines, and more.
Teams initially use Monday as they need to track and log all the tasks that make up a project. This helps ensure that everyone is on the same page and no tasks are forgotten about.
However, as their business grows, they quickly realize that Monday.com can do much more than just track projects. In fact, business owners can use it to ensure everyone is on the same page regarding sales targets, customer support tickets, HR onboarding processes, and anything else one can think of.
The platform also makes it a piece of cake to assign tasks and track deadlines. This helps ensure that projects are completed on time and that no one is overloaded with work.
Overall, Monday.com is an incredibly versatile tool that businesses of all sizes can use. It is especially well-suited for remote teams who need a platform that facilitates collaboration and communication.
The platform also offers an iOS and Android app, so you can stay up-to-date on your projects even when you're on the go.
The User Interface
One of the best things about Monday.com is that it is incredibly user-friendly. The platform is designed to make it easy to track progress, assign tasks, and manage deadlines.
Even if you've never used a project management tool before, you'll likely be able to figure out how to use this system.
The interface can be as simple or complicated as you want.
The platform also offers a variety of templates that you can use to get started. This is helpful if you're unsure how to set up your projects.
Similar to Kanban apps, the Monday.com interface is designed to make it easy to track progress and see what tasks need to be completed.
You can also set the columns to reflect whatever selection process you want. For example, you could have a column for "To Do," "In Progress," and "Done."
You can go even more complicated and have various project stages in different columns.
For example, if you're a 3PL company, you could have columns for "Order Received," "In Warehouse," and "Out for Delivery."
This level of customization is one of the things that makes Monday.com so powerful, helping you track just about anything.
When using this platform, you can also set the exact notifications you want to receive regarding your projects.
For example, you can get an email notification whenever someone completes a task or a deadline is approaching.
You can also set up custom notifications, ensuring you get notified whenever a task is added to a particular column.
This level of customization helps ensure that you're only getting the notifications that are relevant to you - gone are the days when users are bombarded with irrelevant notifications.
Inviting Team Members
Adding team members to Monday.com is a breeze.
All you need is their email address, and you can add them to your project in a matter of seconds.
You can also set up different levels of access for team members. For example, you could give a team member read-only access or provide them with the ability to edit and add tasks.
This helps ensure that team members only have access to the information they need.
Setting Up Boards
Once the initial setup is done, the next step is to set up boards. Boards are where you track the progress of your projects.
There are a few different ways to set up boards on Monday.com.
The most basic way is to have one board for each project. However, if you have multiple projects that are related, you can set up a board with various projects.
This helps track the progress of all your projects in one place.
You can also set up boards to reflect the different stages of a project. For example, you could have a board for the "ideation" stage, the "development" stage, and the "launch" stage.
No matter which way you decide to go about it, templates help ensure that your boards are set up in a way that is efficient and effective.
Once you've been using a board for some time, being open to refining your processes as you get feedback from your team is key to success.
With so many options you can employ to make Monday.com work for you, it can be easy to get overwhelmed.
The good news is that any action you want to take can usually be done in less than three clicks, making life much more straightforward.
Whether you want to see your data as a table, a calendar, a map, a Kanban board, a timeline, or any other way, Monday.com has you covered.
This ensures that you can always visualize your data in the way that makes the most sense for you and your team.
You can see which tasks span over which dates, helping you better plan your team's workload.
This is especially helpful when developing an effective workflow for your team.
Automations And Integrations
The meat and potatoes of Monday.com is the automations and integrations.
The possibilities are endless with over 50 apps that can be integrated with this tool.
With Dropbox, Gmail, Mailchimp, Teams, Outlook, and many other applications offering direct integration, the options are top-notch.
And if there's an app that you want to use that isn't on their list of integrations, no problem! You can always use Zapier to create a custom integration.
The automations feature is another feature that sets Monday.com apart from other project management software.
When it comes to automation, several pre-programmed commands come with Monday.com, so you don't have to lift a finger when using these fundamental automations in your business.
Let's say you have a task that needs to be created every week on a Thursday at 2 PM and then assigned to one of your team members.
You can easily set up this recurring task automation, and Monday.com will take care of the rest weekly.
In a nutshell, this ensures that you can automate away those tedious, manual tasks that no one wants to do, leaving you and your team free to focus on the more essential things.
Setting Up The Platform
A wizard helps guide you through setting up Monday.com, but it's still a good idea to understand the basics before getting started.
With the ability to set up your CRM and sales pipeline template as soon as you sign up, it's easy to get your sales team up and running quickly.
This helps you start generating revenue faster and makes the entire process smoother.
You also get a ton of helpful instructions through video demos that help you know exactly what you're doing.
Here is an overview of some of the features that Monday.com offers:
There are five distinct plans available on Monday.com:
The basic, standard, and pro prices are on a per-seat per-month basis.
The above prices are billed annually and require at least three users per plan.
More features are unlocked as you move up the pricing tiers, but the free individual plan still provides the needed functionality for those just getting started with this tool.
The free plan also comes with two seats, allowing you to invite a guest to collaborate with you.
This is perfect for small teams or those just getting started with Monday.com.
Pros & Cons
Here are the summarized pros and cons of this workforce software.
When it comes to workforce software, Monday is a powerful tool to help your business save time and money. It can also improve employee productivity and satisfaction.
If you want a more efficient and productive workplace, then Monday.com is worth considering.
Last Updated on November 5, 2022 by Hanson Cheng