monday.com Review

The board level is where you can add and manage your tasks. Board views offer different ways to explore your project details, which is super useful for visualizing your data clearly and effectively.

monday.com lets you choose between table and Kanban for the free and Basic plans. The Standard plan adds timeline, calendar and maps view, while the chart view is available only for Pro and Enterprise plans. If you’re still craving other options, you can explore monday.com’s “view center” to find more.

Within the main table view, you will find different columns with varied project data, where you can add even more columns and information. Your tasks can be as descriptive as you wish; ultimately, it comes down to selecting the task information wisely.

monday.com’s dashboards are a solid solution for teams that need to consolidate data from multiple boards into one place. They provide a personalized, big-picture view, and you can add information from many different boards.

However, the free and Basic plans allow only one dashboard from one board. You’ll need to pay more to incorporate additional boards; the Standard plan supports up to five boards, Pro up to 20 boards, and Enterprise up to 50 boards.

Dashboards can help your team focus on big goals and specific accomplishments. Everything updates in real time, which helps with daily task management. Users can also add widgets to build optimized dashboards. Its widget list is quite interactive and you can even add motivational widgets or a playlist to inspire your team.

monday.com includes a time-tracking tool for team members to log their task hours, but it is available only for the Pro and Enterprise plans. The tool is easy to use; just add a time-tracking column to a board, then press start or stop. The time-tracking column isn’t automatically included in every board, so you must add it manually if you want to use it. 

monday.com always displays a search bar when you’re adding columns. If you can’t find the time-tracking tool, simply type the name into the search bar, which will display multiple options. Clicking on “more columns” will direct you to the “column center,” where you can choose between many other tools, including AI-powered ones.

monday.com comes with a wide catalog of over 40 integrations that are easy to find and use. The options cover social media, sales, management, marketing tools and more. However, users’ accessibility to integrations depends on their plan.

The free plan does not support any integrations, while the Standard plan allows up to 250 actions per month, with options including popular tools such as Google Drive or Dropbox. The Pro and Enterprise plans offer more extensive integration capabilities (25,000 actions per month).

monday.com allows Zoom integration on the Standard plan or above. Meanwhile, the Enterprise plan offers premium integrations with tools like Salesforce or NetSuite, plus integration permissions.

Once you select an app, it will automatically offer a template prompt, such as “When (status) changes to (something), (take action).” Prompts can help you quickly set up your integrations while automating actions, reducing the steps involved. To find the platform’s integration center, click on the “integrate” icon at the top right of your main view.

The same prompt-based or trigger-based logic applies to creating custom automations. monday.com includes a no-code automation system to reduce repetitive tasks. Say you want to notify the CEO when a project is finished. You can simply choose the “When (status) changes to (something), notify (this person)” template.

Like integrations, automations on monday.com also depend on your plan; the free and Basic options don’t include automations. The Standard plan includes 250 actions per month, and the Pro and Enterprise plans include 25,000 actions per month.

Like almost everything within monday.com, its automation builder is easy to use and customize. Considering that there are even templates to automate tasks with the integrations, you might find yourself wondering if you’ve accidentally hired a digital assistant alongside your project management software.

The platform includes large collections of board templates for diverse industries, and they are available in all plans, though with small differences such as the number of items allowed. You can find templates for your dashboards, tasks, documents, and automations, too, if your plan allows these features.

We’d like to highlight one last very important feature: the AI-powered templates. These are essentially regular templates with AI capabilities. For example, a finance request template can include columns like auto-translation, categorization by request type, and integrations for tools like Slack and Gmail.

The platform includes docs and forms so that teams can create, edit and collaborate without leaving the software. Plus, each task supports file uploads, making it easy to keep everything in one project.

Docs are fully connected to boards and can even be added as views, so it’s like having your own cloud-based service hub. Storage limitations apply: the free and Basic plans include 5GB, Standard offers 20GB, Pro includes 100GB, and Enterprise provides 1TB. From your docs, you can import data like boards and tasks, tag team members and even turn text into a new task.

Additionally, the forms will let you collect information from people outside your organization, which you can then link directly to your workflow. You can turn boards into forms, customize their fields, and even — standing ovation for this one — trigger automations based on the answers. Custom-branded forms are only available for the Pro and Enterprise plans.

When using monday.com, you can comment directly on items, keeping communications and data organized. It’s easy to tag a teammate there; simply use “@” and type their name.

You can also communicate across a board discussion to include all team members. Everything is interconnected, allowing users to have smooth conversations. If you need a stronger tool for permanent messaging, you can also integrate apps like Slack or Microsoft Teams.

You can also invite external collaborators using guest access. This feature could be great for freelancers or clients who need controlled visibility. For real-time communication, users can use integrations such as Zoom, Slack and Microsoft Teams, but only for paid tiers.

We already mentioned AI-powered board templates and columns, but the AI updates don’t stop there. You can also create custom AI workflows with what monday.com calls “AI blocks.”

There’s also an AI assistant, and here’s a little secret: You can even use it as a guide while asking questions related to functionality. The feature is very responsive and will answer almost every question you have about how the software works. Think of it as an AI chatbot that’s built specifically to answer questions about monday.com.

If you want to explore more, click on the “discover AI” button at the top-right corner of your main view to access a practical guide that’ll give you a little tour through its AI functionalities. Keep in mind that these AI tools are available only from the Standard plan and beyond.

The monday.com desktop app is available on Windows and macOS. Below, we’ll show some basic steps to install the software correctly. We’ll be using the Windows version for our example, but the process is quite similar for macOS.

1. Download the App

   Visit monday.com and download the app for your operating system.

   

2. Launch the Installer

   After downloading the app, open the installer. Windows users will see an .exe file, and macOS users can use the .dmg file. Follow the on-screen steps to complete the installation. First, choose the user account that will be using the app and click “install.” You’ll see a green loading bar — when it’s full, click the “finish” button to complete the process. The app will automatically open.

   

3. Log In or Sign Up

   Once the software is installed, you can log in using your email and password as with any other app. You’ll also be able to sign in using your Google account. 

   

Before managing your first project and assigning tasks, you’ll need to set up your account and personalize your workspace. Here are some important steps to start using monday.com.

1. Sign Up for an Account

   Open the app or web page and click on the “get started” or “sign in” button. Enter your email to register, and then click “continue.” After that, fill in the rest of your account information, including your full name, user account name and password. You can also sign up by simply using your Google account.

   

2. Choose Your Preferences

   Next, you’ll need to answer some questions about yourself, such as whether you’re a personal or professional user, and what types of projects you’ll manage. Answer these questions honestly as they’ll help you set up your profile.

   

3. Add Your Team

   monday.com will show you how to add your team members from the start. Simply add their emails to the corresponding blank space and choose their roles. They will immediately receive an invitation to your workspace. You can also skip this part by clicking “remind me later.”

   

4. Create Your First Project

   Start by choosing your first project name. Click “next” after editing your preferences to move on to the following step. After that, select the columns you want to include. Then, pick your preferred views and name your first tasks. Finally, create categories to group your tasks.

   Once you finish, your first project will appear. You can use the “let’s get started” guide at the bottom right of your page, or simply start editing your board as you wish. If you don’t know exactly what your project looks like yet, don’t worry — you can edit your preferences later or use a template.

   

We tested monday.com’s desktop app on Windows, and it delivered a fast and responsive experience. The desktop app’s layout matches the browser option; everything is located in the same places, and you can easily switch between them.

Some features used to be restricted for the desktop app, such as accessing the billing section or uploading content from Dropbox or Google Drive. However, these are now fully available in both versions.

Although we tested the iOS app, the user interface is very similar for Android. From the mobile version, you can view your boards and make edits just like in the desktop app. Most of the views are available on the mobile version, including Kanban, timeline, calendar and even the map view. However, more advanced features like automations and integrations aren’t accessible.

Overall, the web, desktop and mobile versions are relatively similar, which gives a satisfactory user experience even when jumping from one to another.

The monday.com mobile app is uncomplicated to use, unlike other project management tools such as ClickUp or Wrike. It has just enough options to be useful while remaining visually fresh. 

For instance, a cute widget in the mobile version lets you highlight your three favorite projects. We thought that was particularly useful for a mobile app. However, don’t expect to be able to manage your projects fully on mobile, though it’s useful for simple edits and handling urgent issues.