monday.com

What is monday.com

monday.com is a flexible and visual Work Operating System (Work OS) where teams can create custom workflow applications to plan, run, and track their processes, projects, and everyday work. Founded in 2012 by Roy Mann and Eran Zinman, the company is headquartered in Tel Aviv, Israel. The core purpose of monday.com is to provide a centralized platform that eliminates silos and connects teams in a collaborative workspace. Its main functionality lies in its highly customizable boards, which can be adapted for a wide range of use cases, including project management, CRM, software development, marketing campaigns, HR processes, and more. The platform is known for its user-friendly, colorful interface and its ability to be shaped to fit the specific needs of any team or organization.

monday.com Features

• Customizable Boards: Build your workflow using boards with customizable columns for status, dates, people, text, and more. This allows you to manage any type of project or process exactly how you want.
• Multiple Data Views: Visualize your work in different ways to gain insights. Switch between Kanban, Calendar, Timeline, Gantt, Chart, and Map views with a single click.
• Automation: Automate repetitive tasks and notifications to save time and reduce human error. Create custom automation recipes like "When status changes to Done, notify the manager."
• Dashboards: Create real-time dashboards that pull data from multiple boards. Use widgets to display key metrics, track progress, and get a high-level overview of everything that's happening.
• Integrations: Connect monday.com with the tools your team already uses, such as Slack, Google Drive, Jira, Salesforce, and hundreds of others, to create a unified workspace.
• AI Assistant: Utilize built-in AI features to generate tasks, summarize notes, compose emails, and categorize data automatically, helping teams work faster and smarter.
• Team Collaboration: Keep all communication and files in one place. Mention team members, leave comments, attach files, and create updates directly within tasks to maintain context.
• Dedicated Product Suites: monday.com offers specialized products built on its core platform, including monday work management, monday CRM, monday dev, and monday service to cater to the specific needs of different departments.

monday.com Pricing Plans

monday.com offers several pricing tiers designed to accommodate different team sizes and needs.

• Individual Plan: A free forever plan for individuals looking to keep track of their personal tasks and projects.
• Basic Plan: Suited for small teams that need to manage all their work in one place with essential features like unlimited boards and viewers.
• Standard Plan: The most popular option, designed for teams that require more advanced collaboration and workflow optimization tools, including Timeline & Gantt views, automations, and integrations.
• Pro Plan: Built for teams and departments managing complex workflows. It includes private boards, chart views, time tracking, and more automation and integration capabilities.
• Enterprise Plan: A tailored solution for large organizations that require enterprise-grade security, advanced reporting and analytics, premium support, and more robust governance features.

monday.com Free Plan

monday.com offers a Free Plan that is free forever. This plan is designed for individuals or very small teams of up to 2 people. It includes up to 3 boards, unlimited documents, and over 200 templates to get started. However, it has limitations, such as a restricted number of items per account and limited access to advanced features like automations, integrations, and different board views, which are available in the paid plans.

How to use monday.com

Getting started with monday.com is straightforward.

1. Sign Up: Create an account on the monday.com website. You can start with the free plan or a free trial of a paid plan.
2. Create a Workspace: Organize your work by creating workspaces for different teams, departments, or major projects.
3. Build a Board: Inside a workspace, create a new board. You can choose from hundreds of pre-built templates for specific use cases (e.g., project tracker, content calendar) or start from scratch.
4. Customize Columns: Add and customize columns to fit your workflow. Common columns include Person (to assign tasks), Status (to track progress), Date (for deadlines), and Priority.
5. Add Items: Each row on a board is an item, which can represent a task, a lead, a project, or anything else you need to track. Add all your items to the board.
6. Collaborate: Assign items to team members, start conversations in the updates section of each item, and attach relevant files.
7. Set Up Automations: Go to the Automations center to create rules that automate routine work, such as sending notifications or moving items between groups when a status changes.
8. Visualize Progress: Switch between different board views like Kanban or Gantt to see your data from various perspectives. Create a Dashboard to get a high-level view of key performance indicators across multiple boards.

Pros and Cons of monday.com

Pros:

• Highly Customizable: The platform is extremely flexible, allowing teams to adapt it to almost any workflow or process.
• Intuitive and Visual Interface: The colorful, drag-and-drop interface makes it easy for new users to learn and navigate.
• Powerful Collaboration Features: Centralized communication, file sharing, and real-time updates keep teams aligned.
• Extensive Automations and Integrations: A wide range of automation recipes and integrations with popular tools enhance productivity.
• Versatile Views and Dashboards: The ability to visualize data in multiple ways provides valuable insights for project managers and stakeholders.

Cons:

• Pricing Can Be High: The cost can add up quickly, especially for larger teams, as pricing is per user.
• Overwhelming for Beginners: The vast number of features and customization options can be overwhelming for some new users.
• Some Key Features are in Higher Tiers: Essential features like time tracking and Gantt charts are not available on the lower-priced plans.
• Task Dependencies are Limited: While available, setting up complex task dependencies is not as robust as in some dedicated project management tools.

monday.com integrations

monday.com offers a wide range of integrations to connect your workflows with other essential tools. You can set up integrations directly from your board to automate actions between monday.com and other apps.

• Communication: Slack, Microsoft Teams
• File Management: Google Drive, Dropbox, OneDrive
• Marketing & CRM: Mailchimp, HubSpot, Salesforce
• Development: Jira, GitHub, GitLab
• Customer Support: Zendesk, Jira Service Management
• Productivity: Google Calendar, Outlook Calendar, Zapier, Make

For example, you can set up a Slack integration to send notifications to a specific channel when a task's status changes. A Jira integration can sync issues between both platforms, keeping development and project management teams aligned.

monday.com Alternatives

• Asana: A popular project management tool focused on task management and team collaboration. Asana is great for teams that need a clear, list-based approach to work, while monday.com is more of a flexible Work OS.
• Trello: A simple, visual, and easy-to-use tool based on the Kanban board methodology. Trello is ideal for individuals and small teams with straightforward projects, whereas monday.com offers more complexity and customization.
• ClickUp: An all-in-one productivity platform that aims to replace multiple apps. ClickUp has a very extensive feature set, which can be more complex than monday.com, but it often offers more features at a lower price point.
• Wrike: A robust project management software designed for larger teams and enterprises. Wrike excels at handling complex projects with detailed reporting and resource management, making it a strong alternative for organizations with advanced needs.

monday.com API

monday.com provides a powerful and flexible GraphQL API that allows developers to build custom applications and integrations. With the API, you can read, create, and update data on your monday.com boards, such as items, columns, and updates.

To get your API key, you must be an admin on your account. Go to your profile picture > Admin > API, and then generate your Personal API Token. Keep this token secure.

Here is a basic example of a GraphQL query to fetch board data using the API:

query {
  boards (limit:5) {
    id
    name
    items {
      id
      name
    }
  }
}

This query retrieves the ID and name of the first 5 boards in your account, along with the ID and name of the items within each board. You can find comprehensive documentation on the monday.com Developers portal.

monday.com Affiliate program

monday.com has a Partner Program that includes affiliates, solution partners, and app developers. As an affiliate, you can earn commissions by referring new customers to monday.com. The program typically offers a competitive commission rate, often a percentage of the revenue from the first year of the referred customer's subscription.

To join, you need to apply through the Partner page on the monday.com website. You will be asked to provide information about your audience, your promotional methods, and your website or channels. Once approved, you will get access to a partner portal with referral links, marketing materials, and a dashboard to track your referrals and earnings. Payments are usually made on a regular schedule, such as monthly, once you reach a minimum payout threshold.