If you need help managing multiple timelines across different projects and keeping everyone on the team aligned, you should consider using Monday. Monday is a popular tool that many companies rely on for project management. Its user-friendly interface and customizable features make Monday a go-to solution, whether you’re a small team of five, or you have more than 50 team members.
We take a closer look at Monday's key features to help you decide whether it’s the best choice for your team's needs, including how to pair Monday.com with Fingerprint for Success (F4S). We’ll show you how to bring out the best in your team, boost productivity, and drive company growth.
Monday is a cloud-based project management software that allows individuals and teams to collaborate across multiple projects. The platform lets you create and manage projects, assign tasks, track progress, and communicate with others in real-time.
Project Management Institute found that organizations that undervalue project management as a strategic competency for driving change report an average of 67% more of their projects failing outright.
Leveraging a project management tool helps your team become more productive and efficient. This ensures a greater return on investment from your projects.
Monday.com provides a customizable interface where you can create and organize your workflows, set deadlines, attach files, add comments, and collaborate with team members through a centralized platform.
Overall, Monday.com is a flexible and customizable platform different teams can use to automate workflows, improve collaboration, drive efficiency, and move projects forward faster.
Teams needing a centralized platform for task management, collaboration, and progress tracking can benefit from Monday. These teams include:
Also, organizations of different sizes and from different industries can benefit from using Monday, whether these teams are remote, on-site, or hybrid. These include small businesses, startups, non-profit organizations, enterprise companies, freelancers, government agencies, education institutions, and marketing agencies.
Monday is popular because it is highly customizable and flexible. Its ease of use, customizability, collaboration features, automation capabilities, and integrations make it a better option for teams and organizations of any size.
While other project management tools such as Trello, Wrike, Airtable, and Asana offer some of these features, Monday.com's combination of features and ease of use make it a strong competitor in the project management software market.
The platform also has a user-friendly interface and intuitive features that make it easy for beginners to use the tool with little training. You can create and customize boards, columns, and cards with just a few clicks.
While Monday.com is a versatile tool that can be used for a wide range of projects and agile workflows, it is not the best fit for organizations with accounting, finance, inventory management, customer service, or manufacturing needs. In these cases, you need specialized tools built for these purposes.
You can use Monday for the planning and strategy project phases. Set goals, key milestones, and timelines to ensure your team is aligned and moving in the right direction. To get started with Monday.com, you need to sign up for an account. You can either create a new account or sign up with Google, Facebook, or Apple.
Here's a detailed step-by-step guide on how to use Monday for your project plans:
Boards are where all your content lives.
To create one, log into your Monday.com account and create a new board. Choose the "Board" option and give it a name that reflects your project.
You can choose from various customizable templates such as project management, CRM, HR, or create a blank board.
Monday.com offers different ways to view, plan, track, and manage your work.
You can choose from various board views, such as kanban or calendar, then customize the colors and background to match your brand. You can then change your view using the plus sign beside the “main table.”
To collaborate with your team members, you need to invite them to your board. You can do this by clicking on the "Share" button in the top right corner of the screen and entering their email addresses.
"Items" are rows in your board that contain all the relevant information for your tasks, projects, campaigns & more.
Use the "Items" feature to add a list of projects, daily tasks, clients, or relevant workflow details to your board. For example, add tasks to your board, click the "+" button in the relevant column, and enter the task details, such as the task name, description, due date, and any relevant attachments.
Once your board is created, you can add columns to track your project's progress. For example, you can create columns for “people” for the project's initiation phase.
Click the "Add Column" button to create new columns for each project stage. You can also customize the column by adding labels, dropdown menus, and other custom field types to capture the data you need for each task. For example, add a label for task priority or a dropdown menu to assign tasks to team members.
You can save time and streamline your workflow by creating automations in Monday.com. For example, you can create an automation to send email reminders when tasks are due, move tasks to a new column when they reach a certain status, and update specific fields.
Monday.com has built-in collaboration tools that allow you to communicate with your team members directly within your board. Use the comments section to discuss tasks, tag team members, and share attachments.
You can also assign tasks to team members using the "Assignee" feature. You can use "@" mentions to tag team members and add them as followers to keep them informed of task updates.
Monday.com integrates with tools such as Slack, Google Drive, and Trello. You can set up integrations to streamline custom workflows and increase productivity.
Dashboards provide a high-level overview of your project's progress. Monday allows you to create customizable dashboards to track metrics and KPIs. This lets you see how your team is progressing.
You can use the built-in time tracking feature to track time spent on projects and tasks in Monday.com. To enable the time tracking feature, click on the + icon on your board's top right and select "More columns." Once in the column center, select the option "Time Tracking," as in the screen recording below:
When you start a task, click “play” to start the timer. You can pause it anytime and start again, or add your hours manually by selecting “Add session manually.”
You can view time tracking reports in the board's "Stats" tab. The report will show the total time spent on each item and provide a breakdown of the time a team member spends on a task.
Alternatively, you can use a third-party time-tracking integration that syncs with Monday.com. Some include Toggl, Harvest, and Everhour. To use a third-party time tracking integration, you have to connect your Monday.com account to the integration and follow the instructions provided by the integration. Once set up, you can view reports in the integration's dashboard.
Once your tasks are marked as completed, you can automatically archive them using automations. You can access and restore your archived items at any point.
By clicking "Automate" at the top of your board, you’ll enter the Automation Center. Use the automation option, "When a status changes to something, archive the item". Then set the rule to archive an item when the status changes to whichever label indicates "done" on your board:
Following these steps, you can set up Monday.com to start and complete projects more efficiently. Monday.com's flexibility and customization options make adapting to your team's specific needs easy to track your project progress.
Monday provides an excellent collaborative and organized environment for team members to work together. Here are some ways to use Monday to bring out the best in your team:
While knowing how to use Monday is helpful, you need more than a project management tool to build a healthy, happy, and high-performing team.
It’s important to be aware of and learn about your team’s and key stakeholders’ work styles and communication preferences so you can collaborate more efficiently. These soft skills or power skills are critical to your project’s success. And PMI’s 2023 pulse report proves it: 92% of respondents say power skills help them work smarter.
F4S uses science and AI-powered people analytics technology to understand your team’s power skills and what motivates them to do their best work.
Motivated by macro big picture thinking, these teammates value moving quickly to connect dots between abstract ideas to 'get the gist' of things.
These teammates value being concrete and specific, getting into details to understand the steps or tasks required.
Invite each team member to take the free work style assessment to gain a deeper understanding of their work style motivations. After they complete the assessment, you can set up a team and invite them to join. Once setup, you can view the different work styles including team culture, affinities, differences and benchmarks. These reports provide personalized insights about individual team members’ intrinsic motivations and how they stack up against other teammates.
The team Affinities report shows you what drives each person to do their best work. You learn about their work style preferences. If you’re looking for common ground for team members, you’ll find it here.
The Differences report highlights the most significant differences in individual team members' work styles. It also raises awareness for potential conflict points and encourages team members to celebrate their differences.
The Benchmark report compares your team’s work motivations to those of top industry performers. You can use these insights to determine your team’s likelihood for success. This allows you to pinpoint suitable personalized coaching programs to unlock your team’s full potential.
F4S makes coaching accessible to everyone on your team for free (for teams smaller than five). AI Coach Marlee connects you with personalized programs to work towards meeting a specific goal.
When you understand your team's work styles, you can assign tasks and delegate responsibilities within Monday, based on their strengths and weaknesses. You can also anticipate and resolve conflicts before they become major issues.
When team members feel that you respect their work styles and communication preferences, they are more likely to be engaged and motivated. You can optimize team dynamics for better performance and harmony.
Pairing Monday with F4S increases your team’s wellbeing and morale, boosts productivity, and unleashes your team's full power to achieve company goals.
Monday has five pricing tiers:
Monday.com also offers a 14-day free trial for all plans so that you can try it out before committing to a paid plan.
Monday is popular project management software, but many other project management tools are available in the market. Here are some ways Monday.com compares to other popular project management tools:
Monday and Trello offer similar features, such as task management, communication tools, and integration with other software. However, Monday.com offers more advanced features such as time tracking, automation, and multiple views, while Trello focuses on simple task management.
Monday.com and Wrike have user-friendly interfaces, but Monday.com has a more modern and visually appealing interface with more customization options. Monday and Wrike also integrate with other software, but Wrike offers more integrations with tools such as Salesforce, Adobe Creative Cloud, and Microsoft Teams.
Both tools have user-friendly interfaces, but Monday.com is more visually appealing and customizable, allowing users to create different views (e.g. Kanban, calendar, timeline) of their data. Airtable's interface is more minimalistic and data-focused.
Monday.com is a comprehensive project management tool with task management, time tracking, and automation features. ProjectHuddle is more focused on collecting feedback and collaboration on design projects, with features such as markup tools, version control, and real-time commenting.
Monday and Zapier are not direct competitors, as they serve different purposes. Monday.com is a project management tool that helps teams manage their work, while Zapier is an automation tool that allows users to connect various software applications and automate project workflows. While Monday.com offers some basic automation features, Zapier is explicitly designed to create custom automations for different application workflows. Zapier allows users to create "Zaps" that automate repetitive tasks, such as sending email notifications or creating new tasks in Monday.com.
Monday.com is organized around boards containing different types of data (e.g., tasks, timelines, files) arranged in columns and rows. ClickUp offers a range of views, including lists, boards, and calendars, and users can customize their data organization based on their needs.
Both Monday.com and Redbooth offer a range of features.
Redbooth offers more advanced features for project management, such as Gantt charts, resource management, and project templates. In contrast, Monday.com offers advanced features for team management, such as workload management, automations, and team collaboration tools.
Both tools provide collaboration tools that allow teams to work together and communicate in real time. Miro's collaboration tools are more focused on visual collaboration, while Monday.com's collaboration tools are more focused on team management and communication.
Asana and Monday have modern and user-friendly interfaces, but Asana has a more minimalist interface that focuses on task management. Monday.com has a more structured interface that focuses on team management and collaboration. Both Monday.com and Asana offer integrations with other software applications, but Asana offers more integrations with popular tools such as Slack, Google Drive, and Zapier.
Yes, Monday.com has a free plan for small teams with limited features, including basic task management, team collaboration, and limited integrations. This plan is suitable for small teams or individuals who need a simple tool for task tracking and collaboration.
Monday.com also offers a free trial for 14 days. After the trial period, you have to choose a paid plan to continue using the platform. Monday.com offers several pricing plans with different features and pricing levels to fit different team sizes and needs.
The Monday app is a project management and team collaboration platform that allows teams to manage their work, collaborate, and communicate in real-time.
Here's how it works:
The Monday app is available on desktop and mobile devices, and it integrates with a range of other software applications, including Slack, Trello, and Google Drive.
Trello and Monday are popular project management and team collaboration platforms but have different strengths and weaknesses. Trello is best for simple task management and agile teams, while Monday.com is best for team management, workflow automation, customization, and project management.
Choosing between Asana and Monday.com depends on your specific needs and preferences. Both tools are popular project management platforms. While Asana is best for task management, team collaboration, and project management, Monday.com is best for customization, workflow automation, team management, and project management.
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