r/mondaydotcom

Other than pricing, what do you all think about monday.com's AI direction?

I'm a developer, so I'm already comfortable using Claude or Codex to do things with my monday setup. Because of that, I'm trying to understand what I actually get from "monday agent."

If you read Eran Zinman's LinkedIn post, you probably know why I'm asking. It's hard to cut through the noise on LinkedIn. Everyone congratulates everyone there, which isn't wrong, but after a point it's just too much.

I’m a fairly new PC with a Director that struggles keeping on top of what is happening in a complex project. Essentially, if you ask the boss “where are we with this part of the project, there’s a 50/50 shot that they can answer.)

We lost a key team member who was keeping boss updated/acting as historical memory, so now it’s falling to me. We have Work Management / pro (I think)

I’m working on a way to collect status updates and report them out so that details stop getting lost. Here’s what I’ve created:

A single board in Monday that has a status (red green yellow). Anything that happens during the week, I feed into the status “updates” area, which is an ongoing feed. This gets auto-summarized into a column. At the end of the week, I run an AI agent to create an executive summary of the status/updates.

Questions: what do you think of this plan overall? Should I retain ownership of the board or should I allow my team to send updates to it?

I’m hoping to also build out our task board to auto-update this board.

I’m also hoping to use this summary to reduce our team meeting which goes up to two hours. I would like to guide it towards decisions/stuck points rather than updates. I cannot stress enough that my boss does not know/retain what’s going on/loses everything in the inbox. Send help

I need help

I'm looking to build a 'production line' style workflow for a specific operation in my business. It’s an operation I’m already running in my business, but I want to automate the entire thing like this:

I need a dashboard where I can set tasks, and my team can see them on their side, then mark them as complete once done. The task should then automatically move to the next stage where the next team member can do their job, mark it as complete, and so on…

Can this be done on Monday, or do I need to build custom software for this?

How I want it to work:
I (the admin/manager) set the tasks. For each project, I need to be able to customize the following variables:
- Project name
- Project description
- Notes for team members at each stage (different notes for each stage)
- Start date
- Optionally, which steps to skip
- Optionally, an intentional pause/delay from one stage to the next

Workflow:
There are 7 stages in the workflow. Each stage has a different team member responsible for it. Some stages may have multiple team members assigned.
The project can only proceed once the team member(s) on the current stage marks it as complete.

Team members at later stages should not be able to see the project until the previous stage is marked complete. This is because each stage must be done in order, the previous steps need to be finished before the task can move on.

Stage-by-stage breakdown:

Stage 1: Once I set the project, it becomes visible on the dashboards of team members A and B.
These two team members don't work together, they each have a separate dashboard, and both need to mark their task as complete before the project moves to stage 2.

Team member A uses Premiere Pro to create a video based on the project description. Once done, they need a field to upload a link to the MP4 file, then mark their task as complete.

Team member B needs to watch the video, approve it, then mark their task as complete.
Once both A and B mark complete, the project moves to stage 2.

Stage 2: The project becomes visible on the stage 2 team member's dashboard.
They write a multi-page description for the project, based on the video from stage 1.
Once done, they share a link to the project report directly with me only — not in the system where future team members can see it.

Stage 3: Simple. The team member writes a report, shares it directly with me, then marks the task as complete. They must not share the report in the system where future team members can see it.

Stage 4: Same as stage 3. Not too difficult.

Stage 5: Same as stages 3 and 4. Not too difficult.

Stage 6: This is where it gets complicated again. There are 2 team members on this stage (team member A and team member B), each with separate dashboards. Both need to do their task and mark it complete.

Their task takes a long time (weeks), so I need a way to see when they've initiated it, when (if) they're having trouble, and when they complete it.
As with stage 1, A and B work separately. The stage is only complete once both mark it complete, not just one.

End state
Once the project is completed at stage 6, it should be marked as COMPLETE on my dashboard. I also need to be able to see all the assets (videos, docs, etc.) submitted by the team members at each stage.

Thanks in advance

I’m part of a company that is changing how we manage client work.

We’re moving from a department-first setup (each department runs its own workspace and client boards) to a client-first setup (one client record is the main hub, and every department’s work connects back to it). This change affects our tool decision.

We need a system where:

- We can see all clients in one place in a clean card-style view

- Each client card shows: logo, a status label, and a few key details

- When you open a client, you can see connected work across departments (projects and tasks)

- Leadership can see a portfolio-level view across all clients without switching between department boards

That is the standard we are designing around.

1) Monday.com’s AI focus is not matching what we need

I understand why Monday is investing heavily in AI. We use AI daily and we also build internal tools and workflows where it makes sense.

What frustrates me is the way Monday is marketing AI, and how much attention it seems to be getting compared to basic workflow improvements.

On social media, Monday has used messaging like “finally a teammate that doesn’t need PTO or lunch breaks.” That messaging does not fit our company culture, and it also misses what our team is asking for.

My team is asking for workflow improvements, for example:

- Sub-subitems (which were discussed in announcements)

- Faster boards and a smoother interface

- More usable screen layout (less space taken by AI panels and AI UI elements)

- Dashboards that feel modern and are easier to use for leadership reporting

- Fewer limitations with Connect Boards and Mirror columns

On the sub-subitems topic specifically: in our experience, getting true sub-subitem depth still requires workarounds like restructuring boards or creating a separate board setup. The announcement created a clear expectation, and the current experience has not met it.

2) We are deciding whether to stay with Monday or switch

Because we are already redesigning how we manage client work, we have to decide if Monday can support the client-first model we want.

We have looked at the common Monday approach:

- A top-level “Client master” board as the system of record

- Department boards connected to it using Connect Boards

- Key fields pulled in using Mirror columns

- Dashboards on top for leadership reporting

This can work in theory, and we are concerned about practical limits:

- Speed and performance as the system grows

- Whether the interface will stay usable as more features (especially AI) get added

- Dashboard limitations for leadership-level reporting

- Limitations and complexity around connected boards and mirror columns

So the question we are trying to answer is:

Is Monday improving the core platform in a way that supports a client-first setup, or is it mainly focusing on AI features?

If the focus stays mostly on AI, we may switch tools while we are already making structural changes.

What I’m asking the community

If you’ve dealt with similar issues, I’d appreciate input on:

Have Monday’s AI features helped your team, or made the product harder to use?

Have you built a client-first “client hub” in Monday that still feels clean and fast?

If you switched away from Monday, what did you switch to and why?

If you stayed, what structure made it work?

I’m trying to make a practical decision based on what our team needs and what Monday is prioritizing.

I’ve been seeing more teams lately trying to build proper client-facing portals, and it got me wondering what people are actually using in practice and what’s holding up long term.

A lot of platforms already cover the basics, dashboards, permissions, forms, automations, document sharing, etc., but once you start building a secure, branded client experience, everyone seems to take a different route. Some stay inside their existing workspace tools, some use dedicated portal platforms, and others end up building custom setups altogether.

Would love to hear what people here ended up choosing and why.

A few things I’m especially curious about:

• What platform or setup are you currently using?
• Did you build around an existing workspace/project management tool or use a dedicated portal solution?
• How important are things like white-labeling, client permissions, file sharing, dashboards, or task visibility for your use case?
• What limitations or pain points did you run into after launch?
• If you switched platforms, what pushed you to move?

And for those still exploring options:

• What would your ideal client portal look like?
• What problem are you mainly trying to solve for clients or internal teams?

Interested in hearing real experiences beyond marketing pages and feature lists.

Been noticing more teams lately trying to build proper client-facing portals and it got me curious what people are actually sticking with once the honeymoon phase wears off.

a lot of tools seem great at dashboards, permissions, forms, task tracking, etc. but once you try building a polished client experience with branding, secure access, file sharing, and clean UX, everyone seems to go in completely different directions. some stay inside monday, some use tools like Softr, others build custom setups entirely.

curious what people here ended up using and what made it worth sticking with long term. was there a specific feature or workflow that became a dealbreaker?

also interested in what people actually care about most in a client portal now. multi-client separation, white labeling, messaging, approvals, automations, AI features, reporting, all-in-one setups? feels like every platform claims to do everything now.

I’m trying to create an automation in Portfolio view, but I’m not sure if it’s possible.

What I want to do:

When the status column of an project changes, I want to automatically create a group based on that status.

Example:

• Project Market Analysis status changes to KICK-OFF in portofolio
• Project should get a group with items that I have decided to correspond to doing Market Analysis

Ideally, this would work from the Portfolio view, but I’m not sure whether automations can create groups dynamically from a status column change.

Has anyone done something like this?

The problem in my case is that these projects are very modular. Also in the start not all phases are clear. Therefore I can't make a template with all the needed groups.

Any suggestions or workarounds would be appreciated.

We use Monday Enterprise

Sorry for another newbie question - in the monday template center, what's the advantage/disadvantage of using an existing template vs. Try AI instead? Am I to understand that if I build the template I need with AI, I'm using credits, but if I use an existing template, it's free? Am I missing something? Why would I want to build something when it already exists in the template center? Thanks

https://preview.redd.it/ynbglt8qya0h1.png?width=568&format=png&auto=webp&s=afa48f2aa104e8979f9a86b518d86267721e0f37

I don't understand the benefit of paying thousands of dollars per year, but you have to pay more for integrations or "extra apps" to do what Monday isn't capable to do (for example a truly useful dashboard).

Am I missing something about the platform, or does Monday really leave a lot to be desired?

We are semi new to Monday.com and have gotten a decent foundation on our structures and workflows and want to see what we can do to improve our organization with marketplace apps.

We are a non profit who use it predominantly to track tasks for our events, track our fundraising streams, and collect registrations.

IS THIS A JOKE? The 'My Work' section is one of the most frequently used features - it's how users track tasks across all boards. So why has it been moved to the 'More' section, while upsell apps get prime real estate in the navigation?

The actions of this company continuously seem greedy. BRING IT BACK!

I feel silly for asking or maybe not figuring it out on my own, but is there any way to open the Item page in full screen as a separate page load from the board? Looking for something other than the sidebar pane that can be dragged from right to left to expand the view.

I do see the Full screen button under Item updates "More options" menu, but this doesn't span all the views, including Files, Activity Log, etc. The URL bar does change to include the word "pulses", so I would've thought that each item or task could be opened individually. Thanks for any pointers!

Hi guys

I'm looking for a way to visualise when someone's earliest availability is, whenever I'm trying to plan certain activities in.

The situation:

We have multiple boards (currently around 20) in which people can be assigned. I centralise everything in a dashboard, to do my backwards planning.
New activities can be added through a form and get centralised in 1 board. About 40% of our activities get entered this way.
The other 60% are added straight to the designated boards.

The question:

Whenever I assign someone from the team, I go back to my dashboard, to see whether they have the capacity to work on that activity. However, I would like to see that in my boards (designated or centralised board itself).
Concrete: whenever I assign a person, I want to see the current open workload / earliest possible availability date in a neighbouring column.

Hope this is clear & possible.

Good morning!

I'm working on a comparison video between Monday and Fibery, but since I am an experienced Fibery user, and less experienced in Monday, I'd love to pick someone's brain who is a Monday expert to make sure I get all my facts right. There are some things from my research that seem crazy to me, and I want to make sure I am right to point them out, or if there are industry standard workarounds most people use. Ideally someone who is either the Monday Admin in their organization (50-100 people), or installs Monday for other organizations.

Thank you in advance!!

Ron

Hi, I'm newbto Monday.com at all like I have no prior experience to anything similar to this but I'm asked to create a new workflow that can help simplify the process for everyone. I already know the basics of Monday.com which was surprisingly pretty easy but now I'm looking into automations, ai workflow so I can improve our data.

I have no idea where to start basically, I'm looking for YouTube videos to watch and there's so much but since I'm not yet familiar with it I don't know the proper terminology so I can look it up.

I tried monday academy but it doesn't fit my learning style at all so i prefer to watch videos but really what tips or tricks or any advice at all can you give me that will help improve our process it does not need to be complicated because tge goal ia to makebit as simple for everyone, clean the data (no need for something very technical or too technical)

Where do i start? what video suggestions do you think I should watch?

The already have work management set up but like they said it's too much data, they literally built everything they just need me to make it simple, straightforward and have everyone use Monday to the best of its abilities.

Tldr: They don't want me to start from scratch what they want frlm is take their existing boards etc and make it more efficient and straightforward for usage therefore one look and everyone will understand what everything is all about, they wnat me to make their existing process better.

Thank you, looking forward to your responses.

Do people have any experience with making a weekly meeting Board. We go through the items and these items are linked to some projects but some are just small action items. Meeting notes etc would be nice. Do you all have any experience?

What alternative to workforms are you using to update items and use mirror columns in forms? I'm so tired of this limited functionality, you'd think they'd have sorted it by now. All ideas welcome.

So frustrating - the placement of the "Sidekick" button bottom/right is hiding my "Reply" button on Monday Board, and apparently it can't be manually moved? Makes my job 100% harder. Any insight appreciated.

https://preview.redd.it/c52mvm9f96zg1.png?width=1416&format=png&auto=webp&s=408efaf9f944f6494ecc2b4d80c4bb736c854d2f