Hello! I’ve just switched over to monday.com. After spending nearly a week getting everything set up, here’s some feedback based on my first impressions:
People are people:
Currently, monday.com only lets you set up a team member by issuing an invitation. But I do film & video production. Often, I need to track people before I have enough of a relationship with them to ask them to set up an account. For example, I might have a list of actors I’m interested in for a project. I’ve got the actor’s name, phone, & e-mail in my files. But I don’t need them to set up a monday.com account unless I actually decide to cast them in a project. I’d love to be able to set someone up as a person, and then at a later date invite them to become a user on my monday.com account. The person’s account would remain inactive until I issued (and they accepted) the invitation, but in the meantime, I could still add them to boards & groups (Casting call list, callback list, etc). Currently, I solve the problem by having a separate board of “potential” contacts, but this ends up with me having a lot of duplicate data flying around. And I miss out on some of the monday.com functionality of viewing reports on what lists, projects, etc people are assigned to. It would be easier if I didn’t need to distinguish between invited people and potential people— if I could just set everyone up as a person and activate/deactivate them as needed.
Improve board/column linking:
I need to track credits for film productions. I have a board of people. I have a board of film credits. The film credits board has a column which links back to the people, so I can track who did what on each production. Here’ the thing: often people work on multiple productions and take on different roles. So, in my contacts board, I’d also like to be able to scan through and see which productions each of my contacts has worked on. But when I add a linked field back to the credits, it doesn’t show the existing links that I already set up on the credits board. If i needed to summarize the data: If I needed to know, for example, which of my contacts are my most frequent crew members, there’s no way (that I’ve figured out) to easily view that data. I’d have to do a search, individual by individual
Faster/Easier Data entry
— You should be able to convert a text column to a linked column. If I import a spreadsheet which has a text list of contact names, I should be able to change the column to a linked column, and then (assuming the text matches) monday.com should do the linking for me.
— Allow automations & integrations from lookup fields. My crew list is linked to my contact list. The contact list has the e-mail addresses (because those stay the same from project to project), but the crew list has the roles/titles (because those change project to project. But if I want to e-mail my whole crew, there’s no way to do that. I can’t set up automations. I can’t even bulk copy and paste the e-mail addresses from monday.com into my e-mail program because there’s no copy/paste functionality.
— The date picker window is clunky. I’d like the option to type dates (instead of choosing them from a date picker window
— I’d like the ability to merge pulses (transfer updates from one pulse into another). Occasionally, I accidentally set up two pulses for the same item. E-mail updates go willy nilly into both. How do I correct this? How do I merge the pulses together and keep the updates in tact (or maybe drag the updates from one pulse to another)
— Mass entering data involves a lot of clicking around. Better keyboard controls please. Currently you have to enter pulse title. Hit return. Then click on a cell to edit. I should be able to enter an entire row by going from tab to tab (tab moves to next cell, return moves to new row)