How Monday.com works

Monday.com  is a cloud-based Work Operating System (Work OS) that empowers individuals and teams to manage projects, workflows, and everyday work with complete flexibility. Originally launched in 2012 as dapulse, the platform rebranded to Monday.com  in 2017 and has since evolved into one of the most versatile work management tools on the market. As of 2025, it serves over 180,000 customers globally, including companies such as Coca-Cola, Canva, Hulu, and startups across various industries. Its core strength lies in its ability to adapt to any workflow—whether you're managing a marketing campaign, tracking sales leads, or building a product roadmap.

Core Features and Capabilities

At the heart of Monday.com  are its visual boards, which allow users to organize tasks, projects, and data in customizable columns. These boards can be tailored to track statuses, deadlines, priorities, owners, budgets, and more. You can switch between multiple views—Kanban, Gantt, Calendar, Timeline, and Table—depending on your preferred project management style.

One of Monday.com’s standout features is its automation engine. Without writing a single line of code, you can set up rules like “When status changes to Done, notify the team” or “Every Monday at 9 AM, create a new task.” These automations save time, reduce manual errors, and keep your workflows consistent.

The platform also includes dashboards that pull data from multiple boards to give you a high-level overview of your team’s progress, KPIs, and workload. These dashboards are especially useful for managers and business owners who need to make data-driven decisions quickly.

For collaboration, Monday Docs allows real-time editing, commenting, and linking to tasks—making it easy to turn ideas into action. You can also use time tracking to monitor how long tasks take, which is perfect for freelancers, agencies, or teams billing by the hour.

Core Features and Capabilities

🔗 Integrations and Extensibility

Monday.com  integrates with over 50 popular tools, including Slack, Microsoft Teams, Google Workspace, Zoom, Shopify, Salesforce, and Zapier. This means you can connect your existing tech stack and automate cross-platform workflows. For developers, Monday offers a robust API and app marketplace, allowing you to build custom widgets, integrations, and workflows tailored to your business.

In 2025, Monday.com  also introduced AI-powered features, including smart task suggestions, automatic project summaries, and predictive analytics. These tools help teams prioritize work, identify bottlenecks, and optimize performance without manual intervention.

Use Cases Across Industries

Monday.com  is not just for project managers—it’s a platform that adapts to any department or industry. For marketing teams, it can manage content calendars, campaign launches, and performance tracking. For sales teams, it offers CRM templates to track leads, deals, and customer interactions. HR departments use it to manage recruitment pipelines, onboarding processes, and employee engagement surveys.

In IT and operations, Monday.com  is used to manage support tickets, asset tracking, and internal requests. For product teams, it supports sprint planning, bug tracking, and feature roadmaps. Even educators and nonprofits use it to manage events, volunteers, and grant applications.

💰 Pricing Plans (2025)

Monday.com  offers a tiered pricing model to accommodate different team sizes and feature needs:

• Free Plan: Ideal for individuals or small teams (up to 2 users). Includes unlimited boards, 1,000 items, and 500 MB storage.

• Basic Plan ($10/user/month): Adds unlimited items, 5 GB storage, and prioritized customer support.

• Standard Plan ($14/user/month): Includes Timeline and Gantt views, calendar sync, 250 automation and integration actions/month.

• Pro Plan ($24/user/month): Adds time tracking, chart views, private boards, and 25,000 automation/integration actions.

• Enterprise Plan: Custom pricing for large organizations. Includes enterprise-grade security, advanced reporting, onboarding, and premium support.

The pricing is transparent and scales with your team size and automation needs. For entrepreneurs like you, Daahir, the Standard or Pro plan offers the best balance of power and affordability—especially if you're managing affiliate campaigns, digital product launches, or influencer workflows.

✅ Pros of Monday.com

• Highly customizable: Adapt it to any workflow, from content creation to customer onboarding.

• User-friendly interface: Drag-and-drop simplicity with minimal learning curve.

• Powerful automation: Save time and reduce errors with no-code rules.

• Scalable: Grows with your business, from solopreneur to enterprise.

• Robust integrations: Seamlessly connects with your favorite tools.

• AI-enhanced productivity: Smart suggestions and insights to boost efficiency.

❌ Cons to Consider

• Can be overwhelming at first: The flexibility means there’s a lot to configure.

• Pricing adds up: Costs increase with team size and advanced features.

• Some features gated: Time tracking, private boards, and advanced analytics require higher-tier plans.

 What Is Project Portfolio Management?

Project Portfolio Management (PPM) is the centralized process of selecting, prioritizing, and managing multiple projects to ensure they collectively support an organization’s strategic objectives. Unlike traditional project management, which focuses on individual project delivery, PPM looks at the bigger picture—how each project contributes to long-term goals, resource allocation, and business value.

In today’s fast-paced environment, organizations often juggle dozens of initiatives across departments. Without a strategic framework, this leads to duplicated efforts, wasted resources, and misaligned outcomes. PPM solves this by acting as the bridge between high-level strategy and day-to-day execution.

🧭 How PPM Aligns Strategy with Execution

1. Strategic Prioritization: PPM ensures that only projects aligned with business goals are approved. This avoids investing in initiatives that don’t move the needle.

2. Resource Optimization: By viewing all projects in one portfolio, leaders can allocate people, budgets, and tools where they’ll have the greatest impact.

3. Risk Management: PPM identifies dependencies and risks across projects, allowing proactive mitigation before issues escalate.

4. Performance Tracking: Dashboards and KPIs help monitor progress, ensuring projects deliver measurable value.

5. Agile Adaptation: As market conditions change, PPM enables organizations to pivot quickly by reprioritizing or re-scoping projects.

Affiliate Program: How It Works

The Monday.com  Affiliate Program allows you to earn commissions by referring new users to the platform. It’s a performance-based partnership where you promote Monday.com  using your unique referral link, and you get paid when someone signs up and becomes a paying customer.

How It Works — Step by Step

1. Join the Program

   • Apply through PartnerStack or Monday.com’s affiliate portal.

   • Once approved, you’ll get access to your dashboard and unique tracking links.

2. Get Your Affiliate Link

   • You’ll receive a custom referral URL that tracks clicks, signups, and conversions.

   • You can also generate campaign-specific links to track different traffic sources.

3. Promote Monday.com

   • Share your link via blog posts, YouTube videos, email newsletters, social media, or digital templates.

   • You can use banners, pre-written copy, and other assets provided in the affiliate dashboard.

4. Earn Commissions

   • You earn a recurring commission for every paying customer you refer.

   • The commission structure may vary, but typically includes a percentage of the customer’s subscription for up to 12 months.

5. Track Your Performance

   • Use the PartnerStack dashboard to monitor clicks, signups, conversions, and payouts.

   • You’ll also see which campaigns or content are driving the most revenue.

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💰 Commission Structure (Typical)

• Up to 25% recurring commission for each paying customer you refer

• Payouts are usually made monthly via PayPal or bank transfer

• Cookie duration: 30–90 days (depending on the campaign)

What Is Monday.com  for SMBs?

Monday.com  offers a Work Operating System (Work OS) tailored to the needs of small and medium businesses. It’s designed to unify all departments—marketing, sales, HR, IT, operations, and more—on a single platform. This eliminates silos, reduces tool sprawl, and enables real-time collaboration across teams.

Whether you're managing campaigns, onboarding new hires, or tracking invoices, Monday.com  gives SMBs the structure and flexibility to scale without chaos.

🔧 Key Features for SMBs

• Unified Workspace: Centralize all business processes in one place, from project tracking to customer onboarding.

• Cross-Team Collaboration: Share boards, dashboards, and updates across departments to keep everyone aligned.

• Automation: Eliminate repetitive tasks with no-code automation—like status updates, reminders, and task assignments.

• Custom Templates: Get started quickly with ready-made templates for marketing, HR, IT, sales, and more.

• Dashboard Reporting: Visualize KPIs, timelines, and workloads to make data-driven decisions.

• Integrations: Seamlessly connect with tools like Slack, Google Workspace, Zoom, and over 50 others.

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🚀 Benefits for Growing Businesses

• Save Time and Money: Replace multiple tools with one end-to-end solution.

• Faster Onboarding: New team members can get up to speed quickly with intuitive boards and templates.

• Scalable Processes: As your business grows, Monday.com  grows with you—supporting more users, workflows, and automation.

• Knowledge Retention: Avoid losing information in email threads or spreadsheets by capturing everything in one place.

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📊 Use Cases by Department

Department	Use Cases
Marketing	Campaign planning, content calendars, event management
Sales	Lead tracking, pipeline management, invoice tracking
HR	Recruiting, onboarding, performance reviews
IT & Operations	Helpdesk, asset tracking, facilities management
Product & R&D	Roadmaps, sprint planning, bug tracking
Customer Success	Onboarding, support tickets, shift scheduling
Creative Teams	Design briefs, review cycles, video production

💬 Real-World Impact

“Monday.com Work OS saves us about 1,850 hours of staff time and somewhere in the range of $50,000 a month.” — Stefana Muller, Senior Director, CTO Product and Program Office at Oscar

“When people moved between teams or roles, information would get lost in email threads. Monday.com  captures all that knowledge so we don’t lose it over time.” — Paul Chapman, CEO of Moneytree

🧩 Easy Setup and Support

• Get started in minutes with plug-and-play templates

• Customize workflows with Monday Apps and integrations

• Access expert support and tailored onboarding for your team