monday.com Questionnaire

How many people on your team will be actively using monday.com?

1-2

3-10

11-50

50+

(These are people within your company, sharing the same email domain, who will be managing tasks, collaborating, and updating boards—not just viewing data.)

How many team members need to view data (read-only access) but won’t be actively working on boards?

0

1-5

6-20

20+

(These users need access to dashboards, reports, or tasks but won’t be making changes or updates.)

How many guests do you expect to collaborate with?

0

1-4

6-10

10+

(Guests are external users who don’t work for your company and have a different email domain.)

Would you like to use automations to reduce manual tasks and improve efficiency?

Yes

No

(Automations can update statuses, send reminders, and more based on your settings.)

Do you need to perform calculations within your monday.com boards?

Yes

No

(For example, summing up task hours, costs, or creating formulas to track progress.)

Do you need to comply with HIPAA regulations?

Yes

No

Do you need dashboards and charts to visualize your project data? (use an example of a dashboard)

Yes

No

(Dashboards help track progress, visualize workloads, and generate reports.)

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