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1
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5
- Team Size and Access Needs
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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?
Yes
No
(Dashboards help track progress, visualize workloads, and generate reports.)
How much storage space will you need?
Under 500 MB
5 GB
20 GB
100 GB
1000 GB
No idea
(Consider how many files or documents you plan to store directly on monday.com.)
Would you like to use Gantt charts for project management?
Yes
No
Not Sure
(Gantt charts help visualize tasks and dependencies over time.)
Do you need private boards for sensitive projects?
Yes
No
Do you need time tracking to monitor how long tasks take?
Yes
No
Will you need dependency columns to manage task relationships (e.g., Task B cannot start until Task A is completed)?
Yes
No
Do you need to grant specific permissions to different team members?
Yes
No
(For example, restricting who can edit or view certain boards, this imore than just someone can see a column or not)
Will you need to track resources (e.g., team workload or resource allocation)?
Yes
No
Would you like to use a calendar view to track deadlines and milestones?
Yes
No
Do you want to use Google Authentication for easier and more secure logins?
Yes
No
Do you need IP restrictions for enhanced security?
Yes
No
Do you require Pivot analysis & reports for advanced data analysis?
Yes
No
Will you need an audit log to track changes and access over time?
Yes
No
How many single project boards do you have that you would want to connect to 1 high level board
None
Under 20
Up to 60
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Free Plan
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Free Plan
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Basic Plan
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Basic Plan
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Standard or Higher
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Standard Plan
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Pro or Enterprise
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Pro or Enterprise
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Enterprise only
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Enterprise Only
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