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Understanding the Free Plan

 

Our Free Plan is for small teams looking to keep track of their tasks and work. If you are interested in using only the most essential features of monday.com, this is the plan for you!

To see plan features in an easy-to-read chart, check out the pricing page. This article will walk you through the details! Below you will find all you need to know regarding the Free Plan.

 

How to use the free plan

If you'd like to use the free plan, sign up for a free trial first. The trial will introduce you to all of the features available on the Pro plan. When the trial expires, you can choose to move your account to the free plan if you do not want to purchase a paid plan.

To move to the Free plan, simply click on "downgrade to our free plan" as show below: 

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Included features

The Free Plan includes the following features: 

  • Main boards with limitations

Main boards are accessible and visible to all your team members. You can create a total amount of 3 boards in your account and the total amount of items you can create in your account is limited: you start off with 200 items and you can earn an additional 100 items for every person you successfully refer to the platform.

The next part of this article will further discuss the limitations.

  • Communication 

You can communicate with your team members in context using the @mention. You can also create teams and manage all of your files through the updates section of each item. 

  • Simple search function

You can use the filter located on each of your boards to sift through the tasks you are assigned to or find specific information within your board. You can learn more about it here. If you would like to filter across your monday.com account, you may need Search Everything which is only available on our Standard, Pro, and Enterprise plans.

  • Files View

The Files View allows you to see all the files uploaded to your board in one place. You can view them as a list or as thumbnails. From there, you can download the files, preview them, or open them in the update section where they were uploaded. To learn more about the view, check out this article. With this said, it is important to note that the Files Column is not available on the free plan.

  • Forms View

Convert your boards into forms, send them to your contacts, and watch the submitted information roll in as new items. Click on the "All Views" tab to "Add View" to your board. Check out this article to learn more about it!

  • Kanban View

You can visualize the content of your board using the popular project management methodology known as Kanban! To learn how to use this feature, read this article

  • monday workdocs

On the Free Plan, you can utilize monday workdocs, a central place for you to brainstorm, plan, and execute your work and ideas. Check out this article to learn all about this feature.

  • Apps

On the Free Plan, you can also take advantage of the apps that we offer in the monday apps marketplace!

 

Limitations

With the Free Plan, you have some limitations.

  • Limited members

The Free Plan has a limit of two seats on the account

If you're hoping to move from the free trial or a paid account to the Free Plan, you must have the exact number of members you're allowed on the free plan or fewer. To learn how to remove a user, check out this article.

  • No viewers or guests

You can't invite guests or viewers on this plan. 

  • Limited boards

The Free plan has a limit of 3 boards for the entire account. If you are trying the create a board but have reached your limit, you will receive the following message: 

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  • Limited items

On the Free Plan, you are limited to 200 items. No matter the number of boards in your account, the total number of items can't go over your item limit. To earn more items, you can invite your friends to try out the platform. Once they confirm and create their own new monday.com account, you will receive an additional 100 items.

  • 1 board connection per dashboard

Dashboards are a great way to display what's important in one place. With 15 widgets you can now understand project progress, track budget, estimate your teammates' workload, and much more! With the Free Plan, you can create as many dashboards and widgets as you’d like. But each dashboard can only contain information from 1 board.  

  • Limited Column Center

Many of the columns in the Column Center are available on the Free Plan. However, you will be missing out on powerhouse columns like the Formula, the Time Tracking  and Progress Tracking columns, and the Files Column. To learn more about all of our column choices, check out this article.

  • No automations or integrations

If you choose the Free Plan, you will not be able to use automations or integrations.

  • Can't install products

monday sales CRM and monday dev are not available on the Free Plan. To use either of these products, you will need to upgrade to a paid plan.

  • 500 MB Storage

More storage means more space to save files, images, and important documents.

 

Note:  If you are changing over from a paid plan to the free plan, the boards on your account that are private or shareable will appear as unavailable. To avoid this, convert these boards into main boards before the move, keeping in mind the limitation on the number of items available in the Free Plan. 

 

Managing limitations

How to manage my item limit?

You can view your item limit by clicking on your profile picture located on the upper right of your screen as shown below:  2.png

 

Do archived or deleted items count towards my item limit?

A deleted or archived item will not count towards the item limit. Archived items don't count as active items in your account. As such, they do not count towards your action limit either. To read more about archiving items, check out this article. 

 

How do I earn items?

You can add an additional 100 items to your item limit for each person you refer to monday.com. To refer someone, click on your avatar located at the upper right of your screen and click on "Earn items": 

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Next, you will see the option to share a link or send an invitation by e-mail:

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Once the person you invite signs up for their own account and verifies their email, you will see the increased item limit in your account. You can refer up to 8 accounts and get up to 800 additional items for a total of 1,000 items on the full account. 

Note:  When referring someone, none of your account information or content will be shared with that person. That person will not be part of your team in your monday.com account. 

 

Test advanced features

If you'd like to try out some of our advanced features, you can unlock a 14-day trial. You can do that by clicking on an advanced feature and then selecting "Try for 14 days":

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Upgrade to a paid plan

You can upgrade to a paid plan at any point! One way to upgrade your account is by navigating to your profile picture on the top right corner of your screen and then selecting the "Upgrade account" option from the list. 

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You can also upgrade by clicking on your profile picture and selecting "Administration". From there, click on "Billing" and then "Upgrade".  3.png

For more information about how the pricing works and our different paid plans, check out this article

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.