Best monday.com Templates for Marketing, HR, Sales, and Development
Overview
monday.com offers a wide range of customizable templates designed to help teams across departments stay organized, streamline workflows, and deliver results faster. Whether you’re running marketing campaigns, managing recruitment, closing sales deals, or developing software, there’s a template to get you started.
This article highlights the best monday.com templates for Marketing, HR, Sales, and Development, including key features and ideal use cases.
📣 Best Templates for Marketing Teams
1. Marketing Campaigns Template
📌 Track campaign goals, tasks, channels, and performance metrics.
Key Features:
- Campaign status tracking
- Timeline and due dates
- Owner assignment and progress indicators
- Integrated file sharing for creative assets
Use Case: Ideal for managing multi-channel campaigns and promotions.
2. Content Calendar Template
📌 Organize your editorial calendar and content workflow.
Key Features:
- Content type, owner, status, and publish dates
- Calendar and Kanban views
- Approval workflow with automations
Use Case: Great for blogs, social media, newsletters, and video content planning.
3. Email Marketing Planning
📌 Manage and plan email newsletters, drip campaigns, and launches.
Key Features:
- Campaign stages (drafting, testing, sending)
- Performance tracking fields (open rates, CTR)
- Design and copy task assignments
👥 Best Templates for HR Teams
1. Recruitment Pipeline Template
📌 Track candidates through each hiring stage.
Key Features:
- Candidate details and resume uploads
- Hiring stage (Applied > Interview > Hired)
- Interview scheduling and scorecards
Use Case: Perfect for HR teams managing multiple job openings.
2. Employee Onboarding Template
📌 Standardize and automate onboarding steps for new hires.
Key Features:
- Pre-set onboarding task list
- Responsible owners (IT, HR, manager)
- Timeline for first 30/60/90 days
Use Case: Ensures consistent onboarding experiences across departments.
3. HR Requests and Ticketing Template
📌 Centralized system for handling employee questions and requests.
Key Features:
- Request category and priority
- Owner and status
- Automations to assign and notify relevant HR reps
💼 Best Templates for Sales Teams
1. Sales CRM Template
📌 A complete sales pipeline to track leads, deals, and customer interactions.
Key Features:
- Lead stages, deal value, close dates
- Contact information
- Linked boards for tasks and communication tracking
Use Case: Suitable for B2B and B2C sales teams.
2. Lead Tracker Template
📌 Capture and follow up on inbound and outbound leads.
Key Features:
- Source, contact method, and status
- Follow-up reminders
- Priority flags and owner assignments
Use Case: Great for early-stage prospecting and lead qualification.
3. Client Onboarding Template
📌 Ensure a smooth handoff from sales to success or support teams.
Key Features:
- Milestones checklist (kickoff, training, setup)
- Timeline tracking
- Client notes and key contacts
💻 Best Templates for Development Teams
1. Sprint Planning Template
📌 Plan, execute, and review agile sprints.
Key Features:
- User stories, priority, and status
- Sprint assignment (dates, goals)
- Burndown chart integration
Use Case: Perfect for Scrum or Agile development workflows.
2. Bug Tracking Template
📌 Log, prioritize, and resolve bugs or feature requests.
Key Features:
- Severity and type
- Linked owners and timelines
- Reproduction steps and status
Use Case: Great for QA teams and developers managing support tickets.
3. Product Roadmap Template
📌 Visualize and communicate your product strategy.
Key Features:
- Timeline view for releases and initiatives
- Milestones, owners, and dependencies
- Strategic tags (e.g., UX, performance, growth)
Use Case: Useful for product managers and cross-functional planning.
🌟 Bonus: Cross-Department Templates
- OKR Tracker Template – Align company, team, and personal goals
- Project Tracker Template – Manage deliverables across teams
- Cross-Team Collaboration Template – For managing joint initiatives
🔧 Customizing Templates for Your Needs
All monday.com templates are customizable. You can:
- Add automations
- Change column types
- Link boards for deeper CRM or DevOps workflows
- Create dashboards for real-time oversight
💡 Pro Tip: Save your modified board as a custom template for reuse across departments.