Overview

Project templates in monday.com allow you to save time, ensure consistency, and scale project planning across your team or organization. Whether you’re managing client onboarding, marketing campaigns, or product development, using templates helps you replicate best practices quickly.

This guide will walk you through how to create, customize, manage, and share project templates in monday.com.

---

🎯 What Are Project Templates?

A project template in monday.com is a pre-built board or workflow that includes:

• Groups & items (tasks)
• Columns (status, owner, dates, etc.)
• Automations
• Views (Gantt, Kanban, Timeline)
• Integrations (optional)

Templates can be reused to start new projects with the same structure—saving hours of manual setup.

---

🛠️ How to Create a Project Template in monday.com

Option 1: Convert an Existing Board into a Template

1. Open the board you want to turn into a template
2. Click the three-dot menu (⋮) in the top-right corner
3. Select “Save as a Template”
4. Name your template (e.g., “Client Onboarding Template”)
5. Click “Create Template”

📌 Tip: Clean up the board before templating—remove test data, archive unnecessary items, and check automations.

---

Option 2: Use a Template from the Template Center

1. Click “+ Add” > New Board
2. Choose “Browse Templates”
3. Search or filter by use case (e.g., Marketing, Sales, Operations)
4. Click “Use Template” to create a board from it

---

🧱 What Should Be Included in a Good Template?

✅ Clear group structure (e.g., Planning, In Progress, Completed)
✅ Custom columns: Status, Timeline, Priority, Person, Files
✅ Built-in automations:

• Auto-assign team members
• Trigger status updates
• Notify stakeholders
  ✅ Dashboards or Views for visualization
  ✅ Form view (if using the board for intake)

---

✏️ How to Customize Templates

After applying a template:

• Rename the board for your new project
• Add deadlines and assign team members
• Adjust automations as needed
• Add client-specific or project-specific information

📌 Remember: Editing a board created from a template does NOT affect the original template.

---

📂 How to Manage and Share Templates

Accessing Your Templates:

• Click “+ Add Board”
• Choose “My Templates” to see all your saved boards

Editing a Template:

Templates themselves can’t be edited directly. Instead:

1. Duplicate the template board
2. Make changes to the new version
3. Save it as a new template
4. Delete the old template (if no longer needed)

Sharing Templates:

• Templates can be used within your workspace
• If you’re on an Enterprise plan, you can manage permissions for who can create or edit templates

---

🤖 Using Automations in Templates

Automations saved in your template will copy over into new boards. Examples:

• “When status changes to Done, notify Manager”
• “When item is created, assign to Project Owner”
• “Every Monday, create new task in Planning group”

📌 Double-check dynamic fields like person/email in automations before using the template at scale.

---

📈 Best Practices

Best Practice	Benefit
Remove real data before saving as a template	Prevents confusion or data leakage
Use color-coded statuses	Increases visual clarity
Include usage instructions in a “Notes” group	Helps onboard new users
Test templates with a small team first	Catch errors before full rollout
Group templates by department or use case	Easier access and organization

🔁 Updating or Replacing a Template

1. Create a new board with your updated structure
2. Save it as a new template
3. Inform your team to use the new version
4. Optionally archive or delete the outdated template

---

✅ Summary Checklist

Task	Status
Created a standard project board	☐
Removed all sample/test data	☐
Added useful automations and views	☐
Saved the board as a template	☐
Shared or documented template usage for the team	☐