Your Guide to Project Management Templates in Monday.com
Learn how to use and create project management templates in Monday.com. Discover smart templates that save time and improve efficiency.
If you’ve ever built a project workflow from scratch, you know it can take hours to get everything just right.
That’s where Monday.com project management templates come in.
Whether you’re managing client work, internal projects, or complex operations, templates give you a head start—and help your team stay organized from day one.
Here’s everything you need to know:
What Are Monday.com Project Management Templates?
Templates are pre-built boards you can use as a starting point.
They come with:
Columns (statuses, dates, owners, text fields)
Groups (e.g., To Do, In Progress, Done)
Views (timeline, calendar, Kanban)
Automations (like reminders or notifications)
With a template, you don’t have to design your workflow manually—it’s ready to customize.
Popular Monday.com Project Management Templates
Here are some examples you can find in the Template Center:
Project Tracker: A simple board for tracking milestones and tasks
Marketing Campaign: Plan and schedule content with clear deadlines
Product Roadmap: Manage releases, sprints, and backlogs
Client Projects: Track deliverables, approvals, and timelines
Event Planning: Organize every detail in one place
How to Use a Pre-Made Template
Click + Add in the left sidebar and select Choose from templates.
Browse or search for the template you need.
Click Use Template to create a new board.
Customize columns, groups, and automations to fit your project.
Pro Tip: You can always tweak or remove sections you don’t need.
How to Create Your Own Project Management Template
If you’ve built the perfect board and want to reuse it, you can save it as a custom template.
Here’s how:
Open the board you want to save
Click the three-dot menu (•••) in the top-right corner
Choose Save as template
Name your template so you can find it easily later
Now, any team member can create new boards from your template.
Improving Efficiency with Smart Templates
Smart templates combine structure + automation to save you time:
Example: A project template that automatically:
Assigns tasks when a status changes
Notifies stakeholders before deadlines
Moves items to the next phase automatically
Ideas for Smart Templates:
Recurring Projects (monthly reports, weekly sprints)
Client Onboarding (tasks auto-assigned to team members)
Campaign Planning (dates auto-calculated based on project start)
When you build smart templates, you create repeatable systems that scale.
Monday.com templates are one of the easiest ways to save time, stay organized, and deliver consistent results.
Whether you start with a built-in template or create your own, you’ll spend less time setting up—and more time getting work done.
Ready to design smarter workflows?
Book a free consultation