Template Library

Complete monday.com board setups with step-by-step guides. Each template comes with recommended Community Cookbook automation recipes to supercharge your workflow.

Project ManagementIntermediate

Automated Project Tracker with Risk Alerts

A monday.com project board where subitem timelines roll up automatically, budget formulas trigger risk alerts, and problem statuses fire a single notification. Three automations, zero manual oversight.

3 recipes includedIntermediate
Client ServicesIntermediate

Client Project Delivery with Automatic Status Sync

Manage client projects on an internal board while a connected client-facing board stays in sync automatically. Bidirectional updates keep both teams aligned without manual status copying.

3 recipes includedIntermediate
Client ServicesIntermediate

Client Retainer Tracker with Automatic Hour Logging

A monday.com board for managing client retainers with automatic alerts when hours hit 80% or 100%. Formula triggers log hour changes to a connected invoicing board so nothing falls through the cracks.

3 recipes includedIntermediate
Project ManagementBeginner

Content Publishing Pipeline with Approval Workflow

A monday.com board for managing content from ideation to publication. Subitems track each stage — when all approvals are complete, the piece auto-moves to Ready to Publish. Problem states alert the content lead instantly.

2 recipes includedBeginner
OperationsAdvanced

Cross-Team Operations Dashboard with Bidirectional Sync

A hub-and-spoke monday.com architecture where a central dashboard stays in sync with department boards in both directions. Mirror columns feed cross-team KPIs, and formula changes trigger automatic logging.

3 recipes includedAdvanced
Sales & CRMIntermediate

Customer Success Health Scoring with Automatic Alerts

Track customer health scores in monday.com with formula-based scoring. Threshold triggers alert your team when accounts are at risk, and score changes are logged automatically for trend analysis.

3 recipes includedIntermediate
HR & OnboardingBeginner

Employee Onboarding Checklist with Automatic Progress Tracking

A complete monday.com board template for onboarding new hires. Subitems track each onboarding task — when all are done, the parent item updates automatically. Problem states trigger instant HR notifications.

2 recipes includedBeginner
Project ManagementIntermediate

Event Planning Board with Automatic Timeline Sync

Plan events in monday.com with subitems for each task. Parent event timelines auto-update as task dates shift, and problem statuses trigger alerts so nothing gets missed before the big day.

3 recipes includedIntermediate
OperationsBeginner

Inventory and Stock Management with Automatic Reorder Alerts

Track inventory levels in monday.com with formula-based stock monitoring. Threshold triggers fire when stock drops below minimum levels, and connected procurement boards automate the reorder process.

3 recipes includedBeginner
OperationsIntermediate

IT Service Desk with Automatic Escalation

An IT support board where urgent tickets trigger instant escalation, problem statuses notify the right team, and resolved tickets automatically update the requesting department's board.

3 recipes includedIntermediate
Sales & CRMAdvanced

Marketing-to-Sales Handoff Pipeline with Behavioral Lead Scoring

Automate lead qualification with behavioral scoring, decay rules, and progressive handoffs from marketing to sales based on engagement patterns.

4 recipes includedAdvanced
OperationsAdvanced

Product Launch Checklist with Cross-Team Coordination

Coordinate product launches across Engineering, Marketing, Sales, and Support. Bidirectional sync keeps every team's board aligned, and the launch only gets the green light when all departments are ready.

3 recipes includedAdvanced
HR & OnboardingBeginner

Recruitment Pipeline with Hiring Stage Automation

Track candidates through your hiring pipeline in monday.com. Subitems manage interview stages, auto-complete when all rounds pass, and blockers alert the hiring manager instantly.

3 recipes includedBeginner
Sales & CRMIntermediate

Sales Pipeline with Automatic Client Onboarding

A two-board monday.com setup where closing a deal automatically kicks off client onboarding. Mirror columns pull client details across boards, and quota tracking alerts managers when reps fall behind.

3 recipes includedIntermediate
Project ManagementIntermediate

Sprint Planning Board with Automatic Completion Tracking

Run agile sprints in monday.com with subitems for user stories. Sprints auto-complete when all stories are accepted, parent timelines stay accurate, and blockers trigger instant alerts.

3 recipes includedIntermediate
OperationsIntermediate

Vendor Management Board with Contract Tracking

Track vendor contracts, renewals, and spend in monday.com. Formula triggers alert you before contracts expire, and connected boards keep procurement and finance aligned automatically.

3 recipes includedIntermediate

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