monday.com templates
On the Standard plan, a template can include only 1 component with 500 items. On the Pro plan, a template can include up to 10 components and up to 1000 items. On the Enterprise plan, a template can include up to 30 components and 2500 items.
Templates are a quick way to start building on monday.com. You can choose a ready-made template, then customize it to match how your team works. If you want something more tailored, you can also start with monday vibe and turn an idea into a working app in minutes.
Choose a template in the Template center
To add a new board using a template, click the blue + button next to the name of the workspace you are working in, and then select Template center to see all available templates. You can also access the Template center by customizing the top left pane menu.
The Template center is a library of templates created by monday.com and by people on your account. In the Template center, you can find templates that include single elements such as docs, boards, WorkForms, and dashboards, or bundles of multiple instances that work together to create a complete workflow. Templates with multiple elements often contain two or three connected boards complete with pre-set automations, views, and more. When added, all elements will appear together in a folder in your chosen workspace.
Once you've selected a template, click Use template to add it to the workspace you are in. You can click the arrow beside this button to choose from a list of other workspaces in your account to add this template to.
The preview will give you a quick description of the workflow it was intended for, show you images of all the included elements, and let you know which integrations it's compatible with.
Find vibe apps in the Template center
In addition to standard templates, the Template center includes a dedicated area for vibe apps. These templates are built with AI for specific needs, and they are designed to get you to a working solution quickly without code.
To find them, open the Template center and look under General templates in the left pane. Select Vibe apps included to browse vibe app templates. You can also use the search bar to look up a vibe app by name or by the problem you want to solve.
Save a single board as a template
You can transform your favorite boards, dashboards, or docs into templates for your account in just a few clicks!
To save a single board as a template, click the three-dot menu at the top right corner of your board's header, select More actions, and then Save as a template.
Your board, doc, or dashboard will now be moved into the template center, and will no longer appear under your workspace in the left pane.
Save a group of workspace components as a template
If you are the workspace owner, you can save all workspace components as one single template in the Template Center. To do so, click the three-dot menu to the right of your workspace name and select Save as template. If you don't want to include the entire contents of your workspace, you can move all relevant components into a separate workspace to be saved as a template.
Once you save a workspace as a template, it will disappear from your left pane and move to the Template Center.
It's important to note that all of the workspace components must be "main" in order to save the workspace as a template. If any of the components in the workspace are shareable or private, the template will not be created, and you will be presented with the error message below.
Tip: In some cases, you may not know that a private component exists in the workspace. The options here are either to locate and remove the private component, locate and change the component to "main", or to move all of the accessible, relevant components to a separate workspace to be saved as a template.
What happens to board components?
When a template is created, all included workspace elements are moved together into the Template center. But what happens to the components in your board, such as column values, board members, automations, etc? Let's go through each of these different components to learn what to expect.
Board members
When a board is saved as a template, all of the board members become template editors. However, only the template owner (the person who created the template) can publish changes. Any changes made by members will be visible only to the owner, and not yet visible to any other account members until they are published by the owner.
Once this template exists in the Template Center, whoever uses it to create a board will be the only board member automatically assigned.
Files
Any files that have been added to the original templated board via the Files Column, the Updates Section, or the Files Gallery will remain attached when anyone goes in to create a new board from that template.
Dependencies
If you had items connected in the Dependency Column on the original templated board, they will remain intact on any boards created from the template.
Automations
Automations that are turned on when a board is saved to a template will carry over to any new board created from that template. The only exception applies to custom recipes. While the majority of custom recipes will carry over, custom recipes using automations and either apps or integrations are not supported.
On a new board created from a template, the automations will appear under the name of the user who created the new board.
Integrations
Integrations that are turned on when a board is saved to a template will carry over to a new board created from that template. The only exception applies to custom recipes. While custom recipes composed entirely of automations will carry over, any custom recipe using apps and integrations are not supported.
When the template is used, the integrations will be turned off on the new board. Each integration needs to be reactivated by opening the recipe and resetting the integration connection. The integrations will then appear on the board under the name of the user who reconnected the integration.
Column values
All column values filled in to the templated board will carry over to boards created from the template, including people assigned in the People Column. However, although the people assigned will remain assigned to the item in the newly created board, they will not be notified with any form of account notifications.
Access your customized templates
If you've created your own templates, you can access them right from the templates center. Here, you'll find a folder containing all of the custom templates created by you:
When you view a template's preview, you'll see details such as the template's creator and the date it was last updated.
Share a template
You can share a template by clicking the 3-dot menu and then Copy link. Note that you can only share with members or guests of your account. Templates cannot be shared across accounts, so in order to use a template, you must have access to the specific account using the template.
Filter all templates
If you feel like search and sort options aren't enough to quickly access the template you need, the Created By filter can help. It displays all templates you’ve created at the top for easy access, followed by templates created by other team members on your account. You can also see the total number of templates each user has created.
Create a new board automatically from a template
By using a custom automation, you can trigger the creation a new board based on one of your template automatically. This works for single-board templates as well as templates with multiple components. If you choose a template with multiple components, they will all be created within a folder in the selected workspace.
Let's say you are working in an HR team. Whenever a candidate is hired, you can set up an automation that creates the new employee's onboarding board a week before they start.
Create a column template
To save a column as a template, click on the three-dot menu to the right of the column's title, select Settings, and then Save as a template. Next, name your column and add a description. Once done, click on the blue Save the column as a template button. You will then be able to find your column in the Column center and add it to any of your boards.
This is useful if you have a column with many different labels or dropdown options that you want to save for later.
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