Whether you are a recruiter opening a new position, a marketer planning out social media strategies, or a salesperson managing CRM tasks, monday.com boards give you the flexibility to tailor your <\/strong>work<\/strong> as you wish<\/strong>.<\/p>\n\n\n\n The second best thing about boards is that they can be turned into customizable templates<\/strong>.<\/p>\n\n\n\n Just imagine you\u2019re a marketing manager overseeing a product launch campaign. You create a detailed board that tracks every aspect of the campaign, from initial planning and content creation to advertising schedules and social media posts. Once you’ve set up the workflow, you can save this board as a template.<\/p>\n\n\n\n So, the next time there is a product launch, you can use this monday.com template with all the necessary tasks, timelines, and assigned team members for steps like scheduling social media posts, coordinating with influencers, and launching ad campaigns.<\/p>\n\n\n\n To create a board template on monday.com, first navigate to the board you want to use <\/strong>as a template. Click on the three-dot menu <\/strong>in the upper right corner, select “Save as template”<\/strong> and that\u2019s it, you\u2019re done!<\/p>\n\n\n\n When you save a board as a template, all its elements are saved as well<\/strong>: the structure, columns, items, groups, and any enabled automations. So, when you use the template, it maintains the same workflow and functionality as the original board.<\/p>\n\n\n\n Once a board is saved as a template, it becomes a “template board.” Any changes made to the board, including editing, deleting, and archiving, will be applied to all future boards created from this template. <\/strong><\/p>\n\n\n\n By default, only you, as a board owner, can edit the template board. <\/strong>Editing access for others depends on viewing permissions,<\/strong> so users can only edit what they can view. The permission settings can be adjusted and are very customizable<\/strong>, allowing you to give editing access only to specific elements on the board.<\/p>\n\n\n\n Once you have created your board template, you can use it by navigating to the left sidebar and clicking the “+” button <\/strong>on the right of the search bar of your current Workspace. Then, click “Choose from templates”<\/strong> to access the Template Center and use your new board template. Alternatively, you can automate the creation of a board from a template<\/strong> to save even more time. Instead of manually setting up each new board, you can automate this process based on specific triggers.<\/p>\n\n\n\n For example, a sales team can set up an automation that creates a new board from the saved template whenever a lead status is marked as “Qualified” in their CRM. This template can include columns for deal stages, assigned team members, key dates, and other follow-up actions. You can also tie\u00a0monday.com\u00a0templates into your marketing campaigns<\/a> to streamline execution and team coordination.<\/p>\n\n\n\n On monday.com, these automation triggers are called “recipes”. To set one up, navigate to the automation center<\/strong> by clicking \u201cAutomate\u201d in the upper right corner of a workspace and click the \u201cBoard automation\u201d tab<\/strong>. Here, you can select triggers, such as \u201cWhen status is changed to\u2026\u201d, then configure the action to \u201cCreate Board from Template.\u201d While monday.com allows you to save the entire board structure as templates, it doesn’t support saving lower-level board elements<\/strong> like individual groups, items, or subitems as separate templates<\/strong>.<\/p>\n\n\n\n Take the marketing manager’s example\u2014every product launch involves tasks such as creating social media posts, coordinating with influencers, scheduling advertisements, and so on.<\/p>\n\n\n\n Now, imagine the marketing manager only needs the social media posts group from the board template and not the ads. With the current setup, the manager would have to manually recreate or remove elements, which could lead to errors and waste valuable time.<\/p>\n\n\n\n To overcome this limitation<\/strong>, you can use <\/strong>Smart Templates<\/strong><\/a> that will help speed up recurring processes in your workflow.<\/p>\n\n\n\n So, how can Smart Templates solve these issues? Let\u2019s break it down.Smart <\/strong>Templates<\/strong> let you save and reuse groups, items, and <\/strong>subitems<\/strong> in any <\/strong>monday.com<\/strong> <\/strong>workspace<\/strong> or board. <\/strong>This means you can create a detailed task just once and then reuse it as a template wherever you need it.<\/p>\n\n\n\n Smart Templates can be installed directly from your board or through monday’s App Marketplace<\/a>.<\/p>\n\n\n\n To save a template, simply select the item, group, subitem, or any combination of the elements you want to save. <\/strong>For example, you can save one item and four subitems together as a template. Click on the three-dot menu on the left side, and under “Apps,” select “Save as Smart Template.”<\/strong><\/p>\n\n\n\n To create an item or multiple ones from a saved template, go to the relevant board, select the item\/subitem, open the Smart Templates view, expand the desired template, and choose “Create Item”.<\/strong><\/p>\n\n\n\nHow to create your own Board Template?<\/h2>\n\n\n\n
![\"\"](\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/06\/image.gif\")
<\/figure>\n\n\n\nHow to access templates in monday.com?<\/h2>\n\n\n\n
<\/p>\n\n\n\n![\"\"](\"https:\/\/titanapps.io\/blog\/wp-content\/uploads\/2024\/06\/image3.gif\")
<\/figure>\n\n\n\nWays to use monday.com templates in automation<\/h2>\n\n\n\n
<\/p>\n\n\n\n<\/figure>\n\n\n\nHow to extend board templates functionality using Smart Templates?<\/h2>\n\n\n\n