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monday.com
With Smart Templates you can
Create items and subitems once and reuse them as templates everywhere
Optimize your workflow by applying templates automatically based on your rules
Adopt templates for all recurring processes in different teams and projects
Manually adjust any mismatches between board and template columns to prevent data loss
Save groups, items, or subitems as templates
Optimize your workflow with user-friendly, customizable templates. Streamline your daily tasks using templates with configured structure, adjusted columns, and prefilled values.
Automation scenarios to save you time
Get productive like never before! Automate creating items from templates in monday.com. Add recipes with your triggers to create new items or apply templates to existing ones when and how you need it.
Help your team become more
productive with Smart Templates
IT and Engineering
Give your Engineering team peace of mind with well-defined processes saved as templates, such as infrastructure setup, hardware procurement, security audit, and others.
Product and Management
Let your Product team focus on moving the project forward. Eliminate the hassle of routine tasks with templates for annual stakeholder reports, projects, or OKR.
HR and Recruiting
Maximize your HR team’s efficiency and reduce human error. Automatically apply templates by choosing triggers and creating recipes for recruitment, onboarding, or event planning processes.
Marketing
Turn your Marketing team's tasks into clear step-by-step action plans using templates for conference planning, sales leads, or ads campaign setup.
Finance
Forget about overdue payments and missed tax declarations. Template various Financial operations such as payroll processes, tax preparation, month-end close, and others.
IT and Engineering
Give your Engineering team peace of mind with well-defined processes saved as templates, such as infrastructure setup, hardware procurement, security audit, and others.
Product and Management
Let your Product team focus on moving the project forward. Eliminate the hassle of routine tasks with templates for annual stakeholder reports, projects, or OKR.
HR and Recruiting
Maximize your HR team’s efficiency and reduce human error. Automatically apply templates by choosing triggers and creating recipes for recruitment, onboarding, or event planning processes.
Marketing
Turn your Marketing team's tasks into clear step-by-step action plans using templates for conference planning, sales leads, or ads campaign setup.
Finance
Forget about overdue payments and missed tax declarations. Template various Financial operations such as payroll processes, tax preparation, month-end close, and others.
Tailor templates to your needs
When your workflow needs modifications or optimization, easily rearrange, add, or remove items and subitems within your templates. Change information and adjust fields to tailor the templates to the diverse needs of all teams and projects.
Map columns between a template and a board
Mismatched columns? No worries – we've got you covered. If the columns in a board don't align with those in a template, a pop-up will appear, allowing you to manually remap the columns, resolve any conflicts, and ensure that no data is lost.
Ready to boost your team's productivity?
More Smart Tools - Less Manual Work
Add checklists to your items and subitems
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Frequently Asked Questions 🤔
Haven't found an answer? Try our blog or ask us directly via email
Smart Templates is an app for monday.com that helps you save groups, items, and subitems as templates and reuse them in any workspace or board. The app is perfect for reducing repetitive work, introducing standardization of processes, and minimizing manual errors.
Monday.com offers a wide selection of templates for various boards. Smart Templates goes a layer deeper and offers you a tool to save groups, items, and subitems as templates.
Any team that has repetitive processes can benefit from the Smart Templates app. Some examples of these processes include templates for onboarding, event planning, invoice management, hardware procurement, feature release, etc.
Yes. You can apply templates based on triggers like scheduled date, assignee, or status change.
Yes, there is a 14 day trial.