Monday.com Project Templates: 10 Ready-to-Use Setups for Every Team

Stop rebuilding the wheel every time a new project kicks off. Monday.com's Template Center holds hundreds of pre-built boards — and the right one can collapse hours of setup into a few clicks. The problem is knowing which template to grab, how to configure the columns that actually matter, and which automations to layer on top.

This guide covers ten battle-tested Monday.com boards complete with column structures, automation recipes, and honest notes on who each template serves best. Whether you're chasing a product launch or tracking a hiring pipeline, there's a setup here ready to copy.

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1. Marketing Campaign Template

Use case: Plan, launch, and track multi-channel marketing campaigns from brief to results review — all in one board.

Open the Marketing Campaign Template →

Recommended column setup

• Campaign Name (Item Name) — The campaign title
• Status (Status) — Draft / In Progress / Live / Complete
• Channel (Dropdown) — Email, Paid, Social, SEO, etc.
• Owner (People) — DRI for each campaign
• Start Date / End Date (Date) — Campaign window
• Budget (Numbers) — Planned spend
• Actual Spend (Numbers) — Tracked spend
• CTR / Conversions (Numbers) — Performance KPIs
• Linked Assets (File) — Brief, creative, copy docs

Key automations to add

• When status changes to "Live" → notify the creative team via Slack or email
• When end date arrives → change status to "Review"
• When budget column exceeds a threshold → notify the campaign lead

Best for

Marketing teams of 3–20 people running campaigns across multiple channels. Agencies managing client campaigns will also benefit from the Yearly Campaigns view, which separates planned vs. completed work for quick pacing reviews.

2. Sprint Planning Template

Use case: Run Agile sprints with a structured backlog, sprint board, and retrospective built into a single product development workspace.

Open the Sprint Planning Template →

Recommended column setup

• Story / Task (Item Name) — User story or dev task
• Status (Status) — Backlog / In Sprint / In Progress / Done
• Priority (Dropdown) — Critical / High / Medium / Low
• Story Points (Numbers) — Effort estimate
• Assignee (People) — Developer owning the item
• Sprint (Dropdown) — Sprint 1, Sprint 2, etc.
• Epic (Text) — Parent feature or initiative
• Due Date (Date) — Sprint end target

Key automations to add

• When item is moved to "Done" → update the sprint velocity summary
• When status changes to "In Progress" → notify the assignee
• When due date passes and status is not "Done" → flag as blocked

Best for

Scrum teams and agile dev shops. The template ships with separate boards for Sprint Planning, Roadmap, Bug Tracking, and Retrospective — giving engineering leads a full delivery toolkit in one workspace.

3. Content Calendar Template

Use case: Plan, assign, and publish content across every format and channel without losing track of deadlines or draft versions.

Open the Content Calendar Template →

Recommended column setup

• Content Title (Item Name) — Working title
• Status (Status) — Idea / Writing / Review / Scheduled / Published
• Content Type (Dropdown) — Blog, Video, Email, Social, Podcast
• Channel (Dropdown) — Website, LinkedIn, Instagram, YouTube, etc.
• Author (People) — Writer or creator
• Publish Date (Date) — Live date
• Keyword / Topic (Text) — SEO focus term
• Word Count (Numbers) — Target length
• CTA (Text) — Goal of the piece

Key automations to add

• When status changes to "Review" → notify the editor
• When publish date is 2 days away and status is not "Scheduled" → send alert to content lead
• When status changes to "Published" → move item to Published archive group

Best for

Content marketing teams, editorial teams, and solo content managers. The calendar and timeline views make it easy to spot publishing gaps weeks in advance.

4. CRM Pipeline Template

Use case: Track leads and deals from first contact to closed-won, with full visibility across every stage of the sales funnel.

Open the CRM & Sales Pipeline Template →

Recommended column setup

• Contact / Company (Item Name) — Lead or account name
• Stage (Status) — Lead / Qualified / Proposal / Negotiation / Closed
• Deal Value (Numbers) — Estimated or confirmed ARR / revenue
• Owner (People) — Sales rep
• Last Activity (Date) — Most recent touchpoint
• Next Follow-Up (Date) — Scheduled outreach date
• Source (Dropdown) — Inbound, Referral, Outbound, Event
• Notes (Long Text) — Call summaries, objections

Key automations to add

• When stage changes to "Proposal" → create a follow-up task due in 3 days
• When last activity is older than 7 days → notify the deal owner
• When stage changes to "Closed Won" → move to a separate "Won Deals" board

Best for

Sales teams running deals in a structured pipeline. Integrates natively with HubSpot, Salesforce, Mailchimp, Gmail, and Facebook Ads — so lead data flows in automatically without manual entry.

5. Employee Onboarding Template

Use case: Give every new hire a consistent, step-by-step onboarding experience — from pre-arrival setup through their first 90 days.

Open the New Employee Onboarding Template →

Recommended column setup

• Task (Item Name) — Onboarding action item
• Status (Status) — Not Started / In Progress / Done
• Owner (People) — HR, IT, Manager, or Buddy
• Due Date (Date) — Completion deadline
• Phase (Dropdown) — Pre-Arrival / Week 1 / 30-Day / 60-Day / 90-Day
• Department (Dropdown) — Team the new hire joins
• Priority (Dropdown) — Required vs. Optional
• Notes (Long Text) — Instructions or links

Key automations to add

• When a new hire item is created → automatically assign IT setup tasks to the IT team
• When "Phase" changes to "30-Day" → notify the hiring manager for a check-in
• When all tasks in a phase are "Done" → mark the phase as complete

Best for

HR teams and people operations managers. On Enterprise plans, you can configure an automation that creates a new onboarding board automatically whenever a candidate is marked as hired in your recruiting board.

6. Event Planning Template

Use case: Manage every moving part of an event — venue, vendors, speakers, budget, and day-of logistics — in one coordinated workspace.

Browse Event Planning Templates →

Recommended column setup

• Task (Item Name) — Planning action or deliverable
• Status (Status) — Not Started / In Progress / Confirmed / Done
• Category (Dropdown) — Venue, Catering, AV, Speakers, Marketing, Logistics
• Owner (People) — Team member responsible
• Due Date (Date) — Hard deadline
• Vendor (Text) — Supplier or partner name
• Budget (Numbers) — Estimated cost
• Confirmed (Checkbox) — Locked-in status

Key automations to add

• When status changes to "Confirmed" → notify the event lead
• When due date is 5 days away and status is "Not Started" → escalate to manager
• When all items in a category are "Done" → mark the category group as complete

Best for

Event coordinators, marketing teams running field events, and agency producers. The Gantt view gives a clear timeline of interdependencies, while the Calendar view works well for stakeholder-facing progress reviews.

7. Bug Tracking Template

Use case: Log, triage, assign, and resolve software bugs with a structured workflow that keeps dev teams focused and stakeholders informed.

Open the Bug Tracker →

Recommended column setup

• Bug Title (Item Name) — Short, descriptive bug label
• Status (Status) — New / In Review / In Progress / Fixed / Closed
• Severity (Dropdown) — Critical / High / Medium / Low
• Reporter (People) — Who flagged the bug
• Assignee (People) — Developer resolving it
• Date Reported (Date) — When the bug was logged
• Environment (Dropdown) — Production, Staging, Dev
• Steps to Reproduce (Long Text) — Reproduction instructions
• Linked Sprint (Connect) — Connected sprint board item

Key automations to add

• When severity is "Critical" and status is "New" → notify the tech lead immediately
• When status changes to "Fixed" → notify the reporter for verification
• When status changes to "Closed" → move item to resolved archive group

Best for

QA teams, engineering managers, and product teams running regular release cycles. The monday dev product builds on this with dedicated sprint and backlog boards that connect bugs directly to the development workflow.

8. OKR Tracking Template

Use case: Set company, team, and individual Objectives and Key Results — then track progress transparently across the entire organization.

Open the OKR Template →

Recommended column setup

• Objective / Key Result (Item Name) — The OKR statement
• Level (Dropdown) — Company / Department / Team / Individual
• Owner (People) — Accountable lead
• Progress (Progress) — Visual completion bar
• Target (Numbers) — Quantitative KR goal
• Current Value (Numbers) — Live tracked value
• Status (Status) — On Track / At Risk / Behind / Achieved
• Quarter (Dropdown) — Q1 / Q2 / Q3 / Q4
• Linked Board (Connect) — Linked project or task board

Key automations to add

• When current value reaches the target → change status to "Achieved"
• When end-of-quarter date arrives and progress is under 70% → flag as "At Risk"
• Weekly: send an OKR update digest to all owners

Best for

Leadership teams, department heads, and strategy leads who want structured goal accountability. Dashboards can aggregate progress widgets across all boards, giving executives a single-pane view of company performance.

9. Hiring Pipeline Template

Use case: Track every candidate from application through offer — with clear stage visibility for hiring managers and recruiters alike.

Open the Recruitment & Onboarding Template →

Recommended column setup

• Candidate Name (Item Name) — Full name
• Stage (Status) — Applied / Phone Screen / Interview / Reference / Offer / Hired / Rejected
• Role (Dropdown) — Open position being filled
• Recruiter (People) — Recruiting owner
• Hiring Manager (People) — Business-side decision maker
• Application Date (Date) — Submission date
• Source (Dropdown) — LinkedIn, Referral, Job Board, Agency
• Interview Score (Numbers) — Composite interview rating
• Notes (Long Text) — Interview feedback and next steps

Key automations to add

• When stage changes to "Hired" → create a new onboarding board for the new employee
• When stage changes to "Offer" → notify the hiring manager and HR lead
• When application date is older than 14 days and stage is "Applied" → prompt recruiter to follow up

Best for

In-house recruiting teams and HR managers. The applicant tracking system view gives hiring managers a clean, kanban-style pipeline without the complexity of a dedicated ATS.

10. Client Projects Template

Use case: Manage deliverables, milestones, and communications for external client engagements — with clear ownership at every stage.

Browse Client & Project Management Templates →

Recommended column setup

• Deliverable (Item Name) — What's being built or delivered
• Status (Status) — Not Started / In Progress / Client Review / Approved / Done
• Phase (Dropdown) — Discovery, Design, Build, UAT, Launch
• Owner (People) — Internal team member
• Client Contact (People) — Client-side point of contact
• Due Date (Date) — Deadline
• Priority (Dropdown) — High / Medium / Low
• Hours Estimated (Numbers) — Scoped effort
• Hours Logged (Numbers) — Actual time tracked
• Budget Status (Dropdown) — On Budget / Over Budget / Under Budget

Key automations to add

• When status changes to "Client Review" → send an automated email to the client contact
• When all items in a phase are "Approved" → create the next phase's items from a template
• When hours logged exceed hours estimated → notify the project manager

Best for

Agencies, consultancies, and freelancers managing multiple client engagements simultaneously. Sharing a filtered view with clients (so they see only their deliverables) reduces status-update emails dramatically.

How to Use Monday.com Templates in Practice

Access the Template Center

Inside any Monday.com account, click the + button next to a workspace name and select Template Center. You'll find templates organized by category: marketing, HR, software development, project management, sales, and more.

Customize before you go live

Every template is a starting point, not a final answer. Before sharing a board with your team:

1. Rename status labels to match your team's actual workflow stages
2. Delete columns you won't use — boards with too many columns create noise
3. Set up at least two or three automations before your first real item lands on the board
4. Create a test item and walk through the full workflow end-to-end

Save your own templates

Once you've tuned a board to your workflow, you can save it as a custom template. On Pro plans, you can save templates with up to 10 components and 1,000 items. Enterprise plans support up to 30 components and 2,500 items — useful for complex multi-board workspaces.

Getting More Out of Monday.com Templates

The templates above cover the most common use cases, but Monday.com's flexibility means you can extend any of them further.

Dashboards let you aggregate data from multiple boards into a single executive view with widgets for charts, progress bars, and calendar summaries.

Integrations connect your boards to Slack, Gmail, Jira, Salesforce, HubSpot, Google Drive, Zoom, and 200+ other tools to eliminate manual data entry.

monday AI — on eligible plans — lets you use AI blocks to auto-classify items, summarize updates, and generate task descriptions from prompts directly inside your workflow.

Start Building Faster

The fastest way to stop starting from scratch is to grab one of these templates today and adapt it to your workflow. Monday.com's free trial gives you full access to the Template Center with no credit card required.

Try Monday.com free →

Want to browse by team or use case? The full library is at monday.com/templates.

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