How to Use Create Template
Turn your groups, items, and subitems into templates you can use anywhere in monday.com ⚡
Create Template Demo
How Create Template works
Install the app in monday.com
Get started by installing the Create Template app directly from the monday.com marketplace. Simply search for "Create Template" and click install to add it to your workspace.
Save groups, items, or subitems as templates
Select any group, item, or subitem in your board and save it as a template. Include all the structure, columns, and default values you need for future use.
Apply templates anywhere
Apply your saved templates to any board with just one click. Set up automations to apply templates automatically when certain conditions are met.
Manage and share templates
Organize your templates into categories, share them across your workspace, and edit them anytime. Bulk apply multiple templates at once for complex workflows.
Key Features
TEMPLATE CREATION
Save any group, item, or subitem as a reusable template with all structure and defaults preserved.
AUTOMATION READY
Set up automations to apply templates automatically based on status changes, dates, or assignments.
COLUMN MAPPING
Map columns between different boards so nothing gets lost when applying templates across projects.
Perfect for these workflows
Frequently Asked Questions
Can I save complex project structures as templates?
Yes! You can save entire groups with multiple items and subitems, including all column configurations, default values, and relationships.
How do automations work with templates?
Set up automations to automatically apply templates when specific conditions are met, like when a status changes to "New Project" or when someone is assigned to an item.
Can I share templates with my team?
Absolutely! Templates can be shared across your entire workspace, and you can organize them into custom categories for better team collaboration.
What happens if I apply a template to a board with different columns?
Create Template includes smart column mapping that helps you match template columns to existing board columns, ensuring no data is lost in the process.