I am trying to see if I can create numerous monday doc templates (these would be standalone monday docs in our workspace) that I can then add into existing monday docs within a column. This would work the same way as the template options work when you start a new monday doc, where it offers up “Meeting Notes” or “Project Plan”.
According to this article, it is possible to create your own template and pull it into an existing doc, but I followed the instructions and can’t get it to work.
The problem I’m trying to solve is that we need to pull in blocks of information into a monday doc that contain the specs for that project. Each project is variable, but the specs are consistent. I don’t want to pull in a dynamic field from my board because it would be too messy.
Anyone have any ideas?