Article: Volunteer Package Template

Nonprofits
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Hi There,

Jasmine here-Community Manager with monday for nonprofits! I am excited to share that our team will be releasing bi-weekly articles here on the community forum to help guide you through some of the most inquired parts of the monday.com for nonprofits experience!

Today’s article will be about accessing the “Volunteer management template.”

What is the “Volunteers management template?”

This is a solution for our monday for nonprofits us ers to help with all of your volunteering management needs! Recruit volunteers, assign them tasks, and manage their progress in your nonprofit organization all within monday.com. This article is a step-by-step breakdown of how you can download and use the template.

:rotating_light:Note: You will need admin controls to your monday.com account to access this template! Don’t have access to a monday admin account? You will need to request admin status from the admin on the monday account OR use the admin account to add this template!

Let’s get into it and talk through how to access this amazing template:

  1. You will begin by clicking THIS LINK which will take you to the installation page for the template.

  1. On this page, you’ll be asked where you would like this application to live (all workspaces or specific workspaces) and given the option to install the “Volunteer management template” into your monday.com app. Select the appropriate workspace and then click “Install”.

  2. You will be redirected to the “Installed Apps” section on monday where you will see the “Volunteer management template” now lives.

  • Note: Having a hard time finding the template? Just click on your icon on monday.com, click “Administration”, then “Apps” and it should pop right on up!

  1. Now, it’s time to check out the template! On monday, you are going to go to your workspace, hit add, and then “Choose from Templates.”

  1. You are now in the “Template center.” Here you can either type in the search bar “Volunteer management” or scroll down to the “Nonprofit” category to find the “Volunteer management” board. Click on this board icon.
  • Note : You may see another volunteer template in the template center when you search. You are MORE than welcome to use that one, as well, but this guide is specifically for the newer and more robust template seen below!

  1. You will click “Use Template” at the top right hand corner of the screen to start to download the template. Note: This download may take sometime-the board is ROBUST.

  2. Now, you’re in! At this time, you should have access the entire toolkit available which includes the database, work allocation board, work tracker, feedback form, learning center, and dashboard. Feel free to play around and adjust this board however you see fit–this is now yours to navigate and work with! And if you’re looking for streamlined guidance on how to use the board, we have a video walkthrough here: Volunteers toolkit - template walkthrough - YouTube

P.S.: If you would like to watch a video to walk you through these steps, you can find that here: How to download the volunteers template - YouTube

And let us know how the board is treating you or if you have any questions while you play!

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