There are a few improvements to monday.com that I think would support the use of templates:
- Allow the creation of Sub-folders in the board menu to organize boards into groups under a categorical header - such as, Clients -> Company A -> Product/Service -> Boards
- Designate a group of boards as a template (preserved links/automation between them) OR ability to duplicate a group of boards
- When created a new board from a template, pop-up a form to complete to set up the new board - such as, board owner, subscribers, board description, Client info, Project info, etc.
Before switching to Monday.com, I briefly used ProcessSt. to set up repeatable templates for the execution of services to a client. I would love to see the template methodology ProcessSt. uses on Monday.com. That being, a template is designed with variables and can be assigned to a user to complete.
Example in Monday.com: A high-level board tracks up-coming projects. Once ready to initiate the project, automation creates a board (or set of boards) from a template and assigns them to a user. The user can now access the board templates and customize it for their client/customer, before completing the tasks on the board.