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.
+1 from me, specially the group of boards as a template. It would be nice if we can have multiple boards as one template. I tend to call it “containers”. A container is a group of boards that are stored together and that retain links and automation between the boards in that container. Board permissions are set at the container lever and the boards inside the container inherits these permissions. It might be a good idea to include dashboards in the same container (version 2.0 ? )
Yes. These would be great additions to folder and board organization and templating. We use the OKR methodology so nesting folder/boards into more layers would be helpful. I would like to see this too.
For each project, I have two boards that represent distinct phases of a project (i set it up this way because each stage needs different columns). The board are linked with automation that I’d like to carry over every time I create a new project.
Looking for this for our organization as well.
We have an event that is contained in a folder, that folder contains boards, modified templates, documents, feedback form and a dashboard.
For us this one event (that repeats every year) has 14 different boards (etc). To create a template for each board and keep them organized in the “Templates created in your account” area of the template center, we will have to RENAME all of those templates with the prefix of that event in order to keep them organized visually so that we know ALL of the boards (etc) that are required for an event!
It appears that even if I use the duplicate function - it’s only available to do one at a time. To create a new event I have to duplicate every single board (etc).
I would love some sort of consideration to this request!
Thank you!
I would also like to add that having to create a duplicate, make edits to the board, then create the template and move it to a separate location to hold templates in our account where they’re viewable but not actually in the previous years event is kind of messy/confusing.
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