crm_remove_sales

wm_high_intent_experience_test

Have your most productive week yet with this work calendar template for teams. With a shared calendar, you can easily schedule work for your team this week, next week, and even next month. Assign due dates and add timelines so everyone on the team gets work done on time, every time. Have full visibility into who’s doing what and when to see how work is progressing. 
The best part? You can also integrate this template with Google calendar and keep track of all your team’s work deadlines in one place.

Calendar View

Main Board

Task Status

Item View

Team Tasks Overview

Work Calendar

See every request, task, and status update in one cohesive and intuitive view that gives you an instant snapshot of all marketing processes.

Centralize all marketing ops in one place

Create seamless workflows with your content creators and effectively assign tasks, manage approvals, collaborate, and organize all communications in one place.

Manage content writers and designers

Use the timeline view to keep on top of all campaigns, identify bottlenecks, and stay focused so that you never miss another launch date.

Stay on track

Create customizable forms to capture any marketing request. Then view, assess, assign, and manage those requests from one central place.

Capture marketing requests

Visually track all of your marketing campaigns. Collaborate with writers and designers in one place, see progress, and easily automate work to meet your deadlines.

Keep track of your campaigns

Take you business marketing to the next step

Manage your marketing operations

Marketing activities

Centralize and manage all marketing operations in one collaborative place.

It can be used for

Use the workload widget to quickly see which of your team members has the capacity to take on new work.

Distribute work fairly

See which tasks are consuming too much time so that you can intervene before issues delay deadlines.

Identify bottlenecks easily

Get more done this quarter by using the dashboard to focus on work that makes a difference.

Improve productivity

Use the built-in survey to get feedback from your team about their workload so you can address their concerns.

Get team feedback

Use this template to track and analyze your team’s use of time so you can optimize your processes for maximum efficiency.

dashboard

board

time tracking

color code

form

chart

Reclaim the workweek

Optimize your team’s workflows so you’re working as efficiently as possible.

Create a single source of truth across every department to boost efficiency within your team and develop better products.

Keep everyone aligned

Visualize custom roadmaps to keep your team in the loop using a high-level gantt chart. Connect epics to user stories to organize new projects and department tasks.

Manage your entire product roadmap in one place

Monitor your team’s progress and resources at a glance. Use real-time dashboards to track sprints and task completion to make data-driven decisions.

Visualize your progress to drive greater impact 

Organize the team's entire product roadmap. See your progress, understand who’s doing what, and receive instant updates– all in one workspace.

Contextualizing sprints

Stay on-track with your team’s product roadmap.

Monitor the owners and materials for employee onboarding in your company to ensure efficient use of time and resources.

Map out onboarding information for new employees

Distribute work evenly and store onboarding presentations that can be shared post-meetings.

Create an onboarding knowledge base

Make it clear to trainers and new joiners which material is relevant to their specific team and which is considered company-wide training.

Customize information for each team

Use the same templates as the online luxury fashion retail platform, Farfetch, to manage all your onboarding processes and responsibilities with ease.

Onboarding plan by Farfetch’s marketing team

Manage processes in visual workspace for a smooth onboarding experience.

Set up a request form to collect all the required information in one place for review.

See your requests, instantly

Funnel requests like time off or departmental moves in one space, sort by requester or priority to easily build a clear workflow.

Manage internal requests

Gain a clear understanding of which departments send the most requests, the distribution of request type, and more so you can improve your workflow to match.

Analyze trends visually

Follow requests’ journey as they are accepted, assigned to the correct person, reviewed, and approved.

Track request progress easily

Streamline all requests across your organization to easily stay on-top of what's incoming, in progress, and completed.

Winning workflows with automations

Streamline all requests across your organization, seamlessly. 

Easily store and manage all current and previous contractors so you never lose track of a valuable contact.

Manage contractor relationships

Keep track of all PMs, their projects, their hourly rate, and more so you can easily check and update when needed.

Manage PMs with ease 

Keep all ongoing projects under control by tracking them in one board. From timeline to cost type and project manager, you can get a clear overview in seconds.

Track project timelines and more

By linking your project boards together, you can keep each project and workflow separate, but avoid double work and unnecessary updates.

Link between boards for seamless management 

Learn how to build cross-board dependencies, link items across boards, and anything else you might need to execute sophisticated project management workflows. 

Daniel's use case: Hidden tips and tricks you didn't know you needed

Get everything you need to execute PMO processes in one place.

An easy way to get started with SCRUM workflows and automations, and to get some ideas on how to best utilize monday.com for software development needs.

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epics board

support requests

jerry board

rick board

Work OS for R&D by Sygnia

Get inspired by some easy-to-start scrum best practices. 

Follow our easy quick-start instructions for getting these boards suited to your unique team.

Get started quickly

Use our performance rubrics to assess new joiner’s fit and plan ongoing education and training.

Assess and communicate team member performance

Don’t lose your most important to-do’s, like adding new tools or permissions needed for teammates. 

Stay on top of tasks and requests

Use colorful statuses to understand start dates and important information like sales material category, and roles quickly. 

View schedules at a glance

Manage and guide your sales team's new joiners process with monthly training and onboarding schedules, a scorecard and review, and a document repository.

Sales enablement kit: winning processes for stronger sales teams

Streamline and manage your sales team onboarding and performance.

Instantly monitor your upcoming campaigns in relation to each other or individually within an organized workspace.

See your campaigns in a single place

Get a glimpse of each campaign's timeframe to make sure everyone is aligned and work gets done on time.

Understand each campaign’s timeframe

You can stop looking for the final version of your campaign assets in hidden folders. Just drop the ready-to-go version into its respective File Column.

Collect final assets

See which stage each element of your campaign is at with a visual battery bar. That way you can quickly see how close you are to your launch goals.

Track your progress

Run any campaign from start to finish using this template. See the stage, owner, and final assets of each campaign at a glance in a single, visual workspace.

Sophie's use case: hidden tips and tricks you didn't know you needed

Keep campaigns organized and on time with this campaign tracker.

Main Table view lets you see everything, while My Tasks zeros in on useful filters.

Use multiple views 

Use visual dashboards and widgets to understand sprint status and time spent on story points.

Monitor progress with dashboards

Achieve advanced and tailored insights with formula columns built to help you evaluate your workflow over time.

Get creative with columns

Plan your sprints in one organized workspace. Created by our CS team, organize and assign tasks by priority, type, status, and more to optimize efficiency.

Kelly's use case: hidden tips and tricks you didn't know you needed

Streamline sprint planning in one central workspace to meet your goals.

Group your accounts according to priority and keep everything up to date by logging client interactions, contact information, and more.

Stay on top of accounts 

With so many details at play, quickly filter your boards to see what you need—fast.

Filter how you see fit 

Organize relevant materials and performance notes for onboarding and continuous training to create custom and targeted experiences.

Onboard seamlessly

Use the same templates as the onboarding & AM agent experience team at Compass to Manage strategic accounts and onboard new clients—all in one place.

Account management by Compass

Keep track of all your account management needs.

Collect, respond to, and report on everything from one place—including new segment requests, underdelivery requests, and advertiser data onboarding requests.

Standardize your requests to work faster

Manage a directory of your contractors, keeping track of details like their vertical, assigned account manager, and important notes.

Get the context you need for every request

Collaborate with your sales team in the context of each account, staying flexible with email integrations and more.

Easily communicate with sales

Use the same templates that Hulu’s Ad Analytics team uses to manage and deliver on all your stakeholder and contractor requests.

Request management by Hulu

Get the request templates teams at Hulu use to collaborate seamlessly.

The form allows participants to place their predictions on every aspect of the game.

Record participant predictions

Change the board to view-only, so participants cannot change their answers during the game.

Secure your competition

Clearly display who won the office competition so that they can brag about it for a full year.

Crown your office victor

This template gives the opportunity for coworkers to make predictions about the game for a chance to win the title of The Big Game Fortune Teller.

The Big Game Office Questionnaire

Collect coworkers' game day predictions for an office friendly competition.

Track all your guests' responses. With simple-to-use automations,  you can get instantly notified to see who's coming and who's not.

Track invitee RSVPs

Views show you the breakdown of what types of food and party items your guests are bringing. Get a breakdown of appetizers, snacks, drinks, supplies, and more.

Visualize your game day spread 

The llamas in the llama farm represent each guest and which team they’re rooting for.

Analyze the llamas

Plan your entire Big Game party, so you can enjoy the game on a full stomach. With this template, invitees can RSVP, tell you what they're bringing, and which team they’re rooting for.

Big Game Party Planning

Plan your Big Game party so you and your guests can enjoy the game on full stomachs.

Once they RSVP, you’ll be able to visualize where everyone is watching from on map view!

See where your friends are watching from

Visualize your guests…as llamas!

Share your watch party link, pre-game playlist, snack recipes, and more with your guests.

Share links

Plan your entire virtual Big Game watch party, so you can enjoy the major event with friends and family from the safety and comfort of your own home.

Big Game Virtual Party

Plan your virtual watch party so you and your guests can enjoy the game, safely. 

Empower team leaders to submit requests for new packages when employees have something significant going on in their lives.

Manage new package requests

From getting new requests to having a thoughtful package be delivered to an employee’s door, manage the whole process in one visual place. 

Manage the process more efficiently 

Allow HR managers to better gauge employee wellbeing so they can improve wellness programming and address company-wide concerns efficiently.

Gain insights to improve HR initiatives

This template is a great way to show employees you see them as people beyond the 9-5.

Acknowledge employees’ important life events with a thoughtful surprise that shows them you care outside the standard 9-5.

Employee lifecycle packages

Manage and distribute meaningful packages to employees

Use statuses to visually track each step of your planning process. Assign tasks, oversee due dates, and stay on top of all your work at a glance.

Visualize your entire planning process

Bring together all the stakeholders in your internal event by keeping everything in a unified board. 

Centralize your event task force

Track this workflow with high-level dashboards and get a big-picture report of all of your most important metrics.

Measure success

This template will help you plan and manage any internal event at your organization from A to Z.

gantt

From small to large and in-person to virtual, manage events for your organization that leave employees feeling seen and refocused.

Cross-company event planning

Plan a memorable internal company event from A-Z.

Create your own customizable surveys directly on monday.com to measure employee wellbeing levels and discover which elements of wellbeing need more HR attention.

Create your own employee wellness surveys

This feedback tracker will automatically record survey results both from multiple-choice and open-ended questions directly into a board for easy viewing.

Gather feedback from employees

This template will help you measure different aspects of employee wellness across your organization.

Gather insights into the state of employee wellness at your company. Apply your learnings to make data-driven decisions about what you're next great wellbeing initiative should be.

Employee well-being survey

Run a survey to improve employee well-being at your organization.

Plan and execute your product marketing launch from A-Z with your team with the Product Marketing Launch template set. These powerful boards and dashboard lets you visualize each phase and manage your deadlines in a Gantt View, plan campaigns with your content/creative teams and easily monitor campaign performance and your team's workload. Get an overview to ensure you're on track, hitting goals and never miss a beat. 

Customer Onboarding Template

Customer Onboarding Template