New App - Solution

The best solution for

Managing your entire sales pipeline in one place for greater clarity and maximum efficiency. With this CRM solution, set-up is quick and easy so your team can start closing deals even faster. Hit the ground running with a bundle of ready-made templates that you can customize to fit your team’s unique needs.

Manage your deals and leads with ease

Stay connected also on mobile

Simple CRM

Keep on reading to learn how to use this template 

Welcome to your CRM workflow template! 🎉

Useful for

Centralize all the creative requests from different channels so you can see the full picture, manage priorities and manage your team workload.
Use automation to automate repetitive tasks so you can work on the important things and boost your productivity.

Creative Requests

Useful for 

Creative requests

Keeping track of all your digital assets, as well as their progress, in one easy workspace. Plan and execute creative projects with confidence, all while keeping your team on-track to avoid mishaps like version confusion. With this template, you and your team will easily manage all incoming creative requests and ensure that everyone is aligned on all moving parts. 

Manage all your creative assets in one place

Receive requests through a simple form

Track and review all your requests

Manage your team’s workload

Centralize all your docs and softwares 

Make sure you meet all your deadlines

Receive version-related feedback

Creative assets

Few tips to help you make the most of this template! 

Managing your entire email marketing workflow - from the initial request to sending and tracking your campaign. 
These boards will enable you to stay up-to-date on all campaign requests and campaign statuses in one place. We’ve created a bundle of boards, built-in with automationsand different views, that are perfectly suited for your needs as a marketer.


Manage your incoming campaign requests

Requests divided by priority

Make sure you meet deadlines

Stay up-to-date on all your campaigns

Track your campaign performance

Email marketing

Add 'Contact us' page to your website to capture leads

Contact Us Form

The best solution for capturing leads

Order Form

The best solution for managing online orders

Managing your entire marketing high-level initiatives and ongoing tasks in one central place, together with your team. This package of templates combines a high-level board divided by quarters and a weekly to-do board for your team’s day-to-day tasks.

These templates allow you to assign team members to tasks, track their status, and make sure the entire team is on track to meet their deadlines and goals. 

Plan and track your weekly ongoing tasks.

Manage your team’s workload.

Make sure you meet deadlines.

Track the status of your entire team’s tasks. 

Analyze the type of ongoing marketing tasks.

Connect your ongoing tasks to high-level initiatives. 

Marketing team planning

Hotels, motels, lodges, or any other property management business that needs to manage reservations and operations quickly and efficiently. This template will get you up-to-speed in no time. 

Reservation management 

Clear timeline oververview 

Manage your cleaning team with ease

Powerful forms

Various powerful views

Hospitality - Property & Reservation Management

Welcome to your  Property and Reservations Management workflow template! 🎉

This is where most of your questions will be answered. Just click on each item to see a 15-second video of how to complete various tasks using your monday.com board.

Learn the basics

Everything you need to know to become a Pro

monday.com Basic Training

In this board you will learn everything you need in order to get started

Welcome to your monday.com basic training board!

Learn how to use monday.com

Use this customizable template to get up and running with your creative team tasks and projects. Visualize your work with different views such as the Kanban View to update your progress, the Calendar View to manage your deadlines, the Files View to see all your digital assets in one place and the Creative Request Form to efficiently review any incoming requests. This template also includes a built in date reminder to automatically notify you when a publish date is approaching. 

Manage all your files in one place

Manage your team’s tasks in one place.

Receive creative requests through a simple form

Creative team planning

This bundle will enable you to bring your greek org to the next level. Whether it be managing your chapter dues, organizing your orgs recruitment, or even planning a formal. You can customize each board to reflect your own greek orgs processes. Don't forget to check out our Student Org Must Have's to further enhance your workflow with budgets, event planning, alumni database, and many more!

Manage dues with ease

Manage you rush list with ease

Seamlessly receive recruit applications to your recruitment board

Greek life extras

Use this alongside our student org bundle to maximize your workflow.

Welcome to your greek life bundle! 

Working on your campaigns together with copywriters and designers, in one central place. This template will allow you to assign team members to tasks, track statuses, and make sure the entire team is on track to meet deadlines. In order to make your work efficient and impactful, we’ve created these templates with built-in automation and different views that are perfect for your needs as a marketer.


Assign owner for each campaign

Manage your campaign planning process

Receive ideas through a simple form

Customize this template to your own needs

Campaign planning 

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

Sales

Sales Pipeline & Forecasting

It can be used for

This template can be used as a low-level project board to help you plan and track everything that needs to be done to complete your project in one place! With 6 views, automations, and due date reminders, your whole team will stay on top of your project all the way through. The Kanban View lets you manage your project at a glance, and the Gantt View will help you visualize the progression of your project to help you better manage deadlines. 

project board to see everything

Gantt view to set dependencies and manage your deadlines

chart to see your overall progress

team workload to make sure no one is over capacity

Single Marketing Project

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. 

product launch dashboard

prod launch marketing plan

Kanban View

Campaign Planning & Status

Funnel

Gantt

Budget per Channel

Product marketing launch

Get everything you need for all your marketing and creative processes. This full set of templates provides you with robust capabilities to handle any marketing initiative or creative project. Plan your strategies for your next quarters, manage budgets, plan and track campaigns, streamline creative requests, annotate and approve final versions, manage events from A-Z and more. This solution is customizable to adapt to the way you and your team work so you can get things done fast and efficiently. 

campaign dashboard

marketing plan

creative planning with adobe

Event Form

content calendar

All-in-one Marketing Solution

Manage all of your campaigns in one central location for easy and clear analysis.

Track and monitor your campaigns

Use the Facebook Integration to automatically sync all of your Facebook ads directly into your monday.com account.

Sync your Facebook account

Board views help you visualize and analyze your data and metrics in a high-level overview so you can increase the performance of your campaigns.

Increase campaign performance

Manage, track, and monitor all of your Facebook campaigns in one central place. Sync with your Facebook data and use board views to analyze your ads and improve performance.

Customize the Facebook ads integration to your specific needs

Add more columns to fit your day to day workflow

Use the chat bar to analyze your data in light of your goals

Use the chart view to get a view of the status of your campaign

Communicate with your team

Manage all your campaigns’ data in one central place

Facebook ads Integration

Integrate your Facebook account to manage and monitor ad campaigns.

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

Instantly collect all RSVPs through a form and keep track of your guest list to ensure a successful event.

Streamline your RSVP process

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

Measure success

Manage and plan all your events in one organized workspace. Assign tasks, track statuses, and oversee deadlines to ensure smooth collaboration.

Event Dashboard Overview

Event Registration Form

Event Campaign Calendar

Event Campaign Planning

Event RSVP Process

Event planning & operations

Manage all your events visually in one collaborative workspace.

Use a customizable form-powered board to collect feedback from event attendees for easy and comfortable follow-up.

Collect feedback with ease

Organize new leads from your events by opportunity size, priority, status, and action deadlines so you can make the most of all post-event opportunities.

Manage new leads and opportunities

Summarize your data with views and dashboards and get a high-level overview of general satisfaction, trends in feedback, and lead forecast.

Interpret trends using feedback

Collect feedback and track follow-up opportunities from events. Forecast sales leads and manage all incoming deals.

Event Feedback Score

Event Sales Leads

Event Sales Forecast

Post Event Dashboard

Event Feedback

Post-event opportunities

Manage feedback, sales leads, and opportunities from events.

Easily track your team’s cross-functional teamwork so your software development processes remain on track. 

Manage tasks in one place

Easily plan upcoming product releases so everyone stays informed on product timelines, statuses, and more.

Build your team’s roadmap

Gain instant clarity with visual dashboards that help analyze roadmap progress and product releases.

Monitor product progress

Receive instant notifications when there are bugs, tickets, and errors so you and your team can fix them both efficiently and confidently.

Identify bugs faster

Manage all of your team’s software development work together in one place. Plan your roadmap, track progress, and manage your cross-functional team during every iteration.

Track your timelines

Manage you sprint iterations

Track the main types of work in an iteration

Track and manage your team’s workload

Solve open tickets smoothly

Track the priority of open tickets

Plan your roadmap and milestones

Software development

Plan your roadmap, track progress, and manage your cross-functional team.

Collaborate with your team to inspect and adapt your scrum framework. Discuss ideas in one place and vote on the strongest ideas.

Centralize your sprint retrospective

Set and track action items so your team walks away with practical improvements for upcoming sprints.

Run more productive retrospective meetings

Refer back to action items to make sure your team is learning and growing from every retrospective.

Reach your sprint goals

Run a sprint retrospective to inspect your scrum process and continuously improve your productivity. Create a plan and vote on action items to adapt your upcoming sprints.

Retrospective Board

Sprint retrospective

Run a sprint retrospective to continuously improve your team’s productivity.

Plan, build, and manage your sprints in one place.

Centralize your epics, stories, and reports

Track every detail of your software development work, including owners, deadlines, epic statuses, and story points.

Keep your team aligned

Choose strategic projects for upcoming sprints, easily discussing with your team.

Manage your sprint backlog

Use a built-in dashboard to monitor your team’s progress and optimize your sprints.

Make data-driven decisions

Manage all your development team’s work in one place. Define your product epics, manage your sprint backlog, and plan and deliver your sprints

Sprint Capacity View

Epics Board

Reporting Dashboard

Sprints & Stories Board

Sprint planning

Manage your development team’s sprints, epics, and stories in one place.

Useful For

Allow hiring managers to easily manage talent acquisition with an intuitive applicant tracking system that displays updated statuses for all candidates. 

Optimize the recruitment process

Help employees feel welcome with a training checklist so they know exactly who to meet and which onboarding sessions to attend their first 2 weeks on the job. 

Automate the onboarding process

Automatically record all relevant contact information for new recruits in an employee directory for HR professionals to reference throughout the year.

Centralize new employee information

From applying to onboarding, easily manage the entire recruitment and onboarding process– all from one centralized location.

Recruitment and onboarding

Enable HR professionals to easily manage the entire hiring process.

Get started with ready-made templates

The monday.com template center offers a variety of templates customizable for every industry, business, and team.

Get started with ready-made templates

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