How to Create a Template in Monday.com

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Creating a template in Monday.com allows you to reuse a board structure for future projects.

1. Log in to your Monday.com account and open your workspace dashboard.
2. Open the board you want to turn into a template.
3. Click the three-dot menu at the top right corner of the board to open more options.
4. Select More actions from the dropdown menu.
5. Click Save as template from the list of options.
6. Click Save template to finalize and store your custom board template.
7. Wait a moment while Monday.com processes your template.
8. You have now successfully created a template in Monday.com.