How to Use Pre-Built Templates on Monday
Welcome to our comprehensive guide on harnessing the potential of pre-built templates on Monday.com. These templates are a valuable resource that can streamline your project management workflows. In this guide, we'll show you how to access, customize, and implement Monday.com's pre-built templates to optimize collaboration, productivity, and project success.
1
Accessing the Template Center
1
Login to Monday
To begin, log in to your monday.com account.
2
Click "Work Management"
Once logged in, click on the "Work Management" icon located in the top left sidebar.
3
Click “+”
Click “+” beside the search bar.
4
Select "New board"
Select "New board."
2
Choosing a Pre-Built Template
In the "New board" window, you'll notice two tabs: "Main Table" and "Templates." Click on the "Templates" tab to access the pre-built templates.
3
Browsing Templates by Industry or Use Case
Once you're on the "Templates" tab, you can browse pre-built templates by industry or use case. Scroll through the list of industries and project types or use the search bar to find a specific template that matches your needs.
4
Selecting a Template
After previewing and deciding on a template, click the "Use" button on the template card. This will create a new board in your monday.com workspace based on the chosen template.
5
Customizing the New Board
Now that you've created a new board with the selected template, you can customize it to fit your specific needs. Adjust the column names, column types, and group names by clicking on the pencil icon or the dropdown arrow next to each element. You can also add or remove columns, groups, and rows as necessary.
6
Inviting Team Members
To invite team members to collaborate on the board, click on the "Invite" button located at the top right corner of the board. You can either invite team members by entering their email addresses or by sharing the board's link.
7
Assigning Tasks
To assign tasks to team members, click on the "Person" column in the board. From the dropdown menu, select the team member you want to assign the task to.
8
Updating Task Statuses
1
Click "Status"
To update the status of a task, click on the "Status" column.
2
Choose a "Status"
Choose the appropriate status from the dropdown menu (e.g., "Working on it," "Stuck," or "Done").
9
Tracking Progress
Utilize monday.com's various views (e.g., Timeline, Gantt, Calendar, and Workload) to track the progress of your project. To access these views, click on the "Add view" button at the top left corner of the board and select the desired view.
Congratulations! You've learned how to utilize Monday.com's pre-built templates to revolutionize your project management approach. By leveraging these templates, you can save time, enhance organization, and foster better teamwork. Whether you're a seasoned professional or new to project management, the power of templates will undoubtedly simplify your journey to success. Embrace the possibilities, and let Monday.com take your projects to new heights. Happy templating!
