Using Pre-Built Automation Templates for Common Processes

1.1 Log in to your monday.com account.

1.2 Click on the "Choose from templates" button, which is usually located on the left side of the screen, or at the top-right corner, depending on your user interface.

2.1 Once you're in the Template Center, you'll see various categories for pre-built automation templates, such as project management, marketing, sales, HR, and more.

2.2 Browse through these categories to find the templates that best fit your needs.

3.1 Click on a template that interests you to see a preview.

3.2 In the preview, you can view the boards, automations, and integrations that come with the template.

3.3 If you're satisfied with the template, click the "Use Template" button to add it to your account.

4.1 Once the template is added to your account, you can customize it to fit your needs.

4.2 Edit the board's name, column names, and item names by clicking on the text and typing in the new information.

4.3 Add, delete, or modify columns as needed by clicking the "+" sign next to the last column or using the column menu (three vertical dots).

5.1 Click on the "Automations" button at the top of your board.

5.2 In the Automations Center, you can view the pre-built automations that come with the template.

5.3 To modify an existing automation, click on the automation and adjust the settings as needed.

5.4 To add a new automation, click the "Add Automation" button, then browse through the available options, and select one that fits your needs.

5.6 After selecting an automation, customize it by selecting the appropriate board, column, and item options.

5.7 Click "Add to board" to enable the automation.

6.1 If your template includes integrations, click on the "Integrations" button at the top of your board.

6.2 In the Integrations Center, view the pre-built integrations that come with the template.

6.3 To modify an existing integration, click on the integration and adjust the settings as needed.

6.4 To add a new integration, click the "Add Integration" button, then browse through the available options, and select one that fits your needs.

6.5 After selecting an integration, customize it by connecting it to the appropriate app, account, or platform.

6.6 Click "Add to board" to enable the integration.

7.1 To invite team members to collaborate on your board, click the "Invite" button at the top of your board.

7.2 Enter the email addresses of the people you want to invite, or select them from the list if they're already part of your organization.

7.3 Click "Send Invite" to send the invitations.

8.1 Once your board is set up, your team can start using it to manage tasks, track progress, and collaborate.

8.2 Team members can create and update items, add comments, upload files, and use the communication features to stay in sync.

8.3 Use the board filters and views to get a clear overview of your project or process.