MONDAY.COM APP
Advanced Templates for monday.com
Turn groups, items and subitems into reusable templates!
OVERVIEW
The only monday.com template tool with full automation integration and dynamic date fields.
Advanced Templates turns any monday.com board into a reusable playbook. Save groups, items, subitems, and all 14 column types in one template โ then deploy the exact same structure in seconds, not 20 minutes of manual setup.
Create templates from existing items, groups, or entire selections. Convert what already works into a one-click standard your whole team can reuse.
Integrate with monday.com automations to deploy templates automatically โ when an item is created, when a status changes, or on any board event you define. All data stays on monday.com servers.
FEATURES
What It Does
Save groups, items, and subitems as reusable templates โ 14 column types supported
One-click template deployment โ new board structure ready in seconds
Automation integration โ auto-create items from templates on any board trigger
Dynamic date fields โ set due dates relative to execution time or parent item
Cross-board copy โ reuse templates across any board in your workspace
Create separate items per assignee โ perfect for onboarding, performance reviews, training
Connect Boards column support โ link templates to existing items on connected boards
USE CASES
Who Uses It and How
HR Manager
Onboarding a new hire requires 12 tasks across HR and IT boards โ sending welcome email, signing contract, preparing equipment
Result: One automation creates all tasks across both boards the moment a new hire is added โ zero manual setup
Project Manager
Each client project needs the same 4 groups and 20 items with correct assignees and relative due dates
Result: Project board deployed in 5 seconds โ consistent every time, no items missed
Engineering Lead
Every closed user story needs QA follow-up subitems created in the test board
Result: Automation creates E2E coverage items automatically โ QA never misses a feature
Operations Lead
Monthly performance review items for 15 team members need to be created with correct assignees
Result: Create for many assignees feature generates 15 correctly assigned items in one action
HOW IT WORKS
Up and Running in Minutes
Open the board you want to add Advanced Templates to and click Add โ Apps โ Advanced Templates.
In the Manage Advanced Templates view, click Save as Template from an existing item, group, or selection.
Define template name, configure column values (including dynamic dates), and include subitems if needed.
To deploy manually: hover over any saved template and click Create now, then select the target group.
To deploy via automation: go to Automation Center โ Integrations โ Advanced Templates, configure your trigger and select the template to apply.
Supported Column Types
- Text
- Item Name
- Date
- Numbers
- Status
- Long Text
- Tags
- Dropdown
- Link
- Checkbox
- People
- Timeline
- Connect Boards
PRICING
Simple, Transparent Pricing
14-day free trial on all paid plans. No credit card required to install.
| Feature | Free | (most popular plan) Paid |
|---|---|---|
| Price | Free | From $null/month |
| Limits | Basic template features | Full feature access |
| Includes |
|
|
| Get started | Install Free โ opens monday.com marketplace | Start 14-Day Free Trial โ opens monday.com marketplace |
Actual pricing depends on your monday.com seat count. Check marketplace for current rates. View current prices on the marketplace, opens in a new tab.
SCREENSHOTS
See It in Action
REVIEWS
What Teams Say
โThis has been very useful for my team! our project management has seen a major boost because of this app!โ
โThis saves us a lot of time when bulk updating our Monday boards. Great tool!โ
โThis has been INCREDIBLY helpful for me and my team! โ
โAPMD SOFT has become a wonderful partner of ours! Andrew is super helpful and willing to listen and make adjustments. I couldn't ask for better people to work with! They create apps that help better process & that is all I can ask for!โ
โWorks perfectly! Able to template out our entire onboard process!โ
SECURITY
Your Data Never Leaves monday.com
Advanced Templates processes data on monday code โก. See exactly what data it accesses.
| What | Details |
|---|---|
| Data accessed | Board structure, items, subitems, column definitions |
| Stored externally | None |
| Processing location | monday code โก |
Want the full picture? See our Security & Trust page โ
FAQ
Common Questions
- Can I use templates in monday.com automations?
- Yes. Advanced Templates adds automation actions to your board's Automation Center. Trigger item creation from templates on any board event โ item created, status changed, or custom triggers.
- Do templates include subitems?
- Yes. You can save subitems as part of item templates or as standalone subitem templates. Subitem dates can be set relative to the parent item's due date.
- Can I create items for multiple assignees at once?
- Yes. The 'Create for many assignees' feature creates one item per selected person or team member โ useful for onboarding, training, and performance reviews.
- What if I need to run complex automations with 40+ items?
- Set up an OAuth token in Advanced Templates settings. This allows automations to run beyond the default 5-minute limit for complex structures.
- Can I copy templates to other boards?
- Yes. Use the 'Copy to board' option and map columns between boards. Templates are available across your entire workspace.
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FREE TIER
Install Your First App Free
Every APMD SOFT app has a free tier. No credit card. No setup call.
Browse the monday.com Marketplace(opens in new tab)- Free tier, no expiry
- No credit card
- 4.9โ5.0 rated