MONDAY.COM APP

Advanced TemplatesAdvanced Templates for monday.com

Turn groups, items and subitems into reusable templates!

5/5 (10 reviews)1887 installs

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

  1. Open the board you want to add Advanced Templates to and click Add โ†’ Apps โ†’ Advanced Templates.

  2. In the Manage Advanced Templates view, click Save as Template from an existing item, group, or selection.

  3. Define template name, configure column values (including dynamic dates), and include subitems if needed.

  4. To deploy manually: hover over any saved template and click Create now, then select the target group.

  5. 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
  • Email
  • Checkbox
  • People
  • Timeline
  • Connect Boards

PRICING

Simple, Transparent Pricing

14-day free trial on all paid plans. No credit card required to install.

Pricing plans for Advanced Templates
FeatureFree(most popular plan)
Paid
PriceFreeFrom $null/month
LimitsBasic template featuresFull feature access
Includes
  • Save and deploy item templates
  • Manual creation from templates
  • No credit card required
  • Group templates with subitems
  • Automation integration
  • Dynamic date fields
  • Cross-board copy
  • Create for many assignees
  • Recurring item creation
  • Connect Boards column support
  • OAuth token for complex automations
Get startedInstall Free โ€” opens monday.com marketplaceStart 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

  • โ€œThis has been very useful for my team! our project management has seen a major boost because of this app!โ€

  • โ€œThis saves us a lot of time when bulk updating our Monday boards. Great tool!โ€

  • โ€œThis has been INCREDIBLY helpful for me and my team! โ€

  • โ€œAPMD 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€

  • โ€œWorks perfectly! Able to template out our entire onboard process!โ€

SECURITY

Your Data Never Leaves monday.com

Advanced Templates processes data on monday code โ€ก. See exactly what data it accesses.

Data handling details for Advanced Templates
WhatDetails
Data accessedBoard structure, items, subitems, column definitions
Stored externallyNone
Processing locationmonday code โ€ก

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.

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
  • 4.9โ€“5.0 rated