Best monday.com Templates 2024:PM, HR, Marketing &More
Popular Project Management Templates
Now that you know what project management templates are, it’s time to look at some of the most commonly used templates across various industries. Whether you want to communicate more effectively, track customers, manage budgets, monitor timelines or create and track tasks on an Agile kanban board, there’s a template for you.
Marketing Campaign Templates
You’re in luck if you work for a marketing agency and need templates to help schedule social media blasts, email marketing campaigns or product launches, or to plan campaign financials. monday.com has more than a dozen marketing templates that can help you create a workspace that’s suitable for your project.
Marketing templates can help you stay on top of your creative endeavors.
monday.com, which also tops our list of the best marketing project management software, offers templates for boards that can track tasks and calendars that can help manage launches. There’s also a digital asset management template, which makes it easy to manage creative assets. The marketing templates are easy to add to your workspace and are customizable.
Human Resource Templates
Project management software is ideal for those working in human resources, as HR templates can help you keep track of employee initiatives, recruitment pipelines, employee onboarding, training and more. You can even find monday.com HR templates that instantly create easy-to-modify employee directories.
The employee directory template on monday.com is easy to update and manage.
Human resources can be complex, and setting up a workflow that everyone can understand can be challenging, but most of the guesswork is removed when you use premade templates. To learn more about human resources in project management, check out our project human resource management guide.
Single Project Template
If you don’t need a template for a specific industry and just need something to help you manage tasks, monitor deadlines and communicate with stakeholders, monday.com’s single project template is for you.
The single project template is a one-stop solution that
you can reuse repeatedly for any project.
This template integrates with Gmail, Dropbox, Google Drive, Excel, Jira, Google Calendar and Outlook, and it has a premade dashboard, table and Gantt chart. The template is ready to fill out with all your project details as soon as you add it to your workspace. If you want to learn how to make the most of the Outlook integration, read our monday.com Outlook integration guide.
Risk Management Template
Risk management is a critical part of project management and should not be overlooked. If you want to create a robust risk management plan but don’t want the hassle of making a template from scratch, monday.com’s risk register template is for you.
The risk register template can help you track risk statuses, financial implications and more.
The template has columns designed to make entering and tracking risks a piece of cake. You can add risk owners, probabilities, impacts, risk levels and even how much an expected risk may cost. There’s even a premade risk dashboard that lets you monitor all risks at a glance. To learn more about risks, check out our risk vs issues guide.
RACI Chart Template
monday.com’s RACI matrix template represents RACI charts, which are commonly used in project management methodologies like PRINCE2 to highlight team members who are responsible, accountable, consulted and informed.
RACI charts can help you communicate better with project teams, clients and stakeholders.
The RACI chart template is highly customizable and easy to use. You can quickly assign team members, clients and stakeholders to their specific roles and update task due dates and status. If you want to get a better handle on who is doing what in your organizational structure, monday.com is a good platform to use.
CRM Template
If customer relationship management (CRM) is the name of the game for you, monday.com and its CRM template, which tops our roundup of the best integrated CRM and project management software, could be for you.
CRM templates make adding and tracking leads and sales easy.
The CRM template integrates out of the box with Hubspot, Mailchimp, Gmail, Facebook Ads, Google Calendar and Salesforce. It allows you to easily track sales pipelines, check annual sales goals, manage contacts and capture leads directly from emails. The template is customizable and can be updated to track any data you need to keep tabs on.
Construction Management Templates
One of the reasons monday.com made our roundup of the best construction project management software is its templates. Whether you’re planning a simple remodel or building a skyscraper from the ground up, monday.com’s construction management templates can help your organization reach its goals.
There are numerous construction management templates on monday.com.
In the template center, you’ll find templates for construction schedules, general contractor solutions, construction road maps (which are Gantt charts), construction project tracking solutions that keep tabs on projects from start to finish, and construction management boards that can help you streamline processes.