monday.com Templates for Project Management: 7 Types and How to Adapt Them (2026)

Quick answer: monday.com’s template center has ready-made boards for most kinds of project work. The seven types project teams use most are: project plans, Gantt or timeline plans, sprint boards, content calendars, client onboarding, resource planning and simple pipelines. Pick the type that matches how your work flows, not the one with the most columns. Then adapt it: rename groups to your phases, delete columns nobody will fill in, set status labels, add owners and dates, and turn on only the automations you need. Templates are available on every plan, including Free, but some views and automations inside them need a paid plan.

Updated October 2026

Templates are the fastest way to get a monday.com board working, and also the easiest way to end up with a board that nobody maintains. This guide is a practical, honest look at the template types that matter for project management. For each one you get what it is for, the columns and views that do the work, and how to adapt it to your team. We describe template types instead of specific template names, because monday.com’s template library changes often; search the template center for the type you need.

If you are brand new to monday.com, read our walkthrough on how to set up a project in monday.com first.

monday.com project templates at a glance

Template type	Best for	Key columns	Main view	Plan note
Project plan	Any project with phases, owners and deadlines	Status, owner, due date, priority	Table, Kanban	Works on Free
Gantt or timeline	Projects with dependencies and fixed dates	Timeline, dependency, owner	Timeline or Gantt	Timeline views need Standard or above
Sprint or agile	Software and product teams working in sprints	Status, sprint, story points, owner	Kanban	Works on Free; automations need Standard
Content calendar	Marketing and editorial teams	Publish date, channel, status, owner	Calendar	Calendar view needs Standard or above
Client onboarding	Agencies, services and customer success	Client, stage, owner, due date	Table, Kanban	Client access as guests needs Standard or above
Resource planning	Balancing people’s workload	People, timeline, effort or hours	Workload	Workload and time tracking depend on plan
CRM or sales pipeline	Light deal or request tracking	Stage, value, owner, close date	Kanban	For a full CRM, see monday CRM

Plan notes reflect monday.com’s plan features at the time of writing; check current plans in our monday.com pricing guide.

How to use a monday.com template, step by step

Open the template center when you add a new board, and search by type, for example “project plan” or “content calendar”.
Preview before you use it. Look at the groups, columns and views. If more than half the columns do not apply to you, pick a simpler template.
Use the template in the right workspace and give the board a project name.
Delete sample items and unused columns straight away.
Rename groups and status labels to match your process.
Add your team, owners and dates, then switch on only the automations you need.
Save a clean copy for reuse. Once a board works, duplicate its structure without items for the next project. Whether you can also publish it as an account-wide custom template depends on your plan.

The seven template types, and how to adapt each one

1. Project plan template

What it is for: the all-purpose starting point. Groups for phases, items for deliverables, and columns for status, owner, due date and priority.

How to adapt it: rename groups to your real phases (for example Discovery, Build, Review, Launch). Keep one owner per item. Add a numbers column only if someone tracks budget or effort. Add a Kanban view for stand-ups.

Watch out for: generic templates include columns “just in case”. Remove them, or nobody will trust the board.

2. Gantt or timeline template

What it is for: projects where dates and order matter, such as launches, office moves, implementations and events.

How to adapt it: make sure every item has a timeline (start and end), add dependencies only between tasks that truly block each other, and add milestones for key dates. Review the timeline view weekly and move dates when reality changes.

Watch out for: a Gantt chart with hundreds of dependencies is hard to maintain. If you need heavy scheduling, compare options in our best Gantt chart software guide.

3. Sprint or agile template

What it is for: teams that plan in sprints with a backlog, sprint board and retrospective.

How to adapt it: use groups for Backlog and the current sprint, a status column for workflow stages, and a numbers column for estimates. Keep the stages to what the team actually does (for example To do, In progress, Review, Done).

Watch out for: software teams with deep engineering workflows may prefer monday.com’s separate dev product or a dedicated tool. Our agile workflows guide explains the stages.

4. Content calendar template

What it is for: planning and tracking content across channels: blog, social, email, video.

How to adapt it: use groups for months or campaigns, a date column for publish date, a status column for stages (Idea, Drafting, Review, Scheduled, Published) and a dropdown for channel. Open the calendar view for planning, and add a form so colleagues can submit ideas.

Watch out for: the calendar view needs a paid plan at the time of writing; on Free, sort the table by date instead.

5. Client onboarding template

What it is for: repeatable onboarding for new clients or customers, with the same steps every time.

How to adapt it: build one board per client from a clean copy, or one board with a group per client if volumes are small. List every onboarding step as an item with an owner and due date, and add an automation that notifies the client lead when a step is done.

Watch out for: if clients should see progress, invite them as guests on a shared board and keep internal notes elsewhere.

6. Resource planning template

What it is for: seeing who is working on what, and who is overloaded, across projects.

How to adapt it: make sure every item has a person, a timeline and an effort estimate (hours or points). Use a workload view or dashboard widget to spot overload, and agree on one unit of effort across all boards.

Watch out for: resource views are only as good as the estimates in them. For portfolio-level capacity planning, see our best PPM software guide.

7. CRM or sales pipeline template

What it is for: light tracking of deals, partners or inbound requests inside a work management account.

How to adapt it: set stages as status values, add value, owner and close date, and use the Kanban view as your pipeline.

Watch out for: a pipeline template is not a full CRM. If you need email sync, contacts and accounts, and sales dashboards, monday CRM is a separate product; see our guide on how to set up a sales pipeline in monday CRM.

Use a template or build from scratch? Choose a template if…

Choose a template if your project follows a common pattern, you want working views and automations quickly, or your team is new to monday.com and needs a sensible structure to copy.

Build from scratch if your process is unusual, you are moving an existing structure from another tool (see our guides for moving from Trello and from Asana), or you want the smallest possible board.

Honest limitations of monday.com templates

They are starting points, not best practice. A template reflects a generic process, not yours.
Plan-gated features. Timeline, calendar, guest access, automations and integrations inside a template may not work on Free.
Column bloat. Many templates include more columns than a small team will maintain.
Library changes. Template names and contents change over time, so search by type.
Standardisation takes effort. Across many boards, agree on labels and columns, or dashboards will not add up.

Want to compare monday.com with other tools first? See the monday.com profile on Spotsaas, best project management software, best task management software, best Kanban software and the project management software category.

Frequently asked questions

Does monday.com have project management templates?

Yes. Its template center includes templates for project plans, timelines, sprints, content calendars, client onboarding, resource planning and more. Search by the type of project you run.

Are monday.com templates free?

Yes. Templates are available on every plan, including Free (2 seats). Some features inside them, such as timeline and calendar views, automations and guest access, need Standard or above.

Which monday.com template is best for a simple project?

A basic project plan template: phases as groups, deliverables as items, and status, owner and due date columns. Add a Kanban view and you are ready.

Can I create my own template in monday.com?

You can always duplicate a board’s structure without its items and reuse it. Publishing account-wide custom templates depends on your plan, so check the current plan comparison.

Is there a Gantt chart template in monday.com?

Yes, timeline and Gantt-style templates are part of the library. They rely on a Timeline column and, optionally, a Dependency column, and the timeline views need a paid plan at the time of writing.

Can I use a monday.com template as a CRM?

For light tracking, yes. For a full sales CRM with email sync, contacts, accounts and sales dashboards, monday CRM is a separate product with its own pricing.

How many templates should a team use?

As few as possible. Most teams settle on two or three standard boards (for example a project plan, a request intake board and a content calendar), so dashboards and habits stay consistent.