You can customize monday.com to manage any workflow or process, address any challenge, and manage basically everything. It scales with you from simplicity to complexity with total ease.

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2 Scrum Template   

This template gives you :

• Clear view of what's implemented in each version
• Get a clear understanding of priorities and time estimations
• Be able to plan your sprints realistically. Get rid of last-minute panic
• Know at a glance if something's stuck or if you're behind schedule
• Make sure your team is aligned with the timeline
• See clear ownership of bugs and features. Get peace of mind

3 Client Management Template

Are you on the hunt for a client management template? We understand. Anyone who’s ever worked with clients knows how challenging (and at times, infuriating) client management can be.

Whether you’re a marketing consultant, accountant, or photographer, chances are very few people understand what your real work actually entails. You have processes. Certain tasks are surprisingly time-consuming. There’s a lot that goes on behind the scenes.

This is the crux of why client management is difficult:

That’s why we created this client management template. We experienced all the pain of client management, and knew there had to be be a better way to set expectations and share real-time progress with your clients.

With our client management template you can finally work with your clients in a way that builds trust, freeing you to do better and faster work. It’s pretty simple: just invite your clients as guests to a shareable board (depending on your plan, you can have an unlimited number of guests.) There you can map out your process in a clear and visual way.

Share a clear and defined roadmap with your clients

With this client management template, you can clearly outline the steps of your client’s project for everyone to see. Add a due date column to make it clear exactly what is going to happen when.

When you share a clear plan of high-level tasks, your client doesn’t have to ask you what’s next or call you to add another task every time one is completed. You instill confidence that you’re on top of everything and know how to get things done. Best of all, you set expectations clearly from the start and reduce painful communication down the road.

Communicate your progress without having to call or email (!)

Once you complete a certain step or are ready for your client’s approval, just @mention them in monday.com. They’ll automatically get notified via email or mobile notification (or both) and can look at the board either on their computer or their phone to see your update. Most importantly, they’ll see how it fits into the greater context of the project as a whole. You can see if they’ve seen your update.

In return, your clients can update statuses themselves, write comments, and let you know exactly what they think—again, without having to call or email you. It’s a fast and efficient way to communicate about where things stand and gives them a sense of control.

Centralize all files and communication in one place

Both you and your clients can upload files straight from your computer, Dropbox, or Google drive. monday.com keeps all of your work and conversations in one searchable, easy-to-find place. Compare that to email, where files and ideas quickly get lost in endless threads.

If and when you change plans, both your client and everyone else on your team is immediately in the loop. No need to play the metaphorical (or literal) game of telephone—all the information is there, for everyone to see.

We believe that client management doesn’t need to be painful. It’s a simple as building trust by communicating your progress and timeline clearly. But you need the right tools in order to do that. With monday.com, you can get your clients addicted to seeing tasks turn green.

4 Production Tracking

This template lets you take your productions all the way from Pre to Post with ease. Use it to know where everything stands at a glance and never drop the ball again.

5 Client Manager

This template lets you share real time progress with your clients and work together on projects. Create trust and simplify client management communication.

Date columns sync with your calendar in one click. Never drop the ball again. One click and all your project info is in the calendar you already love.

6 Project Tracker For Teams

This template lets you track your team’s projects over time. Always know if someone's stuck and never drop the ball again.

7 Sales Board

This template lets you master your sales management from start to finish. Always know if something's stuck or behind schedule.

8 Department Plan

Cross-Departmental Project Tracking

This template creates transparency around the status of projects that span across departments. Create smooth handoffs between teams and leave the chaos of miscommunication behind.

9 Event planning steps

Planning an event for your company is not for the faint of heart. Finding the right venue, sticking to a reasonable budget, tracking attendance, and making sure everything goes smoothly on the big day requires killer organizational skills.

You need a solution that allows you to drill down into all the nitty-gritty details but also helps you focus on the big picture. With the right tool, you can prioritize what’s important, see how all the moving parts fit together, and most importantly, have the peace of mind that nothing’s falling between the cracks.

We designed monday.com for teams of all types and sizes, and we’ve found that event planners have especially great success using it as a company event planning tool.

 

10 social media

Social media marketers are organized. They just lack the one tool they need to centralize and connect everyone on their team. Rather than using Buffer, Google Spreadsheets, Dropbox, iMessage, and email, you can now say goodbye to chaos. You only need two tools: an awesome scheduling tool like Buffer, and an awesome execution tool like monday.com.

11 Freelance Manager

This template gets rid of all the bad aspects of working with freelancers. No more emails, constant phone calls and meetings. Always know exactly what's being worked on.

 

12  Team Management

Simplify the way your team works. Manage your workload, communicate with your team, and celebrate success.

13 Vedio Production

Manage your video production plan from pre to post with ease. The visual status labels of your board make it immediately clear exactly where things stand and if anything is stuck. Again, you probably go through the same post-production process for every video you create. Track all videos in one board so nothing falls through the cracks. Video production project management doesn’t need to be painful or laborious when you have the right tool. Use our templates to see clear ownership of productions, store all of your files and communication in one place, and never drop the ball again.

14 Work Plan

monday.com provides the perfect blend of simplicity and ease of use with strong team collaboration features that are suitable for any project. Each column in the sheet can represent a person, timeline, deliverable or status. Each row can represent an individual tactical item in the project plan. Groups allow for the hierarchical structuring of tactics into objectives to support the strategy. An entire board can represent the goal, or for more complex executions, individual strategies. The software platform allows for easy status updates and team messaging across tasks with the use of color providing visualization of project status across the entire enterprise, making it easy to communicate progress to all team members at a glance.

15 Surgery Schedule

Surgeons use monday.com to manage their daily workload, too, tracking all patients and surgeries, monitoring the effectiveness of the surgery, with scheduling, calendar, and weekly logistics.

16 Construction Schedule

If you’re a seasoned construction project manager, you probably know that, no matter how flexible your approach, it’s unwise to jump straight into a project without first creating a written plan. While there are several different ways to create a timeline, using a free excel construction template might be a good solution; using one of monday.com construction boards is an excellent solution!

With all projects, including both personal tasks and everyday work, sticking to a pre-planned timeline is the best way to ensure that you’ll achieve your goals. This is certainly true when managing construction projects, whether they’re the renovation of a bathroom to the creation of an entire school. To ensure that you’ll complete your important construction projects on time, use a free excel scheduling template to keep an organized written record of your tasks from start to finish.

17 Event Planning Template

Create a well-defined timeline, clarify roles and responsibilities, manage your budget, coordinate speakers, and more. Plus, these event planning templates are totally flexible and fully customizable, so you can find what works best for you. Whether you’re planning a corporate conference or a small-scale meetup, these templates will help you make sure everything runs smoothly on the big day.

18 Digital Business Transformation

Digitally transforming your business helps to boost team productivity, optimize your operations and turn protocols into actionable items. You can expect digital transformation to change the way you work by improving your strategic decision-making process.