Managed Templates: monday.com’s newest template feature

When you’re managing operations and business processes on a larger scale, every second of your time counts! Chances are, if you’re in this situation, you’re managing multiple boards on your monday.com workspace. Sometimes, you need to quickly and easily update your “core workflows” across multiple boards, which can be taxing if you’re tackling this one board at a time. 

Luckily, managed templates, one of monday.com’s newest features, enables project managers to better manage standardized projects at scale. Users can create one template from a workspace that will act as a "master template" and all new workspaces created from this template (known as "child templates") will receive updates made to the managed template to keep all related projects aligned. 

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✏️ NOTE: This Enterprise-only feature is currently in Beta, meaning that it is not available to all users and is still being perfected by the monday.com team. There may also be a fee to use managed templates in the future.

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How exactly does the managed templates feature work?

1. Define a workspace as the managed template: Choose or create a workspace with your content of choice (boards, dashboards, work docs, etc.) to use as a template. To turn a workspace into a managed template, click the 3-dot menu beside the workspace's name and click "Save as template."

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Alternatively, if you just need to create a managed template from a single board, vs an entire workspace, you have the option to go this route as well. This is beneficial when you have specific project types that need the functionality of managed templates, but you don’t necessarily need to apply templates to your whole workspace. 

The boards within this workspace template will then be able to send updates to all boards created from it.

2. Create child boards: Add the new templated content to any workspace throughout your account. The boards created from this template will then receive updates to the templated workspace once they have been published.

3. Publish your updates: Workspace owners can publish changes made to a board to the connected child boards by using the "publish" button.

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Managed templates is just one of hundreds of features available on monday.com that can save you and your team time, especially when you’re working at a large scale! We realize it can be challenging to keep up with all that is available to you on monday.com and OrangeDot is here to help! Let our team of experts help you choose the right features that make sense for your organization. Schedule a free consultation with us today: Contact Us