Workspace templates

Package your custom apps with boards to create a full fledged solution that just works out of the box! Using workspace templates, you can bundle everything a user might need from your app in one package.

Workspace templates are a great way to bundle together everything a user might need in a quick and simple way using predefined boards, columns, board views, item views, integrations, automations, etc. Workspace templates enable developers to create a complete solution to work for end users out of the box. We encourage developers to think of this as part of a complete solution, not just a feature.

Let's say that you made board templates to manage a development project and also created Kanban and calendar views for those boards. Using workspace templates you can share both the boards and views, and users will be able to have these on their account with one click.


Workspace template limits

  • 50 boards, dashboards, and docs in each workspace template
  • 10K items across all boards

In this guide, weโ€™ll walk through the steps to create a simple workspace template that includes a workspace weโ€™ve already built out with some boards and automations.

Add a workspace template to your monday app

To add a workspace template to your monday app, complete the following steps:

  1. Click your profile picture in the top right corner.
  2. Select Developers. This will open the Developer Center in another tab.
  3. Select an existing app or create a new one.
  4. Navigate to the Features tab on the left-side menu.
  5. Click Create new feature.
  6. Type Workspace template in the search bar or scroll until you find the feature card.
  7. Select the Workspace template feature and click Create.

Editing your feature details

After creating your workspace template app feature, you can edit the following feature details:

  • Name: The name that users see in the template store
  • Description: A description of the workspace template that will appear to users in the template store
  • Short card description:A brief description of the workspace template that will appear in the card view under the thumbnail image
  • Categories: The category your template appears under in the template store
  • Subtitle: The template's subtitle that will be displayed with the Useful for section in the template store
  • Useful for: What the template is useful for - will be shown on the template store
  • Date Anchor: Adjusts the date columns on your template depending on when it is added by the user (see below)
  • Slide panel default width (in px): Changes the default item slide panel width for all boards
  • Images: Upload images that will be displayed in the template store
  • Store thumbnail link: Add a thumbnail image that will be displayed in the template store
  • Workspace template video link: Add a video that appears in the template store and demonstrates what users should expect from the template
  • Locale release: The languages that your workspace template will be translated to

The Date Anchor

When set, the date will be used to sync any date column values in the template to the time the template was created.

Let's say you built your template on July 1st, and all of the dates are set around that time. When you set the date anchor to July 1st, every date on the board relative to July 1st will be moved to the date the user adds the template to their account.

For example if a user adds your template on September 15th, this would how the date anchor changes it:

  • July 1st -> September 15th
  • July 2nd -> September 16th
  • July 3rd -> September 17th

The idea is for the data on the template to be more recent and relevant to the user, regardless of when the template was built by you or when it was added by the user.

Selecting your source workspace

The last step is to select what workspace you will share with your users. We recommended creating all the boards that you upload in their own workspace. Please note that you must be the owner of a workspace to turn it into a template.

You can also choose the landing page that users will first land on when they add the template, the landing view, and the view mode.

And you're done!

Once your template is published and goes live on the store, you're all set!

Example recipe

Users will be able to find your template within the category that you listed in the Feature Details. From there, they can add the template to their account, just like any pre-built templates.

When the user selects your workspace template, all the public boards in the source workspace will be copied to their account and bundled in a folder. Private and shareable boards will not be included.


Join our developer community!

We've created a community specifically for our devs where you can search through previous topics to find solutions, ask new questions, hear about new features and updates, and learn tips and tricks from other devs. Come join in on the fun! ๐Ÿ˜Ž