Project management templates streamline the initiation and management of projects by providing pre-formatted structures, aiding in planning, tracking, budgeting, and resource allocation. This guide discusses the benefits of using templates for reducing friction, saving time, and standardizing workflows, and provides five example templates suitable for various project types. Additionally, it highlights the role of project management software, like monday.com, in enhancing project management efficiency through customizable templates and automation features.

1. Popular Project
Management
Template Set
Project management templates
save project managers countless
hours when starting a new project.

2. No matter the size or complexity
of the project, templates remove
unnecessary friction and
eliminate that “hard to start”
feeling because everything is laid
out for you — begin filling in the
blanks instead of trying to
reinvent the wheel.
In this guide, we’ll explain what a
project management template is
and why you should use one. We’ll
also answer some frequently
asked questions and provide five
rock-solid project management
templates that you can use today.

3. Click here to get the project
management template set.
What exactly is a project
management template?
A project management template
contains placeholders that help
you document and launch various
project-related activities, such as:
Project planning
Project kick-off meetings
Project tracking & deadlines
Project budgeting

4. Project risks
Project resources
Project status
Project reporting
The Project Management Institute
(PMI) defines project management
as “the use of specific knowledge,
skills, tools, and techniques to
deliver something of value to
people.”
And project management
templates are just one of the tools
that project managers use to plan
and execute projects successfully.

5. Here’s what one could look like
on.
Click here for more Example of
project management board
Why should you use a project
management template?
A project management template
enables you to quickly set up and
manage a project without starting
from scratch every time.
It allows you to:
Reduce friction and eliminate that
“hard to start” feeling because it’s

6. pre-formatted — simply fill in the
blanks versus trying to reinvent
the wheel
Save time by speeding up new
project creation and standardize
workflow processes
Replicate and reuse the structure
of previous projects, including
milestones and tasks with start
and end dates
Project management plan
example broken down by phase.
Using a project management
template saves you from starting

7. from scratch and reduces the time
spent on project initiation.
What are some examples of a
project management template in
action?
Organizations of all sizes and
industries can use project
management templates to
streamline their work processes. It
will allows you to create an ideal
project management template for
any workflow or requirement for
maximum impact.

8. For example, subscription video
streaming service Hulu uses
monday.com to manage ad
placement purchases according to
its highly specific audience
segments. This process can be
especially challenging due to
back-and-forth communications
and protocols spread across the
different teams and locations.
With Hulu’s Ad Analytics team
manages its projects using:
One centralized place to manage
work requests

9. Standardized templates for
segment requests that are easily
scalable
Email integration so the sales
teams can continue using their
preferred systems
As a result, they’ve saved 36 days
per person per year.
You can use project management
templates for work, hobbies,
school, and any other type of
project you can dream up. But,
most importantly, the right
software solution, can provide
structure and automation around

10. many of the processes you use
today.
Click here to Get started
What makes project management
templates special?
With Work OS, you get a robust,
flexible platform that helps you
track and manage all aspects of
your projects. Whether you’re
planning a small interior design
project or scoping a complex
commercial build, you and your
team can quickly adapt to
whatever changes get thrown your
way.

11. It includes hundreds of templates
that’ll cover just about anything
your stakeholders can dream up,
plus it’s fully customizable.
Choose a template to get you up
and running quickly and then
adapt it to your project
requirements. Furthermore, you
can create custom boards on
monday.com and duplicate them
over and over for templates.
Columns: Drag and drop 36+
column types to customize your
project workflows. From due dates
to status fields, keep everyone

12. and everything on track with
visual dashboards.
Drag and drop 30+ column types
to customize your project
workflows
Views: Choose from over 27 views,
including Gantt, Kanban,
Calendar, Timeline, Table, and
Chart, to visualize your work how
you see fit.
Visualize and understand the flow
of all project phases with different
views, such as Gantt, Kanban,
charts, and timelines.

13. Automations: Streamline your
workflow and focus on the work
that adds value rather than
manual administrative tasks. Send
emails when due dates arrive and
receive real-time notifications
when tasks are completed.
Reduce time spent on manual
tasks by automating routine
workflows.
Integrations: Continue working
with your existing tools in one
place for greater efficiency. Sync
due dates with your Google
Calendar, or instantly share your

14. Dropbox files with your entire
team.
Continue working with your
existing tools on your project
board with our impressive array of
integrations.
5 project management templates
set
Here are five project management
templates you can use to get your
projects up and running in next-
to-no time.
Single Project Template

15. From planning and monitoring
progress to execution, the Single
Project Template has everything
you need to start managing a
project immediately. Organize
deadlines, stakeholders, budgets,
and more in one place. Keep track
of everything, so nothing slips
through the cracks.
From planning and monitoring
progress to execution, the Single
Project Template has everything
you need to start managing a
project immediately.

16. Get the template
Project Portfolio Management
Template
Plan, track, and manage complex
projects across multiple teams
and departments with the
advanced Project Portfolio
Management Template.
Streamline project requests and
get a high-level view of your entire
portfolio in one place. Stay up-to-
date on the latest status updates
of multiple projects as well as
meeting outcomes, action items,
or important client or customer
notes in real-time.

17. Plan, track, and manage complex
projects across multiple teams
and departments with the
advanced Project Portfolio
Management Template.
Get the template
Agile Project Management
Template
If you’re using agile methodology
to manage your projects, then the
Agile Project Management
Template is ideal. Plan a roadmap
and manage your sprint backlog

18. with a high degree of flexibility.
Build, iterate, and learn while
collaborating with stakeholders.
Plan a roadmap and manage your
sprint backlog with the Agile
Project Management Template.
Get the template
Project Workflow Template
Organize and track projects and
timelines with the Project
Workflow Template. Easily
visualize your workflow, add your
task details, start and end dates,

19. and duration times, to define
responsibilities, monitor progress,
and keep tasks and projects on
track.
Organize and track projects and
timelines with the Project
Workflow Template.
Get the template
Risk Register Template
Manage all of your project risks in
the Risk Register Template. Add
risk owners and probabilities, and
use the smart formula to help

20. assess the risk level. Visualize the
risk statuses at a glance through
the risk register dashboard.
Manage all of your project risks in
the Risk Register Template.
Get the template
FAQs about project management
templates
Here are a handful of commonly
asked questions regarding project
management templates:

21. Does Excel have a project plan
template?
Technically speaking, you can
perform project management
duties, including planning, using
Excel spreadsheets (or Google
Sheets). That’s fine for small
projects without much riding on
them or small teams that don’t
communicate much.
But a free template can only go so
far. If you’re communicating with
multiple people, handling
complex tasks, or working on high-
stakes projects, investing in

22. effective project management
software is worth every penny.
With Work OS, you get a full suite
of project management tools that
simplify complex projects and
enable visibility across the entire
work process.
How do I create a project plan
template?
A project plan is a formal
document that outlines the
purpose of your project, the
materials you’ll need, the timeline
for deliverables, and much more.

23. Almost every project needs a
project plan template because
you need a way to communicate
project details to stakeholders.
A project plan template is part of
the suite of project management
templates you need if you want to
get your project up and running
with minimal fuss. Thanks to our
fully-customizable templates,
creating a project plan using
monday.com is simple.
What templates do you need for
project management?

24. The exact templates you need to
effectively manage your project
will be unique to you and the type,
size, and complexity of your
project. There are all kinds of
project management templates,
including:
Project Planning Templates
Project Kickoff Templates
Project Execution Templates
Project Tracking Templates
Project Budget Templates
Project Reporting Templates
Work Schedule Templates

25. Graphic Design Project
Management Templates
Construction Project Templates
Marketing Project Templates
Kick off your next project with a
project management template
With in your corner, you can
access an entire library of project
management templates. And you
can make them work even harder
using the easy “If this/then that”
automations – freeing up your
bandwidth to do the things
computers aren’t good at, like
developing relationships and
creative work.

26. If you want to see our project
management automation in
action, then check out this
awesome video on project
management features. It’s just a
fraction of the functionality you
get when you invest in the
monday.com Work OS to power up
your projects.
Click here to get your next project
off to a flying start with a project
management template set.