Best monday.com templates for agency operations and client work
I run a 12-person digital agency and we're on monday.com but struggling with template consistency. We do web design, SEO, and social media for clients. Need templates that handle: project scoping, task assignment, client approval workflows, and billing integration. What are the best templates or structures others have used?
2 Answers
We built a three-board system: 1) Client Master (all clients, contact info, contracts), 2) Project Board (active projects with phases matching your service line), 3) Task Board (day-to-day tasks with time tracking). Use 'Client' column to link between boards. For approvals, use the 'Approve' column type - clients get a simple yes/no interface. Time tracking + formula columns = automatic billing calculations.
The monday.com marketplace has some agency templates but we found custom works better. Key automation: when project status changes to 'Complete', automatically create invoice item in your finance board. Also set up recurring automations for monthly retainer tasks.