Molly Digital Apps

Quick Templates: Installation & User Guide

Welcome to Quick Templates! This guide will help you set up and make the most of your new personal template library in monday.com.

1. Installation

Quick Templates is designed to be accessible from three different places in your workspace:

A. As a Board View

  1. Open any board where you want to access your templates.
  2. Click on the + (Add View) button at the top of the board.
  3. Search for “Quick Templates Library” and click Add to Board.

B. As an Item View

  1. Open any item in your board.
  2. Click on the + button in the item’s tabs.
  3. Search for “Quick Templates Pin” and add it. This allows you to “pin” items as global templates instantly.

C. As a Dashboard Widget

  1. Go to any Dashboard.
  2. Click on Add Widget -> More Widgets.
  3. Search for “Quick Templates Widget” and add it to have a centralized repository of all your templates.

2. Managing Your Templates

Adding Favorites

There are two ways to add a template to your library:

  • From the Library: Browse any board in your account from the “Boards” tab and click the Star icon on the board or item you want to save.
  • From the Item View: If you have the “Quick Templates Pin” view open on an item, click the Pin as Global Template banner to save it immediately.

Organizing with Folders (Pro Feature)

  1. Go to the Favorites tab in the Quick Templates view.
  2. Click the “Create New Folder” card.
  3. Give your folder a name (e.g., “Graphic Design”, “Client A”).
  4. Drag and Drop your favorite items into the folders to keep your library organized.

3. Deploying Templates

When you are ready to use a template:

  1. Find the item or board in your Favorites or Recent tab.
  2. Click the “Use Template” button.
  3. For Items: Select the target group if prompted. The item (including sub-items and column values) will be instantly cloned into your current board.
  4. For Boards: A duplicate of the template board will be created in your workspace.

4. Support

If you encounter any issues or have questions, please contact our support team at:
Email: mollydigitalapps@gmail.com
Website: https://mollydigital.manu-scholz.com