What We’ll Cover
If you’re juggling recurring work—client deliveries, campaigns or internal ops—you’ve probably wasted hours rebuilding the same boards. Most of those workflows can be automated once you pick the right template. This post walks through three free templates to help you automate recurring projects, plus a few tweaks to make them self-refresh every cycle.
Why Automating Recurring Projects Matters
Recurring projects are the backbone of most growing teams—content calendars, onboarding, reporting, sprints, campaigns. The issue? They repeat constantly, but your setup process doesn’t.
Without automation, you:
- Waste time duplicating boards manually
- Risk breaking dependencies and automations
- Lose visibility into which cycles are active
Automation keeps your structure stable and lets your team focus on meaningful work—not rebuilding it every month.
3 Free Templates to Start Automating
All three templates below are available in monday.com’s Template Center and work on every plan that supports automations.
Template 1: Marketing Campaigns Template
Perfect for repeat campaigns—monthly, seasonal, or per client.
What it does:
- Tracks campaign assets, owners, and due dates
- Includes statuses for every stage (Planning → Launch → Review)
- Comes with prebuilt automations for reminders and timeline management
How to make it recurring: Use the “Duplicate board every X weeks” automation, or connect the Recurring Workflows app. Rename each copy automatically (e.g., “Campaigns – October”) to keep your naming clean.
Template 2: Project Tracker Template
A favorite for client work, product launches, or anything multi-phase.
What it does:
- Breaks projects into phases with dependencies
- Includes dashboards for workload and progress
- Uses automations for status updates and date shifts
How to make it recurring: Create a board template that duplicates automatically using a custom recipe like “When date arrives → duplicate board.” You can even name each copy dynamically (“Project Tracker – October”). Board-level automations carry over automatically, but integration recipes may need reactivation.
Template 3: Team Task Planner Template
Understated but powerful—perfect for weekly ops, maintenance, or internal routines.
What it does:
- Tracks tasks by owner and priority
- Uses groupings for weeks or months
- Works beautifully with recurring item automations
How to make it recurring: Use an item-level automation such as “When status changes to Done → create new item and push due date by 7 days.” That’s how you turn a static tracker into an auto-repeating workflow.
How to Make These Templates Recurring Automatically
Once you’ve picked your base, decide what should repeat—whole boards, groups, or individual tasks.
Then layer in the right automations:
- “When date arrives → duplicate group”
- “Every time period → create item”
- “When status changes → create new item”
You can also rename cycles dynamically with automations like “When board duplicated → change board name.” Add ownership logic so each new cycle includes default assignees, due dates, and priorities—ready to go instantly.
Test automation chains carefully. Duplicating boards can accidentally multiply automations if not scoped properly.
Our Take: Scaling Workflows Without Manual Setup
Recurring projects shouldn’t feel like Groundhog Day. Once you build your core workflow and layer in automations, monday.com can essentially run your cycles for you.
At OrangeDot, we help teams create modular, reusable systems that scale without adding complexity—from campaign boards to client onboarding flows. Our goal is to make every new project a single-click process, not a week-long rebuild.
Need help building self-running workflows in monday.com? OrangeDot helps growing teams automate recurring projects the right way.
Talk to an Expert →FAQs
Are these templates really free?
Yes—all three are available in monday.com’s Template Center across all plans, including free trials.
Can I make templates trigger automatically each month?
Absolutely. Use a time-based automation (“When date arrives → duplicate board”) or integrate with monday.com’s Recurring Workflows app.
Will automations copy over with duplicates?
Board-level automations do. Some integration automations may need to be reactivated.
Which template is best for agencies?
The Marketing Campaigns and Project Tracker templates are perfect for client-specific cycles.
Final Thoughts
Recurring work doesn’t have to mean repetitive setup. With these free templates and a few smart automations, you can keep your team’s rhythm consistent and your systems hands-free.
Related Reading
10 Automations Every monday Power User Should Steal
The automations we use at OrangeDot to help fast-moving teams scale cleanly.
6 Workflows Every Growing Team Should Automate in monday.com
Six workflows that reduce manual work and keep your team moving without bottlenecks.
How to Fix a Messy monday.com Build (Without Starting Over)
Boards multiplying, automations conflicting? Here’s how to clean up without starting over.