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.
The truth? Most of that could be automated with the right monday.com 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.
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:
Automation keeps your structure stable and lets your team focus on meaningful work — not rebuilding it every month.
All three templates below are available in monday.com’s Template Center and work on every plan that supports automations.
Perfect for repeat campaigns — monthly, seasonal, or per client.
What it does:
How to make it recurring:
Use the “Duplicate board every X weeks” automation, or connect the Recurring Workflows app.
Rename each copy automatically (ex: “Campaigns – October”) to keep your naming clean.
A favorite for client work, product launches, or anything multi-phase.
What it does:
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.
Understated but powerful — perfect for weekly ops, maintenance, or internal routines.
What it does:
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.
Once you’ve picked your base, decide what should repeat — whole boards, groups, or individual tasks.
Then layer in the right automations:
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.
Pro tip: test automation chains carefully.
Duplicating boards can accidentally multiply automations if not scoped properly.
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.
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’s best for agencies?
The Marketing Campaigns and Project Tracker templates are perfect for client-specific cycles.
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.
📢 Need help implementing this in monday.com?
Talk to a certified monday.com expert → Contact Us
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