monday.com
Scaling templates for enterprise use.
Templates are meant to help teams reuse what works, but users struggled to find, save, and manage them. They were hidden in menus and difficult to maintain. I led the redesign of monday’s template system to make it easier to find, update, and scale. Together with PM, research, and implementation teams, we built a clearer and more flexible experience for enterprise customers.
Role
Senior Product Designer
Team
PM, UXR, Analyst, IC
Platforms
Web
Timeline
6 weeks (Alpha stage)
The problem
Templates and live workspaces were mixed, creating confusion
Poor discoverability and lack of clear flow for using or sharing templates
No way to save boards as reusable parent templates
1. Unclear hierarchy between templates and live workspaces
Before:
Templates were mixed with everyday boards, making it hard to distinguish reusable structures from active work.
After:
I redesigned the system so templates now live exclusively in a dedicated Template Center, a central hub to browse, manage, and share templates, clearly separated from workspaces and project boards.
Before
After
A central place to find, edit, and reuse templates. Previously, they were buried in workspace sidebars.
2. Discoverability and flow issues
Many users didn’t know they could use templates, and those who did couldn’t easily share or edit them. There was no guided entry point into the experience.
I introduced progressive onboarding, using empty states and contextual onboarding modal to guide users as they interact with templates for the first time.
New entry to template center
Template editor onboarding
3. Users are expected to templatize individual boards
Until this project, users could only save an entire workspace as a parent template. But in reality, they expected to be able to templatize a single board, or choose just the pieces they needed.
To meet that expectation, I proposed a shift in thinking: everything should be templatized. Whether it’s one board or many, users should have the flexibility to create templates that match their real workflows.
Save a board as template
Standard vs. Parent, visually guided.
I collaborated with UXR to test the terminology and structure. Users quickly understood the new logic, and we saw a measurable improvement in task completion and confidence.
Later, we extended the system to support advanced use cases like publishing updates to child boards, complete with validation states.
Users can see which boards were updated
Results
Usability score for the save flow increased from 1.75 to 4.5, based on two rounds of moderated testing
The new system played a key role in securing a 250,000 seat enterprise deal one of monday’s largest to date
Design partners validated the direction early, with feedback like: “This is exactly what we wanted. When can we start using it?”
