Item Level Template
Create a document that includes the information of a specific item of your board.
When generating an Item Level template, the information of a single or several items from your monday board can be included in the document.
Possible use cases: contract, proposal, agreement, certificate, invoice, letter, …
Create a template
Create your own template from scratch or customize one of your existing business documents in Microsoft Word format (.docx).
Add general placeholders
Put placeholders where you want to include data from your monday board.
To retrieve general information, add placeholders within two curly braces.
Examples:
{{User.name}} – Name of monday user
{{Board.name}} – Name of monday board
Please browse our Placeholder Directory to find a list of the most common placeholders along with detailed information.
Add specific placeholders
To retrieve the value from a specific item (row) in your board, the placeholder consists of the prefix “Item.” and the column title within two curly braces: {{Item.ColumnTitle}}
Examples:
{{Item.Status}} – data from an item’s status column
{{Item.Due Date}} – an item’s due date
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