Start with a template
TL;DR: When you choose "Start with a template" during installation, monday.com creates a ready-made board with all the recommended columns for Outlook Calendar sync. It's the fastest way to get started — and it keeps your existing boards untouched while you test.
What the template includes
The template board comes pre-built with all the columns you need for a full calendar sync:
- Meeting Name (Item Name) → maps to Event Title
- Date (Date column) → maps to Event Date
- Time (Hour column) → maps to Event Start Time
- Duration (Number column) → maps to Event Duration
- Location (Text column) → maps to Event Location
- Description (Long Text column) → maps to Event Body
- Attendees (Text column) → maps to Event Attendees
These are the same columns covered in Board Setup Best Practices — the template just sets them up for you automatically.
How to use the template
During installation, when you see the "Let's get started" screen, click Start with a template
That's it — no column setup, no configuration. You're ready to sync.
Template vs. your own board
Best for
First-timers, testing the app, quick setup
You already have a board with data you want to sync
Setup effort
None — columns are pre-built
Risk to existing data
Zero — it's a brand new board
Low, but syncing touches your live items
Great for testing
Yes — try the app without touching your primary boards
No — changes sync to your real calendar and board
Our recommendation: Start with the template to learn how the sync works, then add the app to your real boards once you're comfortable. You can always delete the template board later.
Customizing the template
- Rename columns to match your workflow
- Add columns for additional fields you want to sync
- Remove columns you don't need (the sync only maps what you configure)
- Add groups to organize meetings by type, team, or project
Changes to columns won't break anything — the sync only uses the columns you explicitly map during field mapping .
Next step
Connect your Outlook account and create your first sync.
Related
- Board Setup Best Practices
- Installation & Set up
- Set up your first sync
- Field Mapping