Monday.com Dropdown Template for Compliance Tracking

Compliance Tracking Template Overview

Monitor regulatory compliance with automated reminders and audit trails.

Board Structure

Groups

• Active Requirements
• Due Soon
• Non-Compliant
• Compliant

Columns

Column	Type	Purpose
Requirement	Text	Track requirement
Regulation	Dropdown	Options: GDPR, SOC 2, HIPAA, PCI DSS, ISO 27001, Industry-Specific
Status	Dropdown	Options: Not Started, In Progress, Pending Review, Compliant, Non-Compliant, Waiver
Due Date	Date	Track due date
Owner	Person	Track owner
Evidence	Text	Track evidence
Risk Level	Dropdown	Options: Critical, High, Medium, Low

## Dropdown Configuration

Regulation

Options: GDPR → SOC 2 → HIPAA → PCI DSS → ISO 27001 → Industry-Specific

Status

Options: Not Started → In Progress → Pending Review → Compliant → Non-Compliant → Waiver

Risk Level

Options: Critical → High → Medium → Low

Zorpa Automation Rules

Install Zorpa and configure these rules:

• When Status changes to Non-Compliant → escalate to compliance officer + create remediation plan
• When Risk Level is Critical → notify C-suite + set 24-hour response SLA
• When Due Date approaches → auto-remind owner at 30, 14, 7, and 1 day

How to Set Up

• Create a new Monday.com board
• Add the columns listed above (dropdown columns with the specified options)
• Create the groups: Active Requirements, Due Soon, Non-Compliant, Compliant
• Install Zorpa from the Monday Marketplace
• Open Zorpa Board View and add the automation rules above
• Test each rule with sample data

Customization Ideas

• Add more dropdown options based on your specific workflow
• Create additional Zorpa rules for edge cases
• Set up cross-board sync if you use multiple related boards
• Add cascading dropdowns for category → subcategory relationships