Monday.com Dropdown Template for Contract Management

Contract Management Template Overview

Track contracts through lifecycle with cascading types and renewal automation.

Board Structure

Groups

• In Negotiation
• Active
• Expiring Soon
• Expired

Columns

Column	Type	Purpose
Contract	Text	Track contract
Client	Text	Track client
Type	Dropdown	Options: MSA, SOW, NDA, SLA, License, Vendor Agreement
Status	Dropdown	Options: Draft, Internal Review, Client Review, Negotiation, Signed, Active, Expiring, Expired
Value	Number	Track value
Start Date	Date	Track start date
Renewal Date	Date	Track renewal date

## Dropdown Configuration

Type

Options: MSA → SOW → NDA → SLA → License → Vendor Agreement

Status

Options: Draft → Internal Review → Client Review → Negotiation → Signed → Active → Expiring → Expired

Zorpa Automation Rules

Install Zorpa and configure these rules:

• When Status changes to Active → notify all stakeholders + set renewal reminder
• When Status changes to Expiring → trigger renewal workflow + notify account manager
• Cascade: Type → Required Clauses

How to Set Up

• Create a new Monday.com board
• Add the columns listed above (dropdown columns with the specified options)
• Create the groups: In Negotiation, Active, Expiring Soon, Expired
• 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