Monday.com Dropdown Template for Project Tracking

Project Tracking Template Overview

Track projects through phases with automated status updates and team notifications.

Board Structure

Groups

• Active Projects
• On Hold
• Completed

Columns

Column	Type	Purpose
Project Name	Text	Track project name
Phase	Dropdown	Options: Planning, In Progress, Review, Complete
Priority	Dropdown	Options: Low, Medium, High, Critical
Owner	Person	Track owner
Due Date	Date	Track due date
Department	Dropdown	Options: Engineering, Design, Marketing, Operations
Status	Text	Track status

## Dropdown Configuration

Phase

Options: Planning → In Progress → Review → Complete

Priority

Options: Low → Medium → High → Critical

Department

Options: Engineering → Design → Marketing → Operations

Zorpa Automation Rules

Install Zorpa and configure these rules:

• When Phase changes to Review → notify project reviewer
• When Priority changes to Critical → escalate to department head
• Cascade: Department → Team (show only teams in selected department)

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 Projects, On Hold, Completed
• 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