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How to manage my files in monday.com

 

With monday.com, managing your files has never been easier! Upload your files, share them with your teammates and collaborate on them together to improve your workflows! 🙌

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Tip: Managing your files on the monday.com app? Check out this article for more information!

 

Uploading files to monday.com

Note:  Unlike other integrations, you do not need to set up Google Drive, Dropbox, Box.com, or OneDrive in the Integration Center. Read on to learn how!

 

There are four ways you can upload files and documents in monday.com: 

  • The Updates section
  • The Status box
  • The Files Column
  • The Files Gallery

Let's go over each one of them!

 

1. Updates section

Click on the speech bubble icon on any item to view the the Updates Section as seen below. Next, click on "Add files" in the lower left corner of below the Updates box and select the file you would like to upload from either your computer, Google Drive, Dropbox, Box, or OneDrive & Sharepoint. 

 

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Note: If you're having trouble connecting your Google Drive account, try clearing your cache and allowing third-party cookies. Google Drive isn't supported in the Edge Browser. Team Drive is not yet supported at all.  

 

In case you made a mistake and would like to delete and/or edit the post, select the arrow on the right of the update and select "Edit update" or "Delete update for everyone" depending on your preferences.

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Note:   Your updates and files will continue to move down your page as you add new ones on your feed. If you would like to keep some updates always at the top, you can pin your update. Check out this article for more information! 

 

 

2. Status box

If you'd like to add an attachment to a Status box on the board, click the "+" sign in the upper right corner of any Status label. Next, click on "Add files" in the lower left corner and a drop-down menu will appear for you to upload a file:

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Tip: You can see the files added to the Status box at a glance if you hover over the associated Status label! 

 

3. The Files Column

The Files Column allows you to add files to your board to a column dedicated entirely to all kinds of files. Simply click inside the column cell and choose how to add your file. 

See the different options of adding files
  • From your computer/desktop
  • From a link
  • From Google Drive
  • From external platforms such Dropbox, Box, OneDrive & SharePoint
  • Creating a new monday workdoc straight from the Files Column

 

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Once your files are added, they will look like little icons within the column. Hovering over a file will show you a preview of it!

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4. Files Gallery

The new Files Gallery allows you to view all of an item's files (from both the File Column and/or the Updates Section) in one easy-to-use gallery display. You can also directly upload new files. View the Files Gallery by clicking on an item to open up its Updates Section and select on the "Files" tab. From the Files Gallery, you'll be able to add a new file by clicking on "Add file" on the top left.

 

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Note:  If you choose to upload a file using this method, it will be stored solely in the Files Gallery. This file will not be accessible from the Files Column or the Updates Section of that given item.

 

Collaborate and communicate on files

You can make comments and communicate on any files with the help of the annotation feature! Open your files from the Files View, Files Column or the Files Gallery. From there, you’ll be able to see comments previously added by your team members and add your own, without needing to leave your board! 

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See all your files in one place

You can view and access all the files stored in a single item using the Files Gallery, or, you can view all of the files from your board using the Files Gallery View

Access the Files Gallery by clicking on an item and selecting on the "Files" tab next to the Updates section. Easily scroll through and manage all of an item's files in one gallery-like view:

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Alternatively, use the Files Gallery View! This view allows you to see all the files from your board in a consolidated, gallery-like view or as a widget within a Dashboard! 📋   

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Download Files

If you have multiple files uploaded to one item in the Files Column, you can download them all at once in a zip file! When you click on any file from the Files Column or the Files Gallery View, you can click on the download icon. From there, you can either click "Download file" to download the single file that you are viewing or "Download all as zip" to download all the files in the item into one zip file. 

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File permissions

Currently, anyone that has access to your board will be able to download and edit files. If you would like your files to remain restricted, you can add them in the Files Column. Once added, you can set up board permissions allowing only owners of the boards to edit the board. Check out this article to learn more about it!

 

Link Previews

Admins of the account are now able to enable or disable link previews in the Updates section. You can read how to do it in this article :) 

 

Limitations

500MB is the maximum file size in each item. If you're finding that files you'd like to upload are bigger than that, you can create a zip file and upload that instead or upload from Google Drive, Dropbox, Box, or OneDrive. We currently do not support HTML files. The best way to handle this would be to zip it and then upload it.

 

Tip: If you plan on making a lot of edits to your file, you may want to consider copy and pasting a link from either Dropbox, Google Drive, Box, or OneDrive so you won't have to continuously re-upload the latest version of your document.  

 

  

 

 

If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!

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