How to manage 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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How do I upload files to monday.com?

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

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

Let's go over each one of them!

 

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

 

1. Updates section

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

 

 

Steps: Edit or delete an update (and its attached files)

  1. Click the arrow on the right side of the update.
  2. To edit, select Edit update.
  3. Or you can select Delete update for everyone.

 

GroupYour updates and files will continue to move down your page as you add new ones to your feed. If you would like to keep some updates at the top, you can pin them.

For more details about Updates Info Boxes (including how pinned updates work in the Updates section), see this article.

 

Tip: You can upload multiple files at once! Either drag and drop multiple files directly, or click to browse and use Ctrl/Cmd+click to multi-select.

 

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:

Add

 

Tip: If you hover over the associated status label, you can see the files added to the Status box at a glance! 

 

3. The Files Column

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

See the different options for 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 tab

The Files tab 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. To view the Files tab, click on an item to open up its Updates Section and select "Files" tab from the list of tabs at the top. From the Files tab, you'll be able to add a new file by clicking on "Add file" on the top left.

Insights- Item File Tab.gif

 

How do I collaborate and communicate on files?

Steps: Add annotations and comments to a file

  1. Open a file from the Files Gallery View, Files Column, or Files tab.
  2. Use the annotation feature to view existing comments.
  3. Add your own comment.

For more details about file versioning and annotations (including how annotations work on files), see File versioning and annotations.

 

Add

 

How do I see all my files in one place?

The Files tab allows you to view and access all the files stored in a single item, or you can view all the files from your board using the Files Gallery View

Steps: Open the Files tab from an item

  1. Click an item to open the Updates section.
  2. Select the Files tab next to the Updates section.

You can then scroll through and manage the item’s files in a gallery-like view.

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Alternatively, use the Files Gallery View. The Files Gallery View lets you see all the files from your board in a consolidated, gallery-like view, and it can also be used as a widget within a Dashboard.

File

 

How do I download files?

Steps: Download a single file

  1. Click a file in the Files Column or Files Gallery View.
  2. Click the download icon.
  3. Click Download file.

Steps: Download all files from an item as a zip

  1. Click a file in the Files Column or Files Gallery View.
  2. Click the download icon.
  3. Click Download all as zip.

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What file permissions apply to files on a board?

Currently, anyone who 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 to the Files Column.

After you add files to the Files Column, you can set up board permissions so only board owners can edit the board.

For details about board permissions and restrictions, see How to create board permissions or restrictions.

 

Link Previews

The account's admins can now enable or disable link previews in the Updates section. This article explains how to do it. 

 

Limitations

500MB is the maximum file size for each item.

If a file is larger than 500MB, create a zip file and upload the zip file instead, or upload from Google Drive, Dropbox, Box, or OneDrive.

HTML files are not supported. To upload an HTML file, zip the HTML file and upload the zip file.

 

Tip: If you plan on making a lot of edits to your file, you may want to consider copying 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.  

FAQ

What’s the maximum file size I can upload?

500MB is the maximum file size for each item.

Can I upload HTML files?

HTML files are not supported.

Who can download and edit files on a board?

Currently, anyone who has access to your board will be able to download and edit files.

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

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