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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 altogether. 🙌

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Uploading files to monday.com

Note:  Unlike other integrations, you do not 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 File Column
  • The Files Gallery

Let's go over each one of them. 

 

1. Updates section

Click on the speech bubble icon on any item and inside you will see the Updates Section as below:

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Next, click on "Add files" and select the file you would like to upload from either your computer, your Google Drive, your Dropbox, Box, or OneDrive. If you're having trouble connecting your Google Drive account, try clearing your cache and allowing third-party cookies.

 

Note:  Google Drive isn't supported in the Edge Browser. Team Drive is not yet supported. 

 

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Select your file to upload and you are all set!

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

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Note:   Your updates and files will continue to move down your page as you add new ones into your feed. If you would like to keep some updates always at the top, you can pin your update. Check out our article here on how to do that!

 

 

2. Status box

If you'd like to add an attachment to a status box on the board, click the + sign that appears on the right-hand corner of any status. Next, click on "Add files" and you'll see a drop-down menu appear for you to upload a file.

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Add the attachment and you can see it at a glance if you scroll over that given status label. The snapshot of your status will also appear inside the update section of that item as seen below: 

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3. The File Column

The File Column allows you to add files to your board. To learn more about this column, check out this article right here. Simply click inside the cell and add your file. You can add files from your desktop, Google Drive, Dropbox, Box.com, or OneDrive. If you're having trouble connecting your Google Drive account, try clearing your cache and allowing third-party cookies.

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Once your file is added, it will look like this: 

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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. Furthermore, from this same area, you can also directly upload new files.

To do this, click 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 documents with the help of the annotation feature. To do so, 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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This will help keep things organized, manageable, and in context!

 

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 View. 

By clicking on an item and selecting on the "Files" tab on the right side, you'll access our Files Gallery. Using this, you'll be able to easily scroll through and manage all of an item's files in one gallery-like view:

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Alternatively, using the Files View, you will be able to see a centralized view of all of the files that have been uploaded to your entire board in one place:

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You can click on any of the files to easily communicate and collaborate 🙌

 

Download Files

If you have multiple files uploaded to one item in the files column, you can download them all at once to a zip file! When you click on any file from the Files Column or the Files 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 the files or edit them. If you would like your files to remain restricted, you can add them in the file 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 your 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.

If you and your team plan on making lots of edits to your file, you might want to consider copy and pasting a link from either Dropbox, Google Drive, Box, or OneDrive so this way 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!