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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 all together. 🙌

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How to upload files on monday.com? 

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

  • The updates section
  • The info boxes
  • The status box
  • The file column

Let's go over each one of them. 

 

1. Updates section

Open up 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.com or One Drive.

 

Note:  Team Drive is not yet supported. 

 

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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 Post or Edit Post 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. Info boxes

Another way to add files to your items is with Info BoxesAdd a file into the Info Box which appears right next to the Updates tab in Updates Section as below: 

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To delete this file, please select the small arrow on the left of the file name to expand the file, and you have the option to delete it just underneath:

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3. 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 attachments and you'll see a drop down menu:

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Add the attachment and you can see it at a glance if you scroll over it. The snapshot of your status will also appear inside the pulse as seen below 

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4. The file column

The file column allows you to add files within 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 One Drive.

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Once your file added, it will look like this: 

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How to collaborate and communicate on your 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 or from the files column. 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!

 

How to see all your files in one place?

You can view and access all the files stored in your board in the Files View. You will find a step by step explanation of that view right here

Once your files view will open up, you will be able to see all the files that have been uploaded to your board: 

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

 

Files 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 pulse. 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.com or One Drive.

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 on your file, you might want to consider copy and pasting a link from either Dropbox, Google Drive Box or One Drive so this way you won't have to continuously re-upload the latest version of your document.   

 

 

And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at [email protected]