5 min read

Feature

Looking for additional ways to enhance your workflow and productivity on monday.com? Well, look no further! 🔍

Workdocs are a central place for you and your team to collaborate, brainstorm, and execute your work; Making this feature an essential collaboration tool that seamlessly integrates with your boards, dashboards, automations, and integrations.

Create items in boards

What better way is there to connect workdocs to your workflow than to turn your text into items on any board as you type?
Convert text from your workdoc into board items by highlighting the text and clicking "+ item" in the toolbar. Choose the board and group you'd like your item to be created in. You'll see a confirmation message at the top of your screen letting you know that your item has been successfully added to the board you've selected.

WD- Create Item from Doc.gif

You can edit board items created from your workdoc without leaving the workdoc itself. No more toggling back and forth between your workdoc and board to make changes — click on the created item within your workdoc and the item pop-up view will appear.

WD- Edit Item from Doc.gif

Any changes made will automatically appear on the associated board.

Tip: You can also turn a bulleted list of text into separate items on your board. Highlight the list and each separate numbered or bullet point text will become separate items in your selected board.

Dynamic values

Do you have a Doc with information that changes based on a connected item in your board? Or you're creating a doc from scratch and want to link multiple items from different boards to a single doc? You can incorporate them seamlessly together and keep them in perfect sync by using the dynamic values feature.

To pull column values in real time directly from the item to the Doc, type a "{" into the location within your text that you'd like to add a dynamic column value, and "/" for the current time and today's date.

WD- New Dynamic Values Shortcut.gif

You can also access Dynamic values via the menu at the top of your workdoc.

WD- Dynamic Values Button.png

If you choose "Column value", you'll open up a new menu with a selection of available boards to connect to. Once you've chosen a board you can then select the item's name and other columns from your board to input as the dynamic text.

WD- Dynamic Column Values 2.gif

Tip: This feature is excellent for generating pricing quotes or invoices, keeping project overviews or reports updated automatically, release notes for Product Managers, and so much more!

And voila! The dynamic fields you chose will be automatically updated according to their values in the board. If you set dynamic text on a template, each individual doc will fill in the values in real time according to their connected item.

WD- Dynamic Column Values Changes.gif

Note: If your doc is already connected to a specific board, as in the case of a Doc Column, once you've selected "Column value" you will be taken directly to a column selection for that specific board.

Embed a board or workdoc

Need to reference a board or additional workdoc in your text? Embed a board or existing doc directly into your workdoc as a widget so that your content and data stay up-to-date and aligned at all times!

Embed a board

Click "Add", "More options" and then choose "Board" from the "Productivity" tab of the menu on the right-hand menu pane. Now, simply select your desired board and get to work.

WD- Embed a Board.gif

The board is fully functioning, allowing you to view and update everything right from within your workdoc. You can also view the board in full screen, rename, or filter the widget.

Embed a doc

You can add a doc inline with your text to easily access and reference that doc. Simply type "/doc", click "mention doc", and select a doc from the list. By clicking on the embedded doc you can easily access the workdoc in a new browser tab.

WD- Embed a Doc.gif

AI in workdocs

Productivity and efficiency for your workflow is made easier with our AI feature for your workdocs.

Click on the AI Assistant button on the top panel of your workdoc. From here you can choose to either summarize your workdoc, or generate text to be added to the doc.

WD- AI Options.png

Note: Read our article on AI: workdocs to understand how to utilize these dynamic AI features in your workdoc.

Apps for workdoc integrations

The monday apps marketplace is a great place to find apps that can be integrated into your workdoc to boost your productivity and streamline your teams workflow.

To access the available apps from within your workdoc, highlight text on your workdoc and click on the "puzzle piece" icon from the menu bar that appears. From here, select "Explore apps". A page will open with all the available apps within the marketplace.

WD- Open Apps Marketplace.gif

From within the marketplace, click on the app you wish to install and select "Install app". Once installed, the app will appear in the menu bar on your workdoc, or in the right-hand pane menu under the "Apps" tab.

WD- Use Installed App.png