We know you use lots of different ways to integrate your important files into your board, but we wanted to give them the spotlight they deserve. Introducing a column dedicated entirely to all kinds of files—the Files Column! 📁 Keep reading to learn how it works. 👇
How to add it
Click the "+" to the right of your Columns and select "Files" from the drop-down menu like this:
How it works
Once your column is added, click inside the cell to add your file. If you are using the Desktop app, you will only be able to upload files from your computer rather than from Google Drive, Dropbox, Box, etc.
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!
To view your file in full-screen, simply click on it!
Add a monday workdoc
We all love using monday workdocs as a collaborative tool for project management. Incorporating workdocs into the Files Column can help you keep your docs centered in one, easy-to-use space on your board.
To add a workdoc to your Files Column, click the cell you'd like to use and select "Doc" from the dropdown menu:
Choose either "Connect existing Doc," "New Doc," or "Doc Templates."
If you chose to create a new doc, the board, item, and Files Column will be listed at the top so you can see at a glance what it corresponds to while you're working.
If you attach an existing workdoc, whenever you are working on that doc, you will see a link to its original location highlighted in a banner right at the top.
Any edits made in a connected Doc within the Files Column will be reflected in the original workdoc.
Upload a file from a link
We now offer the option to instantly upload a file through a link! To do this, click the "From Link" option when adding a file. Insert your link, provide a name for the file, and click "Save" in the pop-up window that appears! Now every time you click on the file, you'll be instantly redirected to that linked file in a new tab!
What type of files can I upload?
Add annotations to your files
Have you ever wanted to create a dialogue with your team by making comments on an uploaded file? Do this by using our annotation feature! Gone are the days of having to exit the file in order to discuss it, or worse yet—download it, make comments and then re-upload it. With this feature, you can comment, tag, and converse directly within your file in the File Column or Files Gallery!
Add multiple file versions
Help streamline your workflow by displaying multiple versions of a file in one place! Use the file versioning feature to save multiple versions of your file in one centralized area so you can easily see all the changes that took place! 🙌
To access this feature, click to preview one of the files in your Files Column and select "Versions". View all existing versions of the file and click "Add version" to upload a new version!
How can I delete a file?
To delete a file, simply hover over the file's cell and click on the 'x' that appears to the right of the file as shown here. You can also delete the file by viewing it in full screen and clicking the trash can icon at the bottom of the file.
How can I download my files?
Click on your file to preview it. Select the three dot menu in the upper right hand corner of the preview and click on "Download File". You can also download the file by viewing it in full screen and clicking the download icon at the bottom of the file. If you have multiple files uploaded to one item in the files column, you can download them all at once in a zip file!
How can I see all of my files?
See all of your files in one place in the Files Gallery! 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! Check out this article for more information!
We hope you'll enjoy the Files Column as much as we do and see your workflow improve—we know it will! 😉
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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