At monday.com, we see the value of our workdocs as a collaborative tool for project management, now you can too! You can easily incorporate a workdoc into your Workspaces, or directly into your boards via a Doc Column. 

Let's make your job easier, in 3️⃣, 2️⃣, 1️⃣. 

 

Add to a Workspace

To add a workdoc to your Workspace, click on the "+" icon at the top of your left-pane, and select "Doc" from the dropdown menu. 

 

From here you can choose whether to create a "New Doc" from scratch or choose a preexisting docs template to start with. 

 

 

A window will appear where you can title your workdoc, and choose the permission type to assign to the doc.  Once the doc has been added to your workspace, you can be customizing the doc to suit your needs! 

 

Add a Docs Column

If you would like docs attached to items on your board, you can add a "monday Doc" column to your board. To add the column, click the "+" to the right of your columns and select "monday Doc" from the drop-down menu.

 

 

Once your column is added, you can customize it by changing the name, adding a column summary, etc. To add a new Doc, simply click the cell you want to add a Doc to and a blank Doc will open up, with the title being the item name on your board.

 

 

To delete a Doc in the column, click the "x" to the right of the Doc in its cell and click "Delete" in the pop-up window. 

Since each Doc created in the Doc Column lives solely in this location, deleting it from the column will delete it entirely from your account. Deleted docs can be restored from the trash section. You will only see docs in the trash that you have permission to access and restore.

 

 

Start with a Block

When creating a new doc you will be provided with various Block options to begin with. These Blocks will appear at the top of your workdoc, just below your doc title, and serve as a shortcut to optimize your efficiency when creating your doc. 

Click on any of the blocks you wish to add to your workdoc, and following the prompt to select a connecting board. 

 

Use a Docs Template

There's no need to create an entirely new Doc every time you wish to add one to your Workspace or Doc Column. There are a few ways to work with templates in workdocs. Let's review them!

• Choose a quick template 

When you create a new Doc, you'll open up a blank slate, but you don't have to start from scratch if you'd like a little more structure! At the bottom of your new Doc, you'll see a few templates listed under the "Quick starters" heading. Hover over a template to preview, and simply click to get started with your template of choice!

You can also view these templates and more in the settings pane, accessed by clicking "+ Add" in the top left-hand corner of the doc, and selecting "Explore more". From the pane that opens, select the "Templates" tab. You can hover over these for a preview, and even use the search bar to look for other templates within your account. 

 

• Create your own template

You can create a template from any existing Doc in your account by clicking the 3-dot icon in the top right-hand corner of the Doc and selecting "Save as a template" from the dropdown menu. 

 

• Set a template for the whole column

You can also choose to set a Doc template for the entire Doc Column. Doing this means that every time you create a new Doc, it will automatically use the pre-determined template. To set it up, click the 3-dots beside the column's name, and then click "Settings" and "Set Doc template". 

You'll then be given the option to use an existing template or to create a new one. If you want to use one of your templates, click "Use your templates" and scroll through all available templates in your account in the template center. You can even use the search bar to find what you're looking for. 

To create a new template to be used for all items in your Doc Column, click "Create new". Next, create your template. Whatever you type here will be your starting point every time you create a new Doc in this column, so be sure to build a framework with no specific details pertaining to any given item. 

 

 

Differences between Docs in a Workspace and the Doc Column

There are some key differences between workdocs created in a workspace and Docs in the Doc Column that are important to keep in mind. These include the following:

• Sharing Docs is only allowed based on the permissions of the respective Doc
• Any new Doc inherits the respective board, item, and column permissions

There are also differences between Docs created in the File Column vs the Doc Column including:

• The ability to save a Doc as a template is not available in Docs on file
• Account guests cannot create Docs on file
• Sharing Docs is only allowed based on the permissions of the respective Doc rather than the board's permissions

 

 

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