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Team collaboration with workdocs

 

Communicating effectively with your team has never been easier with monday workdocs! You can "@ mention" anyone with access to your workdoc, leave comments on specific content within your Doc, add annotations on images and files, or comment within the Updates Section 

Let the collaboration begin 🤝

 

Add team members

Inviting team members to your workdoc is the first step in collaborating on the doc. To invite team members or guests, click the "Share" button at the top right corner of your screen. In the search box, type in the name of the team member, or the email address of a guest, you'd like to invite.  

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Note: Your workdoc must be made into a "Shareable" doc in order to share it with guests who are external to your monday.com account. 

 

General Updates section in workdocs

Add general comments to your Doc Updates section to keep everyone on your team in the loop. To access the general Doc Updates Section, click on the comment icon in the upper right-hand corner of your Doc. It will say "Comments" when you hover over it. 

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The Doc Updates section works just like the normal Updates section does in your boards! Tag team members in Updates, attach files in the Files Gallery, and keep all information in one place in info boxes like you're used to!

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Comments and mentions on specific content

Want to communicate with your team directly about specific content on the workdoc? Our comments feature within monday workdocs allows you to do just that. You can alert a team member to a certain section within your workdoc or highlight an image or file for your team to see. 

To comment on specific content, highlight an area of text, an image, or a file, and a toolbar will appear underneath. Click on the "Comment" icon at the far right of the toolbar. 

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Once the icon is clicked, a comment box will appear. Comment and mention others on your team with an "@" symbol. You also have the option to attach files, GIFs, and emojis! Find these options in the lower left-hand corner of the comment box 😊   

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Tip: You will receive a bell notification when you are tagged in a comment within workdocs and will be able to like, reply, or resolve the comment according to your preferences! 

 

The specific content that has a comment associated with it will be highlighted in yellow and the comment will appear on the right side of the Doc. Other options, such as the ability to "Like", "Reply", and "Resolve" the comment are found at the bottom toolbar of the comment box.

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Note: Clicking "Resolve" will delete the comment from the Doc. Only the creator of the comment is able to perform this action.

 

Open the dropdown menu in the upper right hand corner of the comment box to access the following options:

  • Copy link to comment
  • Edit comment
  • Delete comment for everyone

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Scroll through the Doc comments by clicking the up or down buttons at the top and bottom of the comment boxes.

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Comments as annotations 

Add comments as annotations on images or files within the text of your workdoc and easily see them in the general Doc Updates section at any time, just like you would on your boards. 

After uploading an image or file, click on the full screen icon in the upper right corner of the image to open it in editing mode. Next, click the speech bubble that says "Comment" on the toolbar at the bottom of the image. Click anywhere on your image and you'll activate a comment box where you can type the specific comment you'd like associated with the image!

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To view all the comments on your image or file at once, click the "Updates" icon on the vertical menu on the right-hand side of your screen when your image is in full screen mode. Each comment will be marked with a number, coordinating to the same number on the original image or video! This is ideal for collaborating on designs or graphics. 

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Live collaboration with your team 

Team members can work alongside each other on the workdoc at the same time, allowing you see changes happen instantly. When a team member is working on a doc alongside you, you will see their profile image and cursor appear with their name, and vice versa. 

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Version history

Version history allows you to see the progression of your workdocs and gives you the ability to restore the workdoc to older versions, giving you the transparency and flexibility your team needs to stay in the loop with each other. 

Click on the three dots in the top right-hand  corner of your workdoc and select "Version history" from the dropdown menu. A window will open with all the previous versions of the doc on the right-hand pane. The versions are listed by date, time, and the person who made edits. 

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To restore the doc to a previous version, click the "Restore selected" button in the bottom right-hand corner. 

 

Note: Read our article on monday workdocs Version history for more detailed tips on how to use this feature. 

 

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