If you’ve used word processing programs like Google Docs, you know all the benefits it can have in terms of collaboration and communication. Today we would like to introduce you to a new option: monday.com Workdocs.
Workdocs is not just a word processor – although it offers all the familiar features such as keyboard shortcuts, undo/redo, copy/paste and various heading options. Workdocs are also fully connected to all other monday.com workflows and their associated content.
But let’s start from the beginning!
What are monday Workdocs?
Think of it as a flexible, multimedia whiteboard on which you and your team can record all notes and ideas on a central topic. By adding individual components to your workdocs, all your loose thoughts and ideas can come together in one central place, right on monday.com, where all the rest of your work is stored!
Source: monday.com
Why are monday.com Workdocs the best option?
You may already have experience with tools such as Google Docs or Microsoft Word Online and know the advantages of an online document viewer. With monday.com, however, this tool is directly integrated, so you don’t have to switch between different applications. As a comprehensive working platform, monday.com offers an editor that enables collaborative text processing.
An online doc viewer is a browser-based application, that allows you to view any type of file on any device.
Here are the main functions of monday.com Workdocs:
Collaboration in real time:
Several users can work on a document at the same time, with changes being displayed in real time. This eliminates problems with version control and promotes a collaborative environment.
Integration with monday.com:
Workdocs can be linked to boards, elements and dashboards in monday.com, creating a unified workspace for all your project needs.
Rich text editing:
Users can format text, insert images, tables and other multimedia elements to easily create detailed and visually appealing documents. You can also use monday.com’s AI to create documents and generate texts.
Comments and mentions:
The ability to comment directly in the document and mention team members ensures clear and effective communication.
Templates:
Ready-made templates for various use cases help you to get started quickly and maintain the consistency of your documents.
Begining with monday.com Workdocs
Watch our YouTube video and learn what you can do with monday.com Workdocs in just a few minutes:
Add a Workdoc
You can add a new workdoc in the same way as you would add a new board or dashboard. To do this, click on the “+” sign in your workspace and then on “New document”. You can also insert a column called “monday doc” in a board itself. Then, depending on the use case, you have a separate workdoc for each element that you can use.
Source: monday.com
Types of Workdocs
Just like boards and dashboards, there are three types of Workdocs:
Main Workdoc:
Visible for all team members in the account (administrators, members, viewers). Everything that is created here is accessible and transparent for the entire team.
Private Workdoc:
Only visible to the creator and invited team members. Guests cannot be invited.
Shareable Workdoc:
Intended for external persons such as customers or freelancers. Guests only have access to the specific workdoc they have been invited to, not to other information in the account. Team members and viewers can also be invited.
Source: monday.com
Invite team members and share a link
To invite team members or guests, click on the “Share” button in the top right-hand corner of your screen:
Source: monday.com
You can enter the name or email address of the person you want to share the invitation to your workdoc with. If you invite a person, you can also set their profile as the person responsible by clicking on the grey crown icon 👑.
Source: monday.com
Edit authorisations
There are two types of editing authorisations that you can define in your workdoc:
Owners of workdocs only:
Only owners (members with a blue crown next to their name) can make changes.
All with access to this workdoc:
Any account member with access to the Workdoc can make changes. For main Workdocs, this means that every member of the workspace can make changes. All invited members can make changes to private or shareable workdocs.
Source: monday.com
Word processing and formatting functions
Firstly, the basic word processing functions. monday.com Workdocs are essentially grid-shaped whiteboards on which you can add, duplicate, move or delete elements. Ideal for collaborative editing or writing texts.
Source: monday.com
Simply click on the plus sign or enter a “/” to add a new element. Discover all the options available to you here:
Source: monday.com
You can also insert or embed videos, images and other elements such as graphics:
Source: monday.com
Adding a document in the file column
Not only can you create documents that you can link to your boards and dashboards, but you can also add documents to any article on monday.com via the file column.
Source: monday.com
Note: You will not find this workdoc in your workspace, where your other workdocs, boards and dashboards are stored. This workdoc is located exclusively within the element on your individual board.
Advantages of using monday.com Workdocs
Improved collaboration
The functions for real-time editing and commenting enable efficient teamwork and communication. This leads to faster coordination and fewer misunderstandings.
Centralised information
By integrating all project-related documents into the monday.com ecosystem, a centralised source of information is created. This makes it easier to access relevant data and ensures greater transparency.
Increased productivity
Optimised workflows and seamless integration with monday.com boards and dashboards reduce the time spent switching between different tools. This saves valuable time and increases efficiency.
Flexibility and scalability
monday.com Workdocs are suitable for teams of all sizes and industries and can grow with the needs of your organisation. This flexibility makes it possible to adapt quickly to changes and always work optimally.
Conclusion
monday.com Workdocs is a powerful tool that can significantly improve your team’s productivity and collaboration. By integrating rich text documents with the comprehensive project management features of monday.com, Workdocs provides a centralised platform for all your projects.
Discover monday.com Workdocs today and unlock new levels of efficiency and teamwork for your projects. Contact us for a free initial consultation and we’ll help you with monday.com implementation, consulting and training.
