In this blog post about, “Monday.com Workdocs – Monday.com”, we’ll show you the workings of Monday.com Workdocs, showcasing their accessible nature. An overview of the key features is provided, such as the ability to concurrently edit in real time, start discussions with the speech bubble feature, and engage with a diverse range of widgets, including budget trackers and social content for a more customised experience. You will further discover that Workdocs support the incorporation of annotations, comments, images, and videos, and even offer shortcuts for their easy insertion.
The tutorial proceeds to highlight how Monday.com Workdocs are designed to enhance the brainstorming process by equipping team members to contribute, share feedback, and effect changes in real-time. They will no longer need to juggle between numerous tabs or hunt down the right file, as with traditional paper-based techniques. Workdocs conveniently repositories all the collaboratively produced work in one central location with easy access and an automatic save feature, ensuring you never lose a significant body of work unexpectedly. Indeed, the transformational nature of Monday.com Workdocs will result in an efficient and streamlined workflow.
Overview of Monday.com Workdocs
Description of Monday.com Workdocs
Monday.com Workdocs allows you to create, customize and collaborate on work documents. It is a part of the broader Monday.com ecosystem and is designed to provide a comprehensive solution for creating real-time and collaborative documents. It provides an intuitive user interface and a multitude of features. Workdocs enables you to draft ideas, jot down meeting notes, sketch project plans, and more. This robust platform helps in maintaining all your ideas and concepts in a centralized place.
The benefits of using Monday.com Workdocs
Using Monday.com Workdocs presents several benefits to you and your team. First, it promotes flexibility and allows real-time collaboration, meaning multiple team members can work on a document simultaneously, contributing their ideas and inputs. Secondly, Workdocs’ automatic saving feature means you never have to worry about losing your work. Thirdly, it improves work organization and planning by connecting workdocs with board items, converting text into board items, and tagging team members in documents. Furthermore, it also integrates well with other Monday.com tools and features which enhances productivity and the workflow management process.
Creating and Customizing Workdocs
How to create a new document in Workdocs
Creating a new Workdoc is a straightforward process. You enter your workspace and simply click on the ‘+ New’ icon to add a document. You then select the ‘New Doc’ option, give the document a name and choose its visibility status (public, private, or shareable), before clicking on ‘Create Doc.’
Setting document visibility (public, private or shareable)
After creating your document, you can adjust its visibility. A Public document is accessible to everyone in your workspace. A private document, however, is one that only you have access to. Lastly, a shareable document sits in between – you can invite other people to view, and if preferable, to edit the document.
Adding and configuring widgets in the document
Add a new layer of customization to your workdoc by adding widgets. To do this, click on the ‘+’ icon in the document and select ‘Widget’. Choose the widget type you’d like to add from the dropdown menu including text widgets, tables, or even graphs. You can also configure the widget according to your preference.
How to add images, videos and GIFs
You can add visuals to your Workdoc to make it more engaging. Simply click on the ‘+’ icon next to the text field, and choose ‘Image’, ‘Video’, or ‘GIF’. You can then upload files from your device or link them from the web.
Using shortcuts in Workdocs
Using shortcuts in Workdocs can enhance your productivity. Press ‘/’ to open a list of features you can add to your document such as a new heading, bullet list, or a quote. Playing around with these can help you find the best way to style your workdocs.
Sharing and Collaborating on Workdocs
Adding team members to workdocs
After creating your document, you can share it with your team members. Click on the ‘Share’ icon and input the name or email addresses of the team members you want to add to the document.
Setting permissions for each team member
When inviting team members to a workdoc, you can also set their document access permissions. You can decide to allow everyone to edit the document or restrict editing privileges to the document owners only.
How to use the speech bubble for starting conversations
The speech bubble feature in Workdocs allows you to start conversations within the document. You can add comments, discuss ideas, and collaborate in real-time using this feature.
Continuous and automatic document saving
One of the best aspects of Workdocs is its continuous and automatic document saving feature. This means you never have to worry about losing your progress, making collaborations seamless and stress-free.
Integrating Workdocs into Workflow
Incorporating Workdocs into existing projects
Workdocs can be easily incorporated into your existing projects. You can link a Workdoc to existing board items or turn text in the Workdoc into a new board item. This lets you build a more comprehensive picture of your projects.
Accessing workdocs from various devices
You can access your Workdocs from any device whether it be a laptop, tablet, or mobile phone. As long as you have internet access, you can contribute to a Workdoc regardless of location.
Integration of Workdocs with other Monday.com tools & features
Workdocs integrates seamlessly with the other tools and features of the Monday.com platform. You can add widgets to your Workdocs, turn text into board items, and link your documents with existing board items.
Tagging Team Members in Workdocs
How to tag team members in a document
Tagging team members in a document can streamline interaction and attention to specific parts of a document. To tag someone, just type ‘@’ followed by their name in the appropriate part of the document.
Effects of tagging team members
Tagging team members in Workdocs facilitates better communication and collaboration among your team. A tagged member gets a notification which leads them to the relevant section within the document.
Connecting Workdocs with Board Items
How to link a document to a board item
Linking documents to a board item lets you manage your project details more effectively. You can scroll down to the related board and click on the ‘+’ option to add your Workdoc as a file item on that board.
The benefits of connecting documents to board items
By connecting Workdocs to board items, you can conveniently access related documents right from your board. This allows you to keep information centralized and improve project workflow.
Turning Text into Board Items
Method to convert text into a board item
You can turn important text into a board item by simply selecting the text and clicking on the ‘+ Item’ option. After this, specify the board where you want this item to be created.
The advantages of turning text into a board item
One of the advantages of turning text into a board item is it allows important points to stand out and not get lost in the milieu of the document. It also provides a method of developing those points further within boards.
Adding Widgets to Workdocs
Process to add widgets in a document
Widgets can be added in the document by clicking on the ‘+’ icon in your Workdoc and then selecting ‘Widget’. You can then choose among various widgets like charts, tables, or timelines.
Connecting the widget to the right board and data
To connect the widget to the right board and data, select the board you want the data to be pulled from, configure the settings of the widget according to the data you want to display.
Exploring various widget options
There are many widget options to explore in Workdocs including text widgets, time tracking widgets, vote widgets, and more. You can choose the one that best fits your requirements.
Brainstorming with Workdocs
Enhancing brainstorming sessions with Workdocs
Workdocs adds a new dynamic to your team’s brainstorming sessions. Real-time collaboration and the ability to add comments and annotate enhance the team’s capability to brainstorm and iterate on ideas.
Real-time contribution of ideas by team members
Real-time contribution of ideas is facilitated in Workdocs. Team members can work simultaneously on the same document and see each other’s ideas unfold in real-time, promoting an environment of spontaneous, creative brainstorming.
Conclusion: Aiding Team Collaboration with Monday.com Workdocs
A look at the overall benefits of Workdocs
In conclusion, Monday.com Workdocs offers a plethora of features to enhance team collaboration and efficiency. From real-time collaboration to seamless workflow integration and superior customization, Workdocs is a powerful addition to your project management toolkit.
Recapping key functionalities of Monday.com Workdocs
Key functionalities of Monday.com Workdocs that aid team collaboration include real-time and multi-person editing, customized widgets, automatic saving of documents, and integrating documents into your project workflow. Furthermore, it’s capability to connect with other Monday.com tools and features enriches your overall project management experience. Engage in effective and efficient teamwork with Monday.com Workdocs.
