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Your quick-start guide to workdocs
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Your quick-start guide to workdocs

A headshot of Dan Ivory
Dan Ivory
27th October, 2023
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A headshot of Dan Ivory
Dan Ivory
27th October, 2023
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What are workdocs?
How to create a monday workdoc
How to duplicate a workdoc
How to recover a deleted doc
How to search workdocs
Tips and Best Practices

Ready to do more with monday? Learn everything you need to know about workdocs with our easy-to-follow guide.

In the modern workplace, collaboration is one of the biggest challenges faced by knowledge workers worldwide. As a dynamic platform designed to improve how teams work,, and our monday apps, offer a range of features to bring teams together. This is especially true for their collaborative document tool, workdocs.

What are workdocs? workdocs (also known as docs) are collaborative documents that live inside

If you're a monday user, they're a great way to document and share information in the same place as your tasks, helping to reduce fragmented data and minimise switching between apps. You and your team can create, edit, and manage workdocs in real-time from your account, helping to keep all your work in one place.
A doc showing an app project plan
Create collaborative documents with monday workdocs

Key features:

  • Real-time document editing: Work alongside team members on the same document simultaneously, seeing everyone's changes as they happen. This keeps everyone on the same page and reduces miscommunication.

  • Comments: Leave feedback and suggestions directly on the workdoc for everyone to see, reducing missed messages and improving clarity.

  • Templates: Start from scratch or choose from a range of "quick starters" to get you writing in no time. Options include meeting notes, a to-do list, a marketing brief, and a project plan.

  • Privacy settings: Choose who to share your docs with. 'Main' is visible to anyone in your account, 'Private' is only viewable by you and selected teammates, and 'Shareable' can only be seen by users with the link (great for external clients).

  • Board integration: Add the “monday Doc” column to your Main Table to create workdocs related to specific items in your board, or add the “Files” column to link existing docs elsewhere in your account.

  • AI support: workdocs come supercharged with AI (artificial intelligence). Use the helpful AI Assistant to create a custom template based on your input, summarise the highlighted text, or generate tags based on the document's overall themes.

How to use workdocs

If you're not yet a user, the first step is to sign up! Head to the website to get started - up to two users can enjoy free forever.

How to create a monday workdoc

  1. From your account, choose a workspace to create a document in.
  2. In the left sidebar, click the blue plus (+) button and choose 'New doc'.
  3. Add your doc name, choose a privacy setting, and click 'Create doc'.
A gif showing how to create a new document in
Create a new document from your workspace sidebar
Want an even quicker way to create workdocs without needing to navigate to the right workspace every time? Install Workdocs Viewer for and create docs across your account from one handy place.

How to duplicate a workdoc

  1. With your document open, click the ellipsis button (...) in the top-right corner.
  2. Select 'Duplicate Doc'.
  3. Choose a new name and what content you want to duplicate. To add existing subscribers to the new document, check 'Keep Doc Subscribers' as well.
  4. Click 'Duplicate'.
A screenshot of a monday doc with the dropdown menu showing the duplication option
Duplicate a workdoc from the options dropdown menu
⚡️ Pro Tip: If you want to use a document as a template, you can save it as a template instead of duplicating it! Go to the ellipsis menu (...), click 'Save as a template', and press the blue 'Save' button.

How to delete a document

  1. With your document open, click the ellipsis button (...) in the top-right corner.
  2. In the dropdown menu, select 'Delete / Archive Doc' and choose 'Delete Doc'.
A screenshot of a monday doc with a dropdown menu showing the delete option
Use the document options menu to delete and archive docs

How to recover a deleted doc

  1. Click your profile picture in the top-right corner.
  2. Choose 'Trash' from the dropdown menu.
  3. Select your workdoc by clicking the checkbox to its left, then click 'Restore Doc' at the bottom of the page.
A gif showing a user restoring a document from monday's trash area
Head to the Trash area to restore deleted docs
📝 Note: You can only recover documents for 30 days after you've deleted them! If there's a chance you might need the doc again, choose to archive it instead.

How to search workdocs

If you don't know what workspace an elusive doc lives in, you can use the search bar to find it.

  1. Click the magnifying glass icon (🔍) in the top bar.
  2. Type the name of your workdoc into the search bar (where it says 'Search Everything').
  3. Wait for the results to load - they can take a while! - and find your doc.
A gif of a user searching for a document in
Use the search bar to find docs in your monday instance
Tired of hunting around for your workdocs? Find them instantly with Workdocs Viewer, the new home for all your documents.

Tips and Best Practices

To make the most of workdocs, here are some handy hints:
  • Establish naming conventions: Label workdocs in specific ways to make them easier to identify, such as including initials that link a document to a specific project or department.
  • Keep your workspace tidy: Organise your docs into folders to keep your workspace neat and free from clutter.
  • Keep colleagues in the loop: Use the Mention tool (labelled as the "@" symbol in the workdoc toolbar) to encourage feedback and collaboration from specific team members.

Do more with

Whether you're managing projects, tracking work, or collaborating with your team, is an incredibly flexible tool to help you get more meaningful work done.
If you can't achieve what you're looking for among's built-in features, you can make it even more powerful. Whether you want spreadsheets, recurring tasks, or an Eisenhower Priority Matrix, you can do it with the help of integrations and apps on the monday marketplace.
Discover our range of apps for and supercharge your productivity. Try them all free for 14 days!
Written by
A headshot of Dan Ivory
Dan Ivory
Product Manager
Dan is a Product Manager at Kolekti and is based in the UK. He's passionate about creating apps that boost collaborative work management in Trello and

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