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How to Add a Workdoc to a Workspace in Monday.com

·2 min read
In this article

This guide will walk you through the process of adding a new Workdoc to an existing workspace in Monday.com. Workdocs are versatile documents that can be used for various purposes within your projects.

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Here's how to add a workdoc to a workspace in monday.com in Monday

  1. Locate the Add New Button

    To begin adding a new Workdoc, navigate to the left sidebar and click the plus (+) icon located next to your desired Workspace name. This action opens a menu of new item options.

  2. Select Doc Type

    From the "Add new" dropdown menu that appears, click on the "Doc" option. This indicates that you wish to create a document within your workspace.

  3. Choose New Doc

    A submenu will then appear, giving you the choice to create a "New Doc" or "Start with template." Select "New Doc" to create a blank document.

  4. Name Your Document

    A "Create Doc" dialog box will open. In the "Doc name" field, type a clear and concise name for your new Workdoc. This name will help you identify it later.

  5. Set Document Privacy

    Within the "Create Doc" dialog, choose the appropriate privacy setting for your document. You can select "Main" for general visibility, "Private" for restricted access, or "Shareable" for specific sharing options.

  6. Create the Workdoc

    After naming your document and setting its privacy, click the "Create Doc" button at the bottom of the dialog box. Your new Workdoc will then be generated and added to your workspace.

  7. Begin Editing

    Once created, your new Workdoc will open, ready for you to start adding text, images, tables, and other content. You can now customize it to fit your project's needs.

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Frequently Asked Questions

When creating a Workdoc, you can choose from "Main" (visible to everyone in your account), "Private" (visible only to you), or "Shareable" (visible to specific invited users).