monday.com WorkDocs can be a game-changer for collaboration, only when they’re set up right. But too often, docs get cluttered, unclear, or buried under endless text. A good WorkDoc should do more than capture notes; it should drive clarity, spark collaboration, and connect to real work.
Here are six ways to make your monday.com WorkDocs sharper, cleaner, and more effective; plus the tools and features that help:
- Start with a Clear Purpose (Use Templates)
Don’t reinvent the wheel every monday. Use WorkDoc templates (like meeting agendas, project briefs, or weekly planning docs) so your structure is consistent and your team knows what to expect. This saves time and helps everyone hit the ground running.
Tool tip: monday.com’s template center has pre-built formats you can customize, or you can create your own reusable doc template.
- Use Structure and Formatting (Widgets Help)
A well-structured doc is easier to read. Break it down with headers, bullet points, and tables. Even better: drop in widgets like checklists, voting tables, and timelines to make the doc interactive instead of passive.
Tool tip: The Checklist widget turns tasks into quick to-dos right inside your doc.
- Tag People and Assign Ownership (with Automations)
Use @mentions to assign tasks directly in the doc. Then connect your WorkDoc to a monday board so action items don’t just sit in text, they become trackable tasks.
Tool tip: Set up an automation: when someone’s tagged in a WorkDoc, it can create a task on the relevant board with a due date.
- Keep It Action-Oriented (Checklists + Boards)
Instead of vague notes, use interactive checklists or embed your actual monday board into the WorkDoc. This bridges the gap between “planning” and “doing.”
Tool tip: Use Board Embeds to display your task board inside the doc so people see progress without switching tabs.
- Add Visuals and Data (Embeds + Integrations)
Plain text is boring. Embed dashboards, charts, or even Google Slides into your WorkDoc for more context. If you’re tracking KPIs, drop in a Dashboard widget so your team can see metrics in real time.
Tool tip: Use the Embed block for tools like Figma, Loom, or Miro. Perfect for visual collaboration.
- Keep It Fresh (Automated Reminders)
Docs die when they’re outdated. Schedule a quick monday reminder or recurring task for the doc owner to update it weekly. That way, it stays a living hub instead of last month’s notes.
Tool tip: Use a Recurring Task automation (e.g., “Every monday at 9am → remind @owner to update the weekly WorkDoc”).
BONUS TIP
Struggling to manage lots of Docs accross your workspace and baords. Unfortunately, monday.com does not have a native tool to search your WorkDocs. To find your content easily within monday.com WorkDocs use the app Doc Search Pro. Doc Search Pro lets you search all textual content inside your monday docs. Simply add the doc to your Workspace or Board and access all your Docs from this app.
✅ Pro tip: Think of your WorkDoc as the “command center” for your project or week. Pair it with automations, embeds, and dashboards, and it shifts from being “just a doc” to being a live collaboration hub.