How To
Put your monday.com Workdocs in a Board view
Docs In Board View
Create a Board view of a Workdoc
Say goodbye to “Where was that document again? 🤔” questions!
Are your Workdocs scattered in your sidebar 🌪 when your team needs to see them?
Not anymore🎉!
With Docs in Board View, board owners can embed any Workdoc directly into board views.
Keep your docs right where the work happens:
- ✅ Add training materials for new team members
- ✅ Document team workflows and processes
- ✅ Add FAQ sections for common questions
- ✅ Add board descriptions that everyone can actually find
- ✅ Include reporting dashboards explanations
- ✅ Share task completion guidelines
- ✅ Keep SOPs in plain view
- ✅ Store department policies and procedures
- ✅ Include project kickoff guides
- ✅ Keep compliance requirements visible
It’s easy to use:
- 1️⃣ Add a new Docs in Board View to a board you own
- 2️⃣ Choose any Workdoc you want to display
- 3️⃣ That's it! Your documentation is now perfectly integrated to your board
Features that help you help your team:
📄📄📄 Show multiple docs per board
Guidelines, Training, and FAQ on one board? No problem! Every one of your boards can have multiple views, each with their own specific Workdoc.
👑 Keep control of your board
Only board owners can add or change Workdoc views, so you’ll always know the right doc is being displayed.
🔒 Doc permissions are respected
Workdoc data will never leak to viewers who shouldn’t see it - monday.com Workdoc access modes are enforced. If they can see a doc in the editor, they can see it in the view. If they can’t, they can’t.
🧹 Streamlined viewing
Workdocs are displayed in a clean, read-only mode - no editing controls will clutter the screen!
Ready to put your docs where the work happens?
Install now 👇 and watch your team’s efficiency soar!
❓ We’re here to help! Check out our How-To Guide or drop us a line anytime: support@solisana.com. We love hearing from our users 🥰!
Installation
Install the app with this button:
Or you can install the app through the monday.com Marketplace.
The app will be immediately accessible in your Boards.
Setup
Once you install the app through the marketplace, the app will be immediately available in your Boards. You can easily add a Workdoc by following these instructions.
Pricing
Try it out free!
We offer a two week all access free trial so you can see how this app fits with your workflow.
Like this app?
Sign up for an annual plan and get 2 months free! You save at least 17%.
| Plan | Yearly Price (per month) | Monthly Price | Features |
|---|---|---|---|
| All Access 2 Week Free Trial |
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| Up to 2 Seats | $1 | $1 |
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| Up to 5 Seats | $2 | $3 |
|
| Up to 10 Seats | $3 | $4 |
|
| Up to 15 Seats | $5 | $7 |
|
| Up to 20 Seats | $6 | $8 |
|
| Up to 25 Seats | $8 | $10 |
|
| Up to 30 Seats | $9 | $11 |
|
| Up to 40 Seats | $12 | $15 |
|
| Up to 50 Seats | $15 | $19 |
|
| Up to 75 Seats | $23 | $28 |
|
| Up to 100 Seats | $29 | $35 |
|
| Up to 200 Seats | $59 | $72 |
|
| Up to 300 Seats | $89 | $108 |
|
| Up to 400 Seats | $119 | $144 |
|
| Up to 500 Seats | $149 | $180 |
|
| Up to 600 Seats | $179 | $216 |
|
| Up to 700 Seats | $209 | $252 |
|
| Up to 800 Seats | $239 | $288 |
|
| Unlimited Seats | $399 | $481 |
|
Support
Have a question about how to use Docs In Board View ?
Please contact us at support@solisana.com and we’ll get back to you within 48 business hours.
We’d also love to know if you’ve thought of an improvement or found a bug.