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 🥰!
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
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 2 Seats
$1
$1
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 5 Seats
$2
$3
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 10 Seats
$3
$4
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 15 Seats
$5
$7
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 20 Seats
$6
$8
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 25 Seats
$8
$10
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 30 Seats
$9
$11
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 40 Seats
$12
$15
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 50 Seats
$15
$19
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 75 Seats
$23
$28
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 100 Seats
$29
$35
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 200 Seats
$59
$72
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 300 Seats
$89
$108
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 400 Seats
$119
$144
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 500 Seats
$149
$180
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 600 Seats
$179
$216
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 700 Seats
$209
$252
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Up to 800 Seats
$239
$288
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
Unlimited Seats
$399
$481
Get Workdocs in Board Views
Multiple Workdoc views per board
Standard Workdoc view permissions enforced
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.
Docs in Board View
displays a Workdoc in a Board View.
Features
Get control: Only board owners can add or change Workdocs.
Show multiple docs: One board can have multiple views, each with their own specific Workdoc.
Streamlined viewing: Workdocs are displayed in a clean, read-only mode - no editing controls clutter the screen!
Doc permissions respected: Workdoc data will never leak to viewers who shouldn’t see it - monday.com Workdoc access modes are enforced.
You Should Know:
You must be a board owner to add a Workdoc view.
If a viewer can’t normally see the Workdoc, they won’t be able to see it in the board view. You can link public, private, or shareable Workdocs to a board view. Normal monday.com permissions are respected and the viewer must be invited to the Workdoc if it’s private or shareable.
Most Workdoc blocks are supported, but not all of them. Some blocks are in development and some are not presently possible with monday constraints. See this list of supported blocks.
3rd party apps are not supported.
What It Does
If you’ve adopted monday.com Workdocs for your documentation needs, you’ve probably wished that it was easier to reference those documents from a board.
Sure, you can attach docs to rows in a column, but that’s not really what you’re looking for, is it?
You want to be able to have Guidelines, SOPS, Policies and Procedures, Instructions, and other docs in easy reach of your board so that collaborators can easily reference your most important documents.
And that’s exactly what Docs in Board View
does!
Now you can embed Workdocs in their own view so that board doumentation is next to the board.
What if you need to link multiple Workdocs to a board?
You can do that, too!
Docs in Board View
You can even add multiple Workdoc views to a single board!
How To Use It
Docs in Board View
is designed to be easy to use - you might figure it out just by using it!
But just in case, here are some instructions:
How To Access It
You must be a board owner to link a Workdoc to a board.
1) First add a new view by clicking the “+” button:
2) Find the “Apps” item in the menu and click it.
3) Find “Docs in Board View” and click it.
4) You’re in!! Go to the next section below (How To Add a Workdoc to a View).
How to Add a Workdoc to a View
Once you’ve accessed Docs in Board View
(directions above), you can immediately add a Workdoc. Here’s how:
1) Create the Workdoc that you want to link. Remember the name (or part of it).
2) Click the “Select Workdoc” button.
3) This brings up the settings for this view. Find the search box.
4) Enter at least three letters of the name of a Workdoc.
The search will list matching Workdocs. It’ll also display the Workdoc creator, date, and workspace to help you pick the correct Workdoc.
5) Click one of the Workdocs and it will immediately become visible in the view!
6) As a finishing touch, change the name of the view by clicking the “…” next to the view’s name.
How to Change the Workdoc or Unlink It
You can also delete the view if it isn’t necessary anymore.
1) First click the gear icon in the upper right.
This will bring up information on the view.
2) Click the “Select Document” tab.
This will bring up the panel where you originally configured the view.
3) You have two options:
Click the unlink button to unlink the Workdoc.
Click in the search box to search for another document.
4) And you’re done! You have changed or unlinked the Workdoc.
Settings and Workdoc Information
You can easily see what Workdoc is linked, change it, or even click directly to the Workdoc editing interface.
Find the two icons in the upper right of a Workdoc view (these icons won’t appear unless you’ve selected a Workdoc).
The document icon (on the left) will open a new tab to the Workdoc.
The gear icon (on the right) will open the settings and information panel.
Things You Should Know
To make working with Docs in Board View
as smooth as possible, you should know the following things:
Who can link a Workdoc to a board view?
You must be a board owner to link a Workdoc to a board view.
Who can view a linked Workdoc?
If a viewer can’t normally see the Workdoc, they won’t be able to see it in the board view.
You can link public, private, or shareable Workdocs that you own.
Normal monday.com permissions are respected:
The viewer must be invited to the Workdoc if it’s private or shareable.
My Workdoc doesn’t show up when I search for it.
Try refreshing the view by clicking to your board. Then click your Workdoc view again.
My Workdoc view has an outdated Workdoc.
Try refreshing the view by clicking to your board. Then click your Workdoc view again.
Supported Workdoc Blocks
Not all Workdoc blocks are currently supported. We’re working on supporting more blocks and requesting changes to the monday.com API to enable more blocks.
3rd party apps are not supported.
Do you need a use case supported?Please let us know! We’d love to hear from you and that’s how we improve our apps!
Block
Supported?
Notes
Titles
Yes
Text
Yes
Quotes
Yes
Ordered list
Yes
Bulleted list
Yes
Check list
Yes
Tables
Yes
Layouts with columns
Yes
Code
Yes
Divider (Horizontal rule)
Yes
@mention
Yes
Only name is shown
Widgets
No
Board Values
No
Images
No
Not currently available through the API
Youtube videos
Yes
Vimeo videos
Yes
Uploaded videos
No
Not currently available through the API
2 -
3 - Docs in Board View
Put your monday.com Workdocs in a Board view
Welcome to the Docs in Board View monday.com app!
Docs in Board View
lets you add a Workdoc to a board view so that you can have your documentation where the work happens.
Docs in Board View
displays a Workdoc in a Board View.
Features
Get control: Only board owners can add or change Workdocs.
Show multiple docs: One board can have multiple views, each with their own specific Workdoc.
Streamlined viewing: Workdocs are displayed in a clean, read-only mode - no editing controls clutter the screen!
Doc permissions respected: Workdoc data will never leak to viewers who shouldn’t see it - monday.com Workdoc access modes are enforced.
You Should Know:
You must be a board owner to add a Workdoc view.
If a viewer can’t normally see the Workdoc, they won’t be able to see it in the board view. You can link public, private, or shareable Workdocs to a board view. Normal monday.com permissions are respected and the viewer must be invited to the Workdoc if it’s private or shareable.
Most Workdoc blocks are supported, but not all of them. Some blocks are in development and some are not presently possible with monday constraints. See this list of supported blocks.
3rd party apps are not supported.
How To
1) Create a Workdoc, if you haven’t already. Add a “Docs in Board View” to your board.
2) Click the “Select Workdoc” button.
3) Find the search box and type at least 3 letters of your Workdoc’s name.
4) Click the Workdoc you want to add as a view.
5) You can change the Workdoc by clicking the gear icon in the upper right corner.
