Monday.com
Monday.com is a work operating system that helps teams plan, track, and deliver work with customizable workflows and collaboration features.
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How to create a Workdoc from a template in Monday.com

Here is how to create a workdoc from a template in monday.com

  1. First click on the "+" button in the left sidebar next to your Workspace name
  2. Then click on "Doc" in the add new menu
  3. Next click on "Start with template" option in the submenu
  4. In the template center, browse the list of available templates and select the template you want to use
  5. Another option is to click on "New Doc" option in the Doc submenu
  6. Enter the name of your Doc in the name field
  7. Next choose the permission type to assign to the doc
  8. Then click the "Create Doc" button to create the new document
  9. In the new blank document, click on "Templates" option
  10. Finally, hover over a template and click “Use Template” to apply it to your Workdoc

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Why should you create a Workdoc from a template in Monday.com

Monday.com is a versatile work operating system designed to streamline project management and collaboration.

Creating a Workdoc from a template in Monday.com enhances efficiency by providing a structured starting point for your projects.

This feature allows teams to quickly jump into a fully formatted document, ensuring consistency and saving valuable time in crafting new docs from scratch.

By leveraging templates, teams can ensure all relevant elements are covered right from the get-go, fostering a more organized and productive workflow.

Last update
February 2, 2026
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