Managing document versions and file control in monday.com
We use monday.com to share documents but have no visibility into which version is current. People are working on outdated files constantly. How do we implement version control?
3 Answers
Monday.com's native version control is limited, but here's how we manage it: Use a consistent naming convention: [Project]-[Document]-[Version]-[Date]. Example: 'Website-V1.2-2026-02-07.docx'. Add a 'Version' text column to track current version. For better control, integrate with Google Drive or SharePoint using Zapier. When a file is updated, the automation renames it with the new version number and moves it to a 'Current' folder. We also use the 'File Update' column type which shows a history of uploads, but it's not true version control. Pro tip: Consider using a dedicated DMS like Notion or Confluence for document collaboration and link to those from monday.com.
We use the 'Files' column's built-in version history. When you upload a new version, it keeps the previous versions accessible. Click on the file, then 'Version history' to see and restore previous versions. It's not perfect but works for most cases. Set up an automation to notify a specific person when new files are uploaded to critical boards.
For our design team, we switched to using Figma for design files and link to those from monday.com. For documents, we use Google Docs with the monday.com integration. Google Docs handles version history natively, and the monday.com integration shows the latest link. This hybrid approach works well - monday.com for task management, specialized tools for document collaboration.