Can monday.com be used as a database? (+Steps to create a workdoc)

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Page last updated: 15/12/2021

This post will answer if you can use monday.com as a database. We will also be listing the different steps involved in creating a workdoc which you can use as a database. Furthermore, we shall be describing the importance of using a database system for your business. Since it has many features, monday.com is seen as a one-stop shop for all an organization’s needs.

Can monday.com be used as a database?

Yes, monday.com can be efficiently used as a database. Through the use of a database, teams can store their information in one single spot so that it is highly visible to everyone in the group. While creating a database can be a long and tiring process, monday.com ensures that teams can create one in a short span of time with great effectiveness.

Steps to create a workdoc in monday.com

The best way to create a database for any type of content or information is to use a monday.com workdoc. The steps described below will guide you in creating a new workdoc for your monday.com account:

  • In the workspace that you want to create a workdoc in, go to the left panel where you will find the ‘Add’ option. In the menu that appears, choose ‘New workdoc’.
Can monday.com be used as a database? (+Steps to create a workdoc)

Picture credit: monday.com

  • This will lead you to a blank workdoc of your choice.
  • You can then invite team members of your choosing by clicking on ‘Share’. You will find this option at the upper right part of your screen.
  • You can also make someone else the owner of the workdoc by clicking on the grey crown icon next to their names. If this is blue, it means that they are the current owner of the workdoc.
  • Using the tabs on top of the workdoc, you can create elements which are basically your items that you want to add to your database.
  • To add these elements, you will need to type ‘/’ or use the ‘+’ sign. This will open a menu from which you can select the type of element.

Importance of using a database for a business organization

Business organizations require information to be sorted and coordinately stored for easy access and utilization. This is usually in the form of a well-set database. However, many organizations still don’t use a proper database in their workflows which can cause many disruptions in work processes. Some of the important reasons why organizations should create a database are:

For easy access and retrieval of information

Since organizations deal with a lot of information, these need to be stored in a way so that teams can easily access and retrieve them. Research studies have shown that workers spend a larger part of their day just searching for files. With the help of a database management system, this time is considerably cut down since there is a centralized system for storage of files.

To encourage brainstorming and discussion

Leaders and managers encourage workplace collaboration by promoting discussion and brainstorming between the team members. With the use of a database management system, team members have open access to information and content and thus can constructively discuss work matters using the right tools and resources.

To learn about trends and patterns

Business organization is all about fluctuating trends and patterns. Those teams which spot a pattern and use the information for better control of the market are more likely to succeed. Observing patterns can be difficult, but not with database systems. Since all the information is stored in a single place, teams can easily gain more info and use it to work efficiently.

For training and onboarding purposes

Leaders and managers take onboarding very seriously as they not only need to make a solid first impression on the new recruits but also ensure they are learning the processes of the organization quickly. Having them take a look at the database of the organization can be a brilliant technique in helping both new and old employees learn more about the company and its vision and goals.

To reduce wastage

Many organizations are taking many steps in order to reduce wastage. This can refer to the wastage of time, money and also effort. With the large amounts of information present in database systems, organizations can easily understand the areas that contribute extensively to this wastage and thus plug sinking holes.

For better tracking of work

Since everyone’s info is entered into the database system, there is higher transparency of work. While transparency is extremely beneficial for an organization by creating more accountability and responsibility, it can also improve HR practices. Through databases, HR managers can easily track the work of the teams and use the info for performance reviews and appraisals.

 

For CRM purposes

Customer Relationship Management requires plenty of information, not only directly related to the customers but also about other aspects such as types of products, coordination between departments and sales tracking. Storing customer info in a database can really help Sales and Marketing teams for their CRM purposes.

 

Conclusion

This post has answered if you can use monday.com as a database. We have also listed the different steps involved in creating a workdoc which you can use as a database. Furthermore, we have described the importance of using a database system for your business.

If you like this post, please leave your comments and questions in the space below.

Citations

https://support.monday.com/hc/en-us/articles/360021702939-monday-workdocs

https://community.monday.com/t/how-to-create-a-database-in-monday-com/85

https://www.trustradius.com/compare-products/airtable-vs-monday

https://www.getapp.com/collaboration-software/a/monday-com/compare/lessons-learned-database/

https://www.nibusinessinfo.co.uk/content/5-reasons-why-your-business-needs-good-database

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