Discover our tutorials, guides and
new updates for monday.com

Give clients one secure and dedicated place to find information, submit requests and manage their part of the workflow while your team keeps working in monday.com.

Turn existing monday.com boards into client friendly portal pages and sections while keeping projects, requests, documents and other workflows organized for your internal team.

Connect client portal access to your monday.com workflow so client accounts, invitations and next steps can happen automatically as clients move through your process.

Configure, publish and maintain one client portal for all clients while showing each stakeholder or external user only the monday.com items, pages and information relevant to them.

Keep client conversations connected to the right projects and monday.com items while giving clients one place for messages, feedback and files in a dedicated client portal.

Compare six ways to build a client portal with monday.com and see how each approach handles client access, data separation, setup and ongoing maintenance.

Give clients a dedicated and focused place to review and approve work while feedback, approval statuses and next steps stay connected to your internal monday.com workflow.

Let clients update selected and existing monday.com items directly from their client portal while your team keeps the underlying records and workflows in monday.com.

Learn how to build a simple file exchange client portal connected to monday.com, where clients can upload required documents, track inspection progress, and access completed reports.

Let clients or external stakeholders submit structured requests through forms in their monday.com client portal while your team manages every submission directly in your monday.com workspace.

Learn how to build a branded agency client portal connected to monday.com, where clients can track projects, approve deliverables, contact their team, and access account information and contracts.

The first half of 2026 brought 51 new features, 36 improvements, and 15 bug fixes to Client Portal Builder. Discover how these updates made building client portals with monday.com even better.

Clients can now search for items and selected column values directly inside your monday.com Client Portal, making large tables and grids easier to navigate and faster to use.

Clients no longer need to download files to review them. With the new file preview feature, images, videos, and PDFs can now be viewed directly inside monday.com Client Portals.

Item comments remain essential for contextual collaboration. The new Global Client Inbox adds a dedicated private messaging space between clients and monday.com teams.

Allowing clients to update information directly inside the portal makes collaboration faster and more efficient. This update expands item editing capabilities in monday.com Client Portals.

Connecting monday.com boards to your client portal is one of the most critical steps in building a useful, dynamic workspace. We made this process clearer, more flexible, and easier to manage.

Want to allow your clients to sign in to your client portal with Google Authentication? This guide covers everything you need to know about how to set up and use Google Auth with your client portal.

Want to automate everything in your monday.com client portal? This guide covers everything you need to know about how to create automation workflows with the Client Portal Builder.

Want to let your clients easily edit specific board items in their client portal? This guide covers everything you need to know about how to enable and make item editing a breeze for your clients.

Want to easily chat and share files with clients in your monday.com client portal? This guide covers everything you need to know about how to configure and make use of item comments in your client portal.

Want to display portal content and pages conditionally and only to specific clients in your monday.com client portal? This guide covers everything you need to know about managing conditions.

Want to let your clients trigger predefined monday.com automations on board items in your client portal? This guide covers everything you need to know about managing action buttons.

Want to format text in your client portal on monday.com to your needs? This guide covers everything you need to know about how to make use of the Markdown syntax to shape your text.

Want to embed monday.com WorkForms in your client portal on monday.com? This guide covers everything you need to know about how to embed and display WorkForms in your client portal.

Connect and use your own domain for a client portal built on monday.com and give clients a familiar address such as portal.company.com for a fully branded client experience.

Want to give access and display select monday.com board items to your clients in your client portal? This guide covers everything you need to know about how to create and manage board sources.

Want to build a Client Portal on top of your monday.com boards? This guide covers everything you need to know about how getting started building your Client Portal directly on monday.com