Let your clients edit specific board items right in their client portal

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.

Use the navigation below to quickly jump to your desired section and learn more about each topic.

Introduction

Gather client data and required files directly in the client portal and keep everything in sync with your monday.com boards

Enable board item editing to let your clients seamlessly update specific board item columns to quickly share key details right from their client portal. This is perfect for building intake and onboarding workflows, collecting required documents, and for project collaboration and updates. Watch the video guide below to get a quick overview.

Configuration

How to enable Item Editing in your portal

Nothing easier than enabling board item column editing. First open the Client Portal Builder app and enable Item editing (by toggling the edit icon next to the eye icon at column level) in the designated Board section. You can always disable the feature with a click, in case you want to revoke the edit mode for your client.

Editable items

How it looks from a clients perspective

Once you have enabled the feature and republished your client portal, your clients will be able to edit the item columns right inside their portal. As of today (July 2025), there are few limitations to be aware of: Currently Status, Text, Long Text, Number, and File columns are supported on Board Table sections. While File columns do have a maximum file upload limit of 2 MB at this point. We will support more columns and board sections over time, and also increase the upload limit. Feel free to contact us, if you want to see specific columns to be supported.