Leverage templates to manage, merge, calculate and export board items to Excel spreadsheets and email them periodically with automations.
Changelog
Client Portal Builder for monday.com
Find all the latest improvements, bug fixes, and features for Client Portal Builder for monday.com in this changelog.
December 2024
Introducing custom action buttons
New features
- Add action buttons to board items to let your clients trigger monday.com automations.
- Client Portals are now mobile ready and can be viewed on tablets and mobile phones.
- Added a variety of new Google Fonts to choose from in the theme settings.
Improvements
- User interface optimization on board sections and board sources in the app.
November 2024
Support for subitems in the table section
New features
- The table section now supports subitems. As a user, you can enable/disable subitems and choose the subitems columns that should be shown.
Improvements
- Callout sections now support markdown.
- The dashboard was improved.
October 2024 [2]
Multi-region and preview mode
New features
- Added the monday.com multi-region feature which hosts the portal in the US, EU or AU.
- Added the preview feature to check the current working draft before publishing and to impersonate different clients.
Improvements
- Text sections now support markdown, to better format your text and to add links.
- Pages can now be flagged to be displayed in the client portal footer.
- Theme colors are now applied on the portal login page as well.
October 2024 [1]
Connect custom domains
New features
- Added a new feature to connect a custom (sub)domain to your Client Portal.
- Added a dashboard to display relevant links and states at a glance.
Improvements
- Renamed "Pages" to "Builder" and Board Sources are now directly accessible.
- Added a "Help" menu to combine and display all resources in one place.
September 2024
Improved board management
New features
- Added a new section type Callout to create info text boxes.
- Added a new board source type Shared Boards.
- Added placeholder variables to insert data dynamically.
- Added a new feature to upload and display a custom logo.
Improvements
- Introducing board sources for a better and more centralized board management.
- Board grid sections can now have an optional thumbnail displayed.
- Client Portal frontend layout restructured and optimized.
Bug fixes
- Fixed some minor user interface issues in the app.
August 2024
New board section
New features
- Added a new section type Board Grid to display monday.com board in a grid layout.
Bug fixes
- Fixed some minor user interface issues in the app and portal.