Changelog

Latest improvements and updates on Client Portal Builder for monday.com

Find all the latest features, improvements, and bugfixes for Client Portal Builder for monday.com in this changelog. At least one new update is going live each month. Since app release in July 2024, there have been 22 new features, 27 improvements, and 5 bugfixes deployed.

February 2025 [2]

Introducing Google accounts to login into portals

New features

• Create a new account type that lets users sign in to your portal via Google authentication.
• Optionally send an email to the user with their account details after creating an account.
• Grant user accounts with credentials the ability to update their password within the portal.
• Added a preview portal button to the item view for each client.

Improvements

• Replaced the "Welcome back, John." message for the breadcrumb navigation.
• Separated the theme settings from the general portal settings in the app.
• Added new icons for pages, board sources and sections in the app.
• Unused board sources can now be deleted directly from the sidebar.
• Reworked the client boards area in the item view of each client.

February 2025 [1]

Improving the client portal user interface

Improvements

• Decreased margins on grid and table sections to display more information at a glance.
• Decreased the global font size to display more information at a glance.
• Added a button to toggle the sidebar to display more information horizontally.

Bugfixes

• Fixed a bug that affected the performance even when mirror columns were hidden.
• Fixed a bug that prevented multiple table sections with subitems on one page.

January 2025 [2]

Improving the client portal performance

Improvements

• Improved loading performance when mirror columns are hidden.
• Improved loading performance when navigating between client portal pages.
• Preview mode performs better, the maximum clients to impersonate is limited to 20.
• Added helpful links in the app UI to learn more about specific features from context.
• Added the column type and the amount of uses to the placeholders table.
• Minor visual optimizations on the in-app UI regarding board sections.

January 2025 [1]

Introducing conditions for pages and sections

New features

• Display pages and sections conditionally based on status columns of your clients board.
• Column settings: Choose from different formatters for mirror and date columns.

Improvements

• Status columns now have a "blank" status in the client portal.
• Optimized the clicked state for actions buttons in the portal.

Bugfixes

• Sometimes both automations were triggered when there were two action buttons.

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.