Build custom, structured Excel reports from monday.com board data and send them automatically to the right people on schedule.
Client reviews and approvals
Create a client review and
approval portal with
monday.com
Keep managing deliverables and internal work in monday.com
while giving clients a dedicated place to review files, provide
feedback and approve or request changes.
Want to see it in action?
Explore demo portals
Client review experience
Give clients one place to review and approve work
Keep feedback and approval decisions connected to the right
deliverables while your team continues managing
the full workflow internally in monday.com.
Review
Present work for client review
Give clients a focused place to review files, deliverables or other work without exposing the internal boards your team uses.
Feedback
Keep feedback connected to the work
Collect comments and revision requests in one place so your team can act on clear, contextual client feedback.
Approval
Capture clear approval decisions
Let clients approve work or request changes so each decision stays connected to the relevant monday.com workflow.
Connected workflow
Keep monday.com internal and give clients their own review space
Your team continues managing deliverables, revisions and internal work in monday.com. Client Portal Builder for monday.com turns the relevant files, feedback and approval actions into a separate client experience without duplicating the workflow in another system.
Client review examples
Perfect for teams collecting client reviews and approvals
Use Client Portal Builder with workflows managed in monday work management, monday CRM, monday dev or monday service to give clients a clear view for review, feedback and approval decisions.
 |
 |
 |
 |
Share campaign assets, creative work and deliverables so clients can provide feedback and approve the next version or stage.
Let clients review designs, drawings and project decisions while keeping feedback and approvals connected to the relevant work.
Give clients a focused place to review completed work, provide feedback and confirm next steps throughout ongoing services.
Collect client decisions on selections, changes, documents and project stages without relying on scattered email threads or channels.
Share reports, recommendations and other deliverables for review and capture clear client feedback or approval from a portal.
Share relevant documents, property information or transaction materials when clients need to review and confirm decisions.
How it works
Build the review experience around your
existing monday.com workflow
1. Connect work for review
Use the boards that already contain deliverables, files, statuses and other information you want clients to review.
2. Control what clients see
Choose which files, items and approval actions each client can access through their portal with personalized views.
3. Collect feedback and decisions
Let clients comment, approve work or request changes while your team continues managing revisions and internal work in monday.com.
External client access
When sharing review boards with clients is not enough
Shareable Boards and other monday.com collaboration options can work well when clients should participate directly in a board inside your workspace. A dedicated client portal is useful when clients should instead see a simpler review experience containing only the work, feedback and approval actions relevant to them.
Separate client experience
Keep your internal workspace internal
Give clients a dedicated review space without requiring them to navigate the boards your team uses internally.
Client specific information
Show each client only relevant work
Connect portal content to individual clients so they only see the deliverables, files and review items intended for them.
Connected workflows
Keep reviews connected
Bring files, comments, approval statuses and revision requests together while your team keeps managing the workflow internally.
No monday.com accounts
Give clients separate portal access
Clients can sign in to their portal without becoming users of your monday.com account or accessing your workspace.
Beyond reviews and approvals
Support the wider client workflow in one portal
Client reviews can be part of a broader self-service portal experience where clients access project information, share feedback, provide documents and take action throughout the relationship.
Let clients submit new requests or additional information when follow-up work is needed.
Keep clients informed about progress, milestones and deliverables alongside the work they need to review.
Share relevant files and collect supporting documents without moving the workflow outside monday.com.
Keep questions, comments and updates connected in monday.com to the work being reviewed .
Example
Turn a monday.com review workflow
into a client approval portal
See how deliverables and review statuses managed in monday.com can be turned
into a focused client experience for feedback, revisions and approvals.
Questions and answers
Frequently asked questions for client review and approval portals
Learn how Client Portal Builder helps teams share work for review, collect feedback and keep approval decisions connected to monday.com.
-
Yes. Clients can use a separate portal to review relevant files, deliverables and approval items without accessing your monday.com workspace.
-
Can clients approve work or request changes?
Yes. Clients can approve work or request changes directly from the portal while your team continues managing the workflow in monday.com.
-
Can clients leave feedback on work?
Yes. Clients can comment on relevant items so feedback stays connected to the work being reviewed.
-
Can each client see only their own review items?
Yes. Portal content can be connected to individual clients so each client only sees the work and information relevant to them.
-
Can approval decisions update monday.com?
Yes. Client actions can be connected to monday.com workflows and automations so statuses and follow-up steps stay in sync.
-
Do clients need a monday.com account?
No. Clients can access the portal separately without becoming users of your monday.com account.
Client Portal Builder for monday.com
Create a client review and approval portal with monday.com
Give clients one place to review work, provide feedback and approve or request changes while your team continues managing the full workflow in monday.com.
