Leverage templates to manage, merge, calculate and export board items to Excel spreadsheets and email them periodically with automations.
Overview
Key features of Client Portal Builder for monday.com
Find here all available key features coming with the Client Portal Builder for monday.com app, and learn how and when to use them in your client portal configuration. This and its trailing pages cover features provided within the Client Portal Builder app view. The other app views and their features are covered for Client Settings, Client Comments, and Client Portal Admin on their related help pages.