Overview

How to add and set up content sections

Content sections are configurable blocks within a portal page, each designed to display a specific type of content in the client portal. They let you organize and present information in a clear, structured way for your clients.

Did you know?

You can display content sections conditionally per a client status. Learn how to set up a condition.

Board Grid

Show items as visual cards

Displays items from a monday.com board in a grid layout for a more visual, high level overview. Ideal for showcasing projects, tasks, or assets with key details at a glance. This is a standard section to display board items from across your monday.com workspace.

Board Table

Show items in a detailed table

Displays board items in a structured table format, with support for subitems. Best for reviewing multiple fields, comparing data, or tracking progress in a familiar table style layout. This is a standard section to display board items from across your monday.com workspace.

Client Item

Show data for the current client

Displays the current client’s item as a clean list of column values. Automatically surfaces client specific columns directly from the Clients Board. Use the Client Item section to display any client related information that lives on the Clients Board.

Callout

Highlight important information

Displays key messages in a prominent, styled text box. Use it for announcements, instructions, deadlines, or important updates you do not want clients to miss. The Callout section supports placeholders to insert dynamic content and Markdown to format your text.

  • Type Primary Success Warning Error
  • Headline Placeholders
  • Text Placeholders Markdown

Text

Display formatted text content

Use this section for headings, paragraphs, instructions, descriptions, or any written content that supports the rest of the portal. The Text section supports placeholders to insert dynamic content and Markdown to format your text.

  • Headline Placeholders
  • Headline size Small Medium Large
  • Text Placeholders Markdown

Embed

Embed external content in the portal

Integrate monday WorkForms or other external websites so clients can interact with tools or resources without leaving the portal. You can use placeholders in the URL to display different embedded content per client, such as individual WorkForms.

  • URL Placeholders
  • Height in pixel Number

Teaser

Link to pages or external resources

Displays visual link cards that guide clients to other portal pages or external websites. If no link is provided, teasers can also be used as static content cards, making them useful for building flexible grid layouts and highlighting key information.

  • Headline
  • Text
  • URL Optional