Overview

How to add content sections to your client portal on monday.com

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.

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 with a board source.

Board

• Items filter Optional
• Column visibility Show all Hide all
• Items per page 10 25 50 100
• Column display order Default Custom
• Column visibility toggle Show Hide
• Column name
• Column settings Column dependent
• Column editing toggle Column dependent Read-only Editable

Features

• Thumbnail Optional Files column
• Headline Optional Text column
• Action buttons Optional
• Item search Optional Name Text Long text People Dropdown Link Phone Email Country
• Item comments Optional

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 with a board source.

Board

• Items filter Optional
• Column visibility Show all Hide all
• Items per page 10 25 50 100
• Column display order Default Custom
• Column visibility toggle Show Hide
• Column name
• Column settings Column dependent
• Column editing toggle Column dependent Read-only Editable

Features

• Action buttons Optional
• Item search Optional Name Text Long text People Dropdown Link Phone Email Country
• Item comments Optional

Subitems

• Subitems visibility toggle Optional Show Hide
• Column visibility Show all Hide all
• Column display order Default Custom
• Column visibility toggle Show Hide
• Column name
• Column settings Column dependent
• Column editing toggle Column dependent Read-only Editable
• Client filter Optional All subitems Client
  Use this feature when a main item is visible to multiple clients, but you want to control which subitems each client can see. To set this up, add a Connect boards column linking your subitems to the Clients Board, and assign each subitem to the relevant client.

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.

• Headline
• Headline size Small Medium Large

Clients Board

• Column visibility Show all Hide all
• Column display order Default Custom
• Column visibility toggle Show Hide
• Column name
• Column settings Column dependent
• Column editing toggle Column dependent Read-only Editable

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

Section conditions

Show or hide sections based on a client status

Use conditional sections to display specific sections only to clients that match certain conditions, such as a specific status in your Clients Board. Learn how to set up and display a section conditionally.

Column settings

Configure how specific column types are displayed

Column settings let you control how certain monday.com column types appear in the client portal per section, such as formatting, visibility, or behavior. Column settings are available in Board Grid, Board Table, and Client Item sections.

How to access column settings:

1. Find a column with the ⚙ icon and click it
2. Adjust the column settings to your needs

Find below a list of all column settings that apply to its supported sections, and specific settings that only apply to certain column types, such as Date, File and Mirror columns.

All columns in Board Grid

In Board Grid sections, each column value is displayed with its column name as a label above it. You can overwrite it with a Custom column name and control the Column name visibility.

• Custom column name Text Optional
• Column name visibility Auto Show Hide

All columns in Board Table

In Board Table sections, each column displays its column name in the table header. You can overwrite it with a Custom column name.

• Custom column name Text Optional

All columns in Client Item

In Client Item sections, each column displays its column name next to its value. You can overwrite it with a Custom column name.

• Custom column name Text Optional

Date columns

Configure how date values are displayed to clients. Change the date and time format to your regional standard and hide time values in general.

• Date format YYYY-MM-DD MM/DD/YYYY DD-MM-YYYY DD/MM/YYYY
• Time format 12h 24h
• Hide time Toggle Optional

File columns

Configure how files are displayed in the portal. By default, a click on files trigger a download. If file preview is enabled, supported file types, such as images, videos and PDF files, are previewed directly within the client portal.

• Enable file preview Toggle Optional

Mirror columns

Configure how values from linked items via Mirror columns are formatted. For example, display the sum of numeric values across linked items.

• Value formatter Sum Optional