Client Comments

Client Comments item view

Use Client Comments to write and reply to messages and share files with clients through your monday client portal, either globally or on specific board items.

How to add the Client Comments view:

  1. Open one item on your target board
  2. Click the + button to add a view
  3. Click Explore more views at the bottom
  4. Search for Client Comments
  5. Find the view and click Add to item

How to use the Client Comments view:

  1. Open the view on an item
  2. Choose the client portal
  3. Choose a specific client
  4. Write and create a new comment or
  5. Reply to an existing comment

Portal and client selection is needed, since you may have multiple client portals running in your account, and you may share a board item with multiple clients in the portal. This ensures the right client in the right portal is addressed. Any communication will be logged within the monday.com native Updates section.

Did you know?

The Client Comments app view is optional and only needs to be added feature dependent.

Item comments usage

Communicate with clients on specific board items

Add and use the Client Comments view on a connected board within your client portal configuration where Item comments are enabled. That way your team can communicate with clients on selected board items and exchange files.

Client Inbox usage

Message with clients across the portal

Add and use the Client Comments view directly on your Clients Board in case you have enabled the Client Inbox feature in the portal settings. That way your team can message and exchange files with clients on a global level.