Client Portal Builder for monday.com let your clients securily access services and information tailored to their specific needs managed on monday.com
December 2024
Introducing custom action buttons
New features
- Add action buttons to board items to let your clients trigger monday.com automations.
- Client Portals are now mobile ready and can be viewed on tablets and mobile phones.
- Added a variety of new Google Fonts to choose from in the theme settings.
Improvements
- User interface optimization on board sections and board sources in the app.
November 2024
Support for subitems in the table section
New features
- The table section now supports subitems. As a user, you can enable/disable subitems and choose the subitems columns that should be shown.
Improvements
- Callout sections now support markdown.
- The dashboard was improved.
October 2024
Custom domains, multi-region and preview mode
New features
- Added the monday.com multi-region feature which hosts the portal in the US, EU or AU.
- Added the preview feature to check the current working draft before publishing and to impersonate different clients.
- Added a new feature to connect a custom (sub)domain to your Client Portal.
- Added a dashboard to display relevant links and states at a glance.
Improvements
- Text sections now support markdown, to better format your text and to add links.
- Pages can now be flagged to be displayed in the client portal footer.
- Theme colors are now applied on the portal login page as well.
- Renamed "Pages" to "Builder" and Board Sources are now directly accessible.
- Added a "Help" menu to combine and display all resources in one place.
September 2024
Improved board management
New features
- Added a new section type Callout to create info text boxes.
- Added a new board source type Shared Boards.
- Added placeholder variables to insert data dynamically.
- Added a new feature to upload and display a custom logo.
Improvements
- Introducing board sources for a better and more centralized board management.
- Board grid sections can now have an optional thumbnail displayed.
- Client Portal frontend layout restructured and optimized.
Bug fixes
- Fixed some minor user interface issues in the app.
August 2024
New board section
New features
- Added a new section type Board Grid to display monday.com board in a grid layout.
Bug fixes
- Fixed some minor user interface issues in the app and portal.