Client Portal Builder for monday.com let your clients securily access services and information tailored to their specific needs managed on monday.com
February 2026
Search, client filter for subitems, and custom column names
2026-02-25 → Blog post
Features
- Clients can search for item names and inside columns to filter items in tables and grids.
- Show subitems only to specific clients while the main item is displayed to multiple clients.
- Overwrite any column's display name in the client portal with a custom column name.
- Automatic mismatch handling helps to resolve warnings on dedicated board setups.
- Add and display an optional headline above board table and grid sections.
- Markdown formatting can now be applied in an editor.
Improvements
- Unset status columns now render correct with their default color.
- The admin view got a better empty state and helpful links added.
- Optimized the portal's mobile breakpoints for a better user experience.
- Board sections containing files now load about one second faster.
Portal file preview, performance cache and admin view
2026-02-11 → Blog post
Features
- Clients can preview images, videos, and PDFs in the portal before downloading.
- Enable caching in the portal settings to improve portal load performance.
- The new Admin view provides an overview of all portals across the monday.com account.
Improvements
- Portal login now handles email addresses case-insensitively.
Introducing the Client Inbox for global messaging
2026-02-04 → Blog post
Features
- Added a global Client Inbox to privately communicate with clients.
- Date columns can now be edited by clients in the client portal.
- Date columns have a new column setting to hide its time value.
- Each column on grid sections has a new column setting to hide its label.
- Grid items can have a custom text column based headline instead of its name.
- Theme settings got a couple of color presets to choose from when onboarding.
- Fonts are rendered directly in the dropdown selection in theme settings.
Improvements
- Improved the working draft indicator visibility within the app.
- Choose to preview the current draft or the published portal.
- Markdown links now support a suffix to open them in a new browser tab.
Bugfixes
- Fixed the debounce rate in the page name textfield.
January 2026
Item editing support expanded
2026-01-27 → Blog post
Features
- Item editing is available on Client Item sections and Table subitems.
- Item comments now display the login method name in the update.
- Reworked new comment indicator on item comments and activity.
- Added an option to redirect the default subdomain to the custom domain.
Improvements
- Merged item comments and subitems triggers into one table cell.
- Optimized input debounce in theme and general settings.
- Clients can stay signed into a client portal up to 12 hours.
Massive rework of the "Builder" app tab
2026-01-19 → Blog post
Features
- Board sources got a complete rework regarding their creation.
- Added an in-app indicator when the current draft is auto-saved.
- Added portal related information when hovering the portal name.
- The display order of pages can be updated with Drag and Drop.
- Pages with custom icons show their icon in the navigation panel.
- The delete page button was moved to the navigation panel.
- Placeholders can be inserted from within supported context.
- Sections are collapsable, board ones are collapsed by default.
- Board sections now support show/hide all columns with a click.
Improvements
- Added the option to overwrite existing login methods.
- Optimized the in-app management of Teaser cards.
- The in-app navigation panel collapses on small screens.
- Optimized the technical Secure Storage Cache handling.