Overview

Display monday.com boards inside your portal

You can display items from your monday.com boards directly inside your Client Portal. This allows you to show project data, tasks, properties, client records, or any structured information stored in your boards.

Depending on how you want to present the board items, you can choose between three section types:

• Board Table → Structured table layout with optional subitems
• Board Grid → Visual card layout for a high-level overview
• Client Item → Shows data for the currently logged-in client

Connecting boards

How board data is connected

All board-based sections use a board source.

A board source defines:

• how the board is organized
• which board to be used
• which items are shown

Depending on your setup, items can be shown:

• to all clients
• only to specific clients
• or automatically per logged-in client Client Item Client Subitems

Learn more about connecting boards.

Board sections

Choose the right section type

Depending on your requirements you want to choose a different board section.

Board Table

Use Board Table when you want to:

• show structured data in rows and columns
• allow editing of values
• display subitems under each item
• compare multiple fields at once

The Board Table section is typically used when the data you want to show is stored on a board somewhere in your monday.com workspace.

Board Grid

Use Board Grid when you want to:

• display items visually as cards
• highlight key information
• create a more visual client experience

The Board Grid section is typically used when the data you want to show is stored on a board somewhere in your monday.com workspace.

Client Item

Use Client Item when you want to:

• show client data from the Clients Board
• display profile, account, or contract data
• avoid filtering or board relations

The Client Item section is typically used when the data you want to show is already stored on the client item itself on your Clients Board.

Tips & Tricks

Best practises on embedding boards

• Keep the number of visible columns focused
• Use custom column names for client-friendly labels
• Use Board Table for structured data and editing
• Use Board Grid for visual overviews
• Use Client Item for client-specific data