Chat and share files on board items

This guide explains how clients can comment on board items and share files directly in the client portal, enabling simple, item-level communication.

Overview

Item-based communication

Clients can chat and exchange files directly on individual board items. Comments and files are always tied to a specific item, keeping conversations contextual and easy to follow for both clients and portal operators.

Setup

Enable item comments for a board section

Item comments are configured per board section.

1. Open the Builder tab and the target portal page.
2. Find the board section you want to configure.
3. Enable Item Comments for that section.
4. Choose how comments should be visible to clients.
5. Open the referenced monday.com board.
6. Open the first board item page.
7. Add the Client Comments item view by clicking the + button.

Each board section can have its own visibility rules.

Visibility options

Configure comment visibility

You can control which comments clients are allowed to see.

1. Clients will only see comments they made or that were addressed to them
   This is the recommended default option which aligns with the feature behaviour prior to the update.
2. Clients will see all comments made by or addressed to any client
   This option will expose any comments in between all clients in the client portal, even across multiple client portals on the same monday.com account.
3. Clients will see all comments – including internal team comments
   This option will expose your whole updates feed from monday.com in the client portal. Only choose this option if you are confident with showing internal comments.

In addition, choosing option 2 or 3 will come with significant limitations related to activity log notifications and also comment related automations. There are currently no plans to add in-depth support due to technical limitations.

Usage

Commenting and file sharing

Clients can:

• Add comments to items
• Reply to existing comments
• Attach and download files

Portal operators can respond directly on the same item via the Client Comments item view, keeping all communication in one place.

Activity

Activity feed in the portal

The client portal includes an Activity feed that helps clients stay up to date. The activity feed shows:

• New item comments
• Replies created by the client
• Replies created by the portal operator

Other activity may appear but is not relevant for client communication.

Use cases

Common examples for using item comments

• Collect feedback on deliverables
• Answer client questions per task or request
• Share files tied to a specific item
• Keep project communication out of email