Item details

Show additional board item details to clients

Enable item details in your monday.com client portal so clients can scan key information and open additional read only columns only when needed.

Overview

What item details do

Item details allow you to keep your board table and grid sections clean without exposing all columns at once. Clients can quickly scan key information and open item details to view additional columns when needed. This makes item details especially useful for:

  • Table and Grid sections with many columns
  • Keeping board sections clean and easy to scan
  • Avoiding excessive scrolling to find information
  • Organizing columns by primary and secondary relevance

Did you know?

With item details enabled, you can control where each column is visible. Show it in the main section, the item details panel, or both. Columns displayed in the detail panel are read-only.

Setup

Enable item details

To allow clients to access item details:

  1. Open the Builder tab in your Client Portal Builder board view.
  2. Navigate to the board section where you want to enable item details.
  3. Below your column settings, toggle Item details on.
  4. Each visible and supported column will now show an additional visibility button.
  5. Choose where each column should appear: in the section, the detail panel, or both.
  6. Publish your portal to make the feature accessible to clients.

Did you know?

You can use item details to structure workflows more effectively. For example, show key or editable columns in the main section, and move additional context or supporting read-only information to the detail panel.

Item links

Link directly to an item

You can link a client straight to one item, for example from a notification email. The item opens in a window on top of the portal page, with the same columns as its detail panel and, if item comments are enabled for the section, its comment thread. Clients open items from the activity feed the same way.

Add ?item= and the monday.com item ID to a portal page address:

https://portal.yourdomain.com/page/start?item=1234567890

Use your portal's address, or its custom domain. The link needs the /page/… part, and /page/start works for every portal. A link to the bare domain only opens the login page. In a monday.com automation, insert the item's Item ID value in place of the number.

Clients who aren't signed in see the login page first and then return to the item. Closing the window leaves them on the page they were on.

Which clients can open a link

A link doesn't grant access. The portal looks for a section that shows the item's board, preferring one with item comments enabled, and opens the item only if that section would show it to this client. The section's board source, client assignment and board filters apply as usual.

If no section shows the item to the client, they see "This item is not available." The same message appears whether the item was deleted, is filtered out or belongs to another client, so a link never reveals another client's items. See error messages.

Did you know?

The item window always shows its columns read-only, even when item details are off for the section. Then it shows the section's visible columns. To edit an item, clients use the section on its portal page.