Client Portal Builder for monday.com let your clients securily access services and information tailored to their specific needs managed on monday.com
Installation
Install the app
To begin using Spreadsheet Gorilla:
- Go to the monday.com marketplace and open the Spreadsheet Gorilla app listing.
- Sign in if required and install the app into your monday.com account.
- Approve the permissions so the app can access your workspaces and boards.
- Open any board and click
+in the views bar to add the app view.
Did you know?
You can add the app view to any board. Access all templates from within the app dashboard.
Template
Create your first spreadsheet template
After installation, follow these steps:
- Open the Spreadsheet Gorilla app view on a board.
- On the dashboard, click
Create template. - Give your template a name and choose whether it is private or shared.
- Optionally add additional boards or subitems to include in the template.
- Adjust columns by removing unnecessary ones or reordering them.
- Click
Previewto inspect how the spreadsheet will look. - Click
Exportand choose your preferred spreadsheet format.
Did you know?
When creating a new template, the default configuration refers to the board you started from.