Learn how to install the Client Portal Builder for monday.com app and how to get started quickly.
Getting started
Ready. Steady.
Client Portal.
Guides
Read and Learn.
User Guides.
The first part of the user guide series covers everything essential for getting started with the Client Portal Builder.
The fourth part of the user guide series covers everything about embedding and displaying monday.com WorkForms.
The seventh part of the user guide series covers everything you need to know about using page and section conditions.
The second part of the user guide series covers everything on how to use board sources to display board items.
The fifth part of the user guide series covers everything on how to use the Markdown syntax to format your text.
The eighth part of the user guide series covers everything you need to know about using item comments in your client portal.
The third part of the user guide series covers everything you need to know on how to connect your own domain.
The sixth part of the user guide series covers everything you need to know about using action buttons with automations.
The ninth part of the user guide series covers everything you need to know about how to let your clients edit board items.
Tutorials
Watch and Learn.
Video Tutorials.
Learn how to get started with Client Portal Builder for monday.com and get a quick overview of all features.
Learn how to configure, embed and display your monday.com WorkForms into your custom Client Portal.
Learn how to display pages and content sections conditionally based on specific statuses on your clients board.
Learn how to filter, embed and display board items from monday.com to your clients in your Client Portal.
Learn how to use the Markdown syntax to format your text in your Client Portal for better readability.
Learn how to chat and share files with clients on board items from monday.com to your client portal and vice versa.
Learn how to connect your own company domain to your Client Portal and grant access to your clients.
Learn how to conditionally add custom action buttons to items and let your clients trigger monday.com automations.
Learn how to enable item editing and let your clients easily edit specific board items inside their client portal.
