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 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 third part of the user guide series covers everything you need to know on how to connect your own domain.

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 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.

Miscellaneous

Security. Changelog.
Performance.