Using monday.com client portal for external collaboration and client updates
Our clients constantly ask for project updates and we spend hours in status meetings. I heard monday.com has a client portal feature. How do we set it up and what are the limitations?
3 Answers
The client portal is perfect for this use case. Here's how to set it up: 1) Create a board specifically for client-facing content. 2) Use the 'Share Board' feature to generate a portal link. 3) Customize what clients can see - you can hide specific columns, disable editing, and control what updates they can make. 4) Use the 'Guest' feature for individual client access. Key limitations: Guests can't see internal boards, and there's a per-seat cost for guests on some plans. Pro tip: Create a client template board that you duplicate for each new client - this keeps your internal work separate. We reduced client meeting time by 70% using this approach.
One important consideration: client portal access is read-only by default. If you want clients to approve deliverables or provide feedback, you can enable specific permissions. Use the 'Item view' to give clients a focused view of their specific project without seeing other clients' work. Set up automated weekly digest emails so clients get updates without logging in.
We use a hybrid approach: internal boards for detailed task management, and a simplified client board that pulls data via the Connect Boards column. This way, when we update our internal board, the client view updates automatically. Use the Dashboard to create a client-facing overview with just the key metrics and milestones they care about.