🔗 ActionLink - Interactive Client Portals

[willsamadi]

Interactive Client Portals for monday.com – Share Progress, Get Feedback, and Save Time.

ActionLink lets your clients view and edit just what you share with them – so you can collaborate without giving away your whole board.

https://www.willinware.com/gif.gif(image larger than 4 MB)

Why Agencies Need ActionLink:

• Fully customizable privacy settings: You choose what the client can see and edit; Across items, subitems and even columns. This gives you full control. No need to create extra boards for clients and create duplicates of your items!
• Streamline reporting: No need to export and email data. Say goodbye to manual emails. Let the client take a look in real-time to see how far along the project is and interact with your boards exactly as much as you choose.
• Easy to use for clients: No need to teach each client how to navigate your complicated boards in monday.com’s complex UI. Clients can easily see items as cards and see only what they need to see.
• Fully Interactive: No need to get emails from clients and manually input them into your monday.com setup. Let clients trigger automations and interact with your boards and save tens of hours.

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Give it a try

Book a free demo

Ask a question by filling our contact form

[willsamadi]

[Apr 8th] V25 Changes

• Updated studio looks
  
  
• ActionLink Presets - You can use automations to automatically generate portals based on a preset without setting it up every time.
  
  
• Item-based views
  • Allows you to create a portal for each item on a board and use its subitems as cards on that portal
    
    
• Agency ActionLink
  • Pull items from any board and show to client in their portal using a handy tool
  • You can choose a status column to mark the task as done when that column is set to done status
    
    
  • You can have a custom stage pipeline to show the stage of the project to the client as well
    
    

Next weekly update will include (V26):

• Better onboarding and auth page
• Client portal redesign
• Client portal customization and branding
• Chat with a client through updates
• Some bug fixes + fine-tuning of existing features

[willsamadi]

V26 Changes

Branding and chat features coming soon; We had to push a smaller update to live so we can update our authentication to access monday updates. Very exciting features are going to be included in the next update so stay tuned!

Prettier client portals!

Better onboarding + template

V27 (next update) will include:

• Branding features for portal
• Chat with clients through the portal

[willsamadi]

Apr 16th, V27 new features

We are rapidly adding new features. Here are a few of the recent upgrades. Feel free to suggest new features on this thread!

Added branding settings

Now you can upload your transparent logo and add a title to your portal in the studio

And it will show up in all client portals

Chat with client

A great new feature that allows clients to send you live messages through item updates and you or anyone on your team can directly reply to them!!!

New authentication screen

Lots of amazing new features coming soon to make communicating with clients feel like a breeze!

Stay tuned!

V28 Goals

• File sharing / versioning with clients
• Ability to comment on images
• Smoother UX for existing features

V29 Goals

• Calendar & bookings view to allow customers book appointments and manage them