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.
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!
We have been working on a new studio for ActionLink. Making everything much easier to use. You don’t need to worry about the details now. Simply create a client, assign something to them and share the portal with them.
We have added visit stats to see how much time you are saving using ActionLink.
When you add a new client you get these new buttons to preview the portal in studio or assign things to client very easily:
We are planning to work on the file sharing features next but if clients ask us to implement certain features we will prioritize that over our own plans.
