How We Share Project Updates With Clients Without Exposing Our Internal Board

We used to manage client projects across two boards:

  • one internal board for our team

  • one shared board for the client

At first, we manually copied items over to the client board.
Then we updated them again whenever something changed.
And anytime someone left a comment internally, we had to paste the same thing into the client board so they were informed.

It didn’t take long for things to get messy.


The Problem

We wanted clients to see progress, status changes, files, and timelines —
but not our internal notes, cost columns, or internal conversations.

Connect Boards didn’t really solve this because it only mirrored a few columns, not the full context.

Duplicating items wasn’t sustainable either.

We needed a way to share just the item, not the entire board.


The Fix

That’s when we started using Mirror Item Multiple Boards to keep our internal board private while still giving clients a live view of their project.

Here’s our setup now:

  1. The internal board contains all our detailed work.

  2. When we’re ready to share something, we mirror only that item to the client’s board.

  3. Any update, status change, file, subitem, or timeline change syncs instantly.

  4. Clients reply on their board → we see it instantly on ours.

  5. Internal-only columns stay hidden because they simply don’t exist on the client board.


Chatting With Clients Inside monday.com

Because comments sync both ways, we can now chat directly with clients on the mirrored item.
No more email chains, no missed replies, no forwarding messages.

It feels like we’re all working on the same item —
just from different boards.


Why This Works So Well

:white_check_mark: We choose exactly which items the client can see
:white_check_mark: Internal notes, cost columns, and sensitive fields stay private
:white_check_mark: Clients get real-time updates
:white_check_mark: Comments & replies sync both ways (built-in chat!)
:white_check_mark: Subitems sync with full context
:white_check_mark: No duplicating items or doing work twice

It removes a ton of friction from client communication.


If you work with clients on monday.com

Try sharing selected items instead of copying them.
A simple mirror keeps both sides aligned without exposing your entire workflow.

:right_arrow: Mirror Item Multiple Boards (Marketplace)
:right_arrow: Setup Guide

Feel free to reach out to us at support@fortimus.co for any questions or a FREE DEMO.