Using Monday boards with clients

Hi, is there a way to have a private chat on a board internally and have a separate chat with clients in a separate column? We use Monday for client approvals and have internal discussions and external. Any ideas? I know you have restrict access to specific columns but I’m look at potentially identifying two duplicate comments/chat columns with different permissions. Thanks!

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Hi @NikkiJC!

At this time, I’d say the best option here is to set up 2 seperate text columns and set the relevant permissions on each - which I believe is along the lines of what you mentioned. I mention this as currently the updates section (which in my opinion is the most suitable place to have internal conversations) cannot be restricted - so those conversations would be visible to your clients. That said, can I ask if setting up these 2 columns could work for you in the meantime?

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Yes thanks Bianca - thats how we are doing it atm.

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Hi Bianca. I am hoping for the same type of solution where I can add an additional “conversation” column within the same board. I need one to be able to address clients directly and inform them of progress while updating photos and and also providing them with the same information that the team has regarding time lines and vendors and I also need an internal private “conversation” column to be able to discuss minutia on the backend side of things that my clients don’t need to be informed of while I can also advise my employees privately. The solution provided above does not solve my issues and also does not allow for “tagging” either my client or team members within a discussion or photo updates. Is it possible to add the option to add an additional “conversation” column to the software so I can add the column as I do with either “status” or “location” This seems like an issue many people are encountering as I have seen several discussion boards related to this concern.

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Hey Lydia - firstly, welcome to the community :blush:

I hear what you’re saying here and understand there’s a community need for greater conversation options (with permissions) across boards. I wanted to let you know of a feature that is currently in gradual release - Board Discussions. Whilst this feature is still in the process of being released, the team do plan on addressing and developing permission related elements, i.e. setting permissions on who can access discussions (including the updates section), this year. This would then allow you to have those distinguished areas for internal and external conversations… I do not have a timeline at this point, but I want to assure you that this is definitely on our product teams radar. When I have more information to share, I will let you know :pray:

Bianca,

I appreciate the response, however, it still does not solve the issue that I am encountering. I would really like the option to add a “conversation column” just as I am able to add a “text”, “date”, or “connect boards” column. If I am understanding correctly, this new feature “board discussions” would encompass the entire board and seems to be very generalized. Whereas, what I am looking for would allow me to have individual and private/hidden conversations as they apply to each individual task rather than the board as a whole. Seemingly, I would have to reference each individual task separately and then there is no separation between items being discussed and so forth. Thank you for your attention to this matter, I truly am surprised that it doesn’t already exist on a platform of your caliber.

Sincerely,

Lydia J. Zatorski
Griffin Concierge
Client Relations Specialist
720-813-0002
Lydia@GriffinConcierge.net

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Hi @BiancaT ,I stumbled across this conversation and really interested in having that functionality to keep some conversation internally and not visible to clients . Is there any update ?