Get started

1. Add the view

On the board you work on for your clients, click + next to your board views, choose Apps, then Client View.

2. Authorize (account admin, once)

Client pages stay live even when nobody on your team has monday open, so Client View needs its own access to the boards you share. An account admin clicks Authorize as admin and approves. If you let clients comment or approve, those are posted to monday as updates under the name of the admin who authorized, marked as client comments.

3. Create a client page

Board owners and account admins can create pages. Click New client page and choose:

• Client name and an optional page title.
• Which items the client sees: items in one or more groups, items whose column matches a value (for example the Client dropdown = Acme), or all items (only for boards that belong to one client).
• Columns the client sees (up to 12). The item name is always shown. Internal columns stay hidden unless you pick them. If you pick a file column, its files can be downloaded.
• Progress bar (optional): a status column and the labels that count as done.
• What the client can do: comments and approvals are off by default. An approval can also set a status column to a label you choose.
• Password and last day the link works (optional).

Click Create page, then Copy link and send it to the client.

4. Post an update

Click Post update to write the text shown at the top of the page. Start a line with ## for a heading or - for a bullet. On the Pro and Unlimited plans, Draft with AI writes a draft from the items on the page using your own Anthropic API key (an admin adds it in Settings). Every line must come from the items, and lines with numbers or dates the items don’t contain are left out. You always review and edit before publishing.

Managing pages

• Turn off: the link shows “This client page has been turned off” until you turn it on again.
• Replace link: creates a new link; the old one stops working immediately.
• Delete: removes the page. Your board is not changed.
• Settings (admins): company name, logo and accent color for all pages (Basic plan and above), and the Anthropic API key.

Good to know

• Pages show at most 500 items.
• Pages refresh from monday every few minutes.
• If you uninstall the app, all links stop working immediately and all stored data is deleted.