How can we help?
Guides and answers for everything MonoDesk, from your first client to your Client Portal.
Getting started
Set up your workspace, add your first client, and find your way around.
4 articlesPlanner & Today
Plan your week, protect focus time, and start each day with a brief.
3 articlesProjects & tasks
Boards, subtasks, labels, files and everything inside a project.
5 articlesClients
Client profiles, brand colours, contacts and linked projects.
1 articleClient Portal & updates
One branded link per client: briefs, files, approvals and updates.
4 articlesDiscover & leads
Research prospects, plan meetings, and get a recap of what was agreed.
6 articlesCo-Worker (AI)
Your AI that knows your clients, projects and work.
1 articleProposals & invoices
Win the work with proposals, then bill it without leaving your projects.
2 articlesTime tracking
Timers, time logs, and seeing where the week went.
1 articleTeams & account
Invite your team, manage your profile, billing and settings.
4 articlesIntegrations
Connect MonoDesk to Claude, ChatGPT, Zapier and the other tools you use.
2 articlesVideo guides
Short walkthroughs of the big features, straight from the team.
8 videos